Friday, October 23, 2015

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

Tuesday, October 20, 2015

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

Sunday, October 18, 2015

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

Monday, October 5, 2015

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.

Wednesday, August 26, 2015

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

Saturday, July 25, 2015

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.

Friday, July 17, 2015

Latest stock pick should not be missed

Dear Reader,

We have identified another fantastic portfolio stock that can give you multiple times return over next few years!!

This stock has already given over 30% returns in 1 month.Get this stock before it is too late....

Below is the list of our old multipliers in last 2.5 years:

1) Eicher Motors - 6 times return

2) Dlink India - 8 times return

3) Suven Life Sciences - 12 times return

4) ****** - 9 times return

5) ****** - 6 times return


and many more.......

Detailed analysis of the stock covering all fundamental aspects and valuation parameters will be shared.

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