Mr. Cyrus Bulsara

President, Professional Consultants & Resources

GLG News by Mr. Cyrus Bulsara, President

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

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Speculation over Reckitt Benckiser M&A

April 27, 2011

Analysis of:Speculation over Reckitt Benckiser M&A | www.cosmeticsdesign-europe.com

With the imminent departure of Reckitt Benckiser CEO Bart Becht, speculation is growing over a merger or acquisition bid. But a leading financial analyst believes anti-trust laws may throw a spanner in the works. With a new head at the helm, the company is more likely to be the target of either a merger with Colgate-Palmolive, or the subject of an acquisition by major players such as P&G or Unilever. Anti-Trust laws will not impede Unilever or Colgate-Palmolive !

Avon Products Gains on Report That L'Oreal May Make Bid

October 12, 2010

Analysis of:Avon Products Gains on Report That L'Oreal May Make Bid | www.bloomberg.com

Bloomberg reports that Avon is up 8% on a possible bid from L'Oreal. All the synergies for integration could be tremendous, but L'Oreal has no experience in Direct Selling.

Sally Beauty Acquires Aerial..."And Another One Bites The Dust"

October 5, 2010

Analysis of:Sally Beauty Expands in Midwest With Aerial Buyout | online.wsj.com

Sally Beauty (SBH) Expands in the Midwest with Aerial Buyout. This makes Sally Beauty the dominant distribution house for Professional Salon and Pro-Beauty products all across the USA. L'Oreal's SalonCentric / BAI is no match for the dynamism and bold acquisition moves of SBH.

Zacks Haloween Costume for RGS - Regis Downgraded to UNDERPERFORM !

October 1, 2010

Analysis of:Regis Downgraded to UNDERPERFORM ! | www.zacks.com

Smart move by Zacks as Regis is Downgraded to Underperform.

Unilever's Acquisition of Alberto...Potential Explosion of M&A activity

September 29, 2010

Analysis of:P&G Won’t Counter Unilever Bid for Alberto-Culver...BUT wants Beiersdorf / Nivea ! | www.businessweek.com

Unilever's bid for Alberto-Culver at $3.7 billion, may not set off competitive bids, but has the potential for setting off a chain reaction of explosive, high-powered, M&A activity in the CPG Toiletries & Cosmetics sector.

Unilever (UN) on the Prowl Again...for Alberto-Culver (ACV)

September 26, 2010

Analysis of:Unilever in Advanced Talks to Buy Alberto Culver . | online.wsj.com

Unilever's Paul Polman is on the prowl again and in advanced talks to acquire Alberto-Culver per the Wall Street Journal.This is a match made in heaven for M/s Polman & Lavin.

RGS: Regis - "Only Fools Rush In - Where Angels Fear To Tread"

September 24, 2010

Generally lackluster performance of all Consumer Goods & Services stocks on Wall St., has created great interest in RGS/Regis, after their announcement of a "strategic review" and a Chapter 11 declaration on the Trade Secret spin-off to Premier Salons.

Unilever On the Prowl...Again !

October 1, 2009

Analysis of:Unilever Plans to Buy Sara Lee Soaps for $1.9 Billion | www.bloomberg.com

After the last major acquisition of TIGI, the Tony & Guy Salon Products unit, Unilever seems to be making the right acquisition moves and is on the prowl for CPG/FMCG companies again.

"Irrational Exuberance" on Regis

August 26, 2009

Analysis of:Feltl Upgrades Regis (RGS) to Buy, $20 Price Target | news.glgroup.com

Pure financial analysis supported by Conference Call analytics, for a company like Regis (RGS), without knowledge of actual market level factors may give a skewed view of the financial fundamentals and cause for "Irrational Exuberance" on Price Targets. Salon Industry cognoscenti and "Industry Expert" consultants like us, who make it our business to follow salon client habits and broad industry trends, sometimes see things very differently than some Wall St. analysts.

Paul Polman's Shake-Up, Wake-Up Call at Sleeping Giant Unilever

August 20, 2009

Analysis of:Unilever’s Polman May Pass Old P&G Bosses With Cheap Margarine | www.bloomberg.com

Paul Polman, recently took over the helm at sleeping giant Unilever, and his dynamic, turn-on-a-dime, entrepreneurial spirit has already engaged Unilever's EU staff in getting busy. Polman, a Nestle and P&G alumn, has focussed his sights firmly, on getting ahead of P&G, especially in its own home territory - Europe. "Unilever may pass Nestle for the first time since 2001, and may sell more items annually than P&G, for the first time in at least five years"..tells the whole story.

Godrej is a safe bet

May 30, 2008

Analysis of:Godrej industries net profit up 185 percent | in.news.yahoo.com

Godrej Industries, is a highly diversified $1.87 billion conglomerate. Godrej Cosumer Products, also has a sales volume, of over $1.1billion and operates in various CPG/FMCG categories in a 7-8% growth market in India. Godrej's varied and disparate businesses, operate in a market catering to India's growing middle-class, of nearly 250 million newly affluent consumers.

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