Hospitality Properties Trust Q2 2008 Earnings Call Transcript
August 12, 2008
Hospitality Properties Trust (HPT)
Q2 FY08 Earnings Call
Hospitality Properties Trust Q2 2008 Earnings Call Transcript
90% Of You That Started Trading Last Year Or This Year WILL FAIL! These Are Facts! Not My Opinion!
August 12, 2008
[2008.08.12 07:14:01] JoshuaHayes: they need to leave
[2008.08.12 07:14:05] JoshuaHayes: they need to quit trading
[2008.08.12 07:14:08] JoshuaHayes: to be so f’g stupid
[2008.08.12 07:14:10] JoshuaHayes: to see that the market
[2008.08.12 07:14:13] JoshuaHayes: has moved NOWHEER
[2008.08.12 07:14:15] JoshuaHayes: since january
[2008.08.12 07:14:18] JoshuaHayes: there is NO TREND
[2008.08.12 07:14:20] JoshuaHayes: over 10%
[2008.08.12 07:14:22] JoshuaHayes: up or down
[2008.08.12 07:14:24] JoshuaHayes: i did give you
[2008.08.12 07:14:25] JoshuaHayes: DGLY
[2008.08.12 07:14:26] JoshuaHayes: and PDO
[2008.08.12 07:14:29] JoshuaHayes: PDO was clear!!!!!!
[2008.08.12 07:14:34] JoshuaHayes: and if you do a search right now
[2008.08.12 07:14:37] JoshuaHayes: and look in 2003
[2008.08.12 07:14:43] JoshuaHayes: there were over 1000 stocks up over 100%
[2008.08.12 07:14:48] JoshuaHayes: by 2006 there were only 400
[2008.08.12 07:14:52] JoshuaHayes: this year there isnt even 20
[2008.08.12 07:14:55] JoshuaHayes: so use your brain
[2008.08.12 07:14:59] JoshuaHayes: NOBODY is marking money
[2008.08.12 07:15:06] JoshuaHayes: i mean cant ppl see that every mutual fund is losing money
[2008.08.12 07:15:08] JoshuaHayes: i think most new traders
[2008.08.12 07:15:11] JoshuaHayes: are idiots
[2008.08.12 07:15:14] JoshuaHayes: they have no clue about history
[2008.08.12 07:15:17] JoshuaHayes: and dont get that
[2008.08.12 07:15:19] JoshuaHayes: in a CRAP MARKET
[2008.08.12 07:15:23] JoshuaHayes: you GET CRAP RETURNS
[2008.08.12 07:15:25] JoshuaHayes: CRAP MARKETS
[2008.08.12 07:15:27] JoshuaHayes: go nowhere
[2008.08.12 07:15:30] JoshuaHayes: this is not and up or down
[2008.08.12 07:15:35] JoshuaHayes: i have my past results
[2008.08.12 07:15:38] JoshuaHayes: NO ONE SHOULD ARGUE with me
[2008.08.12 07:15:44] JoshuaHayes: or think “i suck now”
[2008.08.12 07:15:52] JoshuaHayes: you would be a MASSIVE IDIOT
[2008.08.12 07:15:59] JoshuaHayes: to think that i have “lost” my touch
[2008.08.12 07:16:03] JoshuaHayes: the next big bull
[2008.08.12 07:16:06] JoshuaHayes: that most traders
[2008.08.12 07:16:07] JoshuaHayes: 90%
[2008.08.12 07:16:09] JoshuaHayes: will not be a part of
[2008.08.12 07:16:13] mghens: anyone that reads your suggested list cannot and would not think that
[2008.08.12 07:16:14] JoshuaHayes: they can come back
[2008.08.12 07:16:17] JoshuaHayes: and see the AMAZING
[2008.08.12 07:16:21] JoshuaHayes: growth stocks like APII could be
[2008.08.12 07:16:26] JoshuaHayes: right
[2008.08.12 07:16:27] JoshuaHayes: but theer is
[2008.08.12 07:16:37] JoshuaHayes: everyone needs to just stop trading
[2008.08.12 07:16:43] JoshuaHayes: if they do this to STJ and AMED
[2008.08.12 07:16:52] JoshuaHayes: why is anyone long??????????
[2008.08.12 07:16:57] JoshuaHayes: 85% cash myself
[2008.08.12 07:17:01] JoshuaHayes: 50 small longs
[2008.08.12 07:17:05] JoshuaHayes: NONE are HOT!!~!!!!!!
[2008.08.12 07:17:08] JoshuaHayes: NONE NOEN NONE
[2008.08.12 07:17:10] JoshuaHayes: APII EMIS USAK
[2008.08.12 07:17:22] JoshuaHayes: are the only three stocks that look like they are goign to setup in the right bull market patterns
[2008.08.12 07:17:24] JoshuaHayes: with the green BOP
[2008.08.12 07:17:30] JoshuaHayes: and they are months to maybe a year early
[2008.08.12 07:17:34] JoshuaHayes: it takes a lon gtiem
[2008.08.12 07:17:37] JoshuaHayes: where was everyone in
[2008.08.12 07:17:38] JoshuaHayes: 2003
[2008.08.12 07:17:39] JoshuaHayes: ?
[2008.08.12 07:17:41] JoshuaHayes: 2004?
[2008.08.12 07:17:43] JoshuaHayes: 2005?
[2008.08.12 07:17:45] JoshuaHayes: 2006?
[2008.08.12 07:17:50] JoshuaHayes: they shyow up at the top in 2007 of course
[2008.08.12 07:17:52] JoshuaHayes: 
[2008.08.12 07:17:54] JoshuaHayes: LIKE ALWYS
[2008.08.12 07:17:59] JoshuaHayes: where was everyone in 21996?
[2008.08.12 07:18:01] JoshuaHayes: 1996?
[2008.08.12 07:18:03] JoshuaHayes: 1997?
[2008.08.12 07:18:04] JoshuaHayes: 1998?
[2008.08.12 07:18:08] JoshuaHayes: 1999?
[2008.08.12 07:18:11] JoshuaHayes: then in 2000 THEY SHOW UP
[2008.08.12 07:18:15] JoshuaHayes: EVERYHWERE right at the top
[2008.08.12 07:18:19] JoshuaHayes: HISTORY NEVER STOPS REPEATING
Those that are not patient will fail in this market. This market will make the newbie go insane. I suggest you get to my book list and start reading everything about Jesse Livermore, everything Boik wrote, and read the How To Make Money in Stocks by O’Neil. Only then will some of you get it. This market has only one goal: to knock out the newbies who JUST entered the market.
90% Of You That Started Trading Last Year Or This Year WILL FAIL! These Are Facts! Not My Opinion!
Legend International Holdings Inc. (LGDI) is a HOLD
August 12, 2008
PR: 
SD: Legend International Holdings Inc. (LGDI) is a HOLD
GSK, Sirtris, Resveratrol, and research..very interesting! (GSK, rated BUY)
August 12, 2008
I’m no expert, and I don’t know all that much about stock choices, but this one just hit me over the head, after doing the technical research about the new product the medical communities are now investigating, Resveratrol(not a new product, but new testing is accelerating by some of the best in the industry!). Glaxo is also adding a new immunization line of products that competes with some of the others, and it is also a new-ish product related to diminishing the chances of developing cervical cancer.
New medical research is always interesting to me, so I’m basically just looking at that, and at what some of the larger investors have said about the company. I can give you a very short synopsis of what the product of interest, is about, relative to it’s recent testing, (it’s previous stock owners of Sirtris Pharmaceuticals was just purchased a few months ago (JUNE 08)) by GSK. By the way, my daughter is a research chemist in the field of pharmaceuticals and patent law. So I guess the interest in this stuff runs in the family! LOL! If a study comes to NIH that I could be eligible for, I’d volunteer, for sure! I think I would wait to buy at around 46 since it seems to be dropping at the moment.
www.nyse.com/about/listed/lcddata.html
www.resveratrol.com/Recent%20News.html
GSK, Sirtris, Resveratrol, and research..very interesting! (GSK, rated BUY)
CRM Holdings Ltd. (CRMH) is a BUY
August 12, 2008
Analysts’ Recommendation: Strong Buy CRM Holdings, Ltd., thorough its subsidiaries, provides workers’ compensation insurance products and services. Its primary insurance segment offers workers’ compensation insurance to employers in California, Arizona, Florida, Nevada, New Jersey, and New York through independent insurance brokers and agents; and excess and frequency coverage policies to self-insured entities. The company’s Reinsurance segment includes the reinsurance of workers’ compensation coverage written by other insurance companies and self-insured entities. This segment offers excess of loss and quota share reinsurance products. Its Fee-Based Management Services segment includes the offering of various management services to self-insured groups in California and New York under fee-for-service arrangements. It provides the groups with a range of services, including general management, underwriting, risk assessment, medical bill review and case management, general record keeping, and regulatory compliance, as well as safety and loss control services to group members. The company also acts as an insurance broker by placing excess and frequency insurance coverage and surety bonds for the groups. CRM Holdings is based in Hamilton, Bermuda.
CRM Holdings Ltd. (CRMH) is a BUY
Foster Wheeler Ltd. (FWLT) is a BUY
August 12, 2008
BUY
rating on Foster Wheeler Ltd.
(FWLT)
Start Price: $46.74
Start Date: 08/12/2008
Foster Wheeler Ltd. (FWLT) is a BUY
Market Outlook: It’s Still All About Housing
August 12, 2008
Mark Hines submits:
The S&P500 is down 17% since October, but it’s up 7% in the last month. There is always the temptation to think we have entered a new long-term bull market run, and it’s time to get long before it’s too late. However, over the next 12 to 18 months, I believe the housing market will continue to be the fundamental driver of the US economy, and conditions in housing are still deteriorating.
First, let’s examine some housing market facts. July housing starts data will be released on August 19, and if the trend remains intact we are headed downward. For example, last month’s release showed single family starts declined at a rate of 5.3%, and this figure is down nearly 50% since January 2006. On August 26, we’ll receive new home sales figures, which are also trending downward (down over 30% in the last year). Some bullish commentators will point to the inventory-months metric which seems to be bottoming around 10 months, but this can be misleading because it’s based on a much smaller total amount of inventory and sales when compared to several years ago.
Market Outlook: It’s Still All About Housing
The Follies of Academic Finance
August 12, 2008
Inglefox Investing submits:
I was recently looking for an inspiring topic to write my next article about when I turned to a collegiate textbook from the first finance class that I ever took. I turned to the chapter about bear markets and recessions and tried to find a topic that I thought would be applicable to current market conditions.
As I read, I was shocked about how many times I found myself in absolute disagreement with the author of the textbook. There were two topics in particular that I, with now actual market experience behind me, take issue with. These topics are the textbook’s notions of consumer behavior and diversification.
The Follies of Academic Finance
Bull or Bear? Let History Be the Guide
August 12, 2008
John Lounsbury submits:
Sometimes it is helpful to look at history. In evaluating what might be in store for the U.S. stock market, this is one of those times. I have selected the DJIA (Dow Jones Industrial Average) for analysis because data is available from before 1900.
The graph below shows the 10-year and 20-year moving averages for annual returns (without dividends) for the DJIA. 
Bull or Bear? Let History Be the Guide
Ranting About Risk
August 12, 2008
James Picerno submits:
Failure imparts more lessons than triumph in money management. Success too often breeds hubris and excess confidence; disappointment invites analysis and reflection about what went wrong, why it went wrong and how to make sure the same mistakes aren’t repeated.
Progress in finance and economics, in other words, relies more on failure than success. The truism comes to mind after reading the "confessions" from a "risk manager at a large global bank" in the latest issue of The Economist.
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