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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Ditchdigger who wrote (54761)	1/11/2015 5:37:30 PM
From: smaycs4	Read Replies (2) \| Respond to of 78639

I have some familiarity with PZZI going back a dozen years or so. I don't really share your optimism. I used to own shares back when they were cheap. Around and under $2.00. I sold out a year or two ago. Most at lower prices. I just don't think they have much that anyone else couldn't easily develop or surpass. The company itself has been and continues to be a big seller of shares. The insider buying is incentivized and therefore cant really be used as a shear for profit open market buy. They have a system which incents officers & directors to buy & own shares. You or me, don't get those same incentives. Don't get me wrong, I like the intent of their plan, it just devalues the predictiveness of their form 4s for the rest of us who don't get incentives. I have a fairly large position in HALL which I guess has some connection to PZZI via Mark Schwarz & newcastle partners. Pie 5 was just copied from Top That Pizza. I think the segment will grow, Im just not sure that PZZI or Rave will be a huge winner in the end. And the more it grows, the more competition it will attract. I guess its possible that someone buys PZZI rather than invent their own but Im not sure they will. I can imagine every pizza chain and sub shop having fast made to order pizza as the segment grows. There really are no barriers to entry. All it takes is a ventless oven and you are in business. I can get a large 2 topping at the Dominos 2 miles from my house for $7.99 seven days a week. And I think its 3 toppings on Monday & Tuesday. (Pickup of course)