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4/15/2017

Stocks that will outperform the indices

A brief list of stocks that might outperform the Indices for the second half of April Commencing as of 17th of April.

1. Apollo Tyres
2. JK tyres
3. Sterlite Technologies
4. Prestige Estate
5. GNFC
6. Gateway Distriparks
7. Info Edge
8. KEI industries
9. Rain Industries
10. REC
11. Edelweiss
12. Voltas
13. Persistent Systems
14. Balmer Lawrie

63 comments:

  1. This comment has been removed by the author.

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  2. What about The Mandhana retail venture sir? Stock is going down at the moment. Whether to hold or sell? Also holding all cargo, apollo, edelweiss, REC, Sterlite, Spice Jet and prestige estate

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    1. Mandhana is for long term.it might consolidate for a while so will spicejet, due to soaring crude prices. But all other scripts will continue its upward journey.

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  3. What is your view on Escorts?

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    1. Awsome company, but not the right time to buy. It seems to be consolidating, acquire at a lower price.

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  4. What is your view on Reliance Defense??

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    1. I had indulged in this company at 65 and booked my Loss at 59, it is a brilliant company udobtedly. I love this company, for two resons:
      1. General H.S. Malhi, the ex MD is a family friend.
      2. It has unmatchable assets as well as order book.
      But it has run into a debt trap due to which the price seems to be range bound for a while. It will rally upwards but seemingly after the listing of one or two companies from BHARAT DYNAMIC, HAL, Mazgaon Docks, Cochin Shipyard, Mishra Dhatu and Garden Reach Shipyard. Massive Defence scheme is coming that will benefits all the domestic player given the importance attached to MAKE IN INDIA. REL DEF will be one of the biggest gainer due to its unmatched assets at PIPAVAV and NAGPUR. But all of this will take a while. I will indulge in REL DEF while filling the IPO form of the 2nd company being listed from the above list.

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  5. dear sir, since mandhana is for long term i am buying it regularly on dips so as to average the score. hope to see it fly. Regards

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  6. Also, should we consider buying prestige estate as it has seen a good rise recently or wait till it consolidates.

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    1. Prestige hasn't rallied as much as either of it's competitor namely Oberoi, Sunteck, Kolte Patil and Ashiana but it offers the same unmatched and premium Management and assets. It will rally upto 280 for a while , correct/consolidate and touch 250-260 (August, September) and again kick off a mini rally around november followed by a mega rally by next Q3 results. Also, let's say the market either consolidates on the account of global events, Prestige would suffer the LEAST, since neither does it rely on crude price nor on political instability. So, practically, Prestige is the SAFEST option to indulge in right now.I got in at around 217 in prestige before few days. My fear currently is not that it would enter consolidation phase, my fear is that if the rally exends, it would cross my BUY price and I would not be able to acquire more, I have bought only primitive share due to specualtions of market consolidation. Yet, it's difficult to judge the movement of Prestige because a lot of institutonal activity happening at this counter. I hope it does consolidate so that I can acquire more. Yet, if you are unconvinced, keep a tab on Ashiana, it has entered consolidation cycle seemingly. Also, keep the above mentioned scripts in the watch list they do have some huge events and volume coming ( if you do intraday, I personally don't)

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    2. also, coal insudtry seems to be picking up. Best picks being coal India and Neyveli lignite, these scripts can give multifold (300-400%) return by 2020. Also, one last piece of advice for my readers, do not shy away or hesitate to indulge in PSUs, they are really picking up under the current government.

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  7. Sir, what about Pennar Industries? Is it a good investment for one year?

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    1. Will read and let you know

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    2. Thank You, sir. I also invested in Edelweiss at 159 and my friend bought it at 181, but the stock has been in a downturn for the past week. Should we both continue to hold? What might be the reason for the stock price going down?

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    3. Zara, your friend and you entered this script at a very latter period. This script had rallied right from ₹ 80 to ₹181. It will consolidate for a while. Today, the market was doing okay and forming sluggish pattern, yet edelweiss was resisting the fall. Strength is building around this script. But back to back rallies will take some time.

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    4. Zara, your friend and you entered this script at a very latter period. This script had rallied right from ₹ 80 to ₹181. It will consolidate for a while. Today, the market was doing okay and forming sluggish pattern, yet edelweiss was resisting the fall. Strength is building around this script. But back to back rallies will take some time.

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  8. I was thinking of NTPC but then disinvestment news came along ...
    How should I move now
    Also I have bought Tata motors

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    1. I am affirmative about NTPC but not as much as about REC. And also don't worry gov. is disinvesting in several firms as well as coming up with IPOs in order to achieve the target of ₹ 73000, otherwise no issues with NTPC or any other firm. Tata Motors and NTPC both are very nice scripts if you intend to hold them for long term. From long term perspective even Coal India seems fine.

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    2. Thanku very much for your reply....
      I invested in IOC instead of NTPC and now Tata motors and IOC both going down but I'll stick to it and buy some more

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    3. Super positive on IPC, but the script has rallied for a long span. Hope it continues. My mother holds a good volume in IOC. I have not invested but I like the script. Also, coal India which was one of the biggest IPO of the decade should soon be producing industrial grade coal given the improvement in management and mining techniques I am buying on dips for vision 2020. By 2020, not only will india produce enough coal to suffice the energy deficit (which is now fulfilled by importing oil), but also India would be exporting coal. Also the exploration of CBM (coal bed methane) attached with the existing mines would roof to be a boon.

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    4. Yea even I was following it when it was at 365 but invested now only.... may a bit too late.

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  9. I was new to this can you suggest any stocks to buy at present i did't hold any stocks.

    thankyou

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    1. Sir, please go through the blog, evaluate the depth and analyse companies and invest accordingly. It wouldn't be ethically correct to give you direct 'tips' as if my recommendation do work out, it would hinder your self development and if it doesn't, I would loose one loyal rader. Really Sorry

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  10. Sir, any opinion regarding ASHAPURA MINECHEM.? WILL BE VERY HELPFUL OF YOU IF YOU COULD GUIDE .

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    1. Subsidiary of Amcol, a huge US based, so management is spectacular and so are the fundamentals and cash flow. Scripts seems to be solid. But I still am to do in depth research. Will take a while. Sorry

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  11. What do you think of Tata Metaliks Ltd?

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    1. Management intact, fundamentals correct but probably a lot of euphoria surrounded this script. My partner is invested. I stay away from such scripts. The portfolios administered by me currently involve Shipping/ CSF and logistics share, realty, housing finance, cables and optical fibre, auto, cements, sugar, NBFC and aviation. So would be unfair for me to compute or evaluate a script without myself investing/ trusting in it.

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    2. How do you ascertain the quality of management in a firm
      ???

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    3. Several factors, intro on sight, management talks at D street, statements given by authorities, do my background check,qualification, prior jobs, achievements, credibility. I do have some friends and family friends working for few firms including General HS Malhi the ex MD of reliance defence, Mr. Chintan valia of Fortune financial, sudhir valia from Sun, Suzlon. Several friends at TCS, Infosys, etc. I have friends who are brokers, fund managers, bankers who get first hand info and they do share sometimes. Also, the reports given to brokerage houses, nature of institutional meets say a lot about the quality of management.

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  12. Sir my mobile number is 9599341128 please sign me up for the sms stock updates
    Thank you so much for sharing your knowledge through this blog

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  13. Sir my mobile number is 9891062030 please sign me up for the sms stock updates
    Thank you so much, I am regularly following you up

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  14. Sir, I have purchased 100 shares of Sterlite Technologies @ 146.50 but now it is going down, what should I do now - wait or book loss ??

    I also request you to kindly add my mobile number +91 7000094561 for SMS stock updates.

    Thank you very much.

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    1. Please hold. One of the best futuristic and fundamentally intact company in India. It will be volatile for a while because it's major trade partner belong to EU. And i wouldn't say that the geopolitical conditions there are quite . I am holding sterlite at an avg. ₹102 . Still never ever thought of selling a single share. Even at 150 levels. I personally know a managerial staff from Sterlite. Trust me there is nothing wrong at the company and everything is perfectly on track. With the kind of assets it holds, it can surge to ₹190-₹200 at any given point.

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  15. Hi Nishant here please add me for sms updates my number is +919717224245

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  16. Respected Sir,
    I wish to invest in the above shares you have mentioned. Is it right time to invest??? Has profit booking been achieved for this shares???? Thanking you in anticipation

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    1. Sir, please don't invest. The above mentioned scripts were researched by me on a weekend. I have just analyzed the volatility, market stance, forming patterns and given the stocks that will rock this week itself.
      Gateway Distriparks, KEI and REC have already surged since I gave the targets. This is only for treaders or short term gain seekers with high risk taking capacity.
      I would also state the reasons for picking the above scripts for the week:
      KEI had an investor meet organised by Edelweiss. It has some sort of institutional involvement.
      Edelweiss will soon get a banking License.
      Sterlite - consolidation cycle diminishing
      GNFC- a huge project inaugurated by the pm.anti dumping to benefit GNFC.
      Prestige- big players and guv policy support.
      Gateway Distriparks: debt lessens and profit widens
      Persistent: good result expected.
      Apollo: good result and Anti dumping gains.
      Jk: consolidation cycle diminishing
      Balmer Lawrie: new future oriented storage facility.
      REC fundamentally intact and forming bullish bear trend.
      Etc etc. These are just short term gains oriented. Please pay safe and smart. This research was done for my partner who handles the short term and marketing counter.

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  17. Hi:

    I am new to the market could you please suggest me some good stocks for short term

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  18. Hi,
    First please do add me , Anurag - 9689980151
    May I know your view on the following on long term basis,

    1. Infosys
    2. Tata Steel
    3. Vedanta
    4. Pharma sector - like Aurobindo and Cadila

    Regards,
    Anurag

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    Replies
    1. Mostly large caps, I avoid large caps and bluechip stocks. Sorry, can't help. I do have my opinions about above mentioned scripts. Just I don't want to impose them on you.

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  19. Sir my mobile number is 9891062030 please sign me up for the sms stock updates
    Thank you so much, I am regularly following you up

    ReplyDelete
  20. Sir, I have invested on ARVSMART last month , need your suggestions on whether to exit or hold it for some more time ?

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    Replies
    1. Sir thanks for the previous response, waiting for your suggestion.

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  21. Sir, can you please suggest some stocks which are good to hold from dividends point of view.

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    1. REC, chambal, indiabulls venture, great eastern shipping company, india Nippon, balmer and Lawrie. Sorry for such a inelaborate answer. Will write a post on this soon.

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  22. Hi Sir are you following up SBI or any other public sector banks. After Demonetisation, merger of SBI subsidiaries and NPA write off do you see any opportunities in banking?

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    1. The scope of expansion in current traditional banking system is limited due to the entry of mocrofins and NBFCs, I don't invest in banks yet my top fav. is HDFC undoubtedly. You might gain if your trade coincides with some major announcement. The merger and NPA news is stale and thus discounted by majority of traders. Benefits due to merger seems to be limited.sorry for disappointing

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  23. sir please share about your comments on Bhageria Dye Chemicals. Have bought too much shares at 380 in dec2016. Want to know your views both in long and short term.

    please assist.

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    Replies
    1. ok sir , withing for your views on Bhageria Industries

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  24. Whats your take on prakash industries for long term ?

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  25. Hello Sir

    Want to know your outlook for May 2017.

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    1. Given the current geo-political diaspora, it's quite tough to speculate what will happen next. Yet, it wouldn't be wrong to say that the India economy and market seem to be quite stable lucrative. We do speculate the market to correct a little majorly on profit booking by retailers, but on the longer perspective we are still bullish. A 300 point correction wouldn't be shocking, but if the nifty tumbles any further, you might want to exit from most of the scripts for a while.
      Now, coming to the bigger issue, incase a long war is to break out or incase of global unrest, India, a 3rd world developing nation, which has intact foreign relations and is non-alligned, would seem to be the most lucrative. IF you observe the trend, the FII being in first two month was unprecedented and massive. That was beacuse of Trump's aggressive policies (the executive order and provocative statements.)
      No doubt, Indian economy is not completely war-insured or completely safe but it is relatively better option.
      Even if we look at the worst enemies of the USA, i.e. Iran And North Korea, India is one of the biggest trading partners to both of the above economies. We have been exporting our agricultural surplus to both of these nations in the name of Humanitarian Aid.
      It would rather hurt china's trade than ours. Also, countries like Pakistan would be in a fix, wether to side with the western powers or with their sugar daddy, china.
      Currently, the government is committed to developing agriculture since ours is an agrarian nation, thus scripts like Balmer & Lawrie, UPL, chambal fertilsers, VST tillers, ESCORTS, Deepak fert, jain irigation looks good. Plus, the are war proof.
      Second lucrative space is Realty, organised player wouldn't be hurt. Invest with care. REIT & RERA will weed ou the current black money in the RE sector.
      Aviation might do good for a while, but rising crude price is again an issue, so one may book partial profit.
      Government is committed to filling up the power deficit, so power financing firms and Renewable Energy players might do good.
      One can invest in gold or bonds to be safe or rather as an insurance.
      The maritime infra and shipping scripts will rally for a while as the government is looking to develop transport and logic.
      The trend in the second half will mostly turn towards defence, since the government has to live up to the chinese modernization. M&M, cyient, Adanai Enterprises, Adani Ports, Bharat Forge, ashok Leyland and tata power look good as of now.
      The surity about infrastructure cannot be guaranteed given the current governments scrutiny. But, yes cement scripts look promising. Towards the end of 2017, automobile and allied industries might come in focus. Top picks from this sector include balakrishna industries, ceat, jk tyres, exide, jamna auto, apollo industries, etc.

      Telecommunication, IT, pharma and etc look dicey as of now.

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    2. Thank you sir for your valuable feedback.

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  26. 300 correction is for nifty or Sensex??

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  27. Hello Sir - Want to know your take on PSU banks.

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    1. Indian Overseas Bank. None other than this one in PSUs.
      In private HDFC and IDFC for long term and Lakshmi Vilas for mid-short term.
      Microfins and NBFCs will outperform the banks. Bu that's another story altogether.

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  29. Sir, Can u pls provide ur opinion on 1.J kumar. 2.Spicejet. 3.Tata motors.
    As I want to invest my money on a stock for 1-2 years. Thanks...

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  30. Can I buy andhrabank, Karnataka bank, syndicate bank

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