Fan Site: Inspired, Not Endorsed, By Rakesh Jhunjhunwala

Posts in category Stock Pick Of The Week

Stock Pick Of The Week: Bajaj Finance Ltd



Bajaj Finance scores well on all investment parameters. It has a top quality management, dominant market presence, high ROE and reasonable valuations

Stock Pick Of The Week: Supreme Industries Ltd



Supreme Industries scores well on all investment parameters. It has a Return On Capital Employed (ROCE) of about 45%, a debt : equity ratio of about 0.20, a dominant position in the market place, highly respected management and reasonable valuations. It also has an excellent stock market record. It deserves pride of place in every long-term investor’s portfolio

Stock Pick Of The Week: Amara Raja Batteries



Amara Raja Batteries has been facing heavy weather owing to its’ disappointing Q4 FY 2013 results where the margins dipped and the profits slumped. However, this dip is an opportunity to buy the stock because the management says that the Quarter was an aberration and that Amara Raja will be back on track in Q1 FY 2014. Its capacity expansion plans will be on stream by H2 FY 2014, leading to higher margins & profits

Stock Pick Of The Week: ING Vysya Bank



ING Vysya Bank seems headed the same way as its’ illustrious peers HDFC Bank, IndusInd Bank and Yes Bank have done. It has reported superb results in FY 2013 and is still quoting at reasonable valuations. It may not be too late to board the gravy train even now

Stock Pick Of The Week: MRPL



MRPL has been so badly battered due to the negative news plaguing it that investors are just not paying any attention to the good news. By September 2013, when the expansion project is completed and the Nelson complexity index will rise to 10, there will be a change of sentiment and the stock price will surge

Stock Pick Of The Week: Coromandel International



Value investors are always on the prowl for top quality stocks that have been beaten down due to temporary factors. Coromandel International is one such stock that has been battered out of shape in FY 2013. However, if the monsoon is normal in FY 2014, the demand for fertilizers will pick up and Coromandel’s fortunes will change

Subscribe to Blog via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 508 other subscribers

RSS Stocks Talk Forum

  • Anant Raj is riding India's data center wave. TP ₹1100 (31%)
    Anant Raj is riding India's data center wave. Multiple growth levers are at play. Strong pre-sales, collections & operational cash flows underpin its growth. Significant revenue, EBITDA margin expansion & long-term value creation expected. TP ₹1100 (31%) Download research report... Anant Raj is riding India's data center wave. TP ₹1100 (31%)
  • Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%
    Mukul Agrawal's portfolio has 56 stocks valued at ₹7,329 Cr in Dec'24 (vs ₹4,695 Cr in 2023, up +56%). 6 stocks ASM, Hind Rectifier, Neuland, LT Foods, Pearl Global & Concord are multibaggers with 100%+ YoY gain. Other big YoY winners are Raghav (97%), PTC (95%) & Nuvama (91%) ... Mukul Agrawal's portfolio has 56 […]
  • Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger
    Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger, while improving asset quality. SFL has the ability to continue its growth trajectory and deliver a strong 17/17/19% CAGR AUM/NII/Earnings growth. Buy for TP ₹3825 (30%)... Shriram Finance has delivered strong AUM growth of ~20% CAGR over 2 years post-merger
Disclaimer: This is a Fan Site in Rakesh Jhunjhunwala's name. Rakesh Jhunjhunwala is not associated with us and is in no way aware, accountable or responsible for what is stated here. Further, nothing here constiutes investment advice for you to act on. Also, we have a vested interest, and are extremely biased, in everything that we say. So Mind It!