Are you making money in stocks?

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Who says that you cannot make money on stock markets just because the sensex remains sluggish?? Irrespective of whether the market sentiments are good or bad, it has been proven numerous times that some stocks yield awesome returns. Why? Because those companies could have delivered consistently good results for last several quarters. Because those companies could be into rock solid businesses where we can reasonably estimate above average growth for next many quarters. Because those companies could have built a solid brand value or a solid logistic or manufacturing infrastructure which makes it a deterrent for a new entrant. Because the company's products could command a higher premium in the market. Because the company could have much more avenues for growth in the market it operates or there could exist opportunities for expansions into other geographies. because those companies could be managed by team who have excelled in past. There could be many more reasons.

Value Investing is more of an art than science. Beyond the analysis of financial statements which reflects past performance, it requires the conviction of estimating future growth. Many times mere past performance may not reflect what is in store for future. Predicting stocks which could shoot up three to five fold in next few years is not an element of chance. It is a detailed study of the business of the company, anticipated growth with logical reasoning, study of cost effectiveness, capabilities of management to drive business, analysis of Government policies and anticipated trends which could effect performance of the company, existing and anticipated competition, risks of product substitutes, technology dependence and scores of other factors.

In this presentation, I share a list of companies which performed well in the course of last 1, 3 and 5 year horizon. The showcased companies even 5, 3 or 1 year back were fundamentally strong, leaders in their respective fields, and there existed high probabilities for their outstanding business growth. If you have invested into stock market directly or through a mutual fund, did you make great returns? If not, you need to introspect as to why did you miss such wonderful companies.

World over medium to large investors invest through Authorized Portfolio Managers because they have the requisite tools and expertise to manage their investments better. In India, Portfolio Managers needs to be registered with Securities & Exchange Board of India [SEBI]

Disclaimer: This presentation is meant for general reading purpose only and is not meant to serve as a professional guide or recommendations for readers. This document has been prepared based on publicly available information, internally developed data and other sources believed to by reliable. The management or employees of Munoth Financial Services Limited does not assume any responsibility for, or warrant the accuracy, completeness, adequacy or reliability of such information.

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Are you making money in stocks?

  1. 1. EVEN IF SENSEX GOES DOWN July 10th 2013
  2. 2. SHOWCASING A SERIES OF COMPANIES WHICH SAW TREMENDOUS CAPITAL APPRECIATION IN THE LAST FIVE YEARS. MFSL PRESENTS THE STAR PERFORMERS ON THE BOURSES
  3. 3. RIGHT INVESMENT CAN GIVE YOU BIG RETURNS EVEN IF SENSEX DOES BAD.
  4. 4. AVERAGE ANNUALISED RETURN FROM NIFTY IN LAST FIVE YEARS IS ONLY 9%
  5. 5. BUT INVESMENT IN THE RIGHT STOCKS CAN GIVE OVER 100% RETURN Y-O-Y
  6. 6. BLUE CIRCLE ECLERX SERVICES FINOLEX IND. GLENMARK PHARMA GODREJ CONSUMER # GSK CONSUMER GUJARAT ALKALIES HCL TECH. IDEA CELLULAR INDIAN INFOTECH INDUSIND BANK ING VYSYA BANK JUBILANT FOODWORKS JYOTHY LABS L&T FINANCE HOLDINGS LUPIN LTD MAHINDRA FINANCE MOTHERSON SUMI NATCO PHARMA NITIN FIRE PROTEC RELIANCE COMMUNICATIONS SE INVESTMENTS SOLAR INDUSTRIES SUN PHARMA SUN PHARMA ADV. RES. SUPREME INDUSTRIES TATA COFFEE TECH MAHINDRA TORRENT PHARMA TTK PRESTIGE TUNI TEXTILE PARTIAL LIST OF STOCKS WHICH COULD HAVE MADE YOU RICHER
  7. 7. WORLD NO 1 AIR-COOLER MANUFACTURER Returns Sold in over 60 countries | overseas manufacturing base SYMPHONY LIMITED
  8. 8. WORLD’S LARGEST COFFEE PLANTATION COMPANY Returns TATA COFFEE 14.76% in 1 year 156.60% in 3 years 452.20% in 5 years Tata Coffee produces 10,000 metric tonnes of natural shade grown Arabica and Robusta coffees, in both washed and unwashed forms.
  9. 9. WORLD’S Largest manufacturer of tuberculosis drugs Returns LUPIN LIMITED 123.30% in 3 years Sales in over 100countries | 5th largest and the fastest growing in the U.S (by prescriptions). Lupin is the only Asian company to achieve that distinction.
  10. 10. INDIA’S NO 1 TILE PRODUCER Returns KAJARIA CERAMICS LIMITED Manufacturing capacity of 43.6 million sqm of vitrified tiles per annum
  11. 11. WORLD NO 1 JOCKEY INNERWEAR Returns PAGE INDUSTRIES LIMITED Exclusive licensee for JOCKEY for India, Sri Lanka, Bangladesh, Nepal and UAE. Also exclusive licensee of Speedo – World’s No 1 swimwear brand 43.80% in 1 yr 344.00% in 3 yrs 827.50% in 5 yrs
  12. 12. INDIA’S NO 1 SUGAR SUBSTITUE & BREAD SPREAD Returns ZYDUS WELLNESS LIMITED Holds 81% market share of sugar substitute. Nutrella is No 1 Non butter bread spread in India
  13. 13. INDIA’S NO 1 BRANDS CROCIN, HORLICKS, ENO FRUIT SALT Returns GSK CONSUMER LIMITED
  14. 14. ASIA’S NO 1 DATA PRINTING CAPABILITY Returns VAKRANGEE SOFTWARES LIMITED Proven capabilities in handling large volumes of physical documents for digitization and workflow automation.
  15. 15. Returns Sells over 5 million pressure cookers, 5 million pieces of non- stick cookware and 1 million induction cook tops every year 15.21% in 1 year 311.10% in 2 years 3188.70% in three years TTK PRESTIGE LIMITED ASIA’S NO 1 KITHEN APPLIANCES COMPANY
  16. 16. INDIA’S NO 1 PLASTIC PROCESSOR COMPANY Returns SUPREME INDUSTRIES LIMITED
  17. 17. INDIA’S No 1 Manufacturer of Valve Regulated Lead Acid battery Returns AMARA RAJA BATTERIES LIMITED
  18. 18. INDIA’S NO 1 STABILIZER BRAND Returns V GUARD INDUSTRIES Serving over 50 million customers 89.00% in 1 year 356.10% in 3 years 819.80% in 5 years
  19. 19. LEADING Agri Input and Custom Synthesis & Manufacturing company in India Returns FASTEST GROWING AGRO CHEM COMPANY IN INDIA PI INDUSTRIES LIMITED 46.1% in 1 year 221.4 in 2 years 2023.1% in 5 years
  20. 20. INDIA’S LARGEST PAINT COMPANY Returns ASIAN PAINTS LIMITED 29.24% in 1 year 100.98% in 3 years 366.10% in 5 years Asian Paints operates in 17 countries and has 24 paint manufacturing facilities in the world servicing consumers in over 65 countries.
  21. 21. JV with Volvo for manufacture of commercial vehicles Returns INCORPORATED IN 1982 | AMONGST THE LEADING PLAYER IN THE INDUSTRY EICHER MOTORS LIMITED 86.90% in 1 year 299.20% in 3 years 1384.90% in 5 years
  22. 22. CIO 100 Innovation award for two innovations – EMI card and Flexi saver. Returns BAJAJ FINANCE LIMITED Ranked as TOP 3 Financial Services company to work in India | Network of 81 branches and growing
  23. 23. MORE EXAMPLES TO FOLLOW THE LIST IS NOT COMPLETE YET…..
  24. 24. IT IS A GAME OF EXPERTISE, UNCOMMON INTELLIGENCE, UPTO DATE INFORMATION TRACKING, INTEPRETATION AND DISSCTION OF INFORMATION, AND TONS OF HARD WORK… MYTH: STOCK MARKET IS AKIN TO CASINO Ask yourself now – is bourses all about good luck??
  25. 25. WORLD’S NO 4 TWO & THREE WHEELER BRAND Returns BAJAJ AUTO LIMITED Sales across Latin America, Africa, Middle East, South and South East Asia
  26. 26. INDIA’S Premier quality seed producing company Returns KAVERI SEEDS LIMITED 10 large scale seed processing plants with a combined capacity of over 18000 tpa and plans are on the anvil to enhance this capacity to 30,000 tpa.
  27. 27. INDIA’S Leading consumer product company Returns GODREJ CONSUMER PRODUCTS LIMITED GoodKnight, Cinthol, Godrej No.1 and Godrej Expert Hair Colour are ranked among the ‘100 Most Trusted Brands’ in the country
  28. 28. INDIA’S No 1 selling beer KINGFISHER Returns UNITED BREWERIES LIMITED 58.60% in 1 year 285.10% in 3 years 497.80% in 5 years The company enjoys 50% market for beer in India
  29. 29. INDIA’S LARGEST JEWELLERY RETAILER Returns TITAN INDUSTRIES LIMITED 364.40% in 5 years 101.04% in 3 years 9.89% in 1 year It runs 150 Tanishq boutiques and 2 Zoya stores, over 30 Gold Plus stores and over 225 Titan Eye+ stores. Returns
  30. 30. INDIA’S BEST ARRAY OF BRANDS Returns ITC LIMITED 331.25% in 5 years 129.80% in 3 years 37.90% in 1 year MAJOR BRANDS include ITC HOTELS, AASHIRWAD, SUNFEAST, WILLS LIFESTYLE, VIVEL Returns
  31. 31. INDIA’S LARGEST SELLING SUNFLOWER OIL & MICROWAVE POPCORNS AGRO TECH FOODS LIMITED 312.50% in 5 years 76.85% in 3 years 14.07% in 1 year MAJOR BRANDS: SUNDROP | ACT II
  32. 32. INDIA’S LARGEST CHAIN OF HOSPITALS & DISPENSARIES Returns APOLLO HOSPITALS LIMITED Over 8500 beds across 50 hospitals
  33. 33. INDIA’S No 1 COURIER COMPANY Returns BLUE DART LIMITED 290.31% in 5 years 131.30% in 3 years 23.92% in 1 year Returns
  34. 34. INDIA’S No 1 CEMENT COMPANYReturns ULTRATECH CEMENT LIMITED India's largest and the World's 10th largest manufacturer of cement with an installed capacity of 54 Million Tonnes Per Annum
  35. 35. INDIA’S No 2 Rank FORTUNE INDIA’S MOST ADMIRED COMPANY Returns HINDUSTAN UNILIVER LIMITED 174.11% in 5 years 126.70% in 3 years 34.17% in 1 year VASELINE, LIFEBUOY, REDLABEL, LAKME, DOVE, BROKE BOND, KISSAN, FAIR & LOVELY, RIN, KWALITY WALLS, PEPSODENT, KNORR, LIPTON, ETC
  36. 36. The list includes…. SHREE CEMENT NATCO PHARMA IPCA LABS BERGER PAINTS EMAMI LIMITED TORRENT PHARMA MAHINDRA FINANCE CASTROL WOCKHARDT WABCO INDIA VST INDUSTRIES HAVELLS INDIA WHIRPOOL OF INDIA SUN PHARMA HCL TECH NITIN FIRE PROTECTION SHRIRAM CIT Y UNION ZEE ENTERTAINMENT UNITED SPIRITS GRUH FINANCE INDUSIND BANK MANY MORE FUNDAMENTALLY STRONG COMPANIES GAVE HANDSOME RETURNS IN THE LAST 5, 3 AND 1 YEAR PERIOD We have not covered most of the small cap companies in this presentation which have registered growth in excess of 500 to 1000% growth in last five years.
  37. 37. HOW MUCH DID YOUR PORTFOLIO YEILD?? AVERAGE RETURN FROM THE SCRIPTS SHOWCASED IN THIS PRESENTATION WOULD HAVE YIELDED OVER 100% Y-0-Y
  38. 38. It is never too late to restructure your investment portfolio INVESTMENT IS ALL ABOUT RIGHT INVESTMENTS & RIGHT TIMING.
  39. 39. ALLOW THE EXPERTS TO HANDLE. SEE YOUR MONEY GROW Contact MFSL for more information on Portfolio Management services. HQ: Munoth Centre, 343 Triplicane High Road, Chennai 600 005. Landline: +914428591185 | Fax: +914428591189 | Email: info@munothfinancial.com Munoth Financial Services Limited, is a Chennai based leading capital market intermediary, and is into Portfolio Management services, Merchant Banking, Stock broking and is a registered Depository Participant with NSDL. The management and staffs of MFSL has substantial experience and expertise in capital market operations. The company is part of Munoth group, which other than capital markets, have interests in telecom. DISCLAIMER: Investments in capital markets are subject to market risks. Please read PMS related documents carefully.

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