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Pastimes : A Place to Hype Your Picks Safely

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To: M CAHILL who wrote (338)	7/14/1998 5:31:00 PM
From: otter	of 363

PZZA (Papa John's Pizza). Upsides. Historical growth: 30%+ Future growth forecast only slightly lower. Rated in top 20 of 80 other companies in their industry. Currently 1100 franchise outlets, roughly 500 company owned stores. Expansion plans include adding 500 more stores in next 18 months. Relatively low overhead as business is all carry out or delivery. No dining room. Virtually no long term debt. Market cap: $1b+. Most analysts rate as strong buy. Revenue growth is highly predictable. And the most important (if you care about this sort of thing): We stopped buying Pizza Hut because their stuff doesn't taste as good as Papa John's. And, so have others I know. Downsides: PE ratio is over 30. Single product. If tastes change, then they don't have a backup. Also, can be relatively lightly traded. Therefore, spread is greater than those of us that buy INTC and others might be used to, and price can be highly biased by a few large trades. Went long yesterday at 36 3/4.

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