First we have to track the performance of the recommendations made by the wizards in the beginning of 2015
| Performance of stocks recommended in 2015 | ||
| Expert | Stock | YOY (%) |
| Ambareesh Baliga | Himatsingka Siede | 125 |
| Manish Bhandari | Shilpa Medicare | 71 |
| Gaurav Parikh | Shemaroo Entertainment | 56 |
| Niraj Dalal | Dish TV India | 52 |
| Anish Damania | UPL | 24 |
| Ajay Relan | Career Point | 10 |
| Daljeet Singh Kohli | Lumax Auto Technologies | 8 |
| Saurabh Mukherjea | Coal India | (14) |
| Jigar Shah | Exide Industries | (20) |
| Basant Maheshwari | Hawkins Cookers | (35) |
It may be recalled that in 2014, Ajay Relan had ruled the roost with his stock pick, MPS, delivering stupendous gains of 267%. Unfortunately, his luck has deserted him in 2015. His stock pick, Career Point, has barely managed to make ends meet.
The pole position is taken by Ambareesh Baliga whose stock pick, Himatsingka Siede, delivered magnificent gains of 125%.
Basant Maheshwari is at the bottom of the barrel with his stock pick, Hawkins Cooker, being the worst performer with a whopping loss of 35%.
Now, let’s take a look at the stock picks of the wizards for 2016:
| Stocks recommended for 2016 | ||
| Expert | Stock | CMP (Rs) |
| Ajay Relan | Ashapura Intimates Fashion | 253 |
| Ambareesh Baliga | Jain Irrigation | 63 |
| Daljeet Kohli | Force Motors | 2912 |
| Gaurav Parikh | Astec Life sciences | 230 |
| Harendra Kumar | Tata Comm | 405 |
| Jigar Shah | Dalmia Bharat | 764 |
| Ashit Kothari | Bata | 473 |
| Niraj Dalal | Delta Corp | 79 |
| Rajat Rajgharia | Voltas | 293 |
| Rajesh Kothari | Jubilant Foodworks | 1454 |
| Saurabh Mukherjea | Trent | 1550 |
| Shilpa Krishnan | Va Tech Vabag | 678 |
| Vivek Pandey | Wockhardt | 1601 |
We have to eagerly wait and see who will come first in 2016. Any guesses?
Ashapura, voltas are my picks.
List reflects how much difficult it is to recommend the stocks when market is fairly priced.
Why no recommendation from Basant this time?
Ashapura looks interesting. Their growth looks good. (balance sheet is not healthy though). however, i have never seen or heard of their product ( valentine brand). even in e commerce site, they are listed only in snapdeal. (hardly any review). of course they dont stand a chance against the biggies like jockey, hanes etc. i wonder how they were able to show such performance.
In Mumbai Valentine have seven store in Delhi they have three in Pune one in huydrabad one in Kerla one in Bihar Bhagalpur one &amanuensis more in pipe line &eco pare with other like lux &maxewell&lovavle they don’t have store their segment different like nighty&bath wear winter wear sexy mexcy they give their brand to company@ 0 cost
Their personal online link Valentine clothes.com& also available @ flip kart & retail store like ritu wears& stab max ,chunmun,c central etc great buy@ cmp
ashapura and delta corp
voltas voltas. voltas
Going by last year if one had constructed a equal weight portfolio based on the recommendation one would got a return of close to 27 % which beats any MF return for this year and beats nifty by long margin so do you make a similar choice this year is up to you
& my pick – Niit tech
my pick is
ISGEC Heavy Engineering
GMDC
Guj. Auto
Please offer your comments on the following scripts
1. BEL
2. MCX
3. L n T Finance holding
4. ICICI Pru Life Insurance
5. Berger Paints
I hold these stock in huge quantity. Please email.
regards,
SANJAY MULAY