Archives: 2009 September
Analysis – PG (US)-II
September 28th, 2009, No Comments
I started the analysis of P&G (US) in my previous post. The balance of the analysis follows Competitive analysis The company faces a host of competitors ranging from local to store brands to companies like unilever. Most of the local and store brands compete on price. P&G has rightfully realized the need for innovating in [...]
Analysis: PG US
September 23rd, 2009, No Comments
About Procter & Gamble is an 79 billion dollar consumer goods company with well known brands such as pampers, gillette, charmin, bounty, tide, pantene etc. The company has operations across 180 countries across the world and operates in the beauty products, health and household care segment. Financials PG has consistently maintained an ROE in excess [...]
So why no new ideas ?
September 18th, 2009, 3 Comments
I recently got asked – whats up rohit ? why no new ideas on the blog ? on a vacation ? Short reply – not on vacation and still searching. During the Oct – April 2009 period it was easy. One could throw darts and pick stock which were cheap. Ofcourse, what was needed was [...]
Retirement planning – III
September 14th, 2009, No Comments
I have written earlier on retirement planning here and here. There were several comments on both the posts and so I have decided to start this post with a Q&A Q1: I think gold/ commodity (put any asset you like) is good and I do not agree with your point that one should avoid it [...]
Retirement planning – Risk and return
September 6th, 2009, 2 Comments
I do not plan to layout a template which can be followed step by step to plan for retirement. It would be difficult to do that as individual circumstances vary and so would the solution. My attempt in this post and the next would be to layout my thought process on various factors for retirement [...]




