Safe Stock Portfolio 2015

Safe Stock Portfolio 2015

• In start of 2015 we had recommended the below stocks for safe investors.
• As you can see with mix and match the portfolio has just met 1 % loss compared to 4 % loss in Nifty
• Banks where the most affected in this portfolio with ICICI and SBI taking close to 35 % hit.
• But these are very big banks and can't fail and even if things are bad Government will bailout them,
• Also Safestocks are for low risk investors and you can see the loss was arrested to just 1 %
• We suggest the investor of Safe stock to increase there investment this year in these stock and will get good returns in coming years.

Berger Paints Multibagger 3 yrs time frame

Berger Paints Multibagger 3 yrs time frame

• Found Lewis Berger laid the foundations in India in 1923, today, Berger Paints India Limited is the second largest paint company in the country with a consistent track record of being one of the fastest growing paint company, quarter on quarter, for the past few  years.
• Annual turnover of the company is around 3600 crores.Headquartered at Kolkata, with 11 strategically located manufacturing units and  about 170 sales offices( all including those belonging to the Company’s own division and subsidiaries)
• Employee strength of about 2,500 and a countrywide distribution network of 15,000+ dealers, Berger is acclaimed as a game changer in the sector with a vibrant portfolio of paints and tailor-made customer services in every paint segment.
• Berger cater various products like interior wall coating, exterior wall coating,Metal and wood paints,protective coating, undercoat and construction chemicals
• Company sales has increased from 1600 crores 5 yrs back to 3600 crores, shows the pace at which this company is growing.
• Profits have increased by 17 % yoy showing good return on investment.
• Promoters are holding close to 60 % and the stock is at the face value of 2.
• Stock is trading at 233 and could become potential multibagger in coming years with low oil prices which constituent of 80 % of raw material.

Nifty PE Chart 2014

Nifty PE Chart 2014

• This is a bull year with PE ranging from 17 to 22

Nifty PE Chart 2013

Nifty PE Chart 2013

• This is a Bear market with PE between 20 and 15.

Nifty PE Chart 2012

Nifty PE Chart 2012

• This was a Bull year and Nifty PE was in 15 to 20 range.

NIFTY PE Chart 2011

NIFTY PE Chart 2011

• This was Bear market.Nifty PE dropped from 25 to 16.

Bank Nifty PE Chart 2009

Bank Nifty PE Chart 2009

• Bank nifty PE range is 6 to 15 for 2009

Bank Nifty PE Chart 2014

Bank Nifty PE Chart 2014

• Price to Earning ratio is an important indicator. It will show you how stretched are the valuations and indication on when to exit the market.
• Curent PE as of Nov is 18.78 which is close to upper limit and has reached this level after April 2011.So please be cautious at these high levels

Below is the 2014 Chart for Bank Nifty

JVL Agro recommended previous has released results with 40 % increase in net profit

Result Update:

• JVL Agro recommended previous has released results with 40 % increase in net profit.
• Sale also improved by 5.3 % Q-o-Q basis.

Old recommendation: http://niftyhistoricaldata.blogspot.com/2014/10/jvl-agro-industries-limited-multibagger.html