Performance Update – Budget Day Stocks Recommendation

On the budget day I had recommended A TOTAL OF 10 stocks the video link (of the first part) of which is linked above. Here is a performance monitor for those stocks recommendation:   Stocks Price on 29th Feb 2016 Price on 13th April 2016 Change (%) IDBI 56.2 70.15 24.82% ACC 1195 1470.5 23.05% Dhanuka Agritech 528 647.05 […]

Pidilite Industries Stock Analysis

Pidilite Industries Limited (“Pidilite” or the “Company“), together with its subsidiaries, manufactures consumer and craftsmen products, and specialty industry chemicals in India and internationally, (most famously it makes the Fevicol brand). The Company’s product range includes adhesives, construction and paint chemicals, automotive chemicals, art materials, and industrial & textile resins. The Company has 19 manufacturing […]

How to Succeed at Short Term Trading In Stocks

I have written about educated speculation in the stock markets (here) and about how to create an ideal streamlined portfolio of stocks for the long term (here). A topic I have never touched is short term trading in stocks. The irony is that this is what keeps me busy on a regular basis. If you […]

Siti Cable Network Stock Analysis

This article is based on a subscriber query on ‘investment potential in Siti Cable Network’. View: I have no views on this. Siti Cable Network Limited (“Siti Cable” or the “Company”) is one of India’s leading Multi System Operator (MSO). The Company offers the following services: Analog Cable – provides cable services in India’s 250+ key […]

How Many Mutual Funds Should You Own + Ideal Portfolio

Recently I met a client whose portfolio consisted of 34 mutual funds. That was my inspiration for an earlier post, here – Top 6 Investing Mistakes of All Times Since the time I’ve started helping people with mutual fund investments, a few of the questions that have been asked of me again (and again), relate to: […]

Top 5 Blue Chip Stocks to Buy Right Now

Over the past 6 years, a majority of blue chip stocks have remained range bound. Naturally, the broader markets have gone nowhere. Not only is this unusual, it has resulted in sound investing principles being questioned by the most well educated investors. Micro caps, and small and mid caps are now almost treated as best […]

How to Start a Systematic Investment Plan (SIP) in Mutual Funds

Systematic Investment Plan (SIP) is a regular and disciplined way of investing money in mutual funds. SIP allows you to invest a certain pre-determined amount at a regular interval (weekly, monthly, quarterly, etc). An SIP is a planned approach to investments and more than anything it helps the investor inculcate the habit of saving and […]

Indian Infrastructure Sector Analysis

The Indian Government has identified infrastructure as one of the key drivers of economic development in the country. The infra sector continues to suffer with the high concentration of poorly performing assets and lower-than-expected returns. Infrastructure sector Breakup (for the purpose of this article) Roads & Highways Power Railways Ports Water & Solid Waste Management […]

Overseas Investment Fund: Top Destinations and How to Go About it

Over the past12 months or so I have received many queries on overseas investment(s) by Indian residents, and fund managers. Below I address the issue for those of you who may be looking to set up an overseas investment fund for (A) tax efficiency and for the (B) ability to invest in stocks around the world. 2 things […]

Top 6 Investing Mistakes of All Times

Meeting with individual investors over the years has taught me much about investing mistakes. No matter how you classify investors (i.e. fundamental, technical or confused), the mistakes they make are almost invariably identical. While some mistakes are the result of simply not knowing what to do, many are the results of either (i) losing interest; […]