All GLG News Analyses Filed Under: Leisure & Lodging
Posted January 16, 2008Wyndham – Hotel, Timeshare & Vacation Ownership Competitors Face Challenging 2008
Analysis of: Wyndham shares tumble on profit outlook | www.reuters.com
Author: Stephen Magrill, Adjunct Professor The University of Phoenix Inc
Despite this mid December 2007 change in guidance; Wyndham should continue its leadership as the largest vacation ownership (VO) operator in 2008. Its more bargain hotel brands are likely to be more stable than its pricier competitors during any possible downturn. Many of the lodging stocks...
Posted October 12, 2007Is the travel pie still growing? Where are the GDS companies in non-air travel planning?
Analysis of: LeisureLogix Takes Back the Road with Its Personalized Road Trip Planning and Booking Tool | www.forbes.com
Author: Chicke Fitzgerald, Founder and Chief Executive Officer LeisureLogix, LLC
The GDS industry, which earns its money primarily from the travel agency community (both online and offline) booking airline tickets, has been said to be totally commoditized and destined for decline. In 2005 (the last year that all reported their earlings publicly), globally the GDSs processed...
Posted October 1, 2007Is content king, or is it relevant content that matters?
Analysis of: BBC Acquires Lonely Planet | www.bbc.co.uk
Author: Chicke Fitzgerald, Founder and Chief Executive Officer LeisureLogix, LLC
BBC Worldwide bought Lonely Planet in a deal that insiders value at over $203m. The question is whether content alone is enough to propel BBC Worldwide into the forefront of the $2.8 trillion global leisure travel market? Founders, Maureen and Tony Wheeler, will keep a 25% stake and presumably...
Posted August 9, 2007
Manchester City: Thousands enjoy City party
Analysis of: Manchester City: Thousands enjoy City party | www.manchestereveningnews.co.uk
Author: GLG Member Program Contributor
Analysis of: Manchester City: Thousands enjoy City party | www.manchestereveningnews.co.uk
Author: GLG Member Program Contributor
There are serious reasons to believe that Thaksin's acquisition of the club was less motivated by his love of sport, than by an attempt to attract positive reporting and sympathy in his home country. Since Thaksin was ousted by a military coup in September...
Posted August 6, 2007
Texas AG sues Life Time Fitness
Analysis of: Texas AG sues Life Time Fitness | www.bizjournals.com
Author: GLG Member Program Contributor
Analysis of: Texas AG sues Life Time Fitness | www.bizjournals.com
Author: GLG Member Program Contributor
With stories about the damage caused by identity theft frequently in the news, current members and potential members may avoid Life Time Fitness Centers or some of its services and programs that require more in-depth personal information. Since this is a matter of consumers’ confidence in how the company...
Posted July 6, 2007
THE BLACKSTONE HAS PURCHASED HILTON - A GOOD MOVE!
Analysis of: Will Blackstone’s Hilton Deal Put Others in Play? | online.wsj.com
Author: Ron Lodge, Former Senior Marketing Executive (former) Venetian Casino Resort Inc
THE BLACKSTONE HAS PURCHASED HILTON - A GOOD MOVE!
Analysis of: Will Blackstone’s Hilton Deal Put Others in Play? | online.wsj.com
Author: Ron Lodge, Former Senior Marketing Executive (former) Venetian Casino Resort Inc
Blackstone Group purchase will add thousands of rooms to their already large inventory. Should this be considered a good deal for all? This may be a better deal for Hilton stockholders than meets the eye. They will be looking at a substantial increase in their stock investment portfolio's to...
Posted July 6, 2007Blackstone's Probably Won't Put Others in Play...
Analysis of: Will Blackstone’s Hilton Deal Put Others in Play? | online.wsj.com
Author: Christopher Dane, President-HRG Afilliates, LLC HRG of North America Inc.
* Blackstone/Hilton deal is unique on several levels * Hotel Industry metrics have probably peaked in terms of RevPAR. * New Construction in the piptline is at an all time high * Starwood's management is weak and no apparent strategy. * Marriott is not about to sell the family business
Posted June 19, 2007
Strange Bedfellows: Marriott, Schrager
Analysis of: Strange Bedfellows: Marriott, Schrager | online.wsj.com
Author: GLG Member Program Contributor
Analysis of: Strange Bedfellows: Marriott, Schrager | online.wsj.com
Author: GLG Member Program Contributor
He will bring a new kind of taste level to the hotel chain, , along with a very strong and loyal following of clients...........from his other and previous hotel groups.
Posted June 18, 2007Marriott Knows What They Are Doing
Analysis of: Strange Bedfellows: Marriott, Schrager | online.wsj.com
Author: Christopher Dane, President-HRG Afilliates, LLC HRG of North America Inc.
•Marriott is very good at managing multiple brands. •Marriott has successfully kept brands/cultures separate. •Marriott Needed a boutique brand. •Marriott has a history of success in developing brands.
Posted June 15, 2007
In Health Care, Cost Isn’t Proof of High Quality
Analysis of: In Health Care, Cost Isn’t Proof of High Quality | www.nytimes.com
Author: GLG Member Program Contributor
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of 66Analysis of: In Health Care, Cost Isn’t Proof of High Quality | www.nytimes.com
Author: GLG Member Program Contributor
For decades (if not centuries), the old adage that you get what you pay for, was always used as a conversation stopper whenever anybody tried to discuss the unsustainably high cost of health care. Academic Medical Centers, especially those in the big cities, were always...
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The Domestic Car Business.....Is Anyone Buying Anything?
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