Dick Stanton

Travel Centers of America: Rare Value Investing Opportunity

I agree. What happened? The market is booming and this stock goes from 8.75 - 3.XX. Arohan, what are your thoughts? Nothing has changed. The economy seems to be improving, they still have $185M in cash ($11 cash value) $22 book value. What will it take for this to rebound?

TravelCenters of America: Long Value Play

Can you explain why the stock is in the $3.00 range? Nothing has changed since last quarter, cash is still at $185M ($11 per share) with a book value of $22. The stock market appears to be rebounding - why is this stock going the opposite direction?

Please advise on your thoughts