Papa John's International, Inc. (PZZA)

* 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 ...

We are now in one of those times, like 52 years ago in 1968, that we and our children will always remember. Many of us have spent the weekend watching America burning in despair. As I write this missive, an extended portion of I-95 (in Palm Beach) h...

* I have liquidated a lot of my long positions and have been averaging into Index shorts lately * I worship at the altar of fundamentals and not of price momentum * Monday I will present a more lengthy analysis of my concerns over the balance of 202...

On May 8, I sold the balance of my long at around $84. The shares are down by almost -$10 from the sale (trading at $75). I would be a $70 buyer.

With the exception of selling the balance of my small position, I conducted no other trades today. A rare day.

Papa John's is up by another +$3 today. I have sold the balance of my PZZA at $84 as the shares have met my longer term objective. Its been a tasty ride. And for those that still own Papa John's... The company reported a solid first quarter last wee...

Down to tag ends on Papa John's - its been a moon shot (but risk now exceeds reward). I am adding further to , , , and today ( +$0.88).

Papa John's shares are up another +$2.90/share to $75.60 - and that's another 52 week high. Last week I moved from medium-sized to small-sized.

* Mission accomplished? Sell in May and go away!  * In scope and duration, stocks have rallied in a manner rarely seen in history * Month-to-date April has been the best month for equities since 1974 * The S&P Index has climbed by +31.4% since the M...

I have moved Papa John's from medium-sized to small-sized based on the recent appreciation and reduced upside vs. downside.

I just reduced (+$6) at $73.20 from large-sized to medium-sized based on a changing reward vs. risk. Papa John's was added to my Best Ideas List in August, 2018 at about $39.

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...