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

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."

Jup zurück das ganze, ja denke ist zur Zeit besser, Divi

PS.: Schön mal wieder was von dir zu lesen ✌😉

Ich baue seins 6 Monaten auch um auf Dividenden Titel. Bin die ganze Zeit am überlegen hier einzusteigen, mal schauen .

Bin gestern bei TUI raus und siehe da, mal richtig gemacht, da würde ich auch nochmal einsteigen falls TUI nochmal fallen sollte.

Zur Zeit wollte ich sagen.

Ja hab ich wohl FCINGO , egal muss mich erstmal richtig einlesen, aber zur bin ich etwas vorsichtig lege gerade um auf Divi Aktien, wie Shell grund solide halt.

Winterplan , hier nicht verschlafen wie Bristol Myers 😂

Watchlist aufgenommen, moin moin in die Runde.

Spricht nichts dagegen erstmal abzuwarten was passiert, wie sind die Zahlen, bricht sie über 110 aus etc. Gibt ja auch noch genügend andere Möglichkeiten 😎 Einer meiner Regeln in doubt stay out. Als Investor sehe trotzdem ein gutes Chance Risiko Verhältnis, deshalb will ich zumindest klein dabei sein. Wachstum, hohe Margen und niedrige Bewertung sind in der Theorie ein Rezept für ein Multibagger. Buybacks und Dividenden on Top. Wird sehr spannend weiterzuverfolgen imo.

Die Jahresbericht sind von Jahr zu Jahr besser gewurden und trotzdem ging es runter . Was sagt uns das es dieses Jahr nicht so weiter geht ?🤔

Na los Bernie dann rein . Ich bin mir noch nicht schlüssig

Wow Spread von 6 Cents, wer jetzt nicht zugreift