Top 15 Stock Picks for Nifty Dec'24 target of 23000. Past recos delivered impressive YoY return of 46% vs Nifty's 27% return. Return since inception is 264% vs Nifty's 137% return. Picks are superior quality stocks with growth potential at reasonable valuations
Posts in category RJ Fan Club
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Evergreen Stock Basket & Dark Horses Stock Basket (04-02-2024)
Evergreen Stock Basket: Stock selection is based on:
Longevity
Predictability of business cycle
Consistent revenue/profit compounder
Valuation comfort
Product relevance
Market share vis-à-vis competition &
Earnings growth rate going ahead (Future Prospects).
Dark Horses Stock Basket: Stock selection is based on:
Deep Valuation Comfort – based on future prospects
Longevity
Poised to compound faster revenue/profit vis-à-vis historical
trend
Business relevance
Market share vis-à-vis…
Key re-rating triggers are in place for Can Fin Homes (27-01-2024)
Key re-rating triggers are in place for Can Fin Homes. Credit growth expected to accelerate from FY25, strong distribution channel, centralising of credit underwriting process, stable NIM & return ratios & improvement in asset quality. BUY for TP of INR900
Kenneth Andrade has revealed his latest stock picks & strategy for 2024 (26-01-2024)
Kenneth Andrade has revealed his latest stock picks & strategy for 2024. He is very bullish about Pharma. It is the largest holding in his portfolio. He is also bullish about premium Liquor & Metal stocks as they are cheap. He is avoiding banking stocks
Kenneth Andrade has revealed his latest stock picks & strategy for 2024
5 Top Pharma picks (24-01-2024)
5 Top Pharma picks. Pharma sector is now on a recovery path due to moderating price erosion & USFDA regulatory issues. Costs are stabilizing. Domestic formulation growth is steady. BSE Healthcare index has outperformed Sensex by ~15/25% in past 6/12 months
Saurabh Mukherjea has added 4 small-cap stocks to Little Champs Portfolio (21-01-2024)
Saurabh Mukherjea has added 4 small-cap stocks to Little Champs Portfolio which are favourites of Dolly Khanna, Ashish Kacholia, Shyam Sekhar, Durgesh Shah & other investing luminaries. The Cos have dominant businesses, quality management & other virtues
Saurabh Mukherjea has added 4 small-cap stocks to Little Champs Portfolio
MCX is making a new beginning (21-01-2024)
MCX is making a new beginning. It has successfully executed a complex transition. Options volume has increased by 4x YoY & is currently >INR 1,400bn. Focus is on volume growth, improving profitability & return ratios. New products will be growth drivers
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Avoid EPACK Durable Limited IPO (19-01-2024)
Avoid EPACK Durable Limited IPO. Though the Co is likely to grow on the back of strong growth in Indian RAC Market which is expected to grow at a CAGR of 15.7% during FY23-FY28 period, the valuation of FY23 PE & EV/EBITDA multiple of 65.7x & 25.6x is steep
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J Kumar shareholders’ list reads like a who’s-who of Dalal Street’s investing luminaries (16-01-2024)
J Kumar shareholders’ list reads like a who’s-who of Dalal Street’s investing luminaries. Sunil Singhania’s ABAKKUS FUND, Prashant Jain’s 3P INDIA EQUITY FUND, Dolly Khanna, Porinju Veliyath, Mukul Agrawal, HDFC Mutual Fund & FII LETKO BROSSEAU hold big stakes in the Co
J Kumar shareholders’ list reads like a who’s-who of Dalal Street’s investing luminaries
Nifty Bull Call Ratio Spread Strategy for Weekly Expiry (16-01-2024)
Nifty Bull Call Ratio Spread Strategy for Weekly Expiry. The sentiment is bullish but it is advisable to be cautious with heavy longs as volatility is high. Option chain shows trading range of 22,000-22,500. 22,500 CE & 22000 PE have the highest OI
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