NTRI is screaming higher this morning. I heard the CEO bragging about the company on Bloomberg a few days ago and knew they’d smoke numbers. I was long the stock in spirit only. Apparently, their WMT business is booming, as the fat chinned American populous looks for ways to slim down.
Other health oriented stocks on the move are are GNC, VSI, BTH, HLF, NATR, MTEX, MSLP, NUTR, NUS, SFM, WFM, HAIN, USNA, UNFI. There’s even a little micro cap that helps educate people where food comes from: WFCF.
On the restaurant side, I like CMG and PNRA. I think companies like NDLS, YUM, BKW, PBPB and MCD are on the wrong side of the health trends and should be sold.
Believe it or not, America is trying to live healthier, eat better. Almost everyone I know is on some sort of diet, working hard at the gym, or running–religiously. It comes as no surprise to me to see many of the above stocks hit new highs.
If you enjoy the content at iBankCoin, please follow us on Twitter
People of means eat better; riff raff don’t. Thus en masse the country is not getting healthier.
Show me your data.
I work for the gubmint. I see the needy everyday coming in for their entitlements – 90% of them overweight/obese. Acehood knows not of what he speaks
You are right. There are plenty of obese people. However, that’s not my point. My point is there is a new awareness hitting America. You will see it reflected in the above share prices.
the people WITH the $$$ are spending it to be FIT…I get it…these companies are reaping the “fitness lifestyle” supported by people with the means to pay for it
Poor person here, the lower class is not eating healthier. The reason those stocks are up is because rich people are trying to eat healthier and because QE exists.
it correlates with wealth distribution which as you know is increasingly concentrated around the extremes. So naturally the whole organic healthy theme is killing it, but so what? That doesn’t mean the AVERAGE person is eating healthier.
Admit it, you live among the better educated part of america. Your perspective may be a little skewed. You drive a red car, now all of a sudden you see red cars everywhere.
I don’t think you understand who “The Fly” is and where he comes from.
I believe he founded Bartok Sciences, which manufactured Telepods in the 80s, at a very early age. Despite his reclusiveness since the late 80s, one might assume he’s done quite well for himself since then.
I agree to an extent. Have you seen the increasingly large numbers of participants in obstacle races like the Spartan race or even the girly runs like the glow run. Those types of races are all of a sudden huge. The downside to them though is they aren’t cheap so your weeding out the people who really need the exercise. I’m not paying $100 to run through some mud. I’ll go down to the local river and do it for free.
Fly, do you still like NSTG going into earnings?
How do you explain Altria’s (MO) continued success? Who is still smoking these filthy things? I quit Jan 1, 2013 after 35 years
International growth.
In Greece, 9 yr olds smoke.
In China the cats and dogs they don’t eat smoke.
UPS for hundred dollar roll
MO is indeed a global play…when youre broke ass with no hope…ya light up
Fly,,,,BDBD very interesting gluten free diet play
BALT sinking again….
Surprisingly decent dividend on $NTRI as well…been in since the low 12’s for the long term.
It’s too easy to be lazy. They’ll all pay to be healthier but unfortunately struggle to succeed. I know too many on diets that only count the calories of the good food they eat, if you know what I mean.
Isn’t MO USA sales with PM being international?
I agree with your points save one. On what planet is $PNRA considered “healthy?” At the very least, they are no different from $NDLS.
See the $NDLS menu. I guarantee it will fool the same people that think $PNRA is healthy. Not that that necessarily makes the stock a buy of course. http://www.noodles.com/food/
I’m sorry, but if you’re ordering monthly food packages containing a 28-day supply of breakfasts, lunches, dinners and desserts on an auto-renew basis, you’ve got bigger problems than your fat ass.
That said, I do agree with Fly that most people are way more health conscious than they have been. There’s just so much information available now… don’t we all know someone who is gluten-free? I hadn’t even heard of that shit 5 years ago.
WTW looking good here. First of the year brings on a lot of interest in dieting.
“Believe it or not, America is trying to live healthier, eat better.”
Only if you’re in the Northeast or West coast. Everyone else has a meaty, sweaty deathgrip on the hamburgers, fried chicken, and cakes they ride their Walmart scooters around like chariots of blubber.
I have to agree, MAYBE with the exception of places like Dallas…but the midwest is still a giant butterball and don’t even get me started on Mississippi, Alabama or any of them other god fearin’ states.
Have you considered being a “coal man” once again??
“They ride their Walmart scooters around like chariots of blubber.”
Oh shit. That’s funny
Portfolio is at all time high …. thanks Carson… NQ awesomeness – Chinese burritos unite 🙂
Did you hear that noise? It was me nailing NQ to the wall.. portfolio crosses 80% YTD return – it’s a bull market you know.
Happy trading all.
There’s actually big money now behind the “healthier” food movement. And not from the corporations you would expect:
http://www.theatlantic.com/magazine/archive/2013/07/how-junk-food-can-end-obesity/309396/?single_page=true
MDT get some