Coral India Housing Finance

This company was suggested almost 11 months back around 69 Rs. Company is still trading around the same level. What important to notice that company has various real estate projects where  it allocates the land and partner with builders to unlock potential values of land. Further, company wisely utilize this money in buying more assets or invest in stock markets. Company also provides 1 Rs. dividend which turns out 1.4% dividend yield based on current market price.

What makes the company different from other investment company is, majority investment companies own the shares of group companies and they can not leverage the portfolio. However, coral finance invest in diversified companies with limited exposure on a single company, hence they can make modification on existing portfolio as and when needed. At current state, company owns the shares worth of more than 150 Crs. while market cap of the company remains below 80 Crs. This means we are getting real estate business free and investment business at half the price.

Interested people can look into their website here.
http://www.coralhousing.in/

We advise investors to hold such a gem till it unlocks its true value.

Disc. Invested.

Sunteck realty

Real estate stock trading at low PE, marginal debt and heavy land bank in Mumbai area. Very rare we see promoters forgo dividend but continue to pay minority shareholders.

Disc. Invested

WATERBASE

I am buying waterbase.

PTL enterprise

A demerger opportunity which can lead to potential unlocking the value of the company. Investors with enough patience is likely to be rewarded.

Disc. Invested.

Shivalik Rasayan

Agriculture sector is likely to outperform in coming two quarters with the expectation of good monsoon. It is important for investors to use such opportunity to make it favorable to shape the portfolio.

Today we are looking into one such company which is likely to be beneficiary of good monsoon. Company is continuously showing improving performance on the back of raw material price decreasing and growth in margin. Other positive factors are company is having high promoter holding with very low debt.

One more thing to notice is the company also holds controlling stake in medicamen biotech ltd which is also improving its fundamentals.

We believe company can perform consistently well in coming quarters. Hence, we advise investors to look into the stock.

Deccan cement

Deccan Cement becomes two bagger in last 10 months. We congratulate the investors.

Shree Rama Multitech - Om metals infra - Revathi Equipment Ltd.

- Packaging company
- Nirma Management
- Continuous performance improvement
- Debt reduction
- Raw material price helping to improve bottomline

- diversified business
- consistent performance
- real estate project revenue and profit visible from FY-17/18
- 70% + promoter holding
- Invested in govt recent initiatives.

 - Homework

Disc. Invested in all above stocks.

Transport Corporation of India & Bharat Rasayan

Transport Corporation of India provides unique opportunity where demerger will potentially unlock value. Expecting demerger to complete in next 6-8 months. Hence, investor with enough patience can enter into the stock.

(Disc. Invested)

Bharat Rasayan - http://news.agropages.com/News/NewsDetail---17003.htm talks about experience and pedigree of promoters. Since monsoon will likely to benefit agri stocks, Bharat Rasayan can be fruitful investment for medium to longer term. Hence, we advise our investors to enter in this stock.

(Disc. Invested)

ISGEC - Repeat

ISGEC was initially recommended last year in July, from there on company has shown significant top line and bottom line growth in every quarter. The best part of the company is timely execution of orders and excellent promoters pedigree. Besides having strong experience in manufacturing heavy engineering products, company also collaborate with market leaders through joint venture.

The additional reason for investors should be positive about the company is because this quarter we have seen many sugar manufacturing companies has posted stellar quarterly results. Since, ISGEC also have sugar manufacturing subsidiary, we believe, sugar segment will help in bottom line to grow significantly.

We believe this is one of those unique opportunities where investors do not want to play only on highly commodity based business, yet they want to participate in rally on upward commodity cycle.
We advise investors to accumulate the stock between 4500-4850.

(Disc. Invested, recently added more).

Take Solutions - Repeat

We have seen consultancy based IT firms tends to rise faster as they quickly get orders, execute it and shows profit and growth in their balance sheets but as industry gets saturated, eventually major clients moves to most beneficiary options. Hence, it is always better to look for a product based IT company which though takes time established long term market for themselves.

Recently such a company, Take solutions has achieved a milestone by signing deal with 100th client for its product named 'pharmaREADY'. Considering one time effect of Chennai flood and order execution delayed will be taken care of in previous and coming quarters result, we believe company will be on right track from next quarter on wards.

Here's a company with significant growth, diversified business solutions and a unique product solution; which may proved to be a major factor of growth in future, available at a discounted price due to unavoidable circumstances. We advise long term investors to accumulate stock.

Disc. Invested.

Gokaldas Exports - Repeat

Gokaldas exports has been recommended earlier around 73. Recently, company has seen some buying interest and stock has swiftly move from 60 levels to 75. Since, virtual promotor blackstone is taking increasing interest in turning around the company performance, we believe steady quarterly improving fundamentals can lead to re-rate of  this stock.

As investors should not believe in magic to happen in 10-15 days, we advise investors to keep a watch on the counter and buy at the right time.

KATWA UDYOG

Some stocks give opportunity to invest in business by providing clear and visible growth through expansion and utilizing their maximum capacity. We have seen previously, Deccan cement is such a company, which was recommended around 508 and it has shown 40% upwards price justification with in span of six months.

The similar visibility can be seen in Keshav cement, as known as Katwa Udyog.  Investors who wants to make an early entry and hold the stock for next 12-18 months, for them we advise to add a small tracking entry in this counter.

(Disc. Holding small tracking entry. May take further decision based on company outlook and future prospects of growth.)

Mindteck India

Considering best future opportunities and build business around it can lead to a future multibagger stories. As 2-3 years before cloud computing technology was in infant stage and we have seen companies like 8k miles have hugely benefited after market has understood the opportunity.

As, Internet of things could be next trigger in upcoming 2-3 years, Mindteck may have taken right step in growing with opportunity by  joining Intel@Internet of Things Solutions Alliance.

We advise investors to keep a close watch and may take initial position based on their risk taking strategy.

Disc. Closely tracking, may consider buying position with further analysis.

Ganesha Ecosphere Repeat

Improving performance 

Double digit growth 

Government push for recycling products are some of the reasons investors should buy this script for longer term horizon. This script was initially recommended around 80, however we still believe there is a significant scope of improvement. Hence, long term investors can accumulate the script in the range from 130-140.

Ratnamani Metals & Tubes Ltd. - Repeat

With Steel sector bottoming out and oil and gas price recovery, Ratnamani metals is likely to improve performance in coming quarters. Investors with more than 1 year time horizon can look into the stock.

A lesson to learn

Recent market fall has taught us a very good lesson, "not to go after euphoria and take benefit of fear of other investors". We did average out stocks which we ended up buying at higher price. Hence, there were no new recommendation since last couple of weeks. We advised our followers to follow the same strategy. 

Nahar Spinning Mills Ltd.

BSE code - 500296

Trading at very low P/E. Hence good margin of safety available. Investors can do further research before investing.

Disc. Invested

Multibaggers

Recently Pioneer embroideries and Kellton tech become 5 beggars and 10 beggars respectively. we congratulate all the investors who enjoyed ride with us in this beautiful journey.

COSYN LIMITED (CSS TECHNERGY LIMITED)

with government pushing e-governance reforms, aadhar enrollment and other e-governance projects can be a massive opportunity for company like Cosyn limited. However, sometimes payments gets delayed which can be a setback for such companies. Considering small cap company and lot of dependency on such projects, investors are advised to take limited exposure in this counter.

Disc. Invested

Duke offshore

Sometimes good business are available at lower valuation due to negative market factors. Long term investors should use this opportunities to add promising business.

(Disc. Invested)

Capri Global Capital Limited

A leading NBFC available at a reasonable valuation. Lot of scope for growth in price. Medium to long term investor can use opportunities to accumulate

(Disc. Invested)

Current strategy on suggested stocks

Here is our current portfolio look like, there are some stocks which we may have exited or partial profit booked due to unavailable funds or we think that stock has grown enough and now there is limited return in upcoming quarters. However, investors are advised to take their own decision.

stocks	suggested price	current price	strategy
swaraj engine	865	970	exited
dewan housing	393	236(bonus 1:1)	hold
patels airtemp	130	162	hold
bambino agro ind.	100	147	hold
good luck steel	81	104	hold
pnb gilts	30	27.3	hold
snl bearing	97	155.3	exited
minda ind	560	921.25	exited
srikalahasthi pipes	72	271.9	partial profit booking
vinyl chemicle	63	66.2	hold
pioneer embroideries	19	78.65	partial profit booking
palred tech.	20	114	exited
kellton tech	21.5	188	hold
camphor and allied	420	643.75	hold
sterling tools	290	530	hold
hester bioscience	199	572	partial profit booking
kitex garment	246	721	exited
ganesh ecosphere	76	154	hold
indo count industries	87	1100	hold
Mold-tek packaging	64	316	hold
kovai medical	180	853	hold
ajanta pharma (split adjusted)	426	1331	exited
vguard	492	940	exited
granules india (split adjusted)	35	150.25	hold
ccl products	110	218	hold
kpr mill	160	898	hold
gulshan polyoyl	210	460	hold
triton valves	990	1069	hold
subex	15.35	12.45	hold
Country club	15.3	15.3	buy
Jamna Auto Industries	138	141	buy
Themis Medicare	530	521.6	buy
Take Solutions	170	167	buy
Manugraph India	71.45	62.05	buy
Sakuma Exports	95	90.55	buy
Sonata Software	151	173.75	buy
Ratnamani metals & tubes	645	555.1	buy
Omkar Speciality Chemicals	185	227	buy
Gujarat Ambuja Exports Limited	48.8	52.7	buy
Coral India Finance and Housing	69.9	77	buy
pitti lamination	59.9	50	hold
Gokaldas exports	73.6	66	buy
Deccan Cement	508	740	buy
innovative tech pack	27.5	44.2	buy
racl geartech	30.3	42	buy
olympia industries	210	145	buy
isgec	5970	5200	buy
v2 retail	62	68.25	hold
pincon spirit	104	117	buy
associated alcohol	122	130	buy
zenith fiber	93	138	hold
elantas beck	1320	1585	buy
automobile corporation of goa	492	538	hold

Happy New Year

Country Club Hospitality & Holidays

A growing competitor of Mahindra Holidays is available at comfortable price, investors can look into the stock for long term.

(Disc. Invested)