Stock Picks
This blog is in response to the feedback I from received from my readers & friends who asked for some stock market picks.
Disclaimer : It is never advisable to go behind recommendations , the best procedure is to always research on your own.
July 06,2021 - Long time no see
Disclaimer : It is never advisable to go behind recommendations , the best procedure is to always research on your own.
Stay away from people who say the above , Stick with safe investing where Returns are assured.
July 06,2021 - Long time no see
April 20,2020 - Indicator for the Airline Industry
With the crude oil prices plummeting , the recession we have all feared will arrive earlier than expected. Brace for sell offs , stock correction looks likely. Get your war chest out if you have it ready , If not do not worry this is going to be a prolonged slump , but do start preparing one right away and be ready for the next discount sale.
April 09,2020 - The sporadic stock market bull runs & why they're an anomaly
The stock market as of this week has turned positive , this however should be viewed with extreme caution , if you have substantial profits it is best that you book your profits . The bull run is mainly attributed to the slowing down of Covid 19 cases around the world. Countries like India are going to extend the lock down which will adversely impact the markets.
Also the year ahead is gloomy for most industries ,except for select sectors like Pharma , FMCG ,etc . The year ahead is going to see a demand slump in terms of deferred demands & complete destruction of demand . So try buying regularly while having a lot of liquid cash on your hands (Do not take the risk of placing huge bets on the industry now , money is not the most important thing right now & it is not going to help beyond a certain level) .
To better understand why still there are bull runs in times like these , please read http://technologysimplifiedforu.blogspot.com/2020/02/where-did-bears-go.html . This is an article which I had written a while back which is relevant to the current scenario.
April 06,2020 - Indicator for the Airline Industry
Singapore government has suspended the Operations for Changi Airport terminal 2 for a period of 18 months.
March 23,2020 - This time for Africa
All the blue chip stocks are available at discounted prices , Which one do you buy ?
I say buy them all through an Exchange Traded Fund (Mutual Fund), There are old ones & I hear that there are new ETF's that have come up catering to the current crisis focusing on the Nifty 50 . This is a recession caused by a natural disaster rather than flawed policies.
Turns out that the first stock tip is not a tip to buy a stock but to buy an ETF. It is similar to Stocks as it requires a demat account to buy / sell
L&T Nifty 50 Index Fund and L&T Nifty Next 50 Index Fund. The new fund offers opened on March 24 and will close on March 31., Motilal Oswal AMC is planning to launch a S&P500 index fund and many other companies as per the below article from ET.
There's an Economic Times article with data about new ETF floated in the current market
March 21,2020 - Especially for Babettan
With the crude oil prices plummeting , the recession we have all feared will arrive earlier than expected. Brace for sell offs , stock correction looks likely. Get your war chest out if you have it ready , If not do not worry this is going to be a prolonged slump , but do start preparing one right away and be ready for the next discount sale.
April 09,2020 - The sporadic stock market bull runs & why they're an anomaly
The stock market as of this week has turned positive , this however should be viewed with extreme caution , if you have substantial profits it is best that you book your profits . The bull run is mainly attributed to the slowing down of Covid 19 cases around the world. Countries like India are going to extend the lock down which will adversely impact the markets.
Also the year ahead is gloomy for most industries ,except for select sectors like Pharma , FMCG ,etc . The year ahead is going to see a demand slump in terms of deferred demands & complete destruction of demand . So try buying regularly while having a lot of liquid cash on your hands (Do not take the risk of placing huge bets on the industry now , money is not the most important thing right now & it is not going to help beyond a certain level) .
To better understand why still there are bull runs in times like these , please read http://technologysimplifiedforu.blogspot.com/2020/02/where-did-bears-go.html . This is an article which I had written a while back which is relevant to the current scenario.
April 06,2020 - Indicator for the Airline Industry
Singapore government has suspended the Operations for Changi Airport terminal 2 for a period of 18 months.
March 23,2020 - This time for Africa
All the blue chip stocks are available at discounted prices , Which one do you buy ?
I say buy them all through an Exchange Traded Fund (Mutual Fund), There are old ones & I hear that there are new ETF's that have come up catering to the current crisis focusing on the Nifty 50 . This is a recession caused by a natural disaster rather than flawed policies.
Turns out that the first stock tip is not a tip to buy a stock but to buy an ETF. It is similar to Stocks as it requires a demat account to buy / sell
L&T Nifty 50 Index Fund and L&T Nifty Next 50 Index Fund. The new fund offers opened on March 24 and will close on March 31., Motilal Oswal AMC is planning to launch a S&P500 index fund and many other companies as per the below article from ET.
There's an Economic Times article with data about new ETF floated in the current market
March 21,2020 - Especially for Babettan
Long Term
Tata Global Beverage - FMCG stocks have always been costly for a reason ,even in times of economic peril they are considered a necessity by the majority . Considering the brand Tata and new found enthusiasm for Green Tea in which its a market leader TGB is a good buy.
Minda Industries - Supplies many auxiliary parts such as such as acoustic systems , switching systems and alloy wheels to OEM's.
Bandhan Bank - A new generation bank which focuses on the rural customers , available at the lowest price since listing , It has one of the best loan books compared to its more experienced competitors.
Sobha Developers - Corporate companies in the real estate space have been performing well recently and at its current price looks like a steal.
Embassy REIT - While other stocks have taken a battering Embassy with its huge portfolio of working spaces have stood up against the vicious onslaught meaning this can be considered an all weather stock.
Mastek - Has contract with the NHS in UK meaning it will be earning in Pounds , especially now when the Indian Rupee is reaching a new low every day.
First Source Solutions - Is doing reasonably good in the call centre space and earns mostly in stable foreign currency.
Piramal Enterprises - A conglomerate with its foothold in Pharma, Finance and various other industries . And now is a father in law to the son of the Richest man in India.
Spice Jet - Risky considering the current scenario in the airline Industry , but Mr. Vittal Malya made his fortune by buying aggressively during the prohibition.
IRCTC / Indian Railways - The brand itself would explain the choice and it is virtually a monopoly.
Words from the Author
1) Please do enough research and make an informed decision .
2) The probability of me opening a portfolio management service is slim (rarest of the rarest ), but if it does happen Vrij , Rajesh , Augustin & Babu : You guys know the name (Stupid Inside Joke)
Tata Global Beverage - FMCG stocks have always been costly for a reason ,even in times of economic peril they are considered a necessity by the majority . Considering the brand Tata and new found enthusiasm for Green Tea in which its a market leader TGB is a good buy.
Minda Industries - Supplies many auxiliary parts such as such as acoustic systems , switching systems and alloy wheels to OEM's.
Bandhan Bank - A new generation bank which focuses on the rural customers , available at the lowest price since listing , It has one of the best loan books compared to its more experienced competitors.
Sobha Developers - Corporate companies in the real estate space have been performing well recently and at its current price looks like a steal.
Embassy REIT - While other stocks have taken a battering Embassy with its huge portfolio of working spaces have stood up against the vicious onslaught meaning this can be considered an all weather stock.
Mastek - Has contract with the NHS in UK meaning it will be earning in Pounds , especially now when the Indian Rupee is reaching a new low every day.
First Source Solutions - Is doing reasonably good in the call centre space and earns mostly in stable foreign currency.
Piramal Enterprises - A conglomerate with its foothold in Pharma, Finance and various other industries . And now is a father in law to the son of the Richest man in India.
Spice Jet - Risky considering the current scenario in the airline Industry , but Mr. Vittal Malya made his fortune by buying aggressively during the prohibition.
IRCTC / Indian Railways - The brand itself would explain the choice and it is virtually a monopoly.
Words from the Author
1) Please do enough research and make an informed decision .
2) The probability of me opening a portfolio management service is slim (rarest of the rarest ), but if it does happen Vrij , Rajesh , Augustin & Babu : You guys know the name (Stupid Inside Joke)
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