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Non-Tech : Dave & Busters (DAB) -- Ignore unavailable to you. Want to Upgrade?


To: Glenn Petersen who wrote (241)8/25/2000 4:45:44 PM
From: Mark  Respond to of 278
 
Glenn, You may be right about the EBITDA multiple, but most restaurants aren't growing as quickly as DAB. I think it deserves a multiple of around 4x. (In fact it deserves a PSR of >1 - is currently at about 0.35). A lot will depend on whether the market believes that DAB is putting its house in order, and whether we can get net profits back above 7% (and preserve 20% growth). If so, we are looking at a possible triple in stock price over the next few quarters (5 or 6 Qs?).

FWIW - More of my thoughts are on Yahoo! at -
messages.yahoo.com

Mark



To: Glenn Petersen who wrote (241)8/27/2000 1:47:34 AM
From: Yogizuna  Read Replies (1) | Respond to of 278
 
I still think the stock is undervalued here. It remains on the buy signal with the daily chart approaching moderately overbought territory, but the weekly chart is still in very good shape here..... This is a good one to buy on the dips in my opinion. Yogi