MWI Veterinary Supply, Inc. (NASDAQ:MWIV)

CAPS Rating: 5 out of 5

Distributor of animal health products to veterinarians. Products the Company sells include pharmaceuticals, vaccines, parasiticides, diagnostics, capital equipment, supplies, veterinary pet food and nutritional products.

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Member Avatar ColoradoRight (< 20) Submitted: 4/4/2014 9:37:17 PM : Outperform Start Price: $149.99 MWIV Score: -6.68

This company is one of the larger suppliers of veterinary products in the country. This includes small animal (cats and dogs) as well as large animal veterinary. The company is very well managed, and has recently made an acquisition to increase its overall market share.

As childless and empty nesting Boomers age, they are willing to spend more on care for their pets than for themselves. I don't see this trend slowing down, until the Boomers age out of the living - and by then their children will be in the same place. Americans spent $53 billion on their pets in 2012, and the trend has been accelerating up.

And that doesn't take into account the large animal products. While Americans might be eating a little less beef, they aren't decreasing their overall meat intake to any noticeable degree. So those cows and pigs and chickens are all going to need the products that this company is in a good position to supply.

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Member Avatar refl3ktor (< 20) Submitted: 10/18/2013 2:28:34 PM : Outperform Start Price: $163.54 MWIV Score: -21.60

Good EPS, generates lots of revenue. To be a buyer in real life, i'd have to get in below where it is now. Competitor to Henry Schein, Inc. (HSIC) of Al Gore favor.

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Member Avatar rknapton (< 20) Submitted: 8/22/2013 4:35:38 PM : Outperform Start Price: $144.89 MWIV Score: -15.07

long. Veterinary supply company. Pricey P/E but great growth.

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Member Avatar jekoslosky (46.75) Submitted: 12/29/2011 12:51:44 AM : Outperform Start Price: $66.63 MWIV Score: +67.14

People love their pets, and are becoming increasingly willing to spend big bucks on them. This trend is not going to reverse anytime soon.

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Member Avatar tbonci (85.99) Submitted: 10/28/2011 10:05:50 AM : Outperform Start Price: $76.61 MWIV Score: +41.33

MWI has a huge footprint in this industry. They provide decent returns for a good price and are very stable.

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Member Avatar TMFJMo (69.14) Submitted: 4/8/2010 10:02:37 AM : Outperform Start Price: $41.71 MWIV Score: +191.24

Overlooked and still undervalued based on the owner earnings they continue to bring in. Management also seems quite capable, particulary in recessionary times. They even just made a nice little acquisition to gain international exposure (and didn't have to issue any stock to do it). People love their pets and livestock managers need to keep them healthy or else they go under. Bigger player in a fragmented and competitive industry.

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Member Avatar PoqSuertMiFav (52.63) Submitted: 6/14/2009 8:06:56 AM : Outperform Start Price: $31.26 MWIV Score: +266.53

Strong financials, a sleeper stock

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Member Avatar EldrehadsPicks (85.78) Submitted: 6/5/2009 2:44:23 PM : Outperform Start Price: $29.71 MWIV Score: +292.27

These are, indeed, interesting times to be an investor. When looking for an investment candidate among macroeconomic turmoil I think it’s helpful to ask the following questions:

#1: Will people keep spending as much as they used to?
#2: If not, which businesses will be more likely to attract a greater percentage of the money that is being spent?
If most families are anything like ours, looking after the health and well being of one’s furry, feathered, or scaly family members is one of the things that will continue to be relatively high on the list of financial priorities. Given that 2/3 of this company’s revenues come from the pet market and 1/3 from the livestock market, this should continue to help insulate this company from continued macroeconomic malaise. After all, how many businesses grew the top line by about 12% during the first two quarters of FY09 – during one of the most severe economic declines any of us have ever seen, yet still sport, in my opinion, an attractive valuation?

Please see my blog for a more detailed analysis.

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Member Avatar cgrinstead (46.94) Submitted: 10/1/2008 8:43:51 AM : Underperform Start Price: $40.49 MWIV Score: -193.82

In good times this stock would be excellant but because of the economy people will do without and purchase only those items they really have to have.

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Member Avatar mj2386 (< 20) Submitted: 5/20/2008 11:10:22 AM : Outperform Start Price: $36.87 MWIV Score: +261.47

This one better not go to the DOGS!!

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Member Avatar mactavish38 (58.98) Submitted: 5/16/2008 2:02:12 PM : Outperform Start Price: $36.03 MWIV Score: +268.47

People pay as much to take care of their pets as they do to take care of themselves. Infact they pay more. I just payed 200.00 for treating my two dogs I would have a screaming fit if I had to pay that much for my two kids. Also they have stable tech. and their business model is wonderful.

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Member Avatar syringa10 (88.92) Submitted: 11/18/2007 3:42:59 PM : Outperform Start Price: $37.02 MWIV Score: +261.87

This is the leader in veterinary supplies. We are a nation of pet lovers, so where can the stock go but up. Their debt level is low as well..

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Member Avatar WilliamCrook2003 (71.57) Submitted: 3/7/2007 9:01:50 PM : Outperform Start Price: $31.01 MWIV Score: +333.44

I own shares in its competitor AHII hence I have great interest in this company. I believe this companies share price will go up, whilst the share price of ahii will do too.

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Member Avatar madigail (80.01) Submitted: 12/27/2006 7:14:53 PM : Outperform Start Price: $31.55 MWIV Score: +327.13

People are crazy about pets.

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Member Avatar samthevet (< 20) Submitted: 9/1/2006 6:36:39 PM : Outperform Start Price: $34.85 MWIV Score: +269.90

MWI is a fantastic distributor for veterinary products and I believe the only one publicly traded. This company gives people a chance to get in on the pet boom focusing in on the veterinary medical side. As a customer, I own three veterinary hospitals, their customer service is excellent.

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