Papa John's International, Inc. (PZZA)

Out of Papa John's at $85.88.  PZZA was placed on my Best Ideas List on August 8, 2018 at $38.94.    

I have moved from small to tag-ends in Papa Johns . The shares are up $13/share since Nov. 1 and the upside reward vs. downside risk has deteriorated. Initially placed on my Best Ideas List at $38.94 in August, 2018, PZZA is now trading over $88/sha...

* The S&P is about 20% overvalued * I am medium-sized (about -25%) net short * And I have a lot of room to get shorter on further strength I have been net long for the majority of 2020.  No longer.  I have steadily reduced large holdings in a number...

* Google joins an expanding list of long holdings that have gone from large-sized to small-sized  On Friday I reduced my Alphabet holdings from large-sized to medium-sized: Nov 27, 2020 ' 10:40 AM EST DOUG KASS Reducing Long Exposure Through Individ...

* I do love pizza * But the dual concerns of pulling forward sales and some evidence of disappointing sales, relative to high expectations, has reduced my upside price target for Papa John's .  In keeping with my paring down of some long term invest...

* My continued mantra is less pontificating and more trading/investing * Considering a short in SPY and QQQ on further strength   * Breadth disappointing (negative - 1475 advancers, 1565 decliners on the NYSE) relative to +25 S&P and +210 Nasdaq * I...

Papa John's share price and chart a week ago looked like death - trading at under $73/share. I received a lot of questions in our Comments Section.  As posted, I have been steadily adding to the shares which are now +$3 to nearly $83/share. I wouldn...

* Ss (S&P) over Ns (Nasdaq). Again and for the second day in a row. * Breadth was 2-1 positive. * Bonds continue to get smoked - higher in yield, lower in price. ( - $1.25/share). * Crude +$1.22/barrel. * Gold +$21.70. * FAANG plus M(SFT) weak, agai...

Coming up this morning I will have a summary analysis of the recently reported quarterly results of TreeHouse Foods , General Motors , and Papa John's .  They are all good.  

* The Nasdaq rose by 300 handles and the S&P advanced by 67 handles * The market was easy to dance to and had a good beat- I give this trading day a "95" "My name is Dougie Kass and I am 19. I am from Rockville Centre, Long Island, and I rate this t...

Tonite's homework - as I watch the election results hopefully progress - will be to analyze the EPS releases and conference calls of General Motors , Papa John's , and some others!.  

Papa John's beats on every metric. Shares should respond well. More later.  

Papa John's had made a nice move from the $76/share level earlier in the week.  Not sure why it is so strong today.  

Added to Papa John's at $77.65 just now.  

Walmart is a beautiful thing to watch (up by another +$3 today) And so is our Trade of the Week, Amazon (+$43/share today). Twitter and Alphabet ain't half bad, either! (+$3), a recent buy, recovering from yesterday's weakness. is jiggy. (The Smarte...

In response to some email questions... very recent buys include , , , , , , , (upgraded), , , (I wrote several columns on the company yesterday), etc. __________  Long SJM (large), THS (large), GS (large), MS (large), GLD (large), WMT, GM (large), K...

Purchases over the last few days (on weakness) raised my long from small to medium-sized. Papa John's was added to my Best Ideas List in August, 2018 at $38.94. PZZA is now trading at approximately $86.

After having sold my s, I am adding to what i view as "value stocks." I am bidding for Papa John's  , General Motors  , Walmart   , Morgan Stanley  , Goldman Sachs  .... and more bank stocks.

Bidding for and .  

* Fasten your seatbelts as today is another day, Scarlett! Thursday's session was wild and volatile.  Last evening was equally volatile - with S&P futures up as much as 20 handles and were down by -23 handles (at 7:05 am).  The S&P is at approximate...

* This is not your father's market -- as old rules don't apply   If your trading and investment decisions are based solely on price action (and charts) you should stop reading this column!   Since two Wednesdays ago, I have been looking for a series...

I was active today:  * Covered the balance of my and shorts. * Sold my and puts. * Initiated a long. * Reestablished longs in , and . All have been on my Best Ideas List for years. * Moved to large (Trade of the Week).  * Added further to banks.  * ...

I have done some buying in the last hour.  This includes, but is not restricted to, Papa John's , Morgan Stanley , and Goldman Sachs , which have all come back down to my buy levels.   I have also initiated an investment in Walmart .   I am now slig...

* My revised levels I don't want there to be any ambiguity about the size of my positions or about my buy and short levels as I strive for as much transparency as possible. "When the time comes to buy, you won't want to." -- Walter Deemer "When the ...