The complete list of 2019 stock recommendations

Deep sector expertise, vast networks of industry insiders, sophisticated spreadsheet models. The professionals have all these to do what every investor wants. To Beat the market. But do they? The equity research departments of AMCs, investment banks, wealth managers have already given their 2019 stock recommendations. Some foresee volatility in macro factors and therefore recommend staying with defensive sectors like FMCG, while others expect a capital goods revival, while some expect stocks with rural exposure to do well in an election year. This page tracks the 2019 stock picks of the major institutional investors along with their starting prices to

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Does sector-picking trump stock-picking?

What do Agrochemicals, Food Products and Household Appliances have in common? What do Telecom Services, Oil Exploration & Production and Electric Utilities have in common? The first set is three of the best performing sectors in India in terms of stock market returns over the last ten years. The second set, you guessed it, is three of the worst performing sectors for stock market investors. Chart shows the top 10 best and worst performing sectors in India in terms of investor returns from 2008 to 2018 Note that cumulative returns here mean median of CAGR returns within each sector Does this

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TCI Investment Note: Persistent Systems

This is a post with a difference. For the first time on this site, I’ve tried to articulate my thesis for a specific stock. Note that this is not a recommendation to buy or sell this stock but more a look into the various aspects to consider when identifying your stock picks, which I described conceptually in my post on investment checklists. The sources for financial data are the annual reports and screener.in, those for the industry analysis are various reports available online. Disclaimer: I currently own the stock and therefore more than likely to be biased. Persistent Systems Introduction This is

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So many stocks…So little time

This is a practitioner’s post for someone looking for help to develop their own investment process, using a freely available resource: screener.in Rule #1: Don’t f*** up The financial newspapers have a section on them everyday – top ‘Buy’ and ‘Sell’ recommendations from brokerages. Financial news channels have a segment called something like “Top Trading Ideas for today”. During other segments, every interviewee, whether head of research at a brokerage / mutual fund house / hedge fund gets asked this question about top stock picks to invest, in India. They all oblige, with a fresh set of stocks (companies), every day, that will

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