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Research Reports

Estimates are Eroding

After researching stocks in the Chinese Hotel market, its clear to me the long term potential is enourmous, but 2011 looks like a wasted year for investment dollars. I’ll sell China Lodging (HTHT) today.

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Sales are Growing, Profits are Not

China Lodging (HTHT) should grow revenue around 37% in each of the next two years. Unfortunately profits likely won’t do the same. Right now it looks like -13% growth this year and 84% next year.

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Be Patient

China Lodging (HTHT) has great growth opportunity ahead — ahead of 2011 that is. Although revenue’s should climb solidly this year, profit growth might be flat in fiscal year 2011.

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Welcome to China Lodging

China Lodging Group (HTHT) is an economy hotel chain that opened its first hotel in 2005 and has grown to 326 at the end of last quarter. There is vast growth opportunity in China’s travel market and I will purchase HTHT in the Growth Portfolio today.

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HTHT one-year chart

HTHT – I Missed a Run

China Lodging Group (HTHT) has gone on a tear higher. This Chinese hotel company is one of my top Stocks on the Radar.

Here’s why the stock jumped — why I missed the run — and where I think a good buy point is.




Left: HTHT’s one-year chart shows the stock broke out at $19.

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Earnings

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