What makes a company successful?...


... delivering products and services that are relevant and create impact among consumers.

I combine my expertise as a Marketing executive in a Fortune 500 company and my passion as an investor to find the Companies that I think have "cracked the code" with consumers. Advertising does work. When I see a new product that fits relevant consumer trends, and that is supported with a campaign that I find particularly shrewd and innovative, I know that Company is potentially a great investment.

One of the great investors of all times, Peter Lynch, recommends to "buy what you know". You watch TV, go to the supermarket and walk around everyday. Observe... look around: what you see can make you money in the stock market. Now, let's be clear: a Company is not good just because it advertises. What we have to look for is great products supported with -and enhanced by- great advertising. The principle is simple: if something is good enough to draw your interest, it will be of interest to millions of persons just like you.

It is my goal to share with the reader my findings in the world of marketing which I think will turn into great returns for investors. Profit from it!


Wednesday, January 26, 2011

Stocks To Benefit From an Increase in Consumer Confidence

The Conference Board just reported January’s Consumer Confidence Index. According to their release, the Index increased in January to 60.6 (1985=100), up from 53.3 in December. While Consumer Confidence is a tide that lifts all boats, I believe there are a select number of stocks that will benefit the most from the particular changes in consumption patterns that can be expected in a post-recession environment. I provide my list in an article I published today in Seeking Alpha under the title "These Stocks Should Benefit From an Increase in Consumer Confidence"

No comments: