Dolly Khanna latest Portfolio September 2016

Dolly Khanna latest Portfolio September 2016

New Stocks Added are highligted in blue

Stocks:

• RS Software (India)
• Liberty Shoes
• Hawkins Cooker
• Nilkamal
• Premier Explosives
• Mold-Tek Packaging
• Cera Sanitaryware
• Wim Plast
• Heritage Foods
• Manjushree Technopack
• Avanti Feeds
• Thirumalai Chemicals
• Dai-Ichi Karkaria
• NOCIL
• Meghmani Organics

     

Trent Ltd- Company that runs Star Bazaar , Landmarks and Westside Multibagger 3 Years Time frame

Trent- Company that runs Star Bazaar and Westside  Multibagger 3 Years Time frame

• Company was establied in in 1998 as part of the Tata group.
• Trent operates Westside, one of India’s largest and fastest growing retail chains; Star Bazaar, a hypermarket chain and Landmark a family entertainment format store.
• Companies Sales has doubled from 800 Cores to 1500 cores and Profit has increased from 70 crores to 130 crores in 5 years giving close to to 20 % growth in sales and profit.
• It is Indias fastest growing bran in retail segments and companys is going to be benifited from the Growth Story of Indian Middle Class.
• In Last quaters profit has increased by 60 % and Tata sons is also planning to increase their stake in the company. This shows strong confidence by Promotoers in the company
• Company is also consistent Divident Payer every year.
• One can invest in this stock with long term view for Multibagger reutrns.

Prem Watsa - An Indian who Become Warren buffet of Canada - Latest Porfolio in India

Prem Watsa - An Indian who become Warren buffet of Canada - Latest Porfolio in India 2016

• Prem Watsa is a Canadian businessman who is the founder, chairman, and chief executive of Fairfax Financial Holdings, based in Toronto. He has been called the "Canadian Warren Buffett."

• Prem was born in Hyderabad. An IITS Madras Graduate went to Richard Ivy School to get his MBA.

• In 1985, Watsa took over Markel Financial and renamed it Fairfax Financial Holdings.Watsa helped grow the company, where it reached annual revenues of $8 billion a year in 2012.

• Watsa came in light in Indian media when he accuired Blackberry the Canadian company for $4.7 billion.

• He has done good Investment in India. His recent pick is ADI Finechem.

Indian Stocks in Portfolio:

• Quess Corp
• ICICI-Lombard
• Thomas Cook
• Sterling Holidays
• India Infoline

MAX Financial Services Multibagger 3 years time frame Long term investment

MAX Financial Services Multibagger 3 years time frame Long term investment

• Max Financial Services Limited (MFS), a part of the US$ 2 billion Max Group, is the holding company for Max Life, India’s largest non-bank, private life insurance company.

•  Max Life is a joint venture with Mitsui Sumitomo Insurance (MSI), a Japan headquartered global leader in life insurance.

• Max Life is India’s fourth largest private life insurance company. It has emerged as a benchmark for the life insurance industry in India across several dimensions including customer persistency, high performance bancassurance and agency channels, enviable relationships and protection products and superior management of costs.

• The company’s investor base includes marquee global financial institutions such as Goldman Sachs, IFC Washington, Temasek, Fidelity and New York Life.

• Company has a Sales of 200 Crores and EPS of 4 Rupees. The company is planning to merge with HDFC life which will give the company a good portfolio and growth.

• Its also a Zero debt company with strong business. One can invest in this stock with 3 years time frame for Multibagger returns of 1400 Rs

BANK NIFTY WEEKLY OPTIONS Contact Start from June 2016

BANK NIFTY WEEKLY OPTIONS Contact Start from June 2016

• Weekly Options contracts on BANKNIFTY Index shall be made available for trading in Future & Options segment w.e.f. May 27, 2016. 
• Expiry date is every Thursday of the week. In case the Thursday is a trading holiday, the previous trading day shall be the expiry/last trading day. All contracts shall expire at the normal market closing time on the expiry day or such other time as decided by Exchange.
• Contract size is 30 units for all expires of the month of June 2016 and 40 units for all expires from the month of July 2016

• Above are the expiry dates for June.So now u can make money in BANKNIFTY week on week

Golden Stocks 2016

Golden Stocks 2016

• In India Gold is believed as the most safest asset. Its inflation Proof and global trading ability has give Gold the best Commodity once can hold.
• So while deciding this Portfolio we kept in mind the Gold Characteristics and designed this Portfolio.
• Hope the below Portfolio gives you returns as Gold.

Asian Paints Multibagger 3 years timeframe Long term investment

Asian Paints Multibagger 3 years timeframe

• Asian paints founded in 1942, is India’s largest and Asia’s third largest paint company, with a turnover of Rs. 141.83 billion. 
• Asian Paints operates in 19 countries and has 26 paint manufacturing facilities in the world servicing consumers in over 65 countries.
• Asian Paints was ranked 11th amongst the Top paint companies in the world by Coatings World - Top Companies Report 2015.
• Asian Paints was also included in the list of India's Super 50 companies by Forbes India 
• Asian Paints has always been a leader in the paint industry, pushing new concepts in India like Colour Worlds, Home Solutions, Colour Next, and Kids’ World.
• Current MD and CEO is Mr. K B S Anand who is running company very successfully.
• Company also has many susidary companies under it.APPCO,BERGER,SCIB,Taubman,Sleek and Kadisko which also generate good revenues.
• Comapny Products include Interior Paints,Exterior paints,Metal Fineshes,Wood Finishes,Water proofing,Wall coverings,Effects and Painting Aid.
• With low Oil to to remain, its going to help the Paint company very much as 50 % of the cost is oil.
• Companys is growing 30 % Quater on Quater and profit is also growing at 30 %.
• We expect Asian paints to deliver good performance as the Indian Middle class income is booming and the company stock to double and become Multibagger in next 3 years.

With Retail Inflation high at 6.85 % RBI Raguram Rajan might not cut Interest rates

With Retail Inflation high at 6.85 % RBI Raguram Rajan might not cut Interest rates

• For past 2 days Indian Share market has moved close to 1000 points on hope that RBI will cut interest rates as the Fiscal Deficit it well under control of 4%
• But the Fact is Rajan never said he will reduce interest rate if the Fisical Deficit is low.All he said was that RBI mail focus is to contain Inflation.
• With Retail Inflation high at 6. 9 % and RBI target of 5 % by March 2017, and 7 Pay Commission kicking in later part of the  year, RBI will not be able to contain inflation if he gives a rate cut.
• With all this in place, RBI will not could not cut any intrest rate for 2016.
• So be cautious in Market and dont get caried away by Blue channel.
• Do your own analysis and if it feels right then invest your hard earned money or do a SIP.

Warner Buffet Says- Analysts are all lairs and misleading

Warner Buffet Says- Analysts are all lairs

• Great Omaha of Wallstreet feels that the Analysts are faking there numbers and mislead people.
• He says that just for there survival and access to the management might be gone they are doing this.
• He Further says that even if the earning numbers are bad, they ignore and mislead people with postive hope.
• Just imagine if this is happening in US then what will be happening in India :)

Below is th Excerpts,

Warren Buffett thinks more and more companies are faking it, and Wall Street is helping them do it.

In his annual letter to shareholders, which was released on Saturday morning, the Berkshire Hathaway CEO took other executives to task for telling their shareholders to ignore what Buffett thinks are very real expenses. In addition, Buffett criticized Wall Street for endorsing and passing along those inflated financial figures to investors.

“Wall Street analysts often play their part in this charade, too, parroting the phony, compensation-ignoring ‘earnings’ figures fed them by managements,” Buffett writes.

 Buffett says it’s possible that the offending analysts “don’t know better.” But more likely, Buffett says, the analysts go along with the phony numbers because they fear losing access to management, which is key to a Wall Street analyst’s job these days. Buffett also says analysts may be swept up by a herd mentality and go along with these inflated financials because everyone else is doing it. None of these reasons lets them off the hook, Buffett says.

“Whatever their reasoning, these analysts are guilty of propagating misleading numbers that can deceive investors,” Buffett writes.

Store one Retail India - Mulitbagger 5 Years Timeframe

Store one Retail India - Mulitbagger 5 Years Timeframe

• Store one India is one of the fastest growing retail chain in India.
• Its is run by the IndiaBulls Group.
• The store sells Dressed for Men,Women,Kids.Also it sells France and Beauty Products.
• Store Also has Club one and Collection One Brands under which it sells various items.
• Dec Quater sales has doubled from 35 crores to 79 crores.Profit also increased from to 16 crores from 5 crores a 3 fold increase.
• With Indian Consumption story increasing Store one could be the best investment in the Retail Space with attractive valuation.
• One can invest in the company for a long term and could expect this to become the next big Multibagger.

Nifty 2016 Target given by top brokerage - Hope you will stop believing experts

Nifty 2016 Target given by top brokerage - Hope you will stop believing

• Following are the target given by different brokerage starting this year.
• These are the so called expert who have spend 20 to 30 years in market and giving there opinion
•  Sadly not event one of them is close to current Nifty Price.
• This shows that self judgement is far better than the expert advice.
• Last Aug 2015 we clearly indicated that Nifty trend is revesing.
• Old Posting-->http://niftyhistoricaldata.blogspot.in/2015/08/is-nifty-trend-reversing-comparison.html
• Many of you might have believed the experts and went long.
• So please make your own judgement, get inputs only, dont take anybody's view,
• Just take the data and info and do what your mind says.

Ramesh Dhamani View on 2016

Ramesh Dhamani View on 2016

Video:

• Replay of 2015.But market will rally.Bull market still in tact
• Bottom-up stock picking will give good value.Passage of key reform will be key
• Real GDP is greater than Normal GDP.1 Billion in Mutual from from Local people.
• 1987 Dow fell 27 % and recovered in 6 months.
• Real issue is Fed how much it will raise. 1% intrest raise will let share market
• in very bad.
• Buy great business in cheap valuation.Stocks suggested Maruti,Indigo will do good.
• Media,Aviation,Logistics will shine in 2016.If its obvious,or obviously wrong.

• Dont buy Banks is his recommendation.

5 reasons why Rakesh JhunJhunwala is Bullish in Year 2016

5 reasonewhy Rakesh JhunJhunwala is Bullish in Year 2016

The Bigbull of Indian Equity market is very bullish this year.Following are the key reasons why he is bullish.

• With the Traditional investment rates falling, like FD to 7 %, Money has started flowing into market.
• Falling of Gold price has also made new gen investors to shy away from investion in Gold and started investing in markert.
• Flow from Indian Mutual funds have been so good that its matching the outflow from FII's.
• He also feels that we had a healthy correction from 9000 to 7500.And we will start bounching back.
• One sectors he says caution is the Banks, as more bad news to come and the Banking stocks could fall further.So be cautious in investing in Banks.
• Sectors that will shine in 2016 is Pharma,Defence,Infra and Housing Finance.
• Stock he is bullish on is Lupin,Aurobindo Pharma,Kotak,HDFC,Indigo,TataMotors
• Rakesh has been very consistent in his predictions. So people who like the Big Bull can follow his advice and invest in the above stocks. 

5 stocks that will double in 2016

5 stocks that will Double in 2016

1. Network 18 India: The full-play media company with interests in television, internet, print and film content could give a potential return of 195% over the next two years. This is because it is expected to jump from its current price of Rs 59 (Rs 51 when the report was published in March 2015) to its target price of Rs 150 by December 2017. The stock already jumped 65% in the last one year.

2.  IRB Infra: Sharekhan expects the stock to deliver a return of 173.4% over two years with a target price of Rs 680. The stock currently trades at Rs 240 levels. This rise in share price could be because the company stands to gain from the current attention being laid on the infrastructure development in India. IRB Infra has already seen an increase in the toll revenue in its Build, Operate and Transfer (BOT) projects, for the quarter ended December 2014. This accounts for one third of IRB Infra’s total profits. This is a big boost to the company’s profits. The National Highway Authority has also awarded more profits in fiscal to March 2015 that the year earlier. This pickup in activity is good for IRB Infra.

3. PTC India Financial: Stock of the financial services company, working in the solar and wind energy segments, could give investors a potential return of 151.7% over two-year period. Currently trading at Rs 56 levels, the stock could rise to the December 2017 target price of Rs 144. This is because the company stands to benefit from the government’s thrust on the solar and wind energy sectors. Favourable interest rates may also help reduce funding cost for the company, helping improve profitability.

4.  Tata Motors DVR: The auto manufacturer is expected to deliver returns of 151.5% over the two years ending December 2017, with the stock touching a target price of Rs 850. It currently trades at Rs 340 levels. The stock moved in the range of Rs 221 to Rs 391 in the last year. The company could benefit from the expected launch of 100 new commercial vehicles over the next three years.

5.  Finolex Cables: The cable manufacturer is expected to see a 25% growth in sales in the quarter to March 2015. It is also likely to post double digit growth rates in FY2016. This is likely to fuel the stock to give a potential return of 126% over the next two years. It currently trades at Rs 260 levels, and is expected to touch a target price of Rs 650 by December 2017. The introduction of the Goods and Services Tax (GST) in India could also help the company as well as the new manufacturing plant in Roorkee. 

5 stocks that will Double in 2016

5 stocks that will Double in 2016

1. Network 18 India: The full-play media company with interests in television, internet, print and film content could give a potential return of 195% over the next two years. This is because it is expected to jump from its current price of Rs 59 (Rs 51 when the report was published in March 2015) to its target price of Rs 150 by December 2017. The stock already jumped 65% in the last one year.

2.  IRB Infra: Sharekhan expects the stock to deliver a return of 173.4% over two years with a target price of Rs 680. The stock currently trades at Rs 240 levels. This rise in share price could be because the company stands to gain from the current attention being laid on the infrastructure development in India. IRB Infra has already seen an increase in the toll revenue in its Build, Operate and Transfer (BOT) projects, for the quarter ended December 2014. This accounts for one third of IRB Infra’s total profits. This is a big boost to the company’s profits. The National Highway Authority has also awarded more profits in fiscal to March 2015 that the year earlier. This pickup in activity is good for IRB Infra.

3. PTC India Financial: Stock of the financial services company, working in the solar and wind energy segments, could give investors a potential return of 151.7% over two-year period. Currently trading at Rs 56 levels, the stock could rise to the December 2017 target price of Rs 144. This is because the company stands to benefit from the government’s thrust on the solar and wind energy sectors. Favourable interest rates may also help reduce funding cost for the company, helping improve profitability.

4.  Tata Motors DVR: The auto manufacturer is expected to deliver returns of 151.5% over the two years ending December 2017, with the stock touching a target price of Rs 850. It currently trades at Rs 340 levels. The stock moved in the range of Rs 221 to Rs 391 in the last year. The company could benefit from the expected launch of 100 new commercial vehicles over the next three years.

5.  Finolex Cables: The cable manufacturer is expected to see a 25% growth in sales in the quarter to March 2015. It is also likely to post double digit growth rates in FY2016. This is likely to fuel the stock to give a potential return of 126% over the next two years. It currently trades at Rs 260 levels, and is expected to touch a target price of Rs 650 by December 2017. The introduction of the Goods and Services Tax (GST) in India could also help the company as well as the new manufacturing plant in Roorkee. 

Best Auto sector Stock of 2016

Best Auto sector Stock of 2016

Maruti Suzuki: Share prices of the automobile major could jump nearly 105% over the next two years to Rs 7450, according to Sharekhan. Its stock currently trades at Rs 3,600 levels. The market leader in the domestic passenger vehicle industry posted a 13% growth in volume in December 2014 as against the industry average of 3.7%. Their new automatic cars and utility vehicles have been received well in the market. Recent depreciation in the Japanese Yen could help reduce costs as imports of parts will become cheaper. This is good news for Maruti’s profitability.