NAMO’s note-bandi diktat has caused a crises situation for many investors. However, Porinju Veliyath is grinning from ear to ear as his stocks are big beneficiaries of the diktat. The stocks are surging to new highs and big bucks are gushing into Porinju’s portfolio
Kenneth Andrade, the whiz-kid stock picker, has confidently asserted that NAMO’s surgical strike of demonetization is a “huge positive” and that it is giving us the rare chance to scoop us top-quality stocks at bargain-basement prices. He has also given a hint of the sort of stocks that we should focus on
Billionaire Narayana Murthy has the rare privilege of having his favourite small-cap stock vetted by Porinju Veliyath and Prof Sanjay Bakshi. Both stalwarts have given the stock full marks and so the Billionaire can now rest easy that hefty gains will effortlessly gush into his portfolio
Basant Maheshwari has contemptuously dismissed info-tech stocks as being in “retirement mode” and as being good only for investors seeking “pension income”
Ramesh Damani has sent the clarion call that we have to forget blue-chip tech behemoths like Infosys and TCS and instead focus on finding new-age tech stocks. He has provided valuable guidance by naming a few stocks which he believes will be the successful ones
Billionaire Narayana Murthy’s brilliant business and investment acumen has led him to a powerhouse stock which boasts of top-quality management, high RoE, “moat” and reasonable valuations. Experts say that the stock is walking on the same path as its illustrious peer, Disney Land, and has the potential to give hefty gains to its shareholders
While eminent experts are divided in their opinion on whether Raghuram Rajan ought to have been offered a second term or not as RBI Governor, all are unanimous that NAMO handled the issue in a clumsy manner and has suffered a “self goal”
Shareholders are sending the clear message that they will no longer tolerate managers siphoning off exorbitant amounts as salaries if they don’t deliver results in terms of performance of the stock
Amar Ambani of IIFL has evaluated the Q4FY16 performance of several stocks and given buy/ sell recommendations with price targets
CNBC TV18 has done the sensible thing of putting the spotlight on fundamentally strong companies. Such stocks not only protect the capital but are also capable of producing stunning returns. In the 7 month period since inception, the Model Portfolio has heavily out-performed the Nifty and also several well-known mutual fund schemes
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