Papa John's International Message Board

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Non-Tech : Papa John's International

PZZA 51.25

-2.3%

Oct 30 3:59 PM EDT

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To: Toby Zidle who wrote (27)	7/14/1999 11:17:00 AM
From: otter	Read Replies (1) of 32

To your question - "is it worth it?" The company is growing at between 25 and 30% per year. No debt to speak of. Predictable earnings. No foreign exposure to speak of. P/E ratio of about 30, down from about 60 not that long ago. The only exposure to interest rate increases is increased interest cost can reduce consumers' discretionary income which might then hurt sales. The downside: Small/midcap. Not much exposure to a wide investing audience. Poor sector likely to remain relatively poor. People will buy pizza anyway just like they buy beer during a recession. I've had exposure to this stock for over a year and I've been disappointed in its performance. That notwithstanding, I really don't agree that there are plenty of companies that, given today's valuations (nosebleed) have a good risk/reward ratio. As it goes, until and unless PZZA takes off, I see it as a trading stock with not a lot of risk...

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