Editor's note: 'Bricks and Mortar' is a series of columns written by real estate reporter Nicholas Yulico meant to help TheStreet.com readers generate real estate and gaming-related stock ideas.
The buyout of Hilton Hotels ( HLT) is a huge score for investors and sent the entire lodging sector surging Thursday. Unfortunately, the buyout, and subsequent sector run-up, leaves few big stock-buying opportunities left in the hotel space. But there are some plays that could still win big. Readers of this column know that I've been
|Bricks and Mortar Portfolio |
A Look at How Nicholas Yulico's Picks Have Performed
|Rating Date||Price at Rating||Rating||Current Price*||Return**|
|Brookfield Properties (BPO)||1/23/2007||$28.67||Own||$24.83||-13.4%|
|Global Real Estate ETF (RWX)||1/23/2007||$64||Own||$65.59||2.5%|
|Penn National (PENN)||2/6/2007||$45.56||Own||$60.24||32.2%|
|Melco PBL (MPEL)||3/12/2007||$15.46||Own||$12.76||-17.5%|
|Home Solutions of America (HSOA)||4/24/2007||$4.98||Flag||$5.89||-18.3%|
|Average Total Return, Unweighted||11.1%|
|Close At Start of Portfolio||Current Value|
|U.S. MSCI REIT Index||1140.36||1041.26||-8.7%|
|*(7/5/07 afternoon prices) |
**For "flagged" stocks, a drop in price is tracked as a positive for the portfolio, and a rise in price is a negative.