Tuesday, September 22, 2015

Open offer for Tide Water Oil by Standard Grease

Standard Grease has made an open offer to acquire upto 26% in Tide water oil.
The offer price is 16632 Rs per share.

Expect some activity on this share

Sunday, September 13, 2015

Upcoming Bonus/Stock Split

List of upcoming bonus/stock splits:

- Bharat Electronics (2:1 bonus)
- Divis Labs (1:1 bonus)
- Colgate (1:1 bonus)
- Avanti Feeds (Stock split from FV 10 to FV 2)


Are you holding any of them?

SIP in Consumer Stocks

Most value investor reading will tell you to look at stocks which have products that people will end up using and that's their moat.

I am looking at the brands of some of the stocks here:

Glaxo Smith Kline Consumer
The brands under this company are divided into two heads:


Nutritional comprising of Horlicks, Boost, Maltova and Viva.
OTC comprising of Crocin (both adults and Kids), Eno and Iodex.

Procter and Gamble India
The brands for this company in India are:
- Ambi Pur
- Ariel
- Dura Cell
- Gillette
- Head and Shoulders
- Olay
- Oral B
- Pampers
- Pantene
- Tide
- Vicks
- Wella
- Whisper

Gillete  products are something which are not unknown. All shaving products which men would continue to use.

Colgate does brand itself as # 1 toothpaste of India. It has various toothpastes, toothbrushes and mouthwash which will be used by one and all.

Hindustan Unilever has brands like Axe, Annapurna, Brooke Bond, Bru, Closeup, Dove, Fair n Lovely, Knorr, Kissan, Kwality Ice Creams, Lakme, Hamam, Lifebuoy, Lipton, Lux, pears, Pepsodent,  Ponds, Rexona, Rin, Surf Excel, Tresseme, Vaseline, Vim etc etc

Look at the brands created by above companies.
With the population in India growing, we can safely estimate that these products will continue to be used by all of us.

These may be defensive stocks, but stocks that should always be part of one's portfolio since the brands are iconic and tough to recreate.

What do you think?