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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
  • Nutrisystem Crosses 6% Yield Mark 2 comments
    Jan 30, 2012 9:22 PM
    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.

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  • Maybe now?
    18 Feb 2012, 10:47 AM Reply Like
  • Author’s reply » I do like it here, as support is consolidating. Earnings are coming in two weeks, so I might wait until after that, as I don't think the company is set up to hit estimates for EPS and revenue. This is a cash flow story -- their EPS and payout ratios are unimpressive until you see that statement.
    20 Feb 2012, 02:27 AM Reply Like
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