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 (%) |
| Porinju Veliyath | ||
| Indian Hotels | 115 | (1) |
| Biocon | 481 | 11 |
| Tata Global Beverages | 142 | (4) |
| Anant Raj | 42 | (8) |
| S P Tulsian | ||
| MCX | 846 | (1) |
| BF Utilities | 633 | 2 |
| AIA Engineering | 876 | (18) |
| Hydro S&S | 617 | 224 |
| Prakash Diwan | ||
| Plastiblends | 393 | 55 |
| Deccan Gold | 34 | 22 |
| Dion Global | 128 | 68 |
| Chartered Logistics | 21 | 36 |
| Ambareesh Baliga | ||
| HT Media | 85 | (32) |
| Engineers India | 219 | (2) |
| Jain Irrigation | 65 | (6) |
| Gabriel India | 91 | 3 |
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?
What was the point of the whole seminar.. these people already bought truckloads of these shares in their account prior to recommending it.. all above stocks were up 5%-20% yesterday itself. And today these idiots will come and take profits while other innocent investors will get trapped.
SEBI should do something about this..
We can not generalise all stock pickers.They give name of stocks but can not force any body to buy.Only those investers should invest directly in stocks who has some ability to analysis the stocks and can come to conclusion if stock merit investment.All other small and innocent investers who can not process information should always go to mutual funds .Mutual funds can give better return to average investers .So don’t go for blind buy,analysis these stocks and come to conclusion to buy or avoid.More over I don’t think even experts has very high ratios of right calls.Almost every invester has his share of hit and misses.But trick of making money is how long you ride on your hits and how soon you kicked out your misses .
Yes ANONN , you are 100% CORRECT.
ANONN, To me,your opinions looks very generalised and pl dont take it as negative. In share market,these four are not only recommenders and commenting without base is not appropriate. They have declared their personal interest if any in those shares which was shown by CNBC TV 18 along with TV show as per SEBI Guide line. There are plenty of individual analysts(you can see plenty of them in CNBC Awaaz,Zee Business,Bloomberg,CNBC TV 18,ETNow),Indian financial institutions like ICICI Direct,Angel Broking,Motilal Oswal,India Niwas etc etc. and in Printing media(Economic Times,Business Line,Standard Business etc,Dalalstreet,Capital Market etc etc). Than there are also subscription orient firms like Stock Axis,HBJ Capital Capital Via etc who recomend shares on a hepty price. No one should buy shares because any of those persons/institutions recommend. We should make our research,study on recommended shares and only on convincing ourselves,we should buy.Since money is ours,we should put our own some efforts and we should be responsible ourselves to our decision. I never buy shares even warren buffets recommends me unless myself convinced his recommendation.
Well written, Arjun.
Merry Christmas!!
Talking of Prakash Diwan recommendations, except for Plastibelends, his other 3 picks are risky bets with poor fundamentals. I like Tata Global Beverages for the long term. I also like HT Media and Jain Irrigation. Jain will move up for sure, it is just a matter of time.
ANNON is correct…this is way to jack up prices of stocks…always look at valuations…I agree with Vinay Kumar…Prakash Diwan’s recommendations are a shocker given he is nuanced analyst ..he has picked all low grade stocks…SP Tulsian’s stocks are good but very expensive Amabaresh Baliga recommendations also seem unlikely of producing anything great leaving Southern Superstar Porinju with the only worthwhile recommendations…will his good run continue in 2016 ? but Biocon certainly is not worth buying so he has not bought it
iss market ka ek hi khuda hai ek hi god hai ek hi bhagwan hai Porinju bhai. baaki sab asaram bapu hai.
If one carefully analysis CNBC TV 18, Each analyst has theme or basis for his recommendation,reason behind recommending each stock. Porinju theme his recommended shares have under performed for years and he expects in 2016,they may turn around and in that event, profit will be huge. He feels shares are already at bottom and downward risk is low. If expectation of turn around is realized,profit will be huge.He clearly said all his recommended shares have frustrated all investors .Indian Hotel,Biocon,and Tata Global are not bad shares. If once fancied,they could give good hefty returns. Prakash Diwan’s recommendations are contrarian calls. Except Plastiblen,other 3 shares are unknown , risky and surely not quality stock.He has given reasons why one should buy and it is for individual to decide whether he should buy high risky share or quality stock. Tulsian recommended shares MCX,AIA Eng are good quality shares and are good long term bets. BF Utilities which is promoted by Kalyani Group is a potential shares with good land bank. Karnataka Govt un-necessarily creating problem to BF Utilities. Company has won its case in High Court of Karnataka and also at Supreme Court. Every aspect of implementation of BMIC(Bangalore-Mysore Highway corridor) has been judicially scrutinized by High Court and Supreme Court and the hon’ble Courts have pronounced detailed favorable Judgement on the same,including upholding the process adopted by NICE in implementing the BMIC projectas per Framework Agreement(FWA),they are of view that NICE has followed FWA in letter and spirit and that all concerned Laws have been adhered to in implementing the BMIC project. Suerely Kalyani group will win the case posted on 4th Jan-2016 as Kalyani group has already cleared by High Court and Supreme Court in earlier instances. Karnataka Govt can delay but justice can not be denied. As regard to HYDR S&S which was declared under BIFR Rules as its 50% of Networth erased due to continuous losses but made turn around in 2nd quarter of 2016 financial year. I am unable analysis its future based on its products manufactured as I have no much knowledge on it and shareprice has gone steeply in short period of two days. I wont buy it until it settles and until myself convinced of worthiness of Investment. As regard to Baliga, some how I never liked his ideas.
Is any scope for KRBL LTD for inclusion in this club presently or in near future ?
Someone can elaborate technical /fundamentals of KRBL Ltd with one year price target ?
KRBL is a great growth share with still potential for higher levels. Just look at the Co’s top line and bottom line growth. Co has a profit growth of 22% over the last 5 years. Compounded sales growth over the last 5 Years is 15%. Return on equity is 25% and the PE is still reasonable at 16.
BF UTILITIES and TULSIAN – Can he be prosecuted by investors?
Attached is the comment by Tulsian in Nov 2013 where he says that one should not buy BF Utilities.
SP Tulsian of sptulsian.com told CNBC-TV18, ” BF Utilities has doubled in last 10 days almost may be in eight-ten trading days. It used to rule at Rs 190 and now moved to Rs 380 largely because the Nandi infrastructure corridor in Bangalore where its has huge real estate property has got cleared. Now the valuation call is being taken on. I won’t advice to buy the stock definitely now at this stage because there is no point.”
In December 2015, after the share price nearly doubled to 633, Tulsian makes the recommendation to buy BF Utilities. He stresses on the Nandi Infra project to highlight the intrinsic value of BF Utilities.
In Nov 2013, Tulsian quotes Nandi Infra project and recommends a sell. In Dec 2015, Tulsian quotes the very same Nandi Infra project and recommends a buy. Those who believed Tulsian in Nov 2013 and rushed to sell, are now sitting on nearly 100% loss.
Ramraj, you have raised same comments on Money Control Message board for which I have given some explanation on the same.
Hey, anyone remember this? time to revisit these fallen angels prescribed by the mahagurus of investment world? how about being greedy when others are being fearful? most of these stocks are down 20-30%.
Shaily Engineering n Hester Bio can give better return than any of the stocks recommended by these great men.
Hello,
Nice collection of some hidden gems here. Smart investors always grab opportunity to find multibaggers in market turmoil only. yeah its true before investing and thinking of jackpot one must examine the quality and growth potential of the stocks. Its all about its fundamental, valuation in term of PE, efficient management, previous track record and future prospect of the company.
Happy investing.
Multibagger Investment is emerging to be one of the best investment practice method now a days. With a little secondary research, investors like to invest with long term vision.
India Hotels: Indian Hotels have shown great temperament by delivering 30 percent growth in revenues in December quarter after negative earnings in quarter ended September, December was highly positive. Equally March quarter is expected to do well as this quarter happens to be better session for travelling and hotels industry.
BF Utilities: BF Utilities have delivered better in December 15 quarter comparing Y-O-Y basis. Even though recovery has been booked in the last quarter as far as earnings are concerned. It can be a better multibagger stock with 2-3 years vision.