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Vince Martin
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As a Senior Editor on the SA Pro Content Team, my responsibility is to identify the best possible content for the Pro platform, manage existing contributors and develop new ones for that content, and work with other departments to make the Pro platform a success. I was a contributor to Seeking... More
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  • Nutrisystem Crosses 6% Yield Mark
    Yep. Nutrisystem (NTRI) is paying six percent. And it's sustainable. The cash flow numbers are solid, and the company expects to cover the dividend and implement a buyback that, at currently depressed prices, would cover nearly half of the market shares outstanding.

    I've covered NTRI in depth over the past few months, but it's really a solid buy now. Yes, the company is struggling against Weight Watchers (WTW). But the management is shareholder-friendly and the company is throwing off substantial cash. Add in the $1.32 in net cash it already has -- enough for a 12% repo or two years' of dividends -- and NTRI is one of the strongest stocks on my watchlist.

    Jan 30 9:22 PM | Link | 2 Comments
  • RIMM: I Told You So (Or Why Anyone Can Be a Financial Analyst)
    From the back-patting, toot-your-own-horn, bragging part of me (I keep it well-hidden, but it's there)...

    Scotia Capital's Gus Papageorgieu wrote the following on Thursday:

    Given the disappointing year we see no point in putting any faith in RIM’s management team. With 7.0 sales failing to provide the expected boost in volumes we were looking for and no date set for the new BBX devices, we see no financial momentum for RIM until at least the second half of next year. Given the disastrous 2011 the company has had, we believe the potential for a shake-up in management and or sale of the company has increased.


    I wrote the following two and a half months ago:
    The RIM co-CEOs simply appear out of touch, and out of ideas. The constant cheerleading on the conference calls which inevitably oversells results, the endless delays in tablets, coding, and the QNX platform, the destroyed employee morale; investors simply cannot put their hard-earned money, and their confidence, behind executives who are no longer capable of properly running this company.

    Just saying. Go Pokes!
     
    Dec 03 3:33 PM | Link | Comment!
  • The Future of the Eurozone in One Screenshot
    From CNBC, about noon Eastern on Thursday:

    CNBC Screenshot

    See the Freddie Mac headline in pink? Wait til October 2013, and that headline will be something about "Italy asks ESFS for additional $50 billion." This isn't over.
    Nov 03 11:53 AM | Link | Comment!
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