16 for 16

Discussion in 'Stock Picks Of Wizards' started by BombayBoy, Dec 23, 2015.

  1. BombayBoy

    BombayBoy Well-Known Member

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    attended CNBC TV18's 16 for 16 Small & Midcap Picks program held at BSE today

    Porinju
    • Indian Hotels
    • Biocon
    • Tata Global Beverages
    • Anant Raj
    S P Tulsian
    • MCX
    • BF Utilities
    • AIA Engineering
    • Hydro S&S
    Prakash Diwan
    • Plastiblends
    • Deccan Gold
    • Dion Global
    • Chartered Logistics
    Ambareesh Baliga
    • HT Media
    • Engineers India
    • Jain Irrigation
    • Gabriel India
    was interesting to get the first person perspective from Porinju and S P Tulsian

    they're bullish on their respective picks, check moneycontrol for price targets
     

    Attached Files:

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  2. Farhan Ghumra

    Farhan Ghumra Active Member

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    Watch on YouTube if you missed.

     
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  3. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Thanks for sharing this it is very interesting. :)
     
  4. Karthikeyan

    Karthikeyan Member

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    Thanks a lot for sharing.
     
  5. w4wealth

    w4wealth Well-Known Member

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    thanks for sharing . which pick do u people like? i like
    Porinju

    Tata Global Beverages
    • Anant Raj
    S P Tulsian
    • MCX
    Prakash Diwan
    • Deccan Gold
    • Dion Global
    • Chartered Logistics
    Ambareesh Baliga
    • HT Media
    • Gabriel India
     
  6. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    I am very surprised and disappointed that there is no pharma stock in the list. How it is that Pharma sector which has so many multibaggers like Ajanta, Alembic, has not been prominent in mind of investors? Biocon is there but it is not a regular Pharma stock with formulations. Also it is underperformer for several years. It is not a good list of stocks IMHO.
     
  7. Farhan Ghumra

    Farhan Ghumra Active Member

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    Today I watched a show on CNBC awaaz. In that two pharma stocks were recommended. One was aurobindo pharma by daljeet kohli of indianivesh and second was lincoln pharma, i don't remember by whom.
     
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  8. BombayBoy

    BombayBoy Well-Known Member

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    Take those with a pinch of salt, check moneycontrol & you'll find that apart from Porinju, Tulsian & Baliga "sell" advice on Game Changers. Check the price movement in some of those scrips, like a week before, the day of that show and the day after. I feel you'll understand my point.

    I was there for different reasons, the picks were always going to be public.

    It was broadcast live so I don't think it was edited much. Porinju talked about expecting realistic returns going forward and how he's moving to mid/large caps.

    Never read or heard anything about Prakash Diwan.

    From those picks, I've traded a lot in BF Utilities and there's no immediate triggers for the price rise. Chartered Logistics was on my watchlist for over a month and has moved up like 2x in 3 months.

    I believe there's no such thing as random generosity as give all free money (read stock tips). Real traders/investors keep their mouth shut when they find a strategy/pick that makes them good money.

    That's just me.
     
  9. yembee

    yembee Active Member

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    Great list... These are picks from great stock pickers... My analysis capture1.jpg

    I am buying Biocon and HT media
     
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  10. New_Investor

    New_Investor Active Member

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    TV Channels must be paying these experts for appearing on tv and giving their views. So this is not free for the experts.
     
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  11. New_Investor

    New_Investor Active Member

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    Mr. Porinju recommended the stock Biocon knowing very well that it had underperformed but he is expecting that Biocon and Syngene will perform in the immediate future.
     
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  12. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    How you do all such complicated analysis? Is it on excel or some other software? Super analysis with clarity.
     
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  13. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Simple thing is to buy stock before reco and sell after reco when stock is up 5 to 10%. If you buy Rs. 10 lakh of stock and sell next day after 10% gain you make Rs. 1 lakhs which is very good money.
     
  14. New_Investor

    New_Investor Active Member

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    Mukherjee Sir, "buy stock before reco". What is the meaning of the term "reco"?
     
  15. Farhan Ghumra

    Farhan Ghumra Active Member

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    Recommendation or reckoning probably.
     
  16. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Sorry I should have not said it because it is not correct thing to do. Some people may buy stock before recommendation and then sell when stock is up 5 or 10%. It is not correct thing to say so I withdraw my statement. However, I don't think anybody gets paid by TV station they do research and give recommendation because they enjoy it and not for any other purpose.
     
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  17. New_Investor

    New_Investor Active Member

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    Sorry. I defer. I don't think these experts "give recommendation because they enjoy it and not for any other purpose.". They have their own websites and the important content (/ premium content) on these websites is available for paid members only. Off course they are experts and do research and the recommendations are based on their intelligence, experience and research. They also have expert staff who help them in their work. So, when they spend money, time, intelligence etc. to find a good stock recommendation, why would they give it out on tv free. Sometimes the particular stock also react to the recommendation. Sometimes, as soon as the expert mentions the name of the stock, the stock just starts running upwards (or downwards as the case may be). Off course, this does not happen on every recommendation of every expert.

    Mukherjee Sir, Just imagine yourself to be in the place of the tv analyst/ expert. What would you do ?
     
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  18. Farhan Ghumra

    Farhan Ghumra Active Member

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    I am totally agree with @New_Investor

    There is no free lunch. I think those recommendations would have been given to their paid members earlier and then they shared in public domain. The channels paid them to do so.
     
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  19. Srouta Mukherjee

    Srouta Mukherjee Well-Known Member

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    Logic is there in argument. I agree with it.
     
  20. yembee

    yembee Active Member

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    Dear @Srouta Mukherjee, I have an access stencil connected to excel data... which can perform these sort of calculations....

    Input : Few years ( preferably more than 5 years ) Sales / Profit
    Number of Public Shareholding
    Percentage of Public Shareholding
    Equity Capital
    Current and Historical EOD Price

    Remaining all parameters such as PE , EPS Profit Margins , Growth Earning estimate all can be calculated
     
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