MEDIFAST WKN: 889384 ISIN: US58470H1014 Kürzel: MED Forum: Aktien Thema: Hauptdiskussion

Wobei das eher nicht aktuell ist

Laut morningstar sinds aber 42%

Short Float ist konstant bei 31% geblieben, laut finviz

Morgen nach Closing Zahlen, die Optionsmärkte scheinen mit einer größeren Bewegung zu rechnen 🤷

Heisses Messer durch Butter... yes :)

Ich bin mir unsicher. Die Frage ist wie stabil sind die Cashflows, wie stabil ist das Geschäftsmodell. Ich denke immer noch dass ChanceRisiko ganz gut ist Dieses Coachmodell könnte schon zum Selbstläufer werden. Aber mir gefällt der Markt gerade nicht, dünne Volumen, vix divergiert zum Index, Mittwoch Fed. Da gefällt mir Chance Risiko nicht, weil ich die Gefahr eines Fehlausbruchs sehe.

Wie gehst nicht mehr rein vor den zahlen ?

So bin mal raus, das sieht mir eher nach Fehlausbruch aus. Vix heute auch 3%plus, muss bissl Cash aufbauen.

Weiß nicht , auf alle Fälle schöner Anstieg und das kaufsingnal ab 110$ ist jetzt auch da . Wünsche viel Glück, sollte es nochmal fallen bin ich dabei .

Ist für shorties vielleicht wie für uns Dips kaufen?!

Bei steigenden Kursen 🤔

Komisch finde ich dass shortfloat auf 31% angestiegen ist

Schade , keine traute gehabt .

Ob es vor den zahlen nochmal fällt ?🤔

https://www.bizjournals.com/baltimore/news/2019/10/23/bill-millers-fund-took-a-stake-in-medifast-heres.html?ana=yahoo&yptr=yahoo

Bill Miller's fund took a stake in Medifast. Here's why. Bill Miller's $1.4 billion Opportunity Trust fund took a stake in Baltimore-based Medifast Inc. during the third quarter because it predicts the company's stock price may double. The fund revealed its investment in the "little known Baltimore-based health and wellness company" in a quarterly letter to fund shareholders authored by portfolio manager Samantha McLemore. About 3.09% of the fund, or $43 million, is invested in Medifast, according to a document listing the portfolio holdings. A Medifast spokeswoman said the company does not comment on investors' positions. Miller has his own ties to Baltimore. He operates his firm, Miller Value Partners, out of One South Street in downtown. He is also the former chief investment office of Legg Mason Inc., which is headquartered in the same tower in Harbor East where Medifast is now located. Miller rose to fame when his fund at Legg Mason beat the S&P 500 for 15 consecutive years through 2005. Samantha McLemore and Bill Miller manage the $1.4 billion Miller Opportunity Trust fund. McLemore wrote that Medifast has "done a remarkable job" of growing sales by orienting its business around its network of "coaches." Medifast pays coaches commissions to sell the company's weight-loss and dieting products directly to customers. Since CEO Dan Chard joined the company in 2016, Medifast's sales have been on the rise. Medifast expects sales this year to be $730 million to $750 million, more than double from $301.6 million in 2017, Chard's first full year at the helm. "They aimed to double the business in three years and accomplished it in two," McLemore wrote. "Now they’re working on a plan to double revenues again. They’ve done all of this profitably while returning capital to shareholders." Chard told the Business Journal he expects Medifast to double every three or four years. He also wants the company to reach $1 billion in sales by 2021. Medifast launched its international business in Hong Kong and Singapore earlier this year and expects to keep growing sales in the U.S. as well. Medifast (NYSE: MED) shares were up 1% in mid-day trading Wednesday to $106.75. The company's stock was at one point one of the biggest gainers in the entire U.S. in 2018, reaching a high of about $260 as its quarterly sales accelerated. Shares are down almost 15% year to date. McLemore attributed the decline to "competitive concerns" because of troubles at WW — formerly known as Weight Watchers — and Nutrisystem. Some investors have also been concerned about costs related to Medifast's implementation of new business planning software. "At the current level, the company trades for just 14.5x earnings with 20%-plus top-*** growth going forward and a 3% dividend yield," McLemore wrote. "If it reaches its 2021 target, it’s trading for only 10x earnings out a couple of years. We believe Medifast has the potential to double."