Value Research Online

Best of both worlds: profits and dividends

Tue, 11 Feb 2020 07:00:00 +0530

Companies that have grown their profits over the last three years while also distributing dividends consistently

Spotting companies with moats

Wed, 20 Feb 2019 08:00:00 +0530

Do companies with moats enjoy their monopoly status forever? What gives them an edge over others? We tell you all about it here

Finding value in FMCGs

Wed, 05 Sep 2018 08:00:00 +0530

Only four FMCG companies have shown a consistent rise in operating margin and revenues in the past 5 years

Companies with capacity to reinvest have strong brands

Tue, 10 Jul 2018 01:47:00 +0530

Thomas Russo, Partner, Gardner Russo & Gardner, speaks to us about his thought processes on brands that every value practitioner should learn from

The trampoline effect

Fri, 02 Feb 2018 08:00:00 +0530

Having come out of the Maggi mess, Nestle India has rebounded strongly. But it's priced more dearly than even the market leader Hindustan Unilever

Here's how they got you

Mon, 21 Aug 2017 11:48:32 +0530

5 epic campaigns that conquered the Indian consumer. You'll find these and more in the book Nawabs, Nudes and Noodles by Ambi Parameswaran

Raw wounds

Thu, 02 Feb 2017 00:27:35 +0530

Increasing raw-material prices and an inability to pass them on may hurt FMCG companies' earnings>

Don't buy stocks without understanding the underlying business

Thu, 18 Aug 2016 13:20:32 +0530

If complex businesses don't make sense, buy companies that have simple businesses>

Not just for foodies

Mon, 08 Aug 2016 12:32:17 +0530

Many of us just can't live without Britannia's biscuits, Nestle's Maggi and GSK's health drinks. So we tell you to invest in what you eat>

Playing the Indian consumer theme

Fri, 05 Aug 2016 16:30:07 +0530

In a country like India, when a consumer company makes a place for itself, it paves the path for decades of sustained cash generation and profits>

And we all fall down!

Tue, 02 Feb 2016 01:08:00 +0530

How low global inflation spells trouble for FMCG valuations ahead

Making hay while the sun shines

Tue, 06 Oct 2015 08:00:00 +0530

Thomas Russo, Partner, Gardner Russo & Gardner, talks about signals that show that the investments made by a company are paying off>

Finding Multi-baggers the Basant Maheshwari Way

Tue, 24 Mar 2015 09:00:00 +0530

Basant Maheshwari's advice to investors who want to make a debut in the stock market is to focus on zyaada, because only that can lead to wealth creation>

Expensively Priced

Fri, 06 Feb 2015 11:29:00 +0530

Cooling down of input cost inflation benefits a number of companies in the FMCG sector as valuations continue to be prohibitive

Ballooning Legal Expenses

Thu, 15 Jan 2015 13:56:00 +0530

Legal expenses could be a drag on a company's profitability & could also consume significant productive time. Here are 12 such companies

Sundaram World Brand Fund

Wed, 19 Nov 2014 16:13:00 +0530

Indian investors can access global companies like Apple, Nestle, Microsoft and HSBC through the series

Google in your Fund

Fri, 26 Sep 2014 11:03:00 +0530

Rather than investing in international funds, the best way to have global exposure is by buying domestic funds that invest abroad>

Pays to be in red

Thu, 14 Feb 2013 12:21:00 +0530

Negative working capital can sometimes bring in cheap funds for a company...>

Carving Niches

Fri, 03 Aug 2012 14:58:00 +0530

Nestle’s products are category leaders in their segments, which is one of the reasons why you should invest in it…>

Safe-haven Sector

Thu, 24 Jun 2010 10:03:00 +0530

The FMCG sector doesn't give news-making returns, but its resilience can be a virtue in the gloomy global picture>