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Allergan Inc. Message Board

dmesshian 1 post  |  Last Activity: Mar 22, 2015 3:54 PM Member since: Aug 19, 2011
  • Reply to

    Economics 101

    by reversesplit Mar 20, 2015 11:38 AM
    dmesshian dmesshian Mar 22, 2015 3:54 PM Flag

    Economics has never been a zero sum game. For example, when you drill deeper, you will uncover that organic food sales represent only 4% to 6% percent of a $Trillion++ grocery industry.
    At current growth levels it might reach 12% to 16 % by 2025. So, where you perceive: scarcity and competition, I see expansion, and abundance -- an ever expanding universe of opportunity, if you will -- for savvy niche players, with outstanding mgmt teams capable of executing a credible strategy, like; Natural Grocers.
    This sector is expanding rapidly to claim a larger portion of the grocery industry pie. It's a secular, cross generational trend, embraced by baby-boomers thru millennials!
    I am long Whole Foods, but I see this specialty organic sector, as a top grower and discovered NGVC, by accident -- as the subject of discussion -- one several, Seeking Alpha discussion threads.
    From the looks of it, this company seem to have the current qtr. numbers in the bag, and Zack's with other analysts -- plus; several NGVC longs on this board -- seem to think this stock will be a big winner this year.
    I do share the opinion that the stock is way, WAY oversold, and I have started to add to my position on the dips.
    Good luck to all!