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Non-Tech : Papa John's International -- Ignore unavailable to you. Want to Upgrade?

To: otter who wrote (28)	7/14/1999 5:08:00 PM
From: Toby Zidle	Read Replies (1) \| Respond to of 32

PZZA may be a decent trading stock with, as you say, not a lot of risk. But as a longer term investment, it is disappointing. I wouldn't argue with your statement that the company is growing at 25-30% yearly and with no debt to speak of. I haven't confirmed your figures, but I have no reason to doubt them. The whole thing comes down to a good company vs. a good stock. Unless I'm looking at 5+ year holding periods, I much prefer to invest in a good stock. PZZA is, instead, a good company. (This is not so contradictory as it might seem. Very few bad companies qualify as good stocks.) Now to the question "is it worth it?" Probably PZZA loses out. Here are some of my 'good stocks' which I've been in at least for the last 4 months: PMCS, LU, MEDI, QLGC, CSCO. PZZA can not compete. O/T >> I don't want to give you an impression that I'm a master guru or anything like that. I do have losers. And my portfolio is more diversified than I show above. But I try to screen by 'reward/risk ratio' and thereby isolate "good stocks". There's no shortage of good stocks and at this point food industry and restaurant stocks, like PZZA, do not make the cut.