David Tsao

My Nutrisystem Bonehead Move

I got in at $23 back in January expecting a worse case fall out to $19 based on 5% top line revenue decline for the next two years. I should have added more at $12, but I'm trying to stay disciplined here.

My bad move was missing STRA. They also had a huge run up recently. I had them on my screen, but it's been taking me a few weeks to wrap up my analysis on that company. Another missed boat.

NutriSystem Looks Sweet Heading Into Earnings

I have a position in NTRI, but they need to focus more on the social support aspect of their business. Online community was really hard to find on their web site which they spoke to during their last conference call. The commercials of late fall victim to the "lose weight fast, get X number of meals for free!" lines. If they put a bit more focus on wellness I'd predict they attract a new base of customers.