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How to Play the World Series

Perhaps you prefer to order in some pizza, in which case, let's take a look at three national pizza chains: Domino's (DPZ - Get Report), Papa John's (PZZA - Get Report) and Pizza Hut, which is owned by Yum! Brands (YUM - Get Report). These pizza chains have added more variety to their takeout and delivery menus with items such as chicken wings, salads, pastas and sandwiches. On a fundamental basis, I like Yum! the best because it operates several brands in addition to Pizza Hut, including Taco Bell, KFC, A&W and Long John Silver's, with tremendous growth outside the U.S., particularly in China.

I cover the entire food and beverage industry in my newsletter, The LakeView Restaurant & Food Chain Index.

Media

Fox Sports, a News Corp. (NWS - Get Report) television network, will be covering the World Series. Working in Fox's favor is that the World Series is between a New York team and a Philadelphia team. The New York metro area is the largest in the nation, with about 19 million people, and the Philadelphia metro area is the fifth largest, with nearly 6 million people. Together they represent about 8% of the total U.S. population. The ultimate media combination would be New York vs. Los Angeles, but that was not fated to happen in 2009.

Another factor that could work in Fox's favor is the length of the World Series. It's a best-out-of-seven-games competition, so the longer it takes for a team to win four games, the more games Fox will broadcast. That means more viewership and more commercial advertising.

May the best team win!

-- Written by Scott Rothbort in Millburn, N.J.

At the time of publication, Rothbort was long DKS, YUM, PEP, DPZ and SAM and was short PZZA, although positions can change at any time.

Scott Rothbort has over 20 years of experience in the financial services industry. In 2002, Rothbort founded LakeView Asset Management, LLC, a registered investment advisor based in Millburn, N.J., which offers customized individually managed separate accounts, including proprietary long/short strategies to its high net worth clientele. He also is the founder and manager of the social networking educational Web site TheFinanceProfessor.com.

Immediately prior to that, Rothbort worked at Merrill Lynch for 10 years, where he was instrumental in building the global equity derivative business and managed the global equity swap business from its inception. Rothbort previously held international assignments in Tokyo, Hong Kong and London while working for Morgan Stanley and County NatWest Securities.

Rothbort holds an MBA in finance and international business from the Stern School of Business of New York University and a BS in economics and accounting from the Wharton School of Business of the University of Pennsylvania. He is a Term Professor of Finance and the Chief Market Strategist for the Stillman School of Business of Seton Hall University.

For more information about Scott Rothbort and LakeView Asset Management, LLC, visit the company's Web site at www.lakeviewasset.com. Scott appreciates your feedback; click here to send him an email.

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SYM TRADE IT LAST %CHG
CAG $37.30 0.00%
BUD $123.71 0.00%
DKS $55.28 0.00%
DPZ $99.24 0.00%
DPS $76.98 0.00%

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