Basis of Stock Picking

Basis of Stock Picking

1. Futuristic Stocks

2. Each one shall be one of the leader in expanded markets in future.

3. Innovative Stocks with innovative products.

4. MNC status exclusively or in JV with MNCs

5. Most of the scripts are practicing debt-free business model.

6. Reputed, ethical management with no corporate governance issues.

7. Most of the scripts are not affected or influenced by the political decisions.

Caveat

1. Equity investment is not for income generation but only for wealth creation and
    enhancement.

2. Investment in equity should be only with the money not required in your life time and
    not even for any retirement plans etc.

3. Though we have given target price of 5 years, the Investors are likely to reap real
    values after 10-30 years only.

4. Investors are kindly advised to investigate thoroughly for each script and its merits
    before taking the final decision.

Game Changer Stocks Portfolio-II

                                         GAME CHANGER STOCKS
                                               PORTFOLIO-II

S No	Name Of Scripts	Current Market Cap (Cr)	Expected Market Cap( 2019)	Current Market Price (CMP) on 15-12-2014	Target price ( in 2019)	Current Market( CMP) Price on 15-12-2014	Return Till Date(%)	5 year Rate of Return(%)
1	Stampede Capital	361	2800	162	1320	162	0	815
2	Tata Communications	12351	90000	434	3177	434	0	732
3	Tata Elxsi	1871	9282	599	2986	599	0	499
4	Lovable Lingeri	632	5000	372	2975	372	0	791
5	Meghmani Organics	574	3732	22.3	148	22.3	0	664
6	Jubilant Life	2037	22500	127	1403	127	0	1104
7	NIIT	860	5000	52	302	52	0	581
8	KPIT Technology	3860	17820	200	914	200	0	457
9	Ricoh India	1288	5560	323	1403	323	0	434
10	Praj Industries	1171	5565	66	314	66	0	475
11	Patel Integrated Logistics	213	1365	140	897	140	0	641

Basis of Stock Picking

1. Futuristic Stocks

2. Each one shall be one of the leader in expanded markets in future.

3. Innovative Stocks with innovative products.

4. MNC status exclusively or in JV with MNCs

5. Most of the scripts are practicing debt-free business model.

6. Reputed, ethical management with no corporate governance issues.

7. Most of the scripts are not affected or influenced by the political decisions.

Caveat

1. Equity investment is not for income generation but only for wealth creation and
    enhancement.

2. Investment in equity should be only with the money not required in your life time and
    not even for any retirement plans etc.

3. Though we have given target price of 5 years, the Investors are likely to reap real
    values after 10-30 years only.

4. Investors are kindly advised to investigate thoroughly for each script and its merits
    before taking the final decision.

Game Changer Stocks Status Report Oct 2014-Dec 2014

GAME CHANGER STOCKS

STATUS REPORT OCT 2014 TO DEC 2014

S No	Name Of Scripts	Current Market Cap (Cr)	Expected Market Cap( 2019)	Current Market Price (CMP) on 16-10-2014	Target price ( in 2019)	Current Market( CMP) Price on 12-12-2014	Return Till Date	5 year Rate of Return(%)
1	Wockhardt	8,495	35,520	772	4,000	1054	36.5	418
2	Webco India	7,213	30,722	3,803	20,000	4416	16.1	426
3	Dynamatic Technologies	1,391	8,346	2,416	16,913	2062	-14.65	600
4	Marico Kaya Enterprise	742	5,061	576	4,500	977	69.6	682
5	Gujarat Pipavav Port	7,829	46,976	162	1,134	169	4.3	600
6	Multi Commodity exchange ( India)	3,929	7,858	770	2,311	864	12.2	200
7	Ramco System	1,125	5,062	464	2,550	461	-0.65	450
8	Aban Offshore	4,204	25,225	622	4,351	447	-28.2	600
9	SML Isuzu	1,224	7,343	846	5,920	860	1.65	600
10	Rane Holdings	877	3,945	614	3,377	673	9.6	450
11	Madhucon Projects	264	2,319	36	350	34	-5.6	879
Total Return from 16.10.2014 to 14.12.2014 ( 2 months )							9.2

Gujarat Pipavav Port

GUJARAT PIPAVAV PORT

Gujarat Pipavav Port is engaged in running a port in the state of Gujarat near to Jawaharlal Nehru Port Trust in Mumbai. The company is controlled by its major shareholder Maersk Shipping which is

one of the largest shipping companies is the world. We have following strong reasons for

recommending this stock:

 

1. The quality of the management is excellent like any MNC and interested to keep

     the company debt free.

2. The future expansion will be funded more or less by the internal accruals and

    hence company will command high FII, DII and HNI interest.

3. Company is going to have 30-40% growth in its revenues every year as India’s

    export growth will be excellent during the next 5-10 years.

4. With expenses to go up by 10% plus like any port business, the net profits can go

     up by more than 70-80% year after year as company is having tax exemptions.

5. Company management has expressed building more number of ports in India

    and with this company’s share price will always be in demand from institutional

    and retail investors.

6. Indian economy is based on domestic consumption theory and export potential is not at all

    tapped. India’s exports have a long way to go up and exponential growth is very

    much possible in the years to come.

7. We have seen this company’s profits going up from Rs. 57 crores to Rs. 191

    crores in the last 3 years when export growth of India was subdued. In case of

    good export growth figures like 30-40%, the profits will go up exponentially.

8. This stock will be real money spinner in longer periods like MRF we covered in

    the first article.        

 

Caveat

1. Equity investment is not for income generation but only for wealth creation and
    enhancement.
2. Investment in equity should be only with the money not required in your life time and
    not even for any retirement plans etc.
3. Investors are likely to reap real values after 10-30 years only.
4. Investors are kindly advised to investigate thoroughly for each script and its merits
    before taking the final decision.