Fish Squished

Multiple compression can often leave you feeling like roadkill...and even fat cats get run over from time-to-time.

The recent action in NutriSystem (NTRI-NASDAQ) has been quite entertaining, and even profitable for some longs.  Not everyone got beat up on the stock....some of the larger holders sold into the ramp and disappeared.

We have a fetish for fatty’s...the cash flow generation of Weight Watchers (WTW-NYSE) proves catering to Super Size nation can pay off in spades. Tasty Cash Flow from Operating Activities on those financials. They will be reporting tonight.

But the action in Weight Watchers is a bit lethargic for StockJockey’s...and it takes Dolphins to really light a fire under the Jet Set.

The buy side rarely logs off First Call, but this piece of research might be worthy of a sell-side veteran, and provoke some debate with those who have money riding on this anorexic stock.

It’s good to see Dan Marino and Don Shula working together again, this time pitching weight loss programs for NutriSystem. Yet despite revenue growth of 166% last year, the stock has dipped 30% following a cloudy Q1 outlook from NutriSystem management. This is troubling since January is to the weight-loss market what the fourth quarter is to retailers (and quarterbacks). Is this another case of the Dolphin curse, or will Team NutriSystem remain the most winning duo in NFL history? Compete blog

NutriSystem finally reports tomorrow...will the stock show longs any love on Valentine’s Day?

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The content contained represents the opinions of 1440 Wall Street. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely for the entertainment of the reader, and the author. Underthecounter holds no positions in in securities mentioned above

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