crankyinvestor

Inhospitable Value at Hospitality Properties Trust

After all the BS, the realities are that the truck-stop business is already on the mend; personal spending by drivers is increasing as fuel costs moderate, and the cost reductions can move the business well into "the black".
If one really wants to profit from HPT, the best way to do it is through the preferred shares; they sell to yield in excess of 13 percent even though the cash flow coverage is in excess of 11 times.
By the standards of other REIT preferreds, they should sell to yield between 9.5 and 10 percent. They have a whole lot of upside, and can easily achieve an overall 25 percent per year irr over the next 2 years (safely).

Inhospitable Value at Hospitality Properties Trust

The TA shortfall is mitigated by the recent drop in gas/diesel prices.
The "shaky" dividend may be "shaky" for 20 - 30 cents out of 3.08.
It's built into the stock by a wide margin.