Ryman Hospitality Properties

The DJIA fell 150 points Friday while Nasdaq was down 50, the S&P 500 fell 24 points while the 10-year treasury yield dropped notably, down .13 to 4.04%. The trading action is more in Treasuries than stocks these days. Lodging names were mixed; SLNA was the only mover of note, up 6% (although that is only a nickel). It was a mixed day […]

The DJIA rose 164 points, but Nasdaq plunged 295, the S&P 500 fell 31 points, and the 10-year treasury yield bounced back up .11 to 3.85%. Lodging stocks were lower on the day. Oppenheimer downgraded RLJ Lodging Trust, Chatham Lodging Trust, and Braemar Hotels & Resorts to Perform from Outperform. They upgraded Host Hotels to Outperform from Perform. Truist said they expect a mixed bag for 2Q earnings from […]

The DJIA rose 285 points on Friday while Nasdaq was up 197, the S&P 500 rose 54 points and the 10-year treasury yield was down .04 to 3.82%. Lodging stocks were mixed. Sonder Holdings was cut to Market Perform from Market Outperform by JMP Securities. EF Hutton assumed coverage of Selina Hospitality with a Buy rating and $6 price target. Ryman Hospitality Properties announced it closed on the […]

The DJIA was up 146 points while Nasdaq was up 111, the S&P 500 was up 30 and the 10-year treasury yield jumped .07 to 3.84%. Lodging stocks were mixed. Raymond James upped their price target on Ryman Hospitality to $115 from $110 They maintained their Outperform rating on the stock. American excitement for travel remains at record high levels, 8.3 on a scale from […]

The DJIA rose 190 points, Nasdaq was up 203, the S&P 500 was up 40 and the 10-year treasury yield was up .02 to 3.77%. Lodging stocks were mixed. The mover of note to the upside was ABNB, up 6% but SOND plunged -17% and VCSA was down -7%.  The Wall Street Journal followed up on a San Francisco Chronicle article, predicting more foreclosures and […]

The DJIA rose 169 points, Nasdaq was up 134, the S&P 500 rose 26 points and the 10-year treasury yield was down .07 to 3.71%. Lodging stocks were mixed. AHT was the only mover of note, down -6% on the day. Wells Fargo initiated coverage on Airbnb with an Underweight rating and $99 price target. Truist Securities published a report on ABNB and the short-term rental business […]

The DJIA rose 92 points but NASDAQ was down 173, the S&P 500 was down 16 points and the 10 year treasury yield jumped .09 to close at 3.78% again. This wound up taking the wind out of the sails of some lodging stocks. The group still ended the day mostly higher but the big […]

The DJIA was up 10 points while Nasdaq rose 47, the S&P 500 was also up 10 points and the 10-year treasury yield was up .01 to 3.70%. Lodging stocks were higher. AHT rose 8% to lead the group while SVC was up 6%. SLNA gave back their big gains, down -12% to close below $1 again. Truist described the tone of the NY […]

June is coming in like a lion with the second day even better than the first in the markets with the DJIA surging 701 points on an actual economic report. The stronger-than-expected jobs report also helped Nasdaq rise an additional 140, the S&P 500 was up 61 points and the 10-year treasury yield was up .08 to 3.69%. Lodging stocks were higher led […]

The DJIA rose 153 points while Nasdaq was up 166, the S&P 500 rose 41 points and the 10-year treasury yield was down .03 to 3.61%. Most people would like all of June to be like this. Lodging stocks were modestly higher. The only mover of note was SLNA, up 6% on the day. Truist issued their May/June RevPAR Monitor. Their latest round of forward-looking […]

The DJIA was down 56 points, Nasdaq was down 77 points, the S&P 500 was down 18 points, and the 10-year treasury yield was essentially unchanged at 3.52%. Sigh. Choice Hotels International reported solid 1Q results, better than expectations. In the good old days, when stocks actually moved up and down based on fundamentals, you could dictate the direction of CHH stock by whether they […]

The DJIA dropped 286 points, while Nasdaq was down 58, the S&P 500 fell 29 points, and 10-year treasury was up .02 at 3.36%. The Dow Jones U.S. Travel & Tourism Total Stock Market Index was down 1.3 percent. The earnings calendar accelerated in both the REIT and C-Corp section in the past 24 hours. Hyatt received the most attention with a clean beat but then […]