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Non-Tech : Radica Games (RADA) -- Ignore unavailable to you. Want to Upgrade?


To: David who wrote (3184)3/3/1998 8:04:00 AM
From: Starbase4.0  Read Replies (1) | Respond to of 7111
 
New Poster Here!

After reading the thread history last night, I have decided to invest some of my hard-earned dollars in Radica. I believe in buying high growth at a low P/E, as this strategy has worked out well for me in the past.

Thanks to all who posted here in the past; your thoughtful and informative commentary helped me to understand the potential risks and rewards in Radica. I think the risks are small and the potential rewards are high.

I also visited the local Toys-R-Us and Wal Mart and came away with some perceptions I would like to share with the group. Take them for what they are worth. They might add some pieces to the puzzle:

1. Tiger Electronics dominates the category. There were at least 70% Tiger products on the shelves, 10-15 % Radica, and 15% other. This bothered me until I realized that Radica is growing fast without taking up all that shelf space. Still, it is strange they can do that.

2. All the fishing games were gone! This was good news/bad news, seeing all those empty hooks. Good because they are selling, bad because they could be selling many more and are not because there is no stock on the shelves. Is it because there were more in the back? Is there not enough capacity to build these games? Maybe someone on the thread can answer.

3. What impact does the Hasbro/Tiger deal have on Radica? Could Tiger cut Radica out of producing Hasbro toys? Please comment.

4. I bought the$4.50 poker game, and for what it's worth it was pretty fun. Not as fun as some others I have played, but for $4.50 it was worth the money. But the Tank Commander and Sub Hunt games were kind of expensive ($24.00) and I couldn't figure out how they worked. Maybe kids are smarter than me.

5. I can't wait to see the new games. There was nothing like them on the shelves and I think they will be a big hit with kids. I especially like the idea of the NASCAR and Dirt Bike games.

Comments/Reactions please!



To: David who wrote (3184)3/3/1998 9:21:00 AM
From: George Kirlin  Read Replies (1) | Respond to of 7111
 
David, I second Gary's motion about Individual Investor. I have subscribed for years and have picked up stocks for my "watch list" from their reports. They like stocks with good forward momentum in sales and earnings that they feel are under-followed, undervalued, or turning around and do in-depth articles on them each month. I believe the stocks are independently chosen for inclusion, and unlike an advertorial where you would pay for the advertising, II will select who to write up. However, the idea of your own advertisement about Radica in II is a great idea, to get the name of the company in front of them; and it's no harm to send them an investor's package to see if they might like to find out more about you.