On October 15, 2007, I took a look at Nutrisystem (NTRI) about two weeks after a 25% drop. Running a fairly conservative analysis (in my opinion), I pegged the company as a $38 or so company. Add in a little uncertainty and a 50% margin of safety, and I said I'd consider investing under $19.50 a share.

Then, it fell off my radar.

A look at a list of companies that grow free cash flows consistently, have high long term ROIC, and high earnings yield.

"Asif Suria of SINLetter.com is running a stock picking contest where Top Financial Bloggers Face-Off." These are Geoff Gannon's picks for the contest - along with a brief explanation of each pick. Contest is for Q1 of 2008 and is open by invitation to various investing bloggers.

This article provides an interesting valuation and warning. "Nutrisystem must contend with its direct competitors, and must ward off big pharmaceutical companies developing cheap weight loss drugs. NTRI has to fight for every penny, and has a finite future."