Boston Beer, National R.V. Holdings, Central Garden & Pet and McKesson

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A selection of some of the most intriguing stock newsletter suggestions on the Web. The items presented do not represent the views of

TheStreet.com

; rather, the collection is offered as a service to our members who may be scanning the Web for stock-related information.

Boston Beer

George Putnam

(6/1)

Boston Beer

(SAM) - Get Report

, launched in 1985, was one of the first craft breweries. And though its

Samuel Adams

brand is one of the best-known, its luster has been dimmed by the sheer number of competitors -- more than 500 craft breweries and 800 brewpubs. Boston Beer languishes at 11, down from a high of 33 soon after the 1995 initial public offering.

The Turnaround Letter's

George Putnam says a shakeout is coming to the craft beer industry, and Boston Beer is positioned to benefit because of its size, brand strength and distribution system. The company sells more than 1.2 million barrels per year, more than the next five largest microbreweries combined. It also has the biggest distribution system and $36 million in cash to buy brands, brewing facilities and consumer mindshare during the shakeout.

"As the industry consolidates, Boston Beer will be able to use its powerful brand name and powerful distribution system to generate powerful profits," Putnam says. "We recommend buying the stock up to 16."

More information can be found at:

www.investools.com

National R.V. Holdings

Jordan Hymowitz

(6/3)

If you're looking for an investment play on the summer driving season, there are better choices than the Big Three auto makers, says

BancAmerica Robertson Stephens

analyst Jordon Hymowitz. He recommends

National R.V. Holdings

(NRVH)

, the fifth-largest builder of Class A, or luxury, motor homes.

National R.V. is growing faster than the typical auto maker. During the first quarter, the company posted earnings gains of 83% on sales growth of 37%. For the June quarter, Hymowitz believes the company could beat his earnings estimates of 67 cents per share by five or six cents. The stock, at 40, trades for 14 times consensus estimates for 1998, even though the long-term earnings growth rate is 20%, according to

IBES International

.

RVs are back as a status symbol after being "out" for most of the 1980s, says Hymowitz. In addition, Baby Boomers are now reaching the prime RV-buying age of 55 to 64. Even so, Hymowitz urges caution. The stock is trading near its 52-week high, so it may pay to wait for a pullback.

More information can be found at:

www.moneydaily.com

Central Garden & Pet

Online Investor

(6/2)

Online Investor

finds the recent selloff of

Central Garden & Pet

(CENT) - Get Report

inexplicable in the absence of any bad news or earnings disappointments. In fact, the proposed merger of

American Home Products

and

Monsanto

may constitute good news because it may lead Monsanto to sell off its

Solaris

unit, which would be a good fit for CG&P. The two companies already have been talking about Solaris, which sells such brand-name products as

Ortho

and

Roundup

.

In the fragmented lawn, garden and pet supply market, CG&P is the nation's largest distributor and the only company with a national distribution network. In addition, the company's branded products manufacturing business, which includes

FourPaws

,

Nylabone

and

Zodiac

, is highly profitable. Central Garden posted a 51% gain in revenues and a 148% increase in net income in the latest quarter. The company has delivered positive earnings surprises in the past three quarters.

"It will be interesting to see if the heavy selling in this stock over the past two months correctly anticipates some bad news that is not out yet, as often happens, or if it's simply institutional profit taking," says

Online Investor

.

More information can be found at:

fnews.yahoo.com

McKesson

Donald T. Spindel

(6/1)

McKesson

(MCK) - Get Report

, the nation's largest distributor of pharmaceuticals and medical supplies, has had a wonderful run recently, but analysts are now cautious on the stock because of its high price and a

Federal Trade Commission

challenge to a proposed merger with drug wholesaler

AmeriSource Health

Donald T. Spindel of

A.G. Edwards

admits he may have been too cautious when he switched from "buy" to "maintain" on the stock at 62 (it's now at 75). But, he says, "there's not much hope" of the AmeriSource merger going through, and that could cause the stock price to fall somewhat, "though it's not likely to be a huge drop."

Analyst Keneth Salmon of

Cleary Gull Reiland & McDevitt

of Milwaukee also rates McKesson a "hold" with an upgrade to "accumulate" expected, but says chances for the merger are "much better than I first expected." Still, he's withholding his top "buy" recommendation because "it's not a cheap stock. It has had a tremendous run over the past few months."

More information can be found at:

www.sfgate.com