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Strategies & Market Trends : Value Investing
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To: Arthur Radley who wrote (35053)8/8/2009 8:34:10 PM
From: Grantcw1 Recommendation  Read Replies (1) of 78764
 
TexasDude,

I agree with you that the 9/30 debt payment is a risk, but it's only $9.5M. The company thinks they have options and because of the size of the loan, I believe them. I'd rather have $9.5M to deal with than other hotel companies' $200M. But, I appreciate you bringing up this risk. It is something to consider.

In regards to ADR decline below the industry, they were profitable on a net income basis this quarter which is rare these days for any hotel company and shows that they're dealing with their fixed expenses better than other companies are.

Thanks,

cw
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