PetMed Express, Inc. (NASDAQ:PETS)

I like cutesy tickers. Sell ASAP. http://www.gurufocus.com/stock/PETS

A very solid balance sheet, despite a lower year-over-year net income, mixed with a great dividend offering. As more people shift to online ordering, and as the younger generation continues to move out and get pets, services like these are posed to thrive.

Magic Formula 11-29-12

Solid balance sheet.

Short Selling

2016 sale

Pays a very nice dividend. Play on the the growth in pet related spending coming out of the recession.

PetMed Express, INC is leveling off after a reasonable run on 7-10% margins. Investors are always expecting more and the 20% one day drop on earnings, while a bit excessive, is not a surprise. Overall, however, PetMed Express is a small cap with some room to grow. It pays out about $10 Million of the $15 Million it takes in a year in dividends. I understand it is starting to face some competition, especially from Amazon, but if I have a pet that needs meds, where am I going to look first for them, the trusted pharmacy, or the dollar store? I realize that if you can compare brand to brand that some people will shop around, but it's not a given that Amazon can take market share just on cost.

While a declining growth is of concern and should be monitored, the increase in customers gives me some confidence that there is still potential here. As long as the 4.4% dividend doesn't look in jeopordy, then I'm willing to give them some rope. They have no debt and adequate cash/cash flow that any real issues should become apparent in advance of any further hammering.

Pets are going to be outside more. Therefore, more injuries and therefore more medical needs.

My favorite pick at the moment.

12/13

With low price / high yield, PETS has a chance to spank the market if it's managed well.

Over a quarter of current market cap in cash, with no debt, and a handsome divvy. Likely market beater for those with a few years to wait.

PetMed has a great niche and they just have to take the rights steps in marketing to get the price / new customer lower. This means more targeted traffic to the website, conversion optimization and so on.

secure dividend that i think will grow in years to come

1x - 4/1

My little Sh*t-Zu Oscar recomended this stock to me.(Wag O' the tail)

I'm telling you Oscar has mad stock picking skillz.

Still strikes me as funny that I can't mention Oscar without the profanity filter kicking in... ; )

Cheers!

Pets are a nuisance and a money drainer, in the future we'll have less pets.

Management effectiveness screen and market leader.

too much competition for pet supplies on the internet. i know b/c i just bought some from the lowest cost provider....and it wasn't this company!