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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (30179)4/2/2008 9:49:34 AM
From: Spekulatius   of 78741
 
HPT -
looks like TA (the tenant of HPT's trucking stations) is imploding. if this indeed were to happen, HPT has quite a bit to worry about; 1/3 of their assets will be with a tenant that cannot pay the rent. This is not really a surprise if you followed the story. I was wondering about the reason why HPT was holding up so well, while all other hotel REIT's were getting hammered. it turned out there wasn't any. I think HPT will be a stock with a "2" as a first number somewhere down the road.

finance.yahoo.com
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