Fred Lowrance says Gaylord Entertainment's booking and pricing strategy — the company has resisted putting too much future business on its books because it sees rates rising — appears to have begun to resonate with investors. Previewing the company's upcoming first-quarter results, the Avondale Partners analyst says "investors are becoming increasingly comfortable" with that approach as well as with a push to boost leisure business. Combine that with signs from fellow hotel operators that group demand is firming up and Lowrance sees Gaylord posting profits of 7 cents versus the consensus of 4 cents. At about 11 times estimated 2012 cash flow, Gaylord (Ticker: GET) "remains a compelling investment opportunity" — even though it's up 28 percent year to date.