Replies to post #474538 on Zeev's Turnips Patch-No Politics (ZEEV)

[MyHunch]

I have done OK with my BRCM trades. I have no position at the moment and am looking for a lower entrance, but they do not want to drop this one much it seems. By the way, do you still see the market turn today?

[madrose1]

NTRI Nutrisystem: Underpenetrated market, underappreciated margin potential - Thomas Weisel (69.28 )

Thomas Weisel says that despite recent growth, NTRI is under-penetrated in a large and growing market. Firm says NTRI's sweet spot customer aspires to lose a lot of weight. Gallup surveys indicate that approximately 25% of all adults in the United States or approximately 32 mln consumers believe they need to lose more than 20 pounds. Exiting 1Q06, NTRI's historical customer count was 768,300, suggesting less than 1.3% penetration of the total U.S. market opportunity segment. Firm says that margin expansion potential remains underappreciated


hope your not getting too phat on NTRI zeev !;)