Metro Brands has been added to the Rising Giants portfolio. Metro is the most efficient footwear retailer in India, with earnings CAGR of 20% & store level ROI of ~60-80%. Promoters hold 74.2%. Jhunjhunwala holds 9.6%
“Trent can be the next Titan & give investors multibagger returns of 2000x.” Saurabh Mukherjea explains why he is bullish about Trent & CERA & not so bullish about Bajaj Finance
Trent is quoting at 50x P/E and not at 110x P/E as assumed by analysts One of the paramount concerns of analysts about Trent is its alleged nose-bleed valuations of 110x P/E. Saurabh straightaway dealt with this concern and rubbished it. “When the market says it trades at 110 times PE, I am always circumspect […]
Gautam Shah of Goldilocks has discussed the stocks that he is bullish and bearish on
Gautam Shah of Goldilocks has discussed the stocks that he is bullish and bearish on. Some of the stocks recommended for buy are fail-safe Blue-Chip stocks with high dividend yield and upside potential of up to 40%
Ramesh Damani recommends buy of PSU Stocks. He says PSU stocks will be the leaders of the post-election Bull market
GRSE, a multibagger midcap PSU with 74.5% Promoter holding is the crown jewel of Ramesh Damani’s portfolio (762% in 5 years). He says PSU stocks will be the leaders of the post-election Bull market. They are quoting at modest valuations & investors should invest in them for handsome gains
HAL is up 65% YoY but is still not expensive. It has a lot of room for appreciation: Madhu Kela, Vikas Khemani
HAL is up 67% YoY but is still not expensive. The entire Defense sector is witnessing superior growth due to the Govt’s push & has a lot of steam left. HAL is the leader of the pack & has a lot of room for appreciation. It will continue to do well for next 10 years: Madhu Kela, Vikas Khemani
Cochin Shipyard has given 100% multibagger gain in 6 months. Stock Split + 80% dividend will keep it in focus
Cochin Shipyard Ltd is a leading player in the construction of all kinds of vessels, repairs, and refits of all types of vessels including periodic upgradation and life extension of ships. It is a PSU mid-cap with a market capitalisation of Rs 13,775 crore. The Government holds 72.86% of the equity capital
HINDWARE is held by Sunil Singhania, Mukul Agrawal, FIIs & HNIs due to its growth prospects. It is recommended buy for 34% upside
HINDWARE has grown significantly and gained market leadership in sanitary ware and is a major faucet ware player. It has good growth prospects. A number of investing luminaries like Sunil Singhania, Mukul Agrawal, noted FIIs and HNIs hold big stakes in the small-cap Company.
MCX stages a smart recovery and gains 75% due to resolution of new TCS trading platform
That was really the golden time to buy the stock by truckloads since it was obvious that TCS was working overtime to get the trading platform ready and once that hppended, the stock would resume its golden days.
Cera Sanitaryware is a proxy for the realty sector. Saurabh Mukherjea has added it to the Little Champs portfolio
Cera Sanitaryware was earlier a hot favourite stock of Dolly Khanna and Vijay Kedia. It is still held by Nalanda Equity Fund (9.98%). Saurabh Mukherjea has now added it to the Little Champs Portfolio and explained the rationale for doing so
Bill Ackman made $200M from Bond shorts. He has now covered his shorts implying that interest rates will fall (and stocks will rise)
It is obvious that if interest rates start to dip, there will be a corresponding demand for stocks because investors looking for a higher yield will buy stocks. So, this is an appropriate time to take advantage of the rout in the stock market buy high-quality stocks
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