As an investors in this company I think this is a value company with a growth story. Great balance sheet compared to its competitors. Large amount of cash with the problem of what to do with it. A steadily increasing Fees based business with high margins. Positioned to leverage growth in the developed markets. A loyalty program and fantastic management that is second to none that will result in them continuing to steal market share from its competitors (just watch what they start rolling out to leverage SPG, it's already begun). A North America market that has record low supply. What's not to like.
I would like more shareholder input. With all the money Starwood management is sitting on with property sales I can only hope they do whatever to substantially increase shareholder value. Stock prices in the 50s leaves a lot of room for upside.
good luck to you. If they don't fix problem. In ten years Hot will trade under $30 a share. You watch and see. If economic not good will end very soon. You look bby when it trade over $40 a share. When I said bby will trade under $30 in five years. How much this stock now. BBy is trade under $20 a share. Build business very hard make business run good more harder. The smart people will find problem to fix before it crash. Hot is very high risky stock.