We have already seen how the stock wizards fared in 2014. Out of the fifteen stocks short listed in that year, seven stock picks have given returns in excess of 100%. Six stock picks gave hefty double digit gains. The average return of all fifteen stock picks is a robust 87%.
Now, lets pay attention to the stock picks of the wizards for 2015.
(i) Career Point:
Ajay Relan, Founder and managing partner, CX Partners, recommends Career Point on the basis that a stronger business model and improved metrics will help the tutorial specialist gain lost ground
(ii) Himatsingka Siede:
Ambareesh Baliga, Independent market expert, recommends Himatsingka Siede on the basis that this integrated home textiles major is staging a comeback after going through a lean patch
(iii) UPL:
Anish Damania Co-CEO, IDFC Securities, recommends UPL on the basis that the shift in focus from revenue growth to profits and emphasis on organic growth will benefit the agrochem major
(iv) Hawkins Cookers:
Basant Maheshwari, Founder, equitydesk.com, recommends Hawkins Cookers on the basis that new product lines and strong demand in core pressure cooker business will keep growth whistling
Daljeet Singh Kohli, Head of research, IndiaNivesh, recommends Lumax Auto Technologies on the basis that this ancillary major will gain from higher capacity utilisation as a broad recovery sweeps through the auto sector
(vi) Shemaroo Entertainment:
Gaurav Parikh, Co-founder, Jeena Scriptech Alpha Advisors, recommends Shemaroo Entertainment on the basis that a rich content library and strong revenue growth from the digital platform augur well for the company
(vii) Exide Industries:
Jigar Shah, Head of research, Kim Eng Securities, recommends Exide Industries on the basis that a recovery in the automotive business and strong replacement demand will power up the company
(viii) Shilpa Medicare:
Manish Bhandari, CEO, Vallum Capital Advisors, recommends Shilpa Medicare on the basis that investments in the oncology business and a robust product line will ensure growth for the pharma specialist
(ix) Dish TV India:
Niraj Dalal, Founder, 3A Capital Advisors, recommends Dish TV India on the basis that huge operational efficiencies and improving cash flows will amplify gains for the DTH market leader
(x) Coal India:
Saurabh Mukherjea, CEO, institutional equities, Ambit Capital, recommends Coal India on the basis that the State-owned miner will gain from a revival in production and a favourable pricing scenario
Any guesses on who will come first in 2015?
Better to Invest in Mutual funds ( Can Robeco, Sundaram SMILE,etc) focused on Small and Mid cap