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Pastimes : A Place to Hype Your Picks Safely -- Ignore unavailable to you. Want to Upgrade?

To: M CAHILL who wrote (338)	7/14/1998 5:31:00 PM
From: otter	Respond to 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.

To: M CAHILL who wrote (338)	7/14/1998 7:26:00 PM
From: Mike McFarland	Read Replies (2) \| Respond to of 363

Nicely diversified portfolio, good luck with it, what the heck is going on with Adaptec anyway, I guess everybody is waiting for an earnings bombshell? Estimate is for 15 cents to be reported on July 23rd, is that what you have? Cant say I know much about it, but did notice that Asus is making their P2B boards nicer and nicer... Ultra2 SCSI Onboard Adaptec r AIC 7890 & 3860 80MB/s Ultra2 Wide SCSI Onboard (AIC 3860 Optional) asus.com sweet. Cant say I know much about the rest of those, maybe I'll try to check out Baywatch at the end of the month;-) I personally focus on fewer stocks, and overweight my favorite teriffically, but I have pretty high risk tolerance--your portfolio is certainly less volatile--know the beta offhand? eom