WISHING A HAPPY DIWALI AND PROSPEROUS YEAR AHEAD.THIS TIME I AM CHOOSING 'BRAND' AS THE THEME FOR STOCK SELECTION.WE ALL KNOW HOW A BRAND IS IMPORTANT FOR COMPANIES AND HOW STOCK MARKET VALUING COMPANIES WITH GOOD BRANDS .WE HAVE MANY EXAMPLES BOTH FROM MNC AND INDIAN SPACE LIKE NESTLE,GSK CONSUMER,P&G,TTK PRESTIGE,PAGE INDUSTRIES..Etc.THEIR BRANDS ARE THEIR BIGGEST ASSETS AND THE MAIN FACTOR DRIVING GROWTH YEAR AFTER YEAR.BUT IT IS A FACT THAT STOCK PRICE OF COMPANIES HAVING GOODS BRANDS ARE HIGHLY PRICED AND OUT OF REACH OF MANY SMALL RETAIL INVESTORS . BUT STILL THERE ARE SMALL BUT GROWING COMPANIES WITH GOOD BRANDS IN SOME NICHE SPACES.MANY OF THE SELECTED COMPANIES ARE ALREADY RECOMMENDED HERE AND SOME OF THEM ARE TRADING AT THEIR 52 WEEK HIGH LEVELS.SOME STOCKS EARLIER RECOMMENDED FOR PROFIT BOOKING ,BUT NOW CONSIDERED ALL POSITIVE DEVELOPMENTS INCLUDING FINANCIAL PERFORMANCE AND OTHER FACTORS HAPPENED THEREAFTER WHILE SELECTING THESE STOCKS.I BELIEVE EVEN THESE COMPANIES ARE TRADING AT SUBSTANTIALLY HIGHER RATES ,INDIA'S FAVORABLE DEMOGRAPHIC TRENDS WILL DRIVE THE GROWTH OF THESE COMPANIES GOING FORWARD.
Company :Heritage Foods
Industry : Dairy
CMP :440
Initially Rec.Price : Rs.200
Sales FY 2008 FY 2012
Rs.588 Cr Rs.1394 Cr
Link to Old Recommendation HERE
Link to Company website HERE
Link To Latest Annual Report HERE
Company :La-Opala RG Industry : Houseware
CMP :Rs165
Initially Rec.Price : Rs.50
Sales FY 2008 FY 2012
Rs.55 Cr Rs.115 Cr
Link to Old Recommendation HERE
Link to Company website HERE
Company :Bambino Agro Industry : Packaged Foods
CMP : Rs.61
Initially Rec.Price:Rs.40
Sales FY 2008 FY 2011
Rs.92 Cr Rs.215 Cr
Link to Old Rec. HERE
Link to Company web.HERE
Company :Acrysil Industry : Designer H.Wares
CMP :Rs.117
Initially Rec.Price : Rs.85 (Adj.to Bonus Issue)
Sales FY 2008 FY 2012
Rs.30 Cr Rs.62 Cr
Link to Old Recommendation HERE
Link to Company website HERE
Link to Latest Annual Report HERE
Company :Orient Bell
Industry : Building Materials
CMP :Rs.69
Initially Rec.Price :NA
Sales FY 2008 FY 2012
Rs.214 Cr Rs.546 Cr
Link to Company website HERE
Link to Latest Annual Report HERE
