Secular growth stocks with 5+ year horizon suitable for 10%+ of PF

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by jarmoney, Apr 13, 2015.

  1. Parin Gala

    Parin Gala A long term investor

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    And the other two stocks which Vijay Kedia named? ;D
     
  2. heart

    heart New Member

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    Knew someone would ask.... ;D

    Repro
    BEL
    Sudarshan Chemicals
     
    w4wealth likes this.
  3. Parin Gala

    Parin Gala A long term investor

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    Of course.. When something has to do with Vijay Kedia every word is worth knowing. :)

    Thanks for the other two stocks.
     
  4. vprajesh25

    vprajesh25 New Member

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    I would prefer to add IPCA lab in this list for a period of 5 years.
     
  5. Meenakshi Razdan

    Meenakshi Razdan Administrator Staff Member Moderator

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    Mr Kedia's interview on ET can be viewed here:

    http://economictimes.indiatimes.com/et-now/experts/market-makers-with-vijay-kedia-kedia-securities/videoshow/46947924.cms

    The transcript of the interview is here:

    http://articles.economictimes.indiatimes.com/2015-04-18/news/61278844_1_vijay-kedia-pe-ratio-kedia-securities
     
    suchi likes this.
  6. whomiiitr@gmail.com

    whomiiitr@gmail.com New Member

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    I would bet on Media and HF stocks for 5+ years of view.

    TV Today - Mkt cap of 1300 Cr, PE of 15, Increasing Margins with years of operation.
    Dish Tv - At breakeven juncture and could possibly report profit in this quarter after so long.

    IBHFL/DHFL - HF stocks with lowest PE and growing business.

    Sintex - With be out of the blues with FCCB conversion completion very soon and should fire like rocket after that. Growth is much higher than other companies though not reflecting in stock price yet.
     
  7. Kekin

    Kekin New Member

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    Very Interesting and worthy topic for long term Investors....I'm a newbie as far as Stock Investment is concerned but still I will name the stocks I have invested and accumulate if they correct...
    1) GRUH Finance
    2) Kitex Garments
    3) Man Infra
    4) Kanoria Chemicals
    5) Vaibhav Global
    6) Cera Sanitaryware
    7) Avanti Feeds
    8) Infosys
    9) Federal Bank
    10) South Indian Bank
    11) PTC India Financial Services
     
  8. jacobvacha

    jacobvacha New Member

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    HEM SECURITIES

    any client of theirs here.. if so kindly mail me at jacobvacha@gmail.com if comfortable
    jacobvacha@gmail.com

    regards
    jacob mathew
     
  9. ayan.ghosh

    ayan.ghosh New Member

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    Dear Jacob,

    observed that you have posted on so many threads asking for reports by Hem securities. Would request you to share the reason for seeking the reports so desperately...search on web you can get so many reports

    Regards,
    Ayan
     
  10. ajay6uc

    ajay6uc New Member

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    Most of you guys I see have either Cera or Kajaria. But there are many local unorganized players in this field and their product is cheaper too. I don't know the abt quality of the product of these local players but I have seen mostly ppl prefer local players if you to to any outlet I have seen ppl don't care abt the brand they just buy if they like the design. They don't care abt brands and even a builder.

    I have such perception. Have any one in these group know abt the quality of product in this sector and even been to any retail outlet and seen any customer preferring cera or kajaria over any other brand.
     
  11. Meenakshi Razdan

    Meenakshi Razdan Administrator Staff Member Moderator

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    Well, the fact that these companies are growing year after year is itself an indication of the demand for their products. I think when someone if furnishing or renovating the house, the cost of the sanitary ware and fittings etc is so low in comparison to the total cost of the project that he/she would decide not to compromise on the quality of the product but to go for a branded product. Normally, in a low-ticket item, one would not cut corners.

    Of course, your point is valid in that one has to be careful as to how much of a premium one can pay to the stocks of the branded companies like Cera and Kajaria. They do enjoy an advantage over their unbranded peers which has to be valued reasonably and not exorbitantly.
     
  12. GrowthInvestorTrader

    GrowthInvestorTrader New Member

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    My two cents.

    Kitex Garments is the second largest producer of children’s apparel in the world. It has been exporting from India and is now setting up operations in the US. Its dominance in the highly specialised infant-wear market comes with an edge—it is a segment where competitors have found the going tough due to stringent safety norms. Kitex derives around 80% of its garment revenues from exports, of which 90% are to the US and 10% to Europe. It has five large clients—Gerber, Toys R Us, Jockey, Mothercare and Carters—and has added two more large clients recently, viz., Children’s Place and Kohl’s.

    The largest manufacturer of infant-wear globally is China’s Wingloo which has a capacity of 750,000 pieces per day against Kitex’s capacity of 550,000 pieces per day, according to Motilal Oswal Research. Kitex plans to be the No.1 player in infant-wear market in the next few years.

    According to analysts, to improve productivity, Kitex plans to replace sewing machines older than five years with newer ones which would increase the speed from 7,000 stitches/hour to 9,000/hour and consume one-third the power of old machines. It has now introduced an Italian robotic technology which drastically reduces labour. Similarly, it has installed a bow-making automated machine requiring just one person compared with 50 people earlier. All these measures make Kitex even more efficient. The stock has had an extraordinary run ever since it started acquiring scale and larger contracts. Over the past four quarters ended March 2015, Kitex Garments averaged a growth of 16% year-on-year. Operating profit grew at an average rate of about 80% over this period. Its RoCE is around 48% and, given that factor, valuation is less expensive than many large Indian consumer products companies. Its market-cap/ operating margin is 23 times.


    I will be releasing a few more defensive bets on my blog for the next 10 years. Link below:
     
  13. n pal

    n pal New Member

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    What is going in Shreyas shipping?...stock price is soaring and soaring....is there any view about that??
     
  14. n pal

    n pal New Member

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    Which are the three best midcap pharma stock for investment of 4-5 years ?
     
  15. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    You can see in this thread about TOP PHARMA Companies. It is very inspiring.

    http://rakesh-jhunjhunwala.in/forum/index.php?topic=449.0
     
  16. paramesha.hd

    paramesha.hd New Member

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    Cynical research and granuls India pick
     
  17. narayan.pal

    narayan.pal Active Member

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    Keep in rader Astec life science. ...very good result in last quarter n last FY too...
     
  18. balram

    balram New Member

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    Sir, I have know about arshiya stock?
     
  19. Meenakshi Razdan

    Meenakshi Razdan Administrator Staff Member Moderator

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    The stock has been extremely weak in the past over allegations of corporate governance, heavy debt and poor business off take. Today also was a bad day for the stock with a cut of nearly 15%.

    There is a presentation released by the company which claims that a "strong turnaround is underway". Details are given of the various projects and their status. At the end it is said that "the above will provide an opportunity to achieve sustainability in its debt restructuring plan, stabilize the cash flows, and further enable the entire Arshiya Group to achieve its desired goals".

    The corporate presentation is attached (login required for download). I think the report gives you all the information you need to know about Arshiya.
     

    Attached Files:

  20. stockguru

    stockguru Active Member

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    I do like Powergrid. It has like monopoly status as far as power transmission grids are concerned. Though I don't know much details about the company. One can look for research reports and annual reports for more information. It is a stock which doesn't have that much movement. It is quite a low beta stock and generally is very steady. Also with the impetus of the government on the Power sector, I think this stock can have a steady growth.One shouldn't expect like a 4-5 times rise as it is generally very very steady but someone looking to balance their portfolio should look into it. It also has a nice dividend payout which can be handy for few people.
     
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