Alkem Labs IPO - Huge gains on listing

Dear Reader,

We recommended "subscribe" to Alkem labs IPO to our members due to robust business and positive financials.Detailed report was sent to all eligible members. It has already given 30% + returns on listing day. Please drop a mail in case you want to know future prospects of the company and holding it for long term or not.

Mail me at    Ankurjainraj@gmail.com

New 52 week high for several stocks

Dear Reader,

In spite of markets at year lows several stocks suggested by us have hit new 52 week highs. These high quality stocks will continue to deliver excellent returns to their investors.Markets have reached bottom and are poised to rise from these levels.Investing at these levels seems to be smart step and will be highly rewarding in future.

To get such ideas please mail me at:

ankurjainraj@gmail.com

Qualities in a successful investor

You must be wondering why give any importance to personal characteristics when you ultimately just need to pick a good stock and profits will shower upon you soon.Well, there are some important traits that you must have in order to be successful investor:

1) Patience

The most important quality one should have is to have lot of patience. Yes 1000 litres of patience or more(just kidding) .Sometimes high potential stock will do nothing for months and sometimes nothing for a year or so.Yes!! Absolutely nothing for a year!! 0% returns in an year :) .Many people sell their holdings if a stock does not give them any return in a month then who would wait for an year to keep the stock that has given them 0% returns?. I am sure 95% of investors will sell within an year since they are frustrated with no returns.

What needs to be done - Sometimes stock is not researched by many people and hence remains undervalued for many months. If the company has greater value than what is being reflected in its current stock price then believe me , someday stock will rise to its true price. So the most important thing is to identify fair value of a stock and very soon the stock will reach to your desired level.

2) Bear the pain

Whenever the stock goes down from their buy price people start to panic and they make emotional decision regarding their holdings. They will sell all or buy at lower levels to average their holdings. But this is not the right thing to do. One should again analyse and determine fair value of the company and then arrive at a conclusion and based on that they should take their decisions.

3) Be focused

"The men who have succeeded are men who have chosen one line and stuck to it." -- Andrew Carnegie
Successful investors are focused on their investment vehicle. They take it one step at a time; one investment at a time. If you are a long term investor stay like that and don’t trade much.

4) Successful investors use trend to their advantage

"Your greatest and most powerful business survival strategy is going to be the speed at which you handle the speed of change. That speed of change is trend." -- Ajaero Tony Martins

Successful investors use trends such as market sentiments, political instability and company's crisis to their advantage. Average investors panic over market fluctuations but professional investors welcome these fluctuations because they can use these fluctuations to their advantage.

5) Successful investors are passionate about investing

If you take a look at average investors, they are always after how much they are going to make now but successful investors use delayed gratification and compounding to gain an edge.
"Wealth is only a benefit of the game of money. If you win, the money will be there." -- J. Paul Getty

6) Be persistent and don’t keep looking for next hot tip

"When everything seems to be going against you, remember that the airplane takes off against the wind, not with it." -- Henry Ford
Sticking to your investing strategy whether you are winning or losing requires a great deal of persistence. Average investors lack persistence and that's why they will forever remain average. They jump from one strategy to another and are always looking for the next hot tip.

"Most people give up just when they are about to achieve success. They quit on one yard line. They give up the at last minute of the game one foot from a winning touch down." -- Henry Ross Perot

Stock Ideas - Performance Sheet

Dear Reader,

Wishing you HAPPY DIWALI.

May the millions of lamps illuminate your life with endless JOY, LOVE, PROSPERITY, HEALTH, WEALTH AND HAPPINESS.

Here is the last 6 months performance of our stock ideas:

Nifty has given -9 % returns during this period and top performing mutual fund has given 3.4% returns in last 6 months.

Stock Name	Recommended on	Price as on Recommended date	Highest CMP as on Oct 26, 2015	Returns %	Nifty has given -9 % returns during this period and top performing mutual fund has given 3.4% returns in last 6 months
***M***	April-15	623	1720	176.08%
*****es***	April-15	765	895	16.99%
***c***	May-15	944	1567	66%
**i**	May-15	2293	3250	41.74%
S****L**	July-15	1208	1380	14.24%
F****S	August-15	2700	3785	40.29%

High quality and well researched stock recommendations ( 8-12 recommendations per year) based on following parameters:

1) Economy of scale

2) Competitive Moat

3) New Sector opportunity

4) Relatively Low PE

5) High Revenue Growth

6) High margin than peers

7) Incremental profit growth

8) Honest and Visionary management

9) High ROE and ROCE

10) High Dividend Yield

We work very hard to find quality companies for you.We know that it is your hard earned money so we try to find right set of companies that can give you high returns on your investment.

For such ideas please drop a mail to:

ankurjainraj@gmail.com

Love to invest in small cap companies? Read this before you invest!!

Every investor looks for a company that can become multibagger  in coming years.So investor starts searching for those very small companies that can become big like Infosys / HDFC bank.

But is this so easy?

There are people who will invest in companies having market cap less than 100 crores and hope that luck goes in their favor!!. Believe me,Investing in micro cap companies is the biggest risk one is taking with his/her hard earned money.A small company can have fluctuating earnings and profit growth.Competitors can finish them and are vulnerable to government policy changes. Moreover in some cases they are used as a tool by fraudsters to cheat small investors as they can be easily lured for big returns in future.

Consider an example of Bartronics.It used to make bar codes and there was nothing special in their business that would have made them command  30% plus EDITDA margins !! .It was just bar codes they were selling.

Promotor shareholding kept on decreasing year on year from 49% to 12 %.Also,If their balance sheet is analysed properly the money which they needed to collect from debtors was more than the total sales shown.Share price soon followed the fundamentals and dropped to 8 Rs from 320 Rs

Another company that cheated its investors was Dr Datson labs 

A few months  ago,two national exchanges were suspending the shares of Dr Datson's Lab, a little known pharma company, on 22nd May. The company’s promoters had pledged their entire shareholding which was invoked by the lenders leaving it orphaned. Other lenders had moved court and the official liquidator had taken possession of the company and its registered office on 30 April 2015

In fact, Dr Datson’s Labs seems to have been just a large money laundering operation. And, yet, like the dubious Satyam Computers, it won a series of awards for corporate governance, innovation, transformation and leadership all the way until its eventual collapse in 2015. Here again promotor shareholding kept on decreasing year after year.Why would a promotor who knows most about his  business will sell shares to someone else? Of course it will be done by those promoters  who know that there is no future of their company. Dr Datsun labs changed its name multiple times during the course of its existence.Share price too dropped from 218 Rs to 2 Rs and later suspended.

It makes sense to do proper research on balance sheet and management credentials before investing in such companies. Lots of listed Indian companies are just fooling their investors as there is no way they can make money for their shareholders.

For any queries please contact at:

Ankurjainraj@gmail.com

How to identify Multibaggers ?

Dear Reader,

Successful Equity investing requires one to identify companies that have potential to become future global brands. If you can identify even one such company then it can make you not just rich but very rich!!

Below is the diagram that shows possible traits of such a company:

Score 70 -80 : very high chances of becoming multibagger.

Score 50-70 : average chances of becoming multibagger.

Score 50-60 : very less chances.

50 and below: cannot be multibagger.

So I suggest you to make a balanced portfolio that comprises of high quality companies that have excellent and profitable business model  and run by excellent management. 

For such ideas please mail me at : ankurjainraj@gmail.com

New stock idea released – A potential multibagger

New stock idea released – A potential multibagger

We have released our latest stock idea which is the leader in the sector in which it operates. Company is worth investing due to following reasons:

1)      Strong quarterly results (50% increase in profit)

2)      Lower interest rates

3)      Revival of economy will lead to increase in demand of its products  (  Although company was doing very well when economic growth was on decline)

4)      Reasonable valuations

5)      Strong management

With strong tailwinds like economic revival helping the company and strong management  the stock is set to reap profits to its shareholders.

To know about this stock please mail me at: ankurjainraj@gmail.com

8k Miles Software- Small cap company with exponential growth

About 8K Miles

8K Miles Software Services Ltd is a leading global Cloud & Security solutions company headquartered in the San Francisco Bay area and a publicly traded on Indian Stock Exchanges (NSE and BSE). 8K Miles Software Services provides digital technology solutions – SMAC (Social, Mobile, Analytics and Cloud) for seamless and secured connectivity between consumers, SMBs, enterprises and government agencies protected by EzIAM™ SaaS offering and patented MISP™ platform for accelerated Business Partner federations.

Latest quarter results

8K Miles Software Annual Revenue grows 183.75 %, PAT grows 210.86 % for FY15.

Fourth Quarter revenue grows 23.53% Q-o-Q.

Consolidated Financial Highlights for the financial year 2014-15

Particulars	FY 15	FY 14	Y-o-Y growth
Revenue (INR Lakhs)	12,514	4,410	183.75 %
EBITDA (INR Lakhs)	3,856	1,384	178.56%
PBT (INR Lakhs)	2,899	916	216.44%
PAT before minority interest	2,309	743	210.86%
PAT after minority interest	1,898	608	212.22%

Consolidated Financial Highlights for the Quarter ended March 31, 2015:

Particulars	Q4 FY 15	Q-o-Q growth	Y-o-Y growth
Revenue (INR Lakhs)	4,259	23.53%	135.08%
EBITDA (INR Lakhs)	1,284	18.71%	105.99%
PBT (INR Lakhs)	969	12.09%	166.65%
PAT before minority interest	786	16.95%	184.39%
PAT after minority interest	627	16.52%	159.43%

Key Quarter Highlights:

• Acquired Mindprint, a Canadian company specialized in providing SaaS analytics and operational software to Clinical Research Organizations in North America.

• Launched CloudEzRx™, a cloud-based platform designed to meet the compliance and regulatory needs of Pharmaceutical/Life Sciences industry.

• Secured multiple Healthcare customers for Cloud Managed Services and EzIAM™.

• Conducted several CIO Roundtable road shows in joint partnership with CIO Magazine, AWS and CA Technologies to evangelize Cloud adoption and new IT initiatives.

Key Annual Highlights:

• Acquired SERJ Solutions, a company specialized in providing Epic EHR consulting, managed services and custom application development aimed to enhance the domain and cloud offering for Healthcare providers.

• Entered into a Premier Partnership with CA Technologies to offer Identity and Access Management as a service on AWS cloud.

• Secured new customers for Identity and Access Governance as a Service.

• Launched new UI interface in partnership with Sigma for EzIAM.

• Gained several pharmaceutical customers for Secure Cloud Solutions framework.

• Developed additional business partnerships with New Relic, Microsoft Azure and Splunk in order to successfully penetrate Fortune 1000 companies.

• Built SMAC platform for the Customer (Dragon Wealth) who won the Euromoney Award for innovation in wealth management.

• Has been selected by Kantara Initiative, an US Government trust framework initiative for technical deployment interoperability, as the first Identity Certification platform to validate SAML 2.0 profiles including SAML2INT and US Government FICAM SAML 2.0 for Web SSO Deployment.

Recommendation

Stock was recommended around 600 Rs in April, 2015. It reached new high of 1874 Rs in October, 2015.

Investors are updated about the current position.

For any queries please reach me at : ankurjainraj@gmail.com

Force Motors is up by 19% intraday today and 2 other portfolio stocks are up by 18% each

Dear Reader,

We work very hard to find quality companies for you.All of our suggested stocks will give huge returns in future. One needs to stay invested in all of them and hence patience is required to reap profits from our stock ideas.

About Force Motors

Force Motors is an automobile and ancillary manufacturing company located in Pune, which focusses on heavy vehicles like Ambulances, Travellers and makes engines for high-end car makers like BMW & Mercedes-Benz.

It is an established automobile company that have a very rich history. They were associated with Bajaj for a long time until recently. They are known for their vehicle “Traveller” which one can see on the roads. They also make ambulances, tractors and some hard-core 4×4 monsters ! Force motors also manufacture Engines for Benz & BMW, which at the moment contribute to about 15 % of their revenue.

Weak market can help you identify strong stocks!!

Dear Reader,

You must have heard of the phrase "cometh the hour, cometh the man" It means "when a time of need arises, a man to do the job will appear."

This applies to stocks as well.Stocks that stands tall and protect your portfolio from extreme volatility in markets are the ones to be loved by all investors.Only these stocks can keep your portfolio stable from bizarre movements in stock market indices.These stocks will also provide acceleration to your returns when markets return to normalcy.Key is to identify these stocks and then one can surely have a sound sleep even in these volatile times.

We have identified stocks like Eicher Motors that are must have in your portfolio.If you are not able to identify such stocks yourself please leave it to experts.

For such ideas please contact:

ankurjainraj@gmail.com

Do you like investing in gold and Fixed Deposits or even property? Read This...

I recently met someone on a flight. When I asked about his investments, he looked at me suspiciously and said, “I don’t invest in equity any more, I’ve always lost money. But gold is doing really well.”As you can imagine, I spent the next few minutes converting him to my firmly held belief that the best way for investors to get inflation beating returns is through equity investing. I hate to admit it but I don’t think I was successful.But here is a fact for you:

• Rs 100 Invested in equity 30 years ago would have grown a 100 times
• The same Rs 100 in any other asset class would have grown 22 times, at most.

Every article you read and investment program you watch on TV will tell you that you should be investing for the long-term. There are two reasons for this:

1. Wealth creation takes time

2. Equity returns are not fixed and you must be prepared to stay invested for a few years to get better than average return.

Note 1: The chart ends on March 31, 2012 (financial year). As on December 31st, 2012 the Sensex return was even more: 112 times!

Note 2: The impact of taxes is not considered. Equity has no long term capital gains tax. All other investments except PPF attract income or capital gains tax – further lowering the return.

So one should definitely invest in Equity and even delay buying property.

Rakesh Jhunjhunwala is popularly known as Indian Warran Buffet, is worth $1.86 billion (Rs.11, 346 Crore @ 1 USD = Rs. 61).

This entire Rs.11, 346 Crore has been built during last 3 decades through investing in Indian equity market, clearly shows how big equity market is either one give time or get advice from the financial advisor to get the best return.

Though he also trades at times, most part of his wealth has come from investing in high quality companies for long term and sticking on to this even the intermittent falls.

Conviction is more important, than what we know about anything!

Jhunjhunwala bought Titan shares in 2002-03 at an average price of around Rs 5; the stock then rose to touch Rs 80 and later fell to Rs 30, but he did not sell a single share. “That Rs 30 is nearly Rs. 400 today. And when it fell from Rs 80 to Rs 30, I lost Rs 300 Crore of value in my portfolio. But I never sold as I thought that neither EPS [earnings per share] nor PE had peaked and there was a lot of growth still to come.”

Jhunjhunwala plans to give away Rs 5,000 Crore or 25 percent of his total wealth, whichever is lower, to philanthropy when he turns 60 onJuly 5, 2020. And Jhunjhunwala’s track record would validate the
​chances of both targets comfortably.

He is one of the largest shareholders in CRISIL. In 2005, he has sold CRISIL shares worth Rs.27 Crore to buy a house in Mumbai. That house is now worth Rs. 50 Crore.The annualized return from his house stands at 7% during last 9 years.

The CRISIL shares he sold for Rs. 27 Crore is now worth around Rs. 700 Crore. This works out to a whopping annualized return of 44%. The opportunity loss is Rs. 650 Crore, in addition to that 40 Crore worth of dividend.

We don’t have wealth the size of Rakesh at any point of time, but we miss wealth making opportunity like above by buying a home in the initial part of our career there by losing opportunity to create wealth through equity.

All we should do is to invest in equity in early part of the career and buy the house in the later part. Remember, your father never bought property in the beginning of his career.

Since, most of our earning goes into the EMI of the house; we never get an opportunity to create big wealth which equity is the only asset class capable of providing us.