5 Years Portfolio Status Check after 2 years

5 Years Portfolio Status Check after 2 years

• 2 years back  we recommended a 5 years portfolior for our investors.
• Lats year it generated 14 % returns.
• This years its improved to 32 % ( Aroudn 16 % per year).
• Hope followers have benfited from this.
• Continue investing for longterm. Some change,we recommend to this portfolio is to remove ONGC and Adani. Add SBI and Mahanagar Gas. This should furthe help increase your profits in comming years.

Stocks	22/07/2014	22/07/2015	22/0/7/2016	Profit/Loss
ONGC	437	272	238	-45.53775744
NTPC	149	135	158	6.040268456
BPCL	581	926	1190	104.8192771
COAL India	386	439	333	-13.73056995
Icici Bank	296	302	245	-17.22972973
L&T	1654	1791	1427	-13.72430472
JSW Steel	1211	831	1753	44.75639967
Indus Ins Bank	557	977	1163	108.7971275
Ultra Tech Cement	2523	3149	3805	50.81252477
Voltas	203	317	391	92.61083744
Adani Ports	285	324	257	-9.824561404
Total Profit(1 stock each)	8282	9463	10960	32.33518474

Old Posting --> http://niftyhistoricaldata.blogspot.in/2015/08/our-5-year-portfolio-status-check-after.html

Banco Products Recommended 8 months back has given 60 % returns

Banco Products Recommended 8 months back has given 60 % returns

• Banco Products recommended 8 months back has given 60 % returns in just 8 months.
• Company has also anounced very good results and has also decleared a divident of 200 %.
• Hope our investors have benfited from the recommendation.
• Continue holding this stock for long term good returns.

Old Posting-->
http://niftyhistoricaldata.blogspot.in/2015/12/banco-product-india-ltd-multibagger-3.html

V2 Retail 2 years back recommendation has given 300 % returns- Continue investing in this Stock

V2 Retail 2 years back recommendation has  given 300 % returns

• We recommended V2 retail 2 years back as multibagger, 
• The Stock has given 300 % returns in 2 years and currently trading at 66 rupees asfter hitting altime high of 81 Rupees.
• To illustrate, if you would have invested 10000 Rs will be 30000 Rs Today.
• No other investemetn will give you this kind of returns.
• Rember Nifty hasn;t moved much in last 2 years. Still this stock has give fantastic returns
• All we have ro do while investing is to pick good stocks will good fundamentals and stay invested.
• India Retail Story is booming and Comany if focused and expanding consistently.
• This can be a Stock on can hold for there Grand children.Invest and forget.

Old Posting-->
http://niftyhistoricaldata.blogspot.in/2014/03/multibagger-v2-retail-ltd-trgt-90-rs.html

Himatsingka Seide Multibagger 3 years time frame Medium term

• Himatsingka Seide (HSL) is a vertically integrated home textile major, focusing on the manufacture, retailing and distribution of home textile products. 
• Headquartered at Bengaluru, the company has a global footprint. In manufacturing, it operates among st the largest capacities in the world and produces upholstery, drapery fabrics and bed-linen products. 
• Spread across Asia, Europe and North America, its retail and wholesale distribution divisions carry some of the most prestigious brands in the home textile space and cater to private label programs of major retailers across these geographies.
• Promoter holds 58 % Share in the company and they have not pledged any share.This shows the sound knowledge of business. The company has good working capital and strong execution track record.
• There profit margin from business is around 25 % which is good (It means they invest Rs 100 in business and take Rs 125 as return).
• One challenge is the Rupee becoming strong could affect the export, other than its good textile stock to have in once portfolio.
• With Middle class income increasing, the consumption story of India is going to rise. So we should see this help company grown strong for next 5 years and stock will double from current price range

Onward Technologies Mulltibagger 3 years time frame - Medium term investment

ONWARD TECHNOLOGIES LTD - TURNING AROUND Multibagger 3 years time frame Mid term

• Technology Companies are catching the attention of market participants mainly because of the expected favorable change in demand from foreign economies and some stability in exchange ratio.

• Onward Technologies Ltd is an IT company started by Mr Harish H Mehta Co-Founder & Former Chairman of the National Association of Software & Service Companies (NASSCOM). Now Company is run by Jighar Metha his Son.

• Company is offering solutions for sectors like Engineering Design Services ,Banking and financial services. 

• Company is operating through various subsidiaries and associate companies namely Onward  eServices Limited (OeSL) , Onward  Technologies,  Inc.  North   America (OTI),Onward Technologies   GmbH Germany  Onward Technologies Ltd., UK and Onward Technologies Ltd., UAE. 

• Efficiency improvement steps helps the company to report better performance in recent past.

• In 5 years sales has increased from 60 Cores to 90 Cores close to 10 % growth in last 5 years.

• With Fresh team and new MD, the company will be dynamic and touch new heights. We recommend a buy with target of 180 in 3 years timeframe

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

Oriental Carbon & Chemicals Ltd Multibagger 3 yrs time frame - Long term investment

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.