All savvy investors are making a bee-line for stocks of housing finance companies on the basis that they will be the beneficiaries of dual factors of NAMO’s 100-cities push and the interest rate cuts. UBS has provided valuable guidance on why these stocks will shine
PN Vijay’s confident prediction that KNR Constructions will give 100% gains appears to be coming true
If you wanted proof that housing mortgage finance is the sector to bet on, it is provided by Mohnish Pabrai’s latest stock pick, GIC Housing Finance
Shiv Puri, Founder of TVF Capital, has explained why he only buys top-quality stocks. He has also indicated his favourite stocks
Brahmal Vasudevan Of Creador is on the prowl, looking for top-quality stocks to invest in. While we need to keep a hawk eye on his picks, we should also pay attention to his investment strategy
Vinay Khattar of Edelweiss has identified 3 mid-cap stocks which he claims are ‘must-have’ structural stories that must be a part of every portfolio
Basant Maheswari’s tactic of taking concentrated positions in a few top-quality stocks like Page Industries, without being deterred by valuations, has paid off very well. He has promised huge gains from Repco and Hawkins as well and we need to keep a close eye on these stocks
R Varadarajan, MD, Repco Home Finance, has explained the business model and “moat” that the company has, which will keep competitors at bay and ensure steady growth
Creador recently sold a chunk of its holding in Repco Home Finance. If you are feeling jittery that this reflects a loss of confidence in Repco, you can rest assured because the stock wizards there have confirmed that Repco is still a great stock to buy
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