SKS Microfinace is on a scorching growth trajectory. However, is this growth coming at the cost of lending to junkyard borrowers who have no intention or ability of repaying the loans? This concern has split two ace stock pickers over the prospects for the micro lender
Radhakishan Damani is one of the most astute contrarian investors you will ever meet. His modus operandi is to buy stocks with strong fundamentals that are temporarily out of favour. His latest stock pick indicates that the realty and infra sector may have bottomed out and are ripe for a buy
SBICAP Securities has issued a research report in which it has recommended 12 stocks which it claims are “value picks” reports ET
ICICI-Direct has issued a report identifying ten top-quality large-cap and mid-cap stocks which can be bought now
Amar Ambani of IIFL has issued a call success and update report and also evaluated the Q1FY16 performance of several stocks and given buy/ sell recommendations with price targets
SEBI has passed a stern order holding that Subrata Roy Sahara is not a “fit and proper” person to run a mutual fund. It has cancelled the license of the Sahara Mutual Fund and directed transfer/ redemption of the unit holders’ money
Porinju Veliyath’s latest stock pick may be weak on fundamentals. However, it is a masterful play on the rally in the entire sector. The other stock wizards have already got in and are sitting pretty. We also need to stake our claim to the appropriate stocks
ICICI-Direct has issued a report stating that owing to the consistent dismal performance of Sintex Industries, it is dropping coverage of the stock
It is a common belief that ace investors prefer a concentrated portfolio on the basis that they “know what they are buying”. However, the reality appears to be different if you go by the portfolios of Dolly Khanna, Vijay Kedia and Ashish Kacholia
Ashish Kacholia’s latest micro-cap stock boasts of top-quality management, robust business model, huge order book and reasonable valuations. We shouldn’t be surprised if it turns out to be yet another feather in Ashish Kacholia’s cap
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