Papa Johns Pizza Message Board

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Non-Tech : Papa Johns Pizza

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To: Philip H. Lee who wrote (10)	2/17/1997 1:30:00 AM
From: damniseedemons	of 40

Philip, As always, thanks for the information. I must admit that I'm surprised how many analysts cover PZZA.... To tell you the truth, I've been intent on selling PZZA several times in the last 6 months. I just hate to see money tied up in a consolidating stock. The only thing that had kept me with PZZA, is that I know my luck would have it so that the day after I sell it, it breaks out.... But now, I'm not too gung-ho for technology stocks in the next few months (you've seen my reasoning in other threads). I also believe that the blue-chips have already posted much of their gains for the time being. So, I'm holding on to PZZA (and may add a little) in hopes that some smart money will begin rotating into mid-small cap stocks (and biotechs (especially (!), biotechs)). The rotation out of the blue-chips is something that "they" have been talking about for a long time. More recently, however, the consensus hasn't been predicting anything about rotation out of the large caps--which is exactly why the rotation is going to finally happen!

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