NutriSystem Inc. (NTRI)

All Comments on NTRI

  • commenter
    Aug 29 11:20 AM
    Stocks with the Highest Short Interest [view article]
    I second the previous comment. Reply
  • commenter
    Aug 29 11:13 AM
    Stocks with the Highest Short Interest [view article]
    This is the type of information we need more of and I would also like to see stocks with the highest long interest in the last 30 days.
    Daniel Kowkabany
    Reply
  • commenter
    Aug 27 05:41 PM
    Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
    Keep in mind that many hedgies have "boxed" positions, meaning that reading the reported filings can send copycats in the wrong direction entirely. Take a position like BARE, NTRI or CROX. Most hedgies have been short these names - openly so in some cases. Just because Blue Ridge shows a long position in BARE doesn't mean it is net long. It could have an equal or larger short position in BARE. Sounds silly to many retail investors to be simultaneously long and short the same stock. Here's some reasons why to box a position: 1) show a long position; get better access to management, though you're really only researching a short. 2) getting stock borrow can be difficult for big short positions in heavily shorted names. Let's say you're short BARE and it plummets in value. You think it may rise again (to where you'd short it again) before going to even lower levels. You buy BARE long after the first decline while maintaining your short position (not "covering," but mathematically pretty similar, with the "carry" being the differentiator). When the stock rises again, you sell your long shares, effectively re-opening your short position. Back the old days of the Uptick Rule for shorting (only short sell on an uptick to avoid freefalls), this strategy also allowed hedgies to short by selling the long shares (no uptick rule) instead of struggling to short in a declining tape.
    I think the holdings still can give you a feel for what firms like Blue Ridge are involved in, but don't bet the filings are telling you in which direction they're betting.
    Reply
  • commenter
    Aug 21 02:06 AM
    Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
    I found this interesting and wasn't aware this information was available.

    Reply
  • commenter
    Aug 21 12:15 AM
    My Website
    Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
    User 172125,

    Re: "just compiling data that is readily available". I don't know about you, but MY clock only has 24 hours in a day, so anything that allows me to be more productive in that 24 hours, has value.

    old trader
    Reply
  • commenter
    Aug 20 09:20 AM
    Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
    Market Folly: Very helpful information, please bring it to us more often, i would rate your research style up there with Barrons. Reply
  • commenter
    Aug 19 06:57 PM
    My Website
    Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
    SA automatically pulls the articles off of your website and puts the links in. That isn't a conscious choice by a blogger. Reply
  • commenter
    Aug 19 02:13 PM
    Hedge Fund Tracking: Blue Ridge Capital (John Griffin) [view article]
    Like I said on your other post- I see past the post itself- and what you are doing is actually a great marketing tool. To other bloggers out there- notice that his posts include several symbols- and therefore will show up on SA under each and every symbol- exponentially generating traffic (ad revenue) to his blog.

    The posts themselves have little value as he is just compiling data that is readily available. Brilliant strategy market folly- I bet you are making a lot of money for doing virtually nothing. Very bright.
    Reply
  • commenter
    Aug 05 08:50 PM
    My Website
    Naked Shorted Stocks [view article]
    Can you recommend some reading material so I can better wrap my head around the whole "shorting" and "naked shorting" concepts?

    Reply
  • commenter
    Jul 25 04:28 AM
    Wall Street Breakfast: Must-Know News [view article]
    I have adjusted AMZN to reflect both opinions. Thanks for the feedback. Reply
  • commenter
    Jul 24 04:41 PM
    Wall Street Breakfast: Must-Know News [view article]
    www.ft.com/cms/s/0/8e0...

    www.bloomberg.com/apps...
    Reply
  • commenter
    Jul 24 01:07 PM
    Wall Street Breakfast: Must-Know News [view article]
    They are analyst reports (Subscription based PDF)- Both the Oppenheimer analyst report (July 24, 2008), written by Shawn C Milne (shawn.miline@opco.com... and the JMP Morgan Report (July 24, 2008) written by Imran Khan (imran.t.khan@jpmorgan... and Lev Pollinsky, CFA (lev.x.polinsky@jpmorg... the company MISSED BY $0.02 CENTS. Reply
  • commenter
    Jul 24 12:57 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Good and easy to read reports. Reply
  • commenter
    Jul 24 11:13 AM
    Wall Street Breakfast: Must-Know News [view article]
    Guys, Briefing.com has AMZN as an $0.11 beat.

    www.briefing.com/Gener...

    Could you please direct me to the "analyst reports"?

    Thanks for reading!
    Reply
  • commenter
    Jul 24 11:03 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Jail !!
    That,s where he should go!
    Reply

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