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Pastimes : Triffin's Market Diary

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To: Triffin who wrote ()3/4/1999 12:54:00 PM
From: Triffin   of 869
 
SECTOR: VITAMINS

GNCI @ 12 .. 68/54 shs .. 0.67 psr
NBTY @ 5 .. 68/50 shs .. 0.56 psr
TWLB @ 8 .. 33/14 shs .. 0.72 psr
RXSD @ 14 .. 18/35 shs .. 1.93 psr
USNA @ 10 .. 13/5 shs .. 1.17 psr

This group has been smashed recently
on concerns of lower margins going
forward and now presents IMHO some
attractive values going forward. The
long-term argument here is that the
'boomers'will as they age be pre-disposed
to vitamins/herbs/supplements as an
alternative to more expensive prescription
remedies and as 'cheap' health insurance.
Recent moves to standardize contents/labeling
claims can only help long term. Look for
WLA and AHP to be buyers in this sector.
Also a natural for MLM and I-NET martketing.

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