A surprising pickup in business and vacation travel in recent months has energized the otherwise languid hotel business. Analysts now expect the uptick to continue. Here are four lodging companies that offer investors the best chance of riding the industry's wave.
Hotel chain Marriott beat Wall Street expectations, turning in a 31 cent earnings-per-share increase and a 42% rise in net income for the second quarter. The strong results reflect a travel rebound supporting firmer rates and occupancy.