Skip to main content


 India story has not even begun; india story will begin when growth starts touchin 20% and does so for five consecutive years! By that time sensex will have touched 100,000. But my advice to investors is to remain invested in sound stocks that have growth and capital appreciation. IPOs at present seem to be like only ONE bird in BUSH (way in distant future) while old established stocks seem like TWO birds in HAND. At present time investors should stick to low PE, visible earning, heavy investments, high book value and visible asset holdings like
1) Jindal southwest Holdings (JSWHL) Low issued capital only 11m shares on such large holdings; holds 18m shares of JSWSTEEL, indirectly seem to own 6.5m shares of Jindal Steel and Power thru Sun Inv and in about two years if Sun Investments is listed,JSWHL will cash out heavy.
2)Jhunjhuwala Va: Low PE,low paid up cap,visible high earnings, sales of Rs 1,200 cr per year ! Vanaspati is a basic human need; people can go without cars but without vanaspati it will be difficult, huge expansion program, has bought 60,000 acres of plantations in Indonesia to ensure cheap supply of raw materials.
3)MTNL: On expansion mode, highly prized land bank in top cities of India (not rural land); very high book value of Rs 190 per share based on which share price should be Rs800 or so but share very cheap at Rs 125/-
4)Cairn: just about IPO price and that also of the era when IPOs were cheaply priced (now a days IPOs like Reliance Power etc seem very overly priced compared to Cairn) High possibility of striking good reserves of oil in Bihar.
] 5) Usha Martin Inf: High book value/investments and likely to emerge a leader in eLearning which it had in 2001 given up to IIT Chennai.

Popular posts from this blog

Bio-fuel has top investors powered up

23RD ,JUNE India's fortune-hunters believe their new-found love for biofuel will pay off. India's well-known investors who are known for their Midas touch have spotted an opportunity in bio-fuel, betting big on ethanol, bio-mass and even bio-fuel equipment makers in India and other parts of the globe. Billionaires Rakesh Jhunjhunwala, C Sivasankaran, Vinod Khosla, founder of Sun Microsystems, and Nemish Shah, the media-shy joint partner of Enam Financial Services, are investing in bio-fuel makers quietly, expecting that bio-fuel will have a big play in the coming years as the world looks for a viable alternative to the fast depleting oil reserves. Jhunjhunwala, who is known for his ability to spot a multi-bagger at a very early stage, recently invested in Hyderabad-based bio-fuel firm Nandan Biometrics.He is also a 10 per cent stakeholder in Praj Industries, which is a bio-fuel technology provider…

up to 8,500% return in 5 years! Investors made a killing in these 30 smallcap stocks

U By Rahul Oberoi, | Updated: Dec 01, 2017, 04.06 PM IST Post a Comment
Efficiency pays in the long run. Among the top smallcap plays on Dalal Street, 30 companies with stable return on equity (RoE) and return on capital employed (RoCE) have surged up to 8,500 per cent over the past five years.

All these companies had a debt-to-equity ratio of less than 1 and have been maintaining RoE and RoCE of over 20 per cent since 2012-13.

Avanti Feeds emerged the chart topper, with an 8,527 per cent gain to Rs 2,596.60 as of November 28 from Rs 30.10 ..

ovember 28 from Rs 30.10 on November 27, 2012. The company’s return on equity for FY17, FY16, FY15, FY14 and FY13 stood at 42.65 per cent, 46.21 per cent, 52.41 per cent, 45.79 per cent and 27.60 per cent, respectively. Avanti also managed to achieve a return on capital employed of over 50 per cent in last four years. Its RoCE stood at 28.59 per cent inRoE measures net income earned for every rupee of shareholder funds, while…

5 dark-horse picks

Kwadrat/ Kwadrat/
If you are a conservative investor, using the mutual fund route is the best way to invest in stocks. But if you are game for some excitement, you might want to dabble directly in stocks, especially small-cap stocks. Stocks that are smaller in size, in terms of market capitalisation, carry higher risk. The reasons are — one, lower traded volume increases price volatility, two, information is usually scarce on these companies, three, business risk is higher since many of these companies are dependent on a single product and four, governance risk is also higher in these stocks. That said, small-cap stocks have the capacity to deliver far greater returns when compared to large-cap stocks. Sample this: there were 16 stocks with market cap more than ₹50,000 crore in January 2009. These stocks delivered an average return of 138 per cent in the last eight years but 4 out of every 10 stocks in this group delivered negative returns. On the ot…