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gautam20
Newbie
Joined: 08/Oct/2011
Location: India
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Posts: 12
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   Posted: 16/Oct/2011 at 5:08pm |
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Was watching Ramdeo Agarwal on CNBC awaaz yesterday. He said the next 10 years will belong to Indian consumer and the rally in consumer plays is just a trailer while the tsunami is yet to arrive. In passing mentioned two wheeler but asked to focus on small players who can grow their marketcap.
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shontou
Senior Member
Joined: 04/Aug/2011
Location: India
Online Status: Offline
Posts: 865
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Posted: 20/Dec/2011 at 10:16am |
Consumer channel check update.
http://emkayglobal.com/downloads/researchreports/ConsumersSectorUpdate_201211.pdf
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Every day, self-proclaimed stock market "experts" tell us why the market just went up or down, as if they really knew. So where were they yesterday?
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cancercop22
Newbie
Joined: 22/Feb/2012
Location: India
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Posts: 2
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Posted: 23/Feb/2012 at 12:26pm |
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I have gone to the link in your post and read the report.
The view's of Emkay itself suggest that the sector is still at stiff valuations.At the max an 'accumulate' is the recommendation.
A good no of the companies are having strong cash flows, but they are fully priced for the next two financial years.
I heard a rumour of a price war in the offing by P&G as it tries to enhance it's market share.
Let's see what happens
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True generalship is converting sure defeat into victory
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aanambi
Groupie
Joined: 16/Mar/2008
Location: India
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Posts: 37
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Posted: 26/Apr/2012 at 12:11pm |
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hi,
I have large portfolio of consumer stocks like nestle,glaxo,colgate,itc etc..they have given me decent steady returns over the past few years.People avoid consumer stocks because of high PE ratio...It is always expensive and falls sightly in downturn.but, follwoers of warren buffet would testify that they are ones that meet his criteria..
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“An investment operation is one which, upon thorough analysis, promises safety
of principal and an adequate return.”
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dr.sandip
Groupie
Joined: 07/Sep/2008
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Posts: 91
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Posted: 26/Apr/2012 at 2:23am |
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Thank you Basant sir for this insightful article on consumption play... Based on yr observation and current market analysis I want to churn my portfolio to tune it to the music of consumption being played at present... Can any one suggest/guide me a probable scrips list to enter at current levels? I have recently started investing in Nestle, Page industries,Titan, ITC & Asian paints..I plan to increase my exposure in ITC, Page & Asian Paints.. I also plan to enter Marico, Jubilant Foodworks,Pidilite Dabur, Zydus wellness, Bata & Kansai Nerolac..
Any views r welcome regarding entry points and the choice/priority of stocks among these based on merits/demerits along with possible portfolio allocation tht can be assigned??
Any suggestions regarding any other stocks or any other comments are welcome..
Regards
Sandip
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Anything is possible because Everything is possible...
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 26/Apr/2012 at 7:07am |
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Although the present theme is one of consumption but such themes change quickly without warning so one has to be very nimble footed. Locating these turning points is most challenging so do not just invest and forget.
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'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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rinkumalpani
Senior Member
Joined: 28/Jun/2010
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Posts: 369
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Posted: 28/Apr/2012 at 3:27pm |
Please do nudge us when you feel the time has come- just one hint sir, just one 
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dr.sandip
Groupie
Joined: 07/Sep/2008
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Posts: 91
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Posted: 28/Apr/2012 at 12:01pm |
Till then ..." The show must go on".... 
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Anything is possible because Everything is possible...
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