Dolly Khanna has made her debut into the fertilizers sector by homing in on a top-quality small-cap stock which enjoys a monopoly position. We need to en masse follow her illustrious footsteps
Posts tagged Information Technology (IT)
It is clear Mphasis is benefiting from strong brand-equity of HP and EDS as it added several new clients through HP during the quarter. The only question is whether the shift in revenue and EPS for Mphasis was one-time or can be expected to continue. The stock is not cheap, at about 16 times FY 10 earnings. However, leveraging its association with HP and EDS, Mphasis can be expected to do good business flows for all the verticals. Besides, with improving economic indicators all over the world, the volume growth can be expected to improve.
If you are an investor like us, you are not bothered about whether the markets are at an uptrend or at a downtrend. You are not bothered about short-term volatility. What you really want is to identify a blue chip company with excellent growth prospects, sound management and reasonable valued. Once you have these companies in your sights, all you have to do is use market volatility to your advantage. Every time the markets crash, you add these large cap blue chips to your portfolio and sit tight – confident that these blue chips will secure you a compounded annual growth rate (CAGR) of at least 25%