Stock recommendations of Dharmesh Kant
APL Apollo Tubes
APL Apollo Tubes should do phenomenally well in 2017. It is basically a pipe manufacturer and with the city gas distribution making more endorsement to the country, this company tends to benefit from that.
Sterling Tools is a fastener maker auto ancillary component and with demonetisation and GST coming in, the entire business is likely to shift to organised players. So it tends to gain the maximum. Sundaram Fasteners is the largest player. This is smaller to Sundaram Fasteners but from the small and midcap space, I think a very good company with a rock solid balance sheet. So these are the two picks which I think should do phenomenally well from the small cap segment.
Stock recommendations of G. Chokkalingam
Balmer Lawrie Investments Ltd
Balmer Lawrie Investments Ltd is a holding company of Balmer Lawrie company. Last week, Goldman announcing strategic sale of stake in Bharat Earthmover.
Bharat Earthmover supplies vehicles and equipment. The Goldman decision on the strategic sale has given me a lot of confidence. I am recommending Balmer Lawrie Investments.
Albert David has corrected and I am reiterating Albert David once again. It is a small niche pharmaceutical company with annual sales of around Rs 300 crore. If you look at many small pharma companies, the market cap to sales is normally anywhere from two to as much as even ten times whereas this is available at discount and it has got a good balance sheet.