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Non-Tech : Suburban Lodges of America (SLAM)
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To: VALUESPEC who wrote (8)12/19/1997 4:41:00 PM
From: sds  Read Replies (1) of 35
 
I'm not a bear, but here's what I know of the "bear story"

First, you have a high multiple. While the price/sales ratio is low, and the PEG ratio is low, the PE is high.

Also, a lot of competition is supposedly moving into this sector. I don't see it yet, but that's the story.

Also, some people feel that the focus on the lower end customer is a negative. I don't agree with this, but that's another argument.

I'm still bullish on SLAM. It will take a while for this to recover, but I think it will. I actually thought the down-draft after the announcement was excessive, but I don't waste my time/breath arguing or worrying about over-reactions. In time, the cream rises to the top, and I think this one will also.

sds
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