Papa John's International, Inc. (PZZA)

We are a tad off the day's high, good market breadth. Nice move in which I put on my Best Ideas List yesterday.  +7% and up a beaner. Energy stocks strong with leading with a +8% gain. and +.  up another +$3 to $72.50! By contrast, financials are we...

* May be viewed as possible trading rentals I often defer to the old trading adage that stocks that are green in a sea of red can be considered as trades on a turn in the markets. Today's candidates on my screen that are trading higher include , , a...

You Could Try Sears!    * That's So Fetch! Another slice of ? Papa John's (+$3.40 or +6%) joins Amazon in the popular crowd. "Get In Loser, We Are Going Shopping!"

About a month and a half ago, I pointed out to several likely investment themes that could play out following Covid-19's impact on worldwide-buying patterns. These included accelerated use of Amazon and other online buying services, as well as the l...

Again, for trades I often look for stocks that are green in a sea of red. Here are some examples of green stocks on my screen today: , , , , and . I have recently added to FDX, GLD (trading over $161) and PZZA (trading over $61!).

* 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 t...

* With anchovies, sausage and meatballs Papa John's making a nice move today. Been buying over the last two weeks.

To respond to some questions from subscribers, I have no current plans to sell recent purchases of and (+18% since purchased about a week ago). These are investments and not trades. I feel the same way about , and . Again, remember I am planning on ...

Several moves in stocks I am involved with: * MKM upgrades with a $64/share price target. (The shares are +$2 or +4%)  * Goldman place on its Best Ideas List with a $61/share price target. (The share are down by-1%). * Keefe upgraded with a $120/sha...

* Another slice of pizza, please Papa John's has been on my Best Ideas List since August, 2018 (placed on at $38.94). I have traded it well on several occasions and I recently have built back up a large investment position. The shares traded as low ...

* Will be forthcoming... At all times, but particularly during a crisis, circulating bottom-up investment ideas is of paramount importance. Don't get me wrong, a market view is very important - and so is the analytical discussion surrounding that ma...

* Before you read this opening missive be sure you understand your risk appetite and profile as well as your time frame * I see a possible "generational" investment opportunity developing and I am now even more aggressively buying for the intermedia...

As I tweeted, it might be a good time for some second level thinking: The rising number of reported new cases in countries that are just ramping up their testing is good news for our country and markets because it means that widespread testing is fi...

I have been buying beaten down over the last 10 days. The shares are +$12.66 today (a gain of almost 37%). I like PZZA (and its business model) in the emerging environment we can be expected to be for sometime. Specifically, like Amazon , Papa John'...

I am bidding for more Papa John's  now.

For those that are keeping score, I am very liquid today... Longs: , , , , , ,   , , , , and Shorts: , , , , , , , , , and __________ Long FDX (large), GLD (small), KSS, KHC (large), PZZA, TWTR (large), VIAC (large), M (large), GE (small), C, BAC, W...

* And comparing Papa John's to Chipolte * I would add to PZZA on any weakness I added Papa John's stock to my Best Ideas List on August 8, 2018 at $38.94. The shares closed yesterday at $62.54/share I traded the stock profitably (three times) and re...

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 time comes to sell, y...

Papa John's shares have traded ($43.32), like a knife through butter, below my buy level of $47 in recent days but I have not reestablished the investment position (which has been tasty in the past): * The shares are still a lofty 16x EBITDA - 2.5 p...

"What's happening all over? I'll tell you what's happening all over. Guys sitting home by a television set who used to be something of a rover. That's what's happening all over." - Nicely Nicely - Guys and Dolls My pal Roger Lipton, the legendary re...

* 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 I promised to update my "Level...