HPT : Analysis & Opinions

  1. Hotel Real Estate Rebounds Amid M&A

    June 7, 2012
    The lodging industry is quickly becoming a hotbed of acquisition activity in the commercial real estate space. Increasing ...
  2. TravelCenters Still Stuck In The Red

    May 11, 2011
    Even as other businesses and industries have improved over the past several years, TA's improvement hasn't been strong enough ...
  3. Will TravelCenters' Good Quarter Last?

    November 10, 2010
    A continued slow improvement in the trucking industry could lead to tremendous operating earnings leverage for TA ... provided ...
  4. REITs With Yield And Upside

    October 7, 2010
    Could these relative laggards provide a boost to risk-tolerant investors?
  5. 5 Hail-Mary Stocks

    June 25, 2010
    Never jump into a risky stock until your data and reasoning prove your thesis correct with an acceptable margin of safety. ...
  6. TravelCenters: A Bargain Work In Progress

    November 12, 2009
    TravelCenters offers a very compelling risk reward scenario, as long as one has faith that management will continue to operate ...
  7. Asset Rich Businesses

    October 1, 2009
    In this market, focus on asset rich companies trading at significant discounts to those assets.
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