Wednesday, February 07, 2007

 

Big Pun & Fat joe: Twinz



No closing comments today. Too busy counting my fucking money.

Comments:
It's time to buy rack, right now. I expect to see a fly buy tomorrow with an inflammatory disclaimer.
 
I would not touch RACK.. I own shares from 22 and will sell soon after listening to the conference call. The people running this company have no clue.
 
Do you guys hear that? If you listen closely you can hear the screams coming from the IVAC shorts that are getting their tonsils ripped out and fried up in buttermilk. Oh and Broker I am rolling my IVAC money into DRS as well so good luck to us fuckers! By the way I see Cramer was trying to piggy back on IVAC like he loved it all along.
 
I like rack for a short term trade, bounce from oversold, maybe a little short covering.
 
Cramer is a hack. What a bunch of crap...he pumps IVAC after it moves over $6 like it is HIS idea.

Fuck him...just like bashing UA and NTRI only to see the stocks rise...

Stick with the FLY

Go Goldilocks and MVIS -- Fuck Richard!
 
ouch
 
Good Morning Richard.

Haven't heard from you in a while...just wanted to smoke you out and make sure you're OK.

I love ripping into Cramer but not sure what directed me to call you out. Perhaps b/c you are one of the vocal bears.

Good luck today.
 
i am that.

interesting news this am for those who think the housing bust is over.

this could be the canary in the mine.

http://www.marketwatch.com/news/story/hsbc-bad-debt-charge-exceed/story.aspx?guid=%7B8FE57E15%2D3548%2D4816%2DBA2F%2D2DC8B57DFE2F%7D
 
Does anyone know if Vermont Teddy bear is traded or are they private? The reason I ask is because it is the best short in the entire world just like Coldwater Creek.

The only people who would like that shit is $2.00 whores and trailer park spawn-a-trons. Who the fuck would get that excited over such an ungodly ugly ass bear. Look even their commercials are filled with Canal Street prostitutes. I also like the douche bag in the corner cube listening to the girls, just reeks of an independent trashy porn star.

Broker the day has almost arrived for DRS, looks like they continue to get new contracts daily with the Army.
 
Kaufman believes NutriSystem (NASDAQ:NTRI) to be undervalued
- Kaufman is positive on NutriSystem (NASDAQ:NTRI) saying the stock has pulled back around 40% from its December 2006 high of $75.20. At these levels, they believe that NTRI is undervalued. In this report the firm examines the economics of the reactivation business (which they feel will be a key driver for 2007 and beyond), the potential benefit of a share buyback program and current relative valuation. Firm is also introducing 2008 revenue estimate of $836 million (up 15% Y/Y) and EPS of $3.55 (up 18% Y/Y).

While new customers are currently the key driver for revenue and EPS for 2007, they believe that 2008 will benefit from reactivating customers, which provide high-margin revenues.

As of 4Q06, theybelieve NTRI could have $124 million in cash and the firm expects the company to generate another $124.4 million in free cash flow in 2007. If one assumes that NTRI spends all its free cash flow in 2007 on share buybacks (at higher average buyback prices through 2007), it could be highly accretive to EPS.

In the fall of 2006, management had acquired approximately one million shares at an average cost of $50; with the stock lower than the previous buyback price, they believe that management could be inclined to announce a share buyback. A decision could be made during the board meeting to be held before the 4Q06 earnings call on Feb 14, 2007. Additionally, the company could also announce a small dividend sometime this year. ,

Kaufman compared NTRI to two separate sets of companies-ecommerce and diet-related-on an EV/ EBITDA basis. NTRI trades at EV/2007 EBITDA of 8.9x versus a 14.6x average for other ecommerce companies; diet companies trade at an average EV/2007 EBITDA of 10.3x, a 16% premium to NTRI, which has a better growth and margin profile. Even on a GAAP EPS basis, NTRI trades at a P/E multiple of 15x, while the diet company peer group is at a 19.5x multiple.

Firm's price tgt is $85. Reits Buy.

Notablecalls: Expect to see a sizable move following the comments. NTRI is a mover. Actionable call alert!
 
You could simply post the link to Actionable Calls.
 
^ Notable calls
 
OIH looking okay for a reboud (Thanks to DO), chip equipment manuf looking okay (KLAC,AMAT), and Biotech heavyweights looking okay (AMGN,DNA or buy BBH).
 
Gold stocks (NEM,ABX,GDX) also looking like it wants to do something for daytraders.
 
Just bought some NYX Feb 100 calls....
 
NYX is due for a bounce, but there is still an arb spread on the EuroNext deal despite the fact that 50% of the NYX float is now sold short.
 
Yes just looking for a bounce but I do not like to invest in arb situations. 50% of float -- really?!
 
One week until WingEarnings. 20% insiders, 20% short, 60% institutions. Think "any" upside at all with result in deep-fry for those like richard.
 
Discount Airlines AAI and JBLU might be worth a look for a daytrade-seems to be forecasting an oil drop.
 
ouch, again
 
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