Find below the list of stocks which one needs irrespective of economy, recession or any type of gloom and doom. I have selected based on following charectrestics:
1) Industry leaders
2) Long history of business
3) Non-cyclical
4) They are necessity - people need their products even in bad economic
situation.
5) I have avoided Banks, Pharma and NBFC - I am not too good at this but
they are necessity indeed, needs help here.
6) Skipped clothing - they are necessity but too crowded, its difficult to
spot the moat, at least to me.
If follwing businesses baught in doom time at cheaper prise then one can hold them for long w/o too much worry and reap profits over a period of time.
Tobbaco: |
ITC |
Godfrey |
VST |
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FMCG: |
Marico |
Co-Pm |
HUL |
Nestle |
Gillete |
Brittania |
Dabur |
Godrej |
Liquer: |
UB Group |
Radico |
Shaw wallace |
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Appliances: |
Hawkins |
TTK |
Bajaj Elec |
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Battery: |
Everyday |
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Edibal oil: |
KS OIL |
Ruchi Soya |
Agrotech |
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Chemical: |
Pidilite |
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Defense |
BEL |
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Glass: |
HNG |
Asahi |
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Hospitals: |
Appolo |
Fortis |
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Leather: |
Bata |
Liberty |
Relaxo |
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Lubricant: |
Castrol |
Tide |
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Media: |
SunTV |
Zee |
Dish |
Deccan chr |
Jagaran Prakashan |
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Adlabs Films |
PVR |
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Paints: |
Asian |
Kansai |
ICI |
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Paper: |
Ballarpur |
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Tyre: |
Appolo |
MRF |
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Transport: HH, MARUTI
Comments are welcome for editing above list.
Edited by manish_okhade - 21/Oct/2009 at 3:04pm