Kenneth Andrade of Old Bridge Capital has sent the wake up call that we have to take advantage of the crash in stock prices to load up on high-quality stocks at cheap valuations. He has also explained the investment rationale of his latest stock picks
Sanjoy Bhattacharyya, the doyen amongst value investors, and other eminent investors, had called a small-cap stock a “genuine long term investment opportunity” implying that mega gains can be reaped from it. However, the stock has sunk like a stone amidst fears that the financials may be cooked up
Basant Maheshwari has launched a crusade to warn novices against investing in “Chakri Stocks”. He has implored us to invest only in “high-quality” stocks even if they are quoting at expensive valuations. Prima facie, his theory appears to be correct as is shown by an expensive stock which was condemned as requiring the Govt to prescribe that all citizens wear “two underwears” for its survival
A Mini-Ratna PSU, whose IPO had been condemned by experts as not being investment worthy, has surged like a rocket and given 100% gain in just 2 weeks. We need to barge into the stock to grab the residual gains, if any
A stock on which Basant Maheshwari was “super, super bullish” has lost his confidence because it has failed on the earnings front and also on the corporate action front. We also need to look for an exit route from the stock ASAP
Uday Kotak, Basant Maheshwari & Mudar Patherya have opined that the NPA fiasco of PSU Banks is a blessing in disguise for private banks and NBFCs. Over the next five years, the private sector is expected to take the share of the PSUs, grow at a scorching pace and shower multibagger gains upon investors
Political pundits have opined that voters in rural areas have given thumbs down to NAMO. This is likely to galvanize him to usher in big-ticket reforms to the rural sector which will send agri-related stocks surging like rockets
Deepak Parekh, who used to be a staunch critic of NAMO, now cannot stop singing his praises owing to the seriousness of the Govt to carry through big transformation reforms. However, it is unfortunate that a light-hearted remark by him has been misunderstood by novices
Porinju Veliyath has recommended a high-quality stock which has low downside risk and potential for high upside. We need to immediately apprise ourselves of the merits of the stock and decide whether it deserves to be added to our portfolios
Radhakishan Damani, who faced the ignominy of being ousted from the Forbes Billionaires Club in 2015, has now been ceremoniously ushered back. He has been awarded rank no. 12 in the elite list while Rakesh Jhunjhunwala, his illustrious protégée, has been awarded rank no. 54
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