Trevor Bernard retweeted
This is an ominous sign
The unemployment rate has moved above its 36-month MA
Such a development has happened 10 prior times since 1952
Every single time, it ended in a recession
3) the pent up demand for travel will boom and this will be hitting the media soon, making for a boom in travel stocks.
4) cheap enough that if it turns into a meme stock i think it can run to $15
Remember, before the pandemic year this $2.80 stock was paying a $3 dividend
3/3
1) Rates staying low means it can service its debt.
2) If inflation is real, then its portfolio of properties will appreciate quickly and provide an opportunity to refinance their debt.
2/3
I鈥檓 liking $AHT for the next few months on the summer recovery play for tourism. It is staying low due to the debt it has racked up during the crisis. But I think it has some great catalysts in the near future:
1/2




