Analysis of Asset Allocation

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AAA Selection: Leisure Sector
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AMERICAN SKIING CO - NYSE
Owns and operates ski and golf resort properties; And develops mountainside real estate.

Diedrich Coffee - NASDAQ
Roasts and sells specialty coffee beans and brewed coffee beverages through company-owned and franchised stores, including espresso-based beverages and various blended drinks, light food items and accessories; And distributes whole bean coffees to businesses and restaurant chains.

Garden Fresh Restaurant - NASDAQ
Operates salad buffet restaurants under the names "souplantation" and "sweet tomatoes" featuring fresh, great tasting salads and other complementary foods.

JACKPOT ENTERPRISES INC - NYSE
Holding company with subsidiaries which own, install, operate and service gaming machines, primarily in large retail stores, bars and restaurants; And operate casinos.

Main Street and Main Inc. - NASDAQ
Owns and operates franchises of casual dining restaurants under the name "t.g.i. fridays", offering variety of food and beverages; And owns or holds interests in other restaurants.

Multimedia Games, Inc. - NASDAQ
Provides interactive, multimedia communications and data processing services and products to gaming and entertainment industries.

Sonic Corp. - NASDAQ
Operates and franchises drive-in restaurants under the name "sonic" which feature fast service and a limited menu of moderately-priced, cook-to order items, such as hamburgers, hot dogs, french fries and soft drinks; Provides insurance and administrative services; And rent pole signs to its franchisees.

WESTWOOD ONE INC - NYSE
Produces and distributes nationally sponsored radio programs; Provides local traffic, news, sports and weather programming to radio stations and other media outlets in new york, chicago, los angeles and philadelphia.


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