Rev/EPS increasing, market share increasing,
expanding into foriegn countries, superior product over the
competitors and no debt. All trading for under 15x earnings.
Wheres the spam? BETTER INGREDIENTS, BETTER PIZZA. GO
A few weeks ago you were "backing up the truck"
to buy another 100 shares at either 29+ or 25+, I
can't remember which level. Although I do recall that
you liked buying it at 37, the low thirties, 29ish,
at 25 and again at 21-22.
Now you have
acquired THOUSANDS of shares at the EXACT
Sounds to me like PZZA's management isn't
the only one with a credibility problem!
But I am more optimistic than you. In my opinion,
I agree that NPCI is underpriced now and I expect
it should rebound and hit $12 by late Feb. $15 by
The Repurchasing Program indicates that the
management has faith on their business and they want to buy
back shares when it is "CHEAP" now.
NPCI is presently undergoing an image change from
a drab-pizza rest. to a bright- lots of tile, high
dollar furniture- dine in rest. The franchizee's (700+
STORES)have lots to gain by re-imaging their stores. It would
appear that the average store ( after reimage ) will
double revenues within 12 mos. of comlpetition. NPCI has
incorporated a gameroom into most of the new stores . The kids
are going "nuts" over the playland. The change of
menu to include subs will also help bottom
This stock is underpriced at $8/sh. It is my opinion
that NPCI should be at $12 by 4/2000 -$16 by 7/2000
and $22 by 12/2000.
Note: There is no competition
post the reimaging process for high quality
Note: I am stockholder and biased regarding this stock.
Research indicates this stock as a strong buy between $8
and $10 /sh. Good Luck.
we will all know for sure especially since NPCI
executives made no comments when questioned about their
recent numbers. NPCI makes up maybe a tenth of the
domestic Pizza Huts and if one wants to guage how Pizza
Hut the franchisor is doing based on them, I guess
that is one way to look at it. I however feel they are
going to post some pretty strong numbers again this
year, come Feb. Just my opinion.
Touched 25 today that is 7% increase. Tomorrow it
should follow the trend for another 2% i.e. 25 1/2. Hmmm
not so good. I need it to go up to 30. Looks like I
gotta wait for 2000. Made some money yesterday in Ncss.
Gave a handsome profit of 20% in about three days. But
80 percent of my money is tied in here and unless
this junk moves to at least 27 I can't get out. At
least now we know people are noticing that its cheap.
If Pizza Hut is doing so great, why is their
largest franchisee posting negative SSS?
increasing earnings because they are shifting to a higher
margin model by selling most of their restuarants to
franchisees. They are worth holding for that and the global
strength of their brands, but they are not making any
gains in US market share.
the General assures you. He holds you and your
all-too-infrequent comments here in the highest regard.
General has no one else to blame but himself for his
masochistic inclination to try to follow this thread. Every
once in a while a familiar "fresh breath of air"
passes through here and the old 'Ripper is stopped from
going into his office's private lavatory to "freshen
Probably never thought of yourself as a life-saver, did
you, takeitfromme? The General wishes you and yours
the best in the New Year.
People need to realize that these SSS are still
positive. NPCI, Pizza Hut's largest franchisee, reported
not to long ago that their SSS are going to be
NEGATIVE. Lower SSS numbers appear to be an industry wide
YUM's numbers are going to be very
important to deciding how bad PZZA's numbers really are. If
YUM's Pizza Hut SSS as a whole are positive, PZZA is
probably losing market share. My bet is that Pizza Hut's
SSS will be similiar to NPCI, though.