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Lord Jesus Christ Says...

For what shall it profit a man, if he gain the whole world, and suffer the loss of his soul? Jesus Christ

16 Jun 2018

SHARE MARKET--Can I buy Suzlon shares at the 15-16 price now for the long-term? Will it be worthy to buy now?


Suzlon Energy Price has increased by just 4.36% while its earnings has grown by a whopping “350.24%” in past one year making it Attractive in Valuations but high debts are still a major concern for all. It is poised for a turn around in next few quarters.

Also, its volume have surged by 258.58% on friday. Its still available at almost the same rate as was some three years back due to sharp drop due to its high debt issue. One may track it and start accumulating in small lots for long term only.
Due to high debt still, one needs to be careful with this stock but in case of positive turn around, it may grow very fast in next few quarters.
good luck.


15 Jun 2018

STOCK MARKET--Why is Warren Buffett the best investor on the planet and not James Simons?



Two points on this: first, both of them are perfectly happy with the perception being the way it is, since Simons doesn’t want any extra publicity while Buffett enjoys educating the retail investor. Second, most institutional capital, if given the choice, would rather invest with Simons, but his funds are closed.

The reason this perception exists is that Buffett’s strategy is pretty easy to communicate and understand by the public. That’s not to say that it’s easy to execute as well as him, but at least people can feel like they understand it. Whereas Simons doesn’t explain his strategy in any detail, and even if he did, very few people have the technical background to understand it.

wish you good luck.


14 Jun 2018

QUOTES--HAPPINESS TIPS/READ AND UNDERSTAND-



1.       “The reason people find it so hard to be happy is that they always see the past better than it was, the present worse than it is, and the future less resolved than it will be.”
Marcel Pagnol

2.      “If men would consider not so much wherein they differ, as wherein they agree, there would be far less of uncharitableness and angry feeling in the world.”
Joseph Addison

3.      “Happiness is having a large, loving, caring, close-knit family in another city.”
George Burns

4.      “Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.”
Franklin D. Roosevelt

5.      “The pleasure which we most rarely experience gives us greatest delight.”
Epictetus

6.      “It’s been my experience that you can nearly always enjoy things if you make up your mind firmly that you will.”
L.M. Montgomery

7.      “Happiness is acceptance.”
Unknown

8.     “The secret of happiness is not in doing what one likes, but in liking what one does.”
James M. Barrie

9.      “We begin from the recognition that all beings cherish happiness and do not want suffering. It then becomes both morally wrong and pragmatically unwise to pursue only one’s own happiness oblivious to the feelings and aspirations of all others who surround us as members of the same human family. The wiser course is to think of others when pursuing our own happiness.”
Dalai Lama

10.  “Most people would rather be certain they’re miserable, than risk being happy.”
Dr. Robert Anthony

13 Jun 2018

SHARE MARKET--What is under ASM? Just introduced by BSE and its impact.


On 31 May 2018, SEBI, the stock market regulator, issued a circular[1] (including annexure) with the applicability of Additional Surveillance Measure (ASM) for a consolidated list of 105 companies. They also provided a disclaimer that the shortlisting of securities under ASM Framework is purely on account of market surveillance and not be construed as an adverse action against any company.

Those 105 companies are include many popular, fundamentally strong, high growth oriented stocks. The only caveat being that most of the stocks are from the small and midcap segment and many investors/traders were over leveraged in these stocks from the middle of 2017.


What does this mean? Other than the stocks which are in T-2-T segment, which basically means that there is no intraday square-off possible for those stocks, for buying other stocks the investors have to provide 100% margin money, thereby reducing manipulation by certain entities/individuals who trade using a small margin money.
Is this good? Well, there are two sides to it. As a retail investor, I don’t like this at all & I am invested in quite a few of these stocks from a long time - some as back as 3 years. I am perturbed by the fall in some stocks, with continuous LC’s.
However, SEBI also has a valid point. The traded volumes of most of these companies would have hit the roof over the last 18 months or so and might have been subjected to stock price manipulation by certain entities. Hence, it was necessary to stop that process and avoid stock manipulation.
Therefore investors please refer the list which is available in BSE site and take vigilant in these stocks especially fundamentally week shares.
 Wish you good luck.

12 Jun 2018

share market--What are some of the most undervalued stocks to buy now (2018-June) in Indian equity markets?


                                          Here are a few -
1.       Meghmani Organics - Showing amazing performance since last multiple quarters. Have give 100% returns in last one year & is undergoing a period of consolidation since last 4–5 months.
2.      Tata Global Beverages - TGB is available at an attractive valuation. There was a steep fall post the Q4 results. The consumption story is unfolding sharply & it’s JV with Starbucks is going to create a huge value in the coming 3–4 years.
3.      Page Industries - This is not cheap. But considering the results this company is delivering QoQ & YoY - it is the next MRF in the making.
4.      JM Financial - Accumulate this stock at the current valuation. A P/E of 17 against peers like Edelweiss which are trading at 33. JM has showed strong financial earnings in last 1 year & the management commentary is very positive.
5.Genus paper& boards lt is  (a kailash group Company) craft paper manufacturing company with capacity expansion to be finished shortly. Stock price is Rs. 10.50
Recommend investment for minimum 3 years.

Happy Investing!!

11 Jun 2018

SHARE MARKET--Is it good to invest 10 shares of each in L&T, HUL, DHFL, Reliance Industries, and SBI for a long time?

(Quick Note: If you are planning to invest in these different stocks in order to diversify your portfolio, then first make sure that the investment amount is equal, not the number of shares. As the market price of these shares are different, buying an equal number of stocks won’t mean an equal investment.)
Anyways, all these stocks have performed well in the past and have good future potential to reward its shareholders in future.
L&T and HUL are the market leaders in their industry. L&T has a very strong financials and HUL has an amazing brand value with products like Lux, Lifebuoy, Surf Excel, Rin, Wheel, Fair & Lovely, Pond’s, Vaseline, Lakmé, Dove, Clinic Plus, Sunsilk, Pepsodent, Closeup, Axe, Brooke Bond, Bru, Knorr, Kissan, Kwality Wall’s and Pureit.
Reliance is again a leader in its sector. Moreover, Jio is expected to significantly increase its revenue and earnings in the upcoming years. It has already acquired a huge market segment in the telecommunication industries.
DHFL is expected to perform well in upcoming quarters predominantly driven by its focus on affordable housing and SME segment.
Finally comes SBI. It is struggling a little with its NPAs (Non performing assets). Few private sector banks like HDFC Bank and Yes Bank can be a better alternative for SBI.
(Disclaimer: This is just my personal opinion and not a recommendation/advisory. Please research the stock carefully before investing.)

10 Jun 2018

SHARE MARKET--What is the future of Sanwaria Consumer? Can it be a multibagger?



Sanwaria Consumer is a food processing company based out of Madhya Pradesh. It was incorporated in 1991 and since then has been in the business of manufacturing and selling of rice, edible oil and staple food products like Pulses, Sugar, Soya and other multiple edible products. The company is expanding aggressively and its topline and bottomline reflects the same. The focus is on providing economically priced products to tier 2 and 3 towns and the rural areas which provides the company immense growth potential.

Financials
Sanwaria consumer has a 1000 crore+ market capitalization and trades at 14.65 Rs (CMP)with a P/E of 10 presently. In the last 2 years, the stock has rallied from 2 Rs to a high of 33.4 Rs on Jan 1, 2018. Thereby, it has already given multibagger returns for investors in the past. The annual EPS for the financial year 2018 is 1.36 which has more than doubled from FY17. This looks like a great growth story. But, the credibility of the company seems to be in question.
Beware of this multibagger
But a recent event would make any rational investor question the discrepancy in the financials. The company released its unaudited Q4 FY18 results on April 11th, 2018. The Profit after Tax shown in the same was around 35 crores INR with the quarterly EPS of 0.48 Rs. The results were excellent when compared to Q4 of FY17. Despite that, the stock failed to impress and kept falling from the levels of 21-22 and has now come down to 14.65 Rs.
After a gap of almost 50 days, the company released the audited Q4 FY18 results on 30th May, 2018. The Profit after Tax was shown to be much lesser at 21.77 crores INR with the quarterly EPS of 0.30 Rs. In these two reports for the same period, there is a difference of 14 crores INR between the PAT figures reported. The images for both audited and unaudited results are shown below for reference. The links of these reports from the BSE site are also mentioned at the end of this article.

Audited Results – 30th May, 2018

Unaudited Results – 11th April, 2018
What should be done ?
In a recent interview, Mohnish Pabrai said that one needs to be extremely harsh in picking stocks at this time. In multiple stocks like Dilip Buildcon, PC Jewellers, Manpasand Beverages, etc. , the growth story has remained intact. But one bad news or discrepancy was enough to wipe off investors’ money. Hence, one needs to be extremely cautious in stocks where they see even a hint of discrepancy. Sanwaria Consumer also seems to have a similar problem and retail investors should stay away from it for the time being.