DIWALI WISHES ....

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