Papa John's International, Inc. (PZZA)

Prev Close 76.42
Day Low/High 75.01 / 79.25
52 Wk Low/High 28.55 / 102.25
Exchange NASDAQ
Shares Outstanding 32.81B
Market Cap 2.51B
P/E Ratio 201.10
Div & Yield N.A. (N.A)

Papa John's Upgraded to Hold at Stifel

PZZA Is Still Hot

Papa John's has had a big run -- though I recently sold out of my position on the gap higher on the Starboard news several weeks ago. The shares were placed on my Best Ideas List last August at $38.94. The shares are currently trading over $49/share...

Buy Levels

Here are some of my individual buy levels of stocks that I want to add to or reestablish on weakness: * $157.50 * $1625 * $1150 * $42 * $55 * $46 * $46.50 * $182.50 * $31 * $40 * $23 * $65 * $16.75 * $35 * $27.75 * $60 * $95 * $48 * $87.50 Note: Lon...


Someone is hungry for Papa John's International today.

Mixed Market Messages

*Raising net short exposure Some late morning observations: * With Google and Amazon market beasts -- now both medium sized -- I feel "comfortable" adding to my short hedges. * Added to my Micron , Caterpillar and Coca-Cola shorts. * So weird that t...

Best Buy Stock Is a Better Bet Than Papa John's

Best Buy Stock Is a Better Bet Than Papa John's

Best Buy offers investors some good reasons to be bullish. Not so much right now with Papa John's as it tries to get out from under the shadow of its controversial founder.

From the Street of Dreams

Papa John's  was downgraded from "Hold" to "Sell" at Stifel this morning.

Papa John's Downgraded to Sell at Stifel

4 Earnings Reports I'll Be Watching This Week

4 Earnings Reports I'll Be Watching This Week

Walmart, Boston Beer, Domino's Pizza and Zillow all report earnings this coming week.

More Pizza Please?

My summer golfing pal and arguably the greatest sell-side restaurant analyst in history wrote a Papa John's update that he has given me permission to post: STARBOARD INVESTS $200-250M, INTO PAPA JOHN'S - IS PZZA A BUY OR SELL ? February 5, 2019artic...

Selling Papa John's

* Calling an audible after the stock rises by +$4.85/share this morning I just sold my at $43.30. I plan to repurchase the position under $41 if it falls back after the euphoria surrounding the Starboard investment dies down. Remember, the company s...

The Pizza Will Taste Good This Morning

* PZZA is indicated +$4/share in early premarket trading Late last week, we added to Papa John's International  . The Wall Street Journal has reported, and the company has confirmed, that Starboard has invested $200 million in PZZA and that Jeffrey ...

Today's Trades

Covered and then reshorted Added to my , and shorts (moved to medium-sized from neutral) Bought some SPY puts (maturing at the close) Bought small Sold some (after the run from the low $40s -moved from medium to small) I was a bit over my skiis long...

Papa John's Business Is Slowly Improving

There has been a number of inquiries about over the last few days - as the chart seems to have some appeal. Fundamentally, the business is improving. If I had to hazard a guess I would say about -5% comps in the fourth quarter, which would be a mate...

My Favorites

My three favorite tech stocks for the near and intermediate term remain , and (my Trade of the Week). My two favorite industrial stocks are and . My favorite financial stock is . My favorite ETF is . My favorite takeover speculations are SQ, TWTR an...


Buying now.

Lining Up for a Slice of Pizza... Again!

I will be back buying Papa John's today. I originally purchased PZZA and placed the shares on my Best Ideas List at about $38 in mid-August of this year and sold most of the shares above $50 a share. PZZA shares have slipped by more than $10 a share...

My PZZA Position

I am bidding to buy back my position - though I live under the market for now. More early tomorrow morning on my investment rationale.

My 7 Latest Bids

I just entered the following bids: * at $15.60 * at $57.25 * at $43.75 * at $138 * at $53.65 * at $47 * at $50.90

No More Pizza!

For a while I looked stupid selling my Papa John's at around $51-$52 a few months ago. But not so much today after Trian passed on making an investment and the other interested parties were interested in only parts of the company. The shares, which ...

Looking for Mr. Goodbar

"We're all hurt someplace and we're all looking for a painkiller." -- Katherine, Looking For Mr. Goodbar As I have previously remarked there is an old trading adage that long trading opportunities often occur in stocks that are green in a sea of red...

Papa John's Has a Small Miss

"Just one more thing." - Lt Columbo   Papa John's had a slight miss as the turnaround in North America sales begins to slowly recover.   The shares (currently trading at $53) will likely get hit tomorrow but the decline will be muted by private equi...

Ackman Stake Gives Starbucks a Jolt: LIVE MARKETS BLOG

Ackman Stake Gives Starbucks a Jolt: LIVE MARKETS BLOG

Starbucks shares are up more than 3% Tuesday, bringing the company into positive territory for the year.

In Case You Missed It...PZZA

For those that left early yesterday - I posted this last night: Papa John's Pops on Buyout Talk Papa John's  rises by +$7 to $57/share (+13%) on news reported after the close that Trian is an interested buyer. PZZA was placed on my Best Ideas List a...

Papa John's Pops on Buyout Talk

Papa John's rises by +$7 to $57/share (+13%) on news reported after the close that Trian is an interested buyer. PZZA was placed on my Best Ideas List at under $39 in August, 2018.



U.S. equities had a strong day of trading Thursday.

I've Sold Papa John's

I have sold my entire long position at about $51 based on the diminished reward v. risk. I would reestablish the long on weakness.

Pass Another Slice of Pizza, Please

I placed Papa John's on my Best Ideas Buy List in August at under $39. The shares are now trading +$3 to $49/share on the possible "going private" report by CNBC. Here is my thesis as expressed less than two months ago: Buying A Falling Knife - It's...

Papa John's Founder Reportedly Seeking Out Private Equity in Order to Buy Back Company

CNBC is reporting that John Schnattner, Papa John's founder, is reaching out to private equity companies to buyback PZZA! The shares are gapping higher. I mentioned this possibility as recently as yesterday in this post: Inspire Brands Noshes on Son...

At the Bandstand

"Music is the soundtrack of life." - Dick Clark After some early buying, stocks closed near their lows today. FANG pulled off a revival led by a robust rise in Amazon and a good move in Google . Chip stocks got slammed again. Autos were bludgeoned.....