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Auriga Reiterates a 'Buy' on Medifast (MED); Management Change Shouldn't Alter 2012 Plans

February 3, 2012 12:07 PM EST
MED Hot Sheet
Rating Summary:
    5 Buy, 4 Hold, 0 Sell

Rating Trend: Down Down

Today's Overall Ratings:
    Up: 19 | Down: 16 | New: 82
Auriga reiterates a 'Buy' on Medifast (NYSE: MED) price target of $26.00.

Auriga analyst says, "While we believe Mr. McDevitt's contract expiration and the desire to keep control within the MacDonald family are likely the driving factors in the change, the appointment was nevertheless a surprise to us. Mr. McDevitt recently appeared at the ICR conference last month and we appreciated the high energy level he brought to the CEO role at Medifast. Given the sudden news, and short transition period, investor caution may increase, especially considering the recent volatility we've seen in several of its commercial weight loss peers. Nevertheless, we do not believe that the announcement should alter Medifast's 2012 plans, which includes continued expansion within its Weight Control Centers and reestablishing coach growth within its Take Shape for Life segment. We expect Mr. MacDonald to discuss the transition during the company's fourth quarter conference call, which should occur in March. In the meantime, we are reiterating our recommendation and our $26 price target. If shares weaken on the news, we suggest viewing it as a buying opportunity."

For an analyst ratings summary and ratings history on Medifast click here. For more ratings news on Medifast click here.

Shares of Medifast closed at $16.10 yesterday, with a 52 week range of $12.97-$27.82.


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