Friday, May 30, 2014

Top Ten Universities of America - Specialization and Tuition Fees

The best among the best. Here is the list of top 10 universities of America with their specialization, Location, Undergraduate enrollment numbers (approx.) and approximate tuition fees.

Sunday, May 25, 2014

This stock could generate 10% return in a week

In this super boiling market where people are busy scouting for stock that can pop up 10% or even 20% in a day, and why not this has been the trend since past one week, it is very lethal to buy stocks for ultra short term but expecting superb gains. On repeated requests from my readers, clients and friends, though I stay away from the concept of buying stock for a week or so, I think people can put their bet on Punjab Sind Bank at Rs.63 for last week of this month (26th to 30th). 

Few quick reasons for why this stock...

1. Public sector banks are flavor of the month and even elephants (SBI, BOB)  are dancing with 10%, 20% moves in a single day. SBI, having market value of over 2 lakh crores is up 90% from it's low of Rs.1450. PSB is just 67% from it's low till date. Union bank, OBC, BOB, PNB, Indian Bank are up anywhere between 120 - 200% from it's 52 week low.

Friday, May 16, 2014

Stocks to Avoid in BJP govt. regime

With BJP having full majority at the center, there are many themes in the stock markets to play for an upside such as PSU Banks, Road Infra, Power and capital goods etc. which are expected to do well over time. But not all stocks are good for investment under NDA regime and careful selection is important as if you are in those names you might be in for a serious disappointment. Two such names that comes at the top of my head are DLF and Jindal Steel and power. 

Naveen Jindal the promoter of JSPL is already being charged under coal scam and he has lost his MP seat from congress in 2014 Lok Sabh Election. Valuation wise the stock trades at hefty valuation on EV to EBIDTA basis compared to Tata Steel and JSW steel. With debt rising every year and the power of the promoter to compromise system gone, JSPL as a company has tough times ahead. So avoid this stock completely.

Tuesday, May 13, 2014

Model Portfolio Update - May 2014

Lot of fresh addition to the portfolio after 1.5 months of status quo. Investments made in stocks with reasonable value, good upside potential due to stable govt. at the center and adequate diversification.

Check out the latest portfolio here: Amit Agarwal Stock Portoflio

Friday, May 9, 2014

Wonderla Holidays IPO allotment to Retail Investors unfair

Individual small retail investors have been hugely disappointed with the IPO of Wonderla Holidays as far as the allotment of shares are concerned. Many individual investors who applied for one or two lots hoping to get shares as per SEBI's minimum allotment rule, have not received any shares. As expected the stock listed at 165 on the listing day as on 9th May 2014 but many of the small retail investors who had the applied in the IPO couldn't gain as they have not been allotted any shares.

There was huge demand for shares in the HNI category which were rumored to have borrowed 4000 crores to apply in the IPO at very high interest rates.

There is a possibility of company management and these HNI investors forming a nexus and gain at the expense of retail investors. There was huge grey market activity in the marketplace as well. As per SEBI rule each retail investors must get minimum allotment to encourage wider participation (See articles below).

Wednesday, May 7, 2014

Top 20 Bank loan defaulter companies in India

Few corporate defaulters have brought most of the public sector banks to their knees eroding their net-worth and compelling them to dilute equity to comply with Basel norms. PSBs have been huge wealth destroyers since past couple of years partly due to economic slowdown and partly because of willful defaulters. 

Following is the list of top 20 loan defaulters in India:

Saturday, May 3, 2014

Top 10 highest dividend yielding stocks in CNX 100

With stable govt at the center and likely peak out of interest rates in India, quality stocks with high dividend yield could provide sufficient downside protection and reasonable upside potential. Following is the list of top 10 stocks in CNX 100 (top 100 companies listed on NSE) with highest dividend yield.

Div Yield
Oil India Ltd 482.5 6.2
NTPC Ltd 114.45 5.0
Union Bank of India 153.15 5.0
Coal India Ltd 295.3 4.7
NMDC Ltd 152.2 4.6
Canara Bank 285.4 4.4
MphasiS Ltd 414 4.1
Bank of India 233.05 4.0
Power Finance Corporation Ltd 187.3 3.8
Reliance Capital Ltd 349.2 3.7
*LTP as on 2nd May 2014

15 Stock Investment Tips from Rakesh Jhunjhunwala

1. Always go against tide. Buy when others are selling and sell when others are buying.  2. If you believe in the growth prospects o...