First of all, we must compliment Sonia Shenoy, Anuj Singhal and the other young turks at CNBCTV18 for the yeoman service that they have rendered to the cause of novice investors like you and me.
At the time of Diwali 2015, Shenoy & Singhal invited three stalwarts, S. P. Tulsian, Ashish Chugh and Basant Maheshwari, to recommend five potential multibagger stocks for us.
Now, Shenoy and Singhal have persuaded the quartet of S. P. Tulsian, Porinju Veliyath, Prakash Diwan and Ambareesh Baliga to recommend four stocks each. The stocks recommended by the quartet are as follows:
|Stock||CMP (Rs)||YoY (%)|
|Tata Global Beverages||142||(4)|
|S P Tulsian|
The first point worth noting about Porinju’s stock picks is that all of them have underperformed their peers in 2015. This augers well for the stocks because it suggests that the expectations of investors from them are low and that the risk of a downside is low. On the other hand, if the companies show an improvement in operating performance, the gains from the stocks could be huge.
The other point worth noting is that whatever Porinju may do for his personal investments, when he is asked to publicly recommend stocks, he always chooses sensible and well-managed stocks. We saw this in August 2015, when Porinju recommended five stocks, namely, TCI, HSIL, Tata Global, Godrej Properties and NIIT. All stocks are of top-quality and have posted handsome gains since Porinju’s recommendation.
Porinju also made the candid admission that for the first time, he is recommending a stock in which he is not invested, namely, Biocon. Whether Porinju will make good that deficiency and buy a chunk of Biocon in the near future requires to be seen.
S. P. Tulsian was his usual impressive self, with all the facts and figures at his command. It is a pleasure to see the systematic manner in which he analyzes the stock.
Two of S. P. Tulsian’s stock picks, namely, MCX and AIA Engineering, are very familiar to us. MCX has the confidence of all the super-savvy investors such as Rakesh Jhunjhunwala, Radhakishan Damani, Ramesh Damani, Prof. Shivanand Mankekar etc and it is only a question of time before it shows its mettle. AIA Engg is of the same pedigree and is destined to sparkle.
Prakash Diwan gave impeccable logic to support his stock picks and so did Ambareesh Baliga. One of Ambareesh Baliga’s stock pick, namely, Jain Irrigation, also happens to be the stock recommended by him in Outlook Business’s Lucky 13 stock picks for 2016.
Now, the million dollar question is as to which stock picker will come first at the end of 2016. Any guesses?