High growth stocks for portfolio

Discussion in 'Ask A Query About Your Stock Picks And Portfolio' started by Parin Gala, Mar 21, 2015.

  1. Parin Gala

    Parin Gala A long term investor

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    Hi friends,

    I wanted to ask if you friends can suggest some stocks with high growth rate for the portfolio picks. Some growth stocks like Page, Eicher, Kitex, Kaveri Seeds, etc have given such phenomenal returns in the last few years. Does anyone have any stock to suggest which can witness high growth in the next few years which can give a boost to the portfolio. Kindly share your suggestions.

    Regards,
    Parin
     
  2. kumarsony78

    kumarsony78 New Member

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    try page ... but do you have below:

    a. conviction on page
    b. courage to invest heavily
    c. patience
    d. big stomach for temporary losses
     
  3. Meenakshi Razdan

    Meenakshi Razdan Administrator Staff Member Moderator

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    Well, the fact is that many of these stocks are still small cap and mid-cap. They are leaders in their category and have a dominant market share. They have a long runway ahead of them. So, one strategy could be to stick to these proven stocks and add to them at every sign of weakness in the market.
     
  4. Esn1Esn

    Esn1Esn RETIRED BANKER

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    Sir, any view on Samtex fashions and shaily enginering...
     
  5. Meenakshi Razdan

    Meenakshi Razdan Administrator Staff Member Moderator

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    Samtex Fashions is engaged in the business of manufacture and sales of readymade garments. The positives of Samtex Fashions is that it has a steady growth in sales and net profit. In the past five years, the sales have grown at a CAGR of 29% while the net profit has grown at a CAGR of about 6%. The ROE is at an average of 15% which is quite reasonable. The stock is cheap at a P/E of 3.36x.

    Shaily Engineering Plastics manufactures plastic components for performance polymers. It provides injection molded plastic components, switch gears, and plastic sub assemblies. It is also a small cap with a market cap of Rs. 250 crore. Ashish Kacholia holds 10,00,000 shares. The company is also doing well with a 5 year CAGR in sales of 18%. The ROE is respectable at 15%.

    Both stocks are interesting. However, they are small caps and can be very volatile in their financial performance and stock market performance. I think they deserve more careful study.
     
  6. Arjun

    Arjun Chief Executive Officer (CEO) Staff Member

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    Porinju has recommended a buy of Samtex Fashions

    https://twitter.com/porinju/status/553422240365428736
     
  7. bineeshmv

    bineeshmv New Member

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    Den network
    Jindal steel&power
    Ptc india
    One life capital
    vimta lab
    venus remedies
    rushil decor
    escorts
     
  8. Parin Gala

    Parin Gala A long term investor

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    I am also tracking Oberoi Realty since a few days and getting quite tempted to buy it for my portfolio. Debt free, cash rich company. Very exclusive high profile projects coming up in Mumbai. But I am not quite sure if there is any sort of a turnaround in sight for the realty sector in the forseeable future.
     
  9. Esn1Esn

    Esn1Esn RETIRED BANKER

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    ----------------------------------------------------------------------------------------------------------------------------------------
    Thanks Madam for the quick and valuable info
     
  10. Esn1Esn

    Esn1Esn RETIRED BANKER

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    -------------------------------------------------------------------------------------------------------------------------------------------
    Yes..Mam. Ashish Kacholia bought at Rs.261 per share
     
  11. Parin Gala

    Parin Gala A long term investor

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    I was just observing Gati Ltd, it has come off quite a lot from its recent top of 341 and trading at around 215. And also the promoters are buying the shares since last 2 quarters. Also, a number of brokerages are bullish about logistic sector for the long term. Can it be a good bet for the portfolio? Does anyone track gati and can comment about the the stock?
     
  12. aditya_ravipati@yahoo.co.

    aditya_ravipati@yahoo.co. New Member

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    based on Ramesh damani's interview on ET now...GATI's e-commerce segemnt is growing by 10% every month..he says there is scope for e-commerce space in total for 100 cr packages for year and as of now they are at 1 cr only....not sure if all of it will materialize
     
  13. Esn1Esn

    Esn1Esn RETIRED BANKER

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    -------------------------------------------------------------------------------------------------------------------------------

    Shaily Enginnering on a spree of upper cicuits moved up from 295 recently to 376
     
  14. Esn1Esn

    Esn1Esn RETIRED BANKER

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  15. Meenakshi Razdan

    Meenakshi Razdan Administrator Staff Member Moderator

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    My God! It is incredible. I wonder what is driving the stock. Congrats to you if you have invested in it. Wish there are many more upper circuits to come! :)
     
  16. Esn1Esn

    Esn1Esn RETIRED BANKER

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    ####################
    Thanks Madam, I got in at 311
     
  17. abhiarps

    abhiarps New Member

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    Mayur Uniquoters
    Suprajit
    HSIL
    Aurobindo pharma
    Natco
    Strided Acro
    CARE
    Max India
    V mart
    Marico
    Pidilite
    Greenply
    Dredging Corp(casino business going to rock)
    MCX
    United Spirits
    SML isuzu
    Atul Auto
    Kitex
    D Link
    Insecticide
    Godrej ind, prop nd consumer(full pack..looking nice)
     
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