Wednesday, February 14, 2007
Position Updates: NTRI
Told you so. BIG buyback.
| 17:55 | NTRI Nutrisystem: Conference call summary (49.39 +2.34) -Update- |
| Co notes that the Board authorized a new $200 mln buyback -- they feel this is the best use of cash at this time. Says strategy is to continue to grow, get better at speaking to customers, and invest in launching new markets and new channels. Co says you can expect a new diet platform out of them by Jan 2008. Co comments on raised guidance, saying estimates have all been raised over the last few weeks as they see good momentum in their business and with additional visibility that comes with the next few weeks, they felt it was appropriate to lift the numbers. Co notes that for 2006 and going forward in order to properly reflect the cost to acquire new customers, they are going to breakout the reactivation media spending and compute the customer acquisition cost (C.A.C.), media spending. They say Q4 direct channel CAC was $188 vs $144 in 4Q05. The customer acquisition costs increased in Q4 because of higher media costs ahead of the highest diet program. Says C.A.C.s were a bit higher than expected in the 1st half of Jan. All in all, for the Q1, they estimate a percentage increase in C.A.C.s in the low-to-mid 20's. They believe the higher rev per customer will offset that... Notes the board has been authorized co to issue $100 mln in debt, but depending on the rate of stock repurchases & cash generation, the co may or may not issue debt. Notes they compared their own web traffic data to popular third party sources, and says it's not tightly correlated... When asked if the after-hours price of ~$50 would still be viewed as an attractive price to buy back stock, co says "yes"... Says they always try to err on the side of conservatism, noting that they want to beat guidance... Q&A is still going on. |
Comments:
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I got a few hund at 43.77 sold at 48 about 1 hour involved. pays the fucken bills. broker i am liken opbl
# posted by 
: 7:25 PM
: 7:25 PM
Think big, think positive. Never show any sign of weakness. Always go for the throat. Buy low, sell high. Fear . . . that's the other guy's problem.
as quoted by Louis Winthorpe III
thats why Im buying myself a date with a perfect 10 tonight! I love NTRI
as quoted by Louis Winthorpe III
thats why Im buying myself a date with a perfect 10 tonight! I love NTRI
In such a situation, you have no time to think. Instinct takes over.
It's either kill or be killed.
Thanks Broker A..if not for your calming words I would of sold..now like the rest of us I will kill shorties tomorrow! Like Norm said "Its a dog eat dog world, and the shorts are wearing milk bone underwear"
It's either kill or be killed.
Thanks Broker A..if not for your calming words I would of sold..now like the rest of us I will kill shorties tomorrow! Like Norm said "Its a dog eat dog world, and the shorts are wearing milk bone underwear"
Geezus christ do they have to have this cunt Becky Quick on again. And why the fuck do they keep having this bitch Tina Tina the sperm cleana from Arkansas on Fast Money. Dylan Ratigan get your lazy ass back on your show and get this slut off there.
By the way we know who called NTRI first and it wasn't the "Tan Man" Adami it was our very own "Supa Fly" Broker "mutha fuckin" A.
Later bitches now go fuck your wife for valentines day.
By the way we know who called NTRI first and it wasn't the "Tan Man" Adami it was our very own "Supa Fly" Broker "mutha fuckin" A.
Later bitches now go fuck your wife for valentines day.
# posted by : 8:35 PM
: 8:35 PM
Broker they are after you again on SIRF
Deutsche Bank out with interesting note on SiRF (NASDAQ:SIRF), saying that their checks with Motorola indicate that they are likely to ship SiRF-enabled GPS phones to Cingular as early as Q2,to support that carriers' LBS launch. This will include the Motorola Q9 smartphone,
part of what we think will be 2-3 phone models released at launch. These phones are part of the 10 models they believe MOT will ship this year with SiRF inside. Firm believes SIRF has been designed into the SCPL platform, MOT's next ultra-thin product line. They anticipate to see
these products at CTIA in March.
In their conversations with carriers at the show, firm thinks GPS is an important trend and a frequent topic of conversation. While not all carriers place as high a priority on LBS, they think GPS is likely to become an increasingly common feature in mid- and high-range phones. Firm thinks that by the end of next year GPS will be a standard feature in all smartphones, while some contacts think penetration will expand into more mainstream, mid-range devices in developed markets over the same period. They think carriers such as Cingular, Orange and China Mobile will all be drivers of the service this year.
Reiterates Buy rating and $35 price target.
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Deutsche Bank out with interesting note on SiRF (NASDAQ:SIRF), saying that their checks with Motorola indicate that they are likely to ship SiRF-enabled GPS phones to Cingular as early as Q2,to support that carriers' LBS launch. This will include the Motorola Q9 smartphone,
part of what we think will be 2-3 phone models released at launch. These phones are part of the 10 models they believe MOT will ship this year with SiRF inside. Firm believes SIRF has been designed into the SCPL platform, MOT's next ultra-thin product line. They anticipate to see
these products at CTIA in March.
In their conversations with carriers at the show, firm thinks GPS is an important trend and a frequent topic of conversation. While not all carriers place as high a priority on LBS, they think GPS is likely to become an increasingly common feature in mid- and high-range phones. Firm thinks that by the end of next year GPS will be a standard feature in all smartphones, while some contacts think penetration will expand into more mainstream, mid-range devices in developed markets over the same period. They think carriers such as Cingular, Orange and China Mobile will all be drivers of the service this year.
Reiterates Buy rating and $35 price target.
# posted by : 7:51 AM
: 7:51 AM << Home
