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
Oriental Carbon & Chemicals Ltd Multibagger 3 yrs time frame - Long term investment
- Oriental Carbon and Chemicals Limited (OCCL), a company belonging to the Duncan JP Goenka group of companies, traces its origin to 1978 when it was incorporated as Dharuhera Chemicals Limited (DCL).
- In 1994 OCCL set up a unit for manufacturing of Insoluble sulfur which later emerged as the star product of the group.
- OCCL is one of the market leaders in the production of Insoluble Sulphur for the Tyre and Rubber industry around the world both in terms of quality as well as quantity.
- It has state of the art manufacturing facilities in India at Dharuhera (Harayana) and at Mundra (Gujarat).
- Apart from Insoluble Sulfur OCCL also manufacture Sulphuric Acid and Oleums in its chemical complex at Dharuhera.
- The production capacity of Insoluble Sulphur now stands at 22,000 Mt per annum with new capacities slated to be added in near future.
- "Diamond Sulf" the brand under which the Insoluble sulphur is sold is synonymous with quality Insoluble sulphur in which it is the undisputed leader in India.
- Diamond Sulf is offered in various grades to satisfy diverse compounding requirements of Tire companies. The company today offers the widest range of Insoluble Sulphur in the world. This allows our customers to choose the grade which best suits their requirement . Custom made grades are also offered to meet some specific performance requirements.
- Sales has been consistent and EPS has grown by 10 % year on year for past 5 years.
- As the next big thing in India after Pharma is the Chemical industry which has captured the fancy of the investors worldwide.India will be the hub for chemical export like Pharma in the next 20 years and OOCL will benefit from it
- One can invest with 3 to 5 years horizon with the stock could reach 3 times from current level.
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
Infibeam Incorporation India's only eCommerce company to run in Profit - Multibagger 3 yrs time frame
- Many people taught putting money in eCommerce is just like throwing money in the river. All top eCommerce players are just using money from the investors and bleeding in billions year on year
- Infibeam was one of the first eCommerce player in India. They came before Flipkart and Snapdeal. So they know the business better and have there roots landed
- This is what made them to come in profits in the fist year of going into public.Hats off to them.
- Infibeam Inc is a leading online retailer in India & world fastest growing ecommerce Technology Company. Infibeam offers cloud based ecommerce platform service in B2C and B2B verticals and is recognized globally for its innovative approach towards delivering business values and responsive to changing customer needs.
- Infibeam retail platform offers millions of unique product selection at attractive price. Customers can make best selection from wide range of products across more than 46 category stores like Mobile & Tablet, Books & Magazines, Computers & Accessories, Electronics, Gifts, Cameras, Fashion & Accessories, Home & Kitchen, Baby care & Toys, Music, Movie & Posters, Health & Fitness, Auto Accessories, under the URL www.infibeam.com
- infibeam enterprise platform BuildaBazaar offers small, medium and large merchants a state-of-art commerce platform, to start online store under their own domain name. The DIY platform is based on cloud services which supports multi lingual, multi currency feature and integrates operation support services like payment gateway, logistics, order management, marketing & SEO, catalogue management. For more information visit www.buildabazaar.com
- Infibeam offers one stop logistics solution www.shipdroid.com, as a part of value added services to merchants and partners. The in house logistics network services of Infibeam will enable quick and seamless fulfilment process pan India thus leading to better customer experience and satisfaction
- Infibeam Travel & Ticketing platform offers both physical and online ticketing solution. It is perfected for single, multi-venue attractions or events with dynamic packages. Whether you are a theme park, museum, concert or special event, Infibeam offers a complete offline and online solution for ticketing, registration and group sales needs.
- As you can see the company is well diversified and could grow into leaps and bounds.There Quaterly sales is 11 Cr and it cood grow in 1100 crs in coming ears with EPS of 33 which beans stock is trading at 16x.
- Once can invest in this stock with 3 yrs time-frame or more with target of 1500 Rs.
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
- 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.
Escorts Ltd Multibagger 3 yrs Time frame
- The Escorts Group, is one of the leading engineering conglomerates .It operates in sectors like agri-machinery, construction & material handling equipment, railway equipment and auto components.
- Escorts is one of the leading tractor manufacturers of the country. It offers a comprehensive range of tractors, more than 45 variants starting from 25 to 80 HP. Escort, Farmtrac and Powertrac are the widely accepted and preferred brands of tractors from the house of Escorts.
- Escorts also manufacture and market a diverse range of equipment like cranes, loaders, vibratory rollers and forklifts. Escorts today is the world's largest Pick 'n' Carry Hydraulic Mobile Crane manufacturer.
- Escorts is a leading manufacturer of auto suspension products including shock absorbers and telescopic front forks which are widely used by OEM manufactures in India.
- Companies sales has increased from 2700 Crores to 3950 crores in past 5 years a growth of 9%
- With poor monsoons last year the company had a tough time with no growth. But with good monsoon predicted this year and the growth will pick up.
- Also ICRA Credit rating agency has upgraded the rating of Longterm debt to A- which shows companies good track record. Also Rakesh JhunJhunwala is one of the investor in this stock.
- With Huge investment allocated in Budget for Agri sector,Escorts will be one of the companies to benefit from. So one can invest in this stock with 3 years time fram for Multibagger Outputs.
