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With travel between U.S. and Europe a small percentage of global traffic, we are maintaining our fair value estimates for Expedia, Wyndham, and Sabre.

These names are all significantly undervalued by our standards after the market rout.

The discounts we see now are several and sometimes compelling.

Their sensitivity to equity markets tells much of the story.
Risk and Behavior

With the market rattled by COVID-19, learn the behavioral concepts you can use to help clients manage their fears.


Why Hotel REITs Look Like a Buying Opportunity

Why Hotel REITs Look Like a Buying Opportunity


Special Reports

Strategies and investment ideas for lessening the tax bite.

We upgrade nine plans and downgrade eight, shaking up our 677彩票平台 and Silver ratings.

Environmental, Social, and Governance Investing

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