What I see in NBTY?
NBTY was a S.A.M. due to its e-commerce plans that had not yet hit the wires. Phar-Mor [PMOR] is a drug-store that, if I recall properly, had a CEO that allegedly skipped town with all the money. They had to close many stores and are still recovering from the blow.
Now, not only is PMOR announcing a web-site to dig them out of their hole. . . they are focusing their efforts on selling NBTY products to do so. Make no mistake, Vitamin World belongs entirely to NBTY, Inc. [PMOR press release leaves some holes to be filled by the imagination]
Because PMOR has played the NBTY card in regards to e-commerce AND because NBTY made an initial announcement just a few weeks ago. . . I figure it is just a matter of time before folks put 2 and 2 together and we miss the big run-up. Hate for a big news to come out early AM like it did on NINE, without me elaborating on what I see.
So far, the only official NBTY news release has been the Jan. 4 release stating roughly that they were planning on advertising their products via television to promote their Puritan's Pride products that are available via the internet. rt.freerealtime.com
That's it.
Nature's Bounty is a vitamin manufacturer, distributor and retailer. They sell via Puritan's Pride catalogs and via 230 Vitamin World stores in the U.S. and via 415 Holland and Barrett stores in the U.K. If that wasn't enough...they are a leading distributor of vitamins, etc. to supermarkets and drugstores under the Nature's Bounty name.
Check out Company Sleuth on NBTY: companysleuth.com
Broker rec added this week:http://www.companysleuth.com/framewrap.cfm?LOC=www.newsalert.com/free/zacks?Symbol=NBTY&Module=analyst
Here are Internet Domain names for NBTY:
VITAMIN-WORLD.ORG
GOODNNATURAL.NET
FREEVITAMIN.COM
FREEGINKGO.COM
FREEVITAMINC.COM
VITAMINS4FREE.COM
NBTY.COM
PURITAN.COM
PURITANSPRIDE.COM
HUDSONVITAMIN.COM
VITAMIN-WORLD.NET
HNBL.COM
NBTY.NET
HOLLANDANDBARRETT.COM
HOLLANDANDBARRETT.NET
CAPSULEWORKS.COM
HOLLAND-AND-BARRETT.COM
GOODNNATURAL.COM
Now when I look at that list of website names, I can't help think that this picture is just beginning to unfold. I could only get NBTY.com and Puritanspride.com to bring anything up. The former is corporate site and the latter reflects the Jan. 4 release [TV teaser].
The best part about NBTY, IMO, is that barely any of the above .com names have been released to shareholders or to the press. What do they plan on doing with them? And how will it affect their bottom line? Speaking of which: For the FY ended 9/98, net sales rose 61% to $572.1M. Net income rose 33% to $38.8M.
This is an internet/e-commerce play with positive earnings for 7 bucks a share. Earnings are expected to increase over next year. [without e-commerce impact]. . . .Hello?
As the leading catalog for vitamins, I believe that Puritan's Pride's internet site will soon be reflected in the bottom line of NBTY. Catalogers are going net. Retailers are going net. Distributors are going net. And manufacturers are going net. NBTY is all 4 of those.
You guys know well enough that I believe certain products lend themselves well to being sold on internet and some do not. Nobody wants to get in the car to drive to the vitamin, supplement, nutrition, health store for products when they need them. To buy these over the internet at discount prices is worth the time. . .the products are generally light...costing very little in shipping [unlike wines, bottled water and even books].
PRFM-NBTY-SPGLA-SGDE-DLIA my favorite e-commerce retailers. Of these, all have run hard recently except one. You guessed it. . . .
bigcharts.com
I believe PRFM-NBTY-SGDE all have much farther to go on the upside. Now NBTY has a 68 mil shares and a 50 mil float, so it will not move like KTEL. But by comparison, IOM has 267 mil. SPGLA has 131 mil. So we know it should move quicker than either of those. Best of all, the larger float companies are easier to daytrade. We should be able to get in and out of this stock at will without fearing we are going to tank a run, like in the thinly traded stocks.
Well, that about does it. May have to start a new NBTY thread to post all this stuff.
Rande Is |
