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  • Chimera files June 2012 quarterly report [View news story]
    It has not "Caught up a bit" - it merely has not fallen any further behind. Filing one past quarter as each quarter passes will allow them to catch up in let us see....never! They really need to get their act together and start accelerating this process.
    Nov 1 02:43 PM | Likes Like |Link to Comment
  • Strategic Hotels & Resorts: Overleveraged and Overvalued [View article]
    Spoken like a true short. Recovery already happening. Revpar and occupancy climbing. Your pricing "thesis" indicates we will remain Time to be long hotels. You point out that many of their properties were bought at peak - and then fall into oppposit trap - hitting cash flow from near bottom with multiples. Nice. Let me know how that works out for you. Likely you started shoring at 4 and are deeply in touble at this point.
    Feb 27 04:47 PM | Likes Like |Link to Comment