Kushner-Locke -- $11.37 (Nasdaq: KLOC)*
Lots of activity and lots of reporting on their majority owned 1-800-US-SEARCH
division. What everyone has seemed to miss though, is a 13D filing by Gruber &
McBaine a San Francisco based investment firm. On December 29th the company
reported sales increased 33% from $56 million to $75 million and narrowing
losses. A recent brokerage firm report (dated June 98) estimated that its 80%
interest in the 800 Search division could contribute up to $30 million to
KLOC's fiscal 1999 revenues with pre-tax margins ranging between 12-15% after
start-up costs. Plenty of interesting events to monitor here. Internet
beneficiary.
310-445-1111
13D Filing:
freeedgar.com
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
kushner-locke.com
Profile:
biz.yahoo.com
MediaLink -- $11.75 (Nasdaq: MDLK)
Medialink is a worldwide provider of video and audio production, distribution
and public relations services for businesses and organizations seeking to
communicate through TV, radio and other media. For the nine months ended 9/98,
revenues rose 63% to $29.7 million. With a market cap of only $62 million,
MediaLink runs a real possibility of finding itself on the auction block.
Despite sharply increasing revenues and earnings, the stock of the company has
been plunging much like CKS Group (which was bought out) did last year after
reporting good, but less than expected results. Down from $28. Internet
beneficiary.
212-682-8300
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
medialink.com
A Few Words from the Chairman:
broadcast.com
Profile:
biz.yahoo.com
Insider:
biz.yahoo.com
MediaX -- $2.43 (OTC: MXMXD)*,**
We would describe this company as a leading edge developer of web
sites which are designed to sell merchandise that relates to some of the
nation's (world's) top artists and celebrities. It takes about five seconds
at
the Rod Stewart Live.com web site to see that the tech team behind this
company--is without any question--one of the best in the country.
The game plan is fairly simple and straight forward. First, find a hugely
popular artist (music, film, etc.) and create a web site that will draw huge
crowds by virtue of that star or celebrities popularity. Next, keep the
crowds
there by loading it with contests, chat, interviews, sound clips and photos.
Last, enable the site to generate revenues by selling merchandise (tickets,
records, videos, tee-shirts, etc.) which relates to the celebrity.
As we mentioned earlier (Echostar), MediaX has been selected by Echostar to
provide content for it's interactive Television offering. This is a
potentially
huge outlet for MediaX to offer its goods which are greatly enhanced by a
high-bandwidth service. Down from $12. Internet and CD Rom play.
310-815-8002
News:
biz.yahoo.com
Chart:
quote.yahoo.com
Web-Site:
mediax.com
rodstewartlive.com
Profile:
biz.yahoo.com
Insider:
biz.yahoo.com
Playboy Enterprises -- $18.00 (NYSE: PLA)
If ever there was a ever a natural progression to the Internet, its Playboy.
Playboy should be able to easily move to and benefit from subscription sales,
to advertising, to merchandise sales. While the company has publicly stated it
presently has no plans to spin of its Internet division, we believe it is
inevitable in light of the oversized valuations commanded by Internet
companies. Internet beneficiary.
312-751-8000
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
playboy.com
Profile:
biz.yahoo.com
Insider:
biz.yahoo.com
Sportsman Guide -- $6.75 (Nasdaq: SGDE)
Whatever you want to call it; K-Tel potential (Nasdaq: KTEL) or Sky-Mall
potential (Nasdaq: SKYM), Sportsman Guide has it. And it is easily the
cheapest
stock on this and almost any list. The only thing better than their site is
their valuation. SportsmanGuide.com ? SGDE currently sells for 8 times
earnings
and 20% of sales. The company has 1,000,000 customers and distributes
70,000,000 catalogs which could lead to a convergence of bringing customers
without paying the gatekeepers and reducing costs as shoppers move from the
catalogs to the Internet. Internet beneficiary. Down from $11.50.
651-451-3030
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
sportsmansguide.com
Profile:
biz.yahoo.com
Insider:
biz.yahoo.com
You Bet International -- $8.75 (OTC: UBET)
You Bet!, Inc. announced in June the public release of the You Bet Network,
the
only interactive online horseracing network in the U.S. As America's first and
only interactive online horseracing service to enter the market, You Bet
provides members the ability to watch and wager on a wide selection of
coast-to-coast thoroughbred and standard-bred horseracing, via its exclusive
private closed-loop network. Members have 24 hour access to the network's
features, including live racing from a choice of over 15 racetracks across the
country, commingled track pools, live audio/video, up-to-the minute track
information, real-time wagering information, and value-added handicapping
products. Pure Internet Play. Hitting new highs.
310-444-3300
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
youbet.com
Insider:
biz.yahoo.com
UOL Publishing -- $5.50 (Nasdaq: UOLP)
We'll simply quote the Chairman, "I am energized by the promising results of
the Company's Web-based strategy. Since the VCampus· was first launched, we
have delivered over 100,000 courses to more than 70,000 students through 35
institutional partners. Our customers include major universities and Fortune
500 companies with access to approximately 500,000 potential students. We
believe that the Company has reached a critical mass of online customers that
requires the undivided attention of the management team. In the future, our
primary goal will be to provide Web-based training and education. In short,
now
is the time to focus on our core mission -- to build the world's largest
Web-based training and education company.'' Pure Internet Play. Down from
$16.
We'll take two. 703-893-7800
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
uol.com
Profile:
biz.yahoo.com
Insider:
biz.yahoo.com
USWeb -- $30 (Nasdaq: USWB)
USWeb is the only other company (see BDE) to graduate from the 1999 list. The
name should be changed to reflect the merger with CKS Group which was also on
the 1998 list, to ReInvent. Quite simply, USWeb is the biggest and best
Internet consulting firm on the planet. Clients include Schwab, Toshiba, NBC,
McDonald's, General Motors...you get the idea. This is a company that will
most
likely reach $1 billion in sales in 4-5 years. Internet beneficiary. Wildly
volatile.
News:
biz.yahoo.com
Chart:
stockmaster.com
Web-Site:
uswebcks.com
Profile:
biz.yahoo.com
Insider:
biz.yahoo.com
Zapata -- $13.00 (NYSE: ZAP)
Controversial to say the best. Hated to say the worst. For the life us we
cannot understand the hate affair some journalist have with this company. The
decided to get into the internet, they decided to get out and then they
decided
to get in again. Can't a guy change his mind ? Has the Internet suddenly
gotten
"clubby ?" In any event should they decide to move ahead with there plans it
should make for extremely interesting reading.
713-623-0060
News:
biz.yahoo.com
Chart:
stockmaster.com
Profile:
biz.yahoo.com
*** We own sizeable stakes in client companies, which can't be sold as they
are
restrictive in nature.
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