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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (130157)	10/18/2001 6:33:46 PM
From: reaper	Respond to of 436258

Patron -- CAKE a very well run business, it seems. But that real estate is really expensive, and they have to keep paying the lease even if nobody comes to dinner. So if you are looking for event risk (as opposed to bad companies) CAKE should be near the top of the list. Watch WSM -- no way I'd get in front of that thing (on the long side) before Christmas (when they do ALL their earnings) but I think the new guy (Dale Hilpert) is going to bring the sort of discipline and returns to that company that Lester has always ignored. Wedding and gift registry on-line really growing and that's free, really high-return revenue. And PB Kids I think is going to be big (of course, I have my first child on the way, so maybe I'm biased...) Cheers