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Title Date Pages
MAR: Marriott - Our Expanded Thoughts on MAR's Ability to Navigate COVID 2020-06-30 7
CHH: Choice Hotels - Our Expanded Thoughts on Choice's Ability to Navigate COVID 2020-06-30 7
HLT: Hilton - Our Expanded Thoughts on HLT's Ability to Navigate COVID 2020-06-30 7
Weekly Lodging Alternative Data Snapshot - Our Data Indicates That US RevPAR Trends Are Holding Flat for Week Ended 6/27 with Leisure Continuing to Lead the Recovery 2020-06-29 13
History 101 at CoreLogic, now watching for BP copycats, WEX calls in a favor, truckers surfing the green wave (CLGX, BP, WEX, SHLL, UAA) 2020-06-29 4
WH: Wyndham - Our Expanded Thoughts on WH's Ability to Navigate COVID 2020-06-29 7
H: Hyatt - Our Expanded Thoughts on Hyatt's Ability to Navigate COVID 2020-06-29 9
Social Distancing Restaurant Consumer Survey Week 16 - COVID Backdrop Has Become Far More Harrowing Over Last 2 Weeks – But Through 6/26, Consumers Still Marching Forward 2020-06-29 7
Multi-Industry (Capital Allocation (Part 1): Focus on share repurchases ) 2020-06-29 8
Tracking the Consumer & COVID-19 (Week #16) - Data Shows A Degree of Moderation After Optimism Seen in Week 14; 26.4% Expect Economy to Reopen in 2021 – 10 Key Takes 2020-06-28 13
GHRA Lodging Valuation Framework - Addendum to Our Initiations: GHRA Valuation Drivers Framework 2020-06-27 29
“Senator Foley” authors legislation to take CoreLogic private, FactSet outkicks its coverage, Navistar offer survives succession (CLGX, FDS, NAV, WH) 2020-06-26 4
CHH: Choice Hotels - Choice Among the Best Positioned to Weather the COVID Storm, But Limited Multiple Upside; Initiating w/ Hold Rating 2020-06-25 7
MAR: Marriott - Time-tested Model, But Long Road to Recovery & Rising COVID Case Counts Puts Us on the Sidelines – Initiating w/ Hold Rating 2020-06-25 8
H: Hyatt - Multiple Expansion Unlikely w/ Greatest COVID Headwinds; Shift to Asset Light Model in Doubt; Initiating w/ Underperform Rating 2020-06-25 8
WH: Wyndham - Wyndham is the Better “Choice” at a Meaningful Valuation Discount; Initiating Coverage with a Buy Rating 2020-06-25 8
HLT: Hilton - Great Model, But Lack of Clarity Around Business Transient Recovery Pace Puts Us on the Sidelines – Initiating w/ Hold Rating 2020-06-25 8
DRI: Darden Restaurants - DRI & Peers Not Yet Out of COVID Woods, but Resilient Off-premise Sales & Pursuit of LT Cost Efficiencies Pushing EBITDA Higher 2020-06-25 6
ALLY avoids a rock fight, Don’t sleep on WEX’s albatross, Bunge circles five dollars, Might Xerox have a new landing spot? (ALLY, WEX, BG, FDS, XRX) 2020-06-25 4
DRI: Darden Restaurants - First Look: OG SSS Recovery More Modest Than Expected & F1Q EBITDA/EPS Guidance Solid. Rising Case Counts Will Be Call Focus 2020-06-25 4

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