Consumer: Cosmetics, Household & Personal Care Products - 2010 1st
Ali Dibadj of Sanford C. Bernstein & Co. rules the roost for a second consecutive year.
The buy side says: “Ali has the deepest knowledge of the sector.”
Ali Dibadj of Sanford C. Bernstein & Co. rules the roost for a second consecutive year. “His research is remarkably detailed,” marvels one U.K.-based money manager. In a massive tome published in March, the 36-year-old Dibadj pointed to Procter & Gamble Co. as an at-risk stock, given the Cincinnati-based personal-care-products manufacturer’s history of targeting upscale shoppers in an atmosphere that called for lower prices and more aggressive marketing to cost-conscious consumers. He reaffirmed his neutral stance, at $62.64, and by late August, P&G’s share price had slumped to $59.67, a 4.7 percent drop that was just 1.5 percentage points ahead of the sector. Dibadj “is exemplary among a particularly strong group of analysts,” cheers one investor.