A new day a new stock….BUY Dish TV tgt Rs 65/-

Continuing from the theme of economic recovery and consumption plays another attractive mid-cap pick! Dish TV a stock from the Media and Entertainment sector is India’s first direct to home (DTH) service.  The company, a division of Zee Entertainment, has made digital entertainment accessible and their payable option has over time introduced several value added […]

Consumer Discretionaries a good theme….BUY Vip Industries for a target of Rs 130/-

The markets have had a good run this last month, this rally seems to be here to stay. No longer is this a market for intraday trades or 10-15% returns but one where we need to find sectors or stocks that could chart recovery and a growth trajectory going ahead. Metals, Real estate, Power, Infra, […]

Metal stocks to see better days… Buy Jindal Steel & Power Ltd target Rs 375/-

Metals as a sector have had a rocky couple of years.  Global cycles have not been favourable and domestic slowdown too has hit companies, most of which were on an expansion spree before being hit by adverse markets.  Problems were manifold.  Most of them were in the middle of capacity expansion and borrowings were high.  […]

Tata Coffee…bitter for consumers sweet for shareholders

An interesting blog from  Niteen Dharmawat… he analyses coffee trends for the coming year along with the numbers and projections of Tata Coffee. This can be an interesting stock pick at or rather Value Pick as Niteen calls it…do visit his slide presentation for details. Blog URL: http://dharmawat.blogspot.in/ Link for Tata Coffee PPT : http://dharmawat.blogspot.in/2014/03/tata-coffee-discover-refreshing-world.html Ps:  After […]

Equality for women is progress for all!

And that is the UN theme for women’s day (8th March). Gender equality, empowerment of women (yes, I know that that phrase has been done to death!), women’s full enjoyment of human rights and eradication of poverty are deemed essential for economic and social development. I thought I should get my two bit in before […]

Buy CCL Products Target Rs 56/-

The company is a leading contract manufacturer of instant coffee for overseas branded coffee marketers,  incorporated in 1993 CCL started its commercial production of instant coffee in 1995 with a capacity of 3,600 MT. The company is promoted by Challa Rajendra Prasad, who together with his family holds ~40 percent stake in the company. It […]

Bajaj Electricals strong quarter…target met!

Bajaj Electricals posted their  Q3 numbers today.  The company has given a very satisfactory result.  The top line crossed Rs1000 crore in a quarter for the first time for the company.  The lightning and consumer durables didn’t show growth, but its was the E&P division that registered growth and as a result the company showed […]

Reiterating buy on Tata Motor DVR tgt Rs 240/-

The third-quarter earnings of Tata Motors were way past analysts’ estimates. An exceptional income in the local standalone business as well as a stellar performance of subsidiary Jaguar Land Rover  are what made the quarter a special one for Tata Motors. Consolidated revenue for the firm stood at Rs 63,877, rising 38% y-o-y from Rs 46,090 […]

Buy IDFC target Rs 140/-

IDFC  Q3 results were a mixed bag…while it was beat on Net Profit asset quality worsened, but overall in a challenging environment they have held their own and the banking license news could bring the stock back on investors buying lists.  Also in the recent correction, IDFC is among the stocks that has corrected substantially […]

Link to All About Stock the ET Now show 25th Jan 2014

Every once in a while I do a show with ET Now called All About Stock which airs over the weekend – I regularly get very good feedback about this show so I thought to share the link of the 25th Jan 2014 show. The show talks about stocks, portfolios and other investment related issues […]