Wednesday, October 03, 2007
Bob Marley: Stir it Up
Why wasn't I informed of this future news.
I'm being stopped out now in after hours.
Today, I dine in hell.
This is one of the rare times when I'm glad I'm poor. If I actually could have afforded more than ten shares, things could have been much worse.
Hooray for poverty.
What is this country coming to?
They are so lazy, they won't even eat pre-package meals. Pre-packaged meals! The work is already done for them! Arrgghh!!
From the Citi analyst report that first pissed Fly off:
In the near-term, trends at NTRI may be negatively impacted by 2 short-term issues: 1) the impact from the trial of Alli and 2) tough comparisons given the successful launch of the Dan Marino marketing campaign in 3Q06 (revenues grew 141% to $155mm in 3Q06—to put this in perspective, the seasonally stronger 1Q06 had revenues of $147mm).
This could be worth buying, depending on how it settles down.
Between share buybacks and a better job of attracting new customers (possibly baked in if the lure of Alli really is fading), this could be selling at less than 10X next year's earnings.
The Fed cut rates by 50 points. Americans can now lose weight while eating donuts nonstop.
Sell NTRI, buy KKD.
Fuck NTRI, long live BWLD! (and the fat fuckers)
Turns out it wasn't NTRI's competitor that was giving people the shits, it was NTRI's numbers.
Look at the gold stocks today. Just about all gold stocks were down today EXCEPT ABX. Is there a leak @ CNBC?
Good observation, I agree. However (for better or worse) I hate to default to technicals like that when my thesis is fundamentally driven, ya know?
So I guess I'm not sure that the break of 48 reflected an understanding of what a shitty quarter was to come. Were the technicals really that telling?
Then, after the last gap down, the stock couldn't even muster a dead cat bounce. Bad sign.
So I say yes, the chart has looked like a train wreck for the better part of 2 months, and therefore the technicals were telling.
I fucked up.
Prepackaged food, delivered to your door?
NTRI needs to start offering pre-digested food, in vanilla, chocolate, strawberry and banana flavors, hand-delivered by carefully sculpted Hooter's babes, administered by same, via.... wait on it ... lager-embedded esophagal feeding tube!.
Big screen remote control services extra!
But I have a hard time placing much confidence in a set of trading methods that can be (and are) easily implemented by computers. But maybe that's not a justifiable reason for outright abandonment. I'm not sure.
And all due respect to your Asshat of the Week Nomination, but I'm pretty sure Joe got the trophy (see last thread).
Maybe for the Month, even.
You're a dick. I'm sure you will still lurk.
Not sure. My first hunch is to liquidate and move on.
I'll take a fresh look in the AM.
The Citi analyst really railroaded me.
Don't let the NTRI get you down. Fuck them, and there fucking shitty ass food. We have other fish to fry.
Minor setback, minor.
Note: RIMM will blow the cover off the estimates, and you will be right back where you left off.
You're gonna have to click on a few hundred thousand ads.
Tomorrow I get back to slaying the bears.
Should it trade down $20, I won't even look twice.
pg. 28 of this looks nice for MVIS
we fly soon
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