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Non-Tech : Natural/Health Food Industry Stocks -- Ignore unavailable to you. Want to Upgrade?

To: organicgerry who wrote (274)3/23/1999 11:37:00 AM
From: Greger  Respond to of 337
 
I'm also keeping OATS and WFMI. Lost patience with TwinLabs, but do believe the internet play on vitamins and Supplements will be big in 2000. I don't think WFMI is a pure play though. Therefore I'm going to take my time in researching NTBY. BBAR is holding up well and I believe they will make or beat expected EPS.

Thanks,

Greger



To: organicgerry who wrote (274)3/25/1999 2:22:00 AM
From: Greger  Read Replies (1) | Respond to of 337
 
I read an interesting stat today on the amount of nutritional sales that occurs in GNC, WFMI and OATS. 28% of sales go to those three chains within the NF channel. Compare that with the top 4 drug retailers owning 70% market share. This market is just maturing and it is just a matter of time before consolidation occurs and the main market players emerge. One way or the other, these three companies will be right in the middle.


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