Super ! 23 Participants with 40 Stock Selections for 2015 in the TAP GAP Poser

Super ! 23 Participants with 40 Stock Selections for 2015 in the TAP GAP Poser

TAP GAP Poser End 2014 ~Which Indian Company Will Be A Big Share Price Winner In 2015?
December 15th, 2014

I shall shortly pick a gauravblog hamper Winner or maybe two where I see maximum gain potential in 2015 from the following

Participant wise

Sr No

Participant

Recommendation

Date of Recommendation

Price in Rs when recommended

1

Sumit Khanna

Subros

15.12.2014

67.85

PTC India Financial Services Ltd

17.12.2014

56.4

2

Jigam Gandhi

Wendt India

15.12.2014

2000

3

Sandeep Gahandule

Nathbiogene

16.12.2014

130.55

Prima Plastic

17.12.2014

56

JM Financial

18.12.2014

47.6

4

Bhaskar

IPCA Labs

16.12.2014

723.55

5

Nitin

Ajanta Pharma

16.12.2014

2528.65

Atul Auto

16.12.2014

601

6

Anand

Raj Rayon

17.12.2014

0.66

Jubilant Life Sciences

30.12.2014

119.95

7

Prasad

Nbcc

18.12.2014

792.05

Capital First

30.12.2014

353.4

TV Today

30.12.2014

215.2

8

Rohit

 Adani Enterprises

20.12.2014

452.05

9

Prasad Shetty

Multibase

21.12.2014

227.9

10

Kushal Shah

MCX

22.12.2014

838.95

Jet Airways

22.12.2014

389.7

11

Rajan

Motherson Sumi Systems

22.12.2014

440.2

12

Hemant

NETWORK 18

22.12.2014

66

Intellect Design

22.12.2014

75.6

Pipavav Defence

22.12.2014

39.75

13

Raj

Odyssey Technologies

22.12.2014

33.65

14

Shiva

Granules India

23.12.2014

777

Mayur Uniquoters

23.12.2014

415.4

SpiceJet

23.12.2014

19.3

15

Abhay Tewari

Suzlon Energy

23.12.2014

13.45

16

Pushkar Prasad

Freshtrop Fruits

24.12.2014

115.9

17

Dhiren

Tata Sponge

26.12.2014

680

18

N Sri

Deccan Gold Mine

28.12.2014

42.95

19

Sameer

Spicejet

30.12.2014

17.95

Deccan Gold Mine

30.12.2014

44

Muthoot Capital Services

30.12.2014

207.15

20

Shahzad V

Engineers India Ltd

31.12.2014

229.75

AkzoNobel

31.12.2014

1384.1

Aries Agro

31.12.2014

117.4

21

Kiran

Vidhi Dyestuffs

31.12.2014

17.16

22

Vishal Kejriwal

CCL Products

1.1.2015

170.95

Oriental Carbon Chemical Ltd

1.1.2015

361.55

Hinduja Global Solutions Ltd

1.1.2015

631.75

23

Rudra Tandan

Ram Ratna Wires

2.1.2015

48

Foseco

2.1.2015

1227.55

Alphabetical Scripwise

Sr No. Scrip Recommended for 2015 Price in Rs when recommended Participant
1 Adani Enterprise 452.05 Rohit
2 Ajanta Pharma 2528.65 Nitin
3 Akzo Nobel 1384.1 Shahzad V
4 Aries Agro 117.4 Shahzad V
5 Atul Auto 601 Nitin
6 CCL Products 170.95 Vishal Kejriwal
7 Capital First 353.4 Prasad
8 Deccan Gold 42.95 N Sri
9 Deccan Gold 44 Sameer
10 Engineers Ind 229.75 Shahzad V
11 Foseco India 1227.55 Rudra Tandan
12 Freshtrop Fruit 115.9 Pushkar Prasad
13 Granules India 777 Shiva
14 Hinduja Global 631.75 Vishal Kejriwal
15 Intellect Design Arena 75.6 Hemant
16 Ipca Labs 723.55 Bhaskar
17 JM Financial 47.6 Sandeep Gahandule
18 Jet Airways 389.7 Kushal Shah
19 Jubilant Life 119.95 Anand
20 MCX India 838.95 Kushal Shah
21 Mayur Uniquoter 415.4 Shiva
22 Motherson Sumi 440.2 Rajan
23 Multibase India 227.9 Prasad Shetty
24 Muthoot Cap 207.15 Sameer
25 NBCC 792.05 Prasad
26 Nath Bio-Genes 130.55 Sandeep Gahandule
27 Network 18 66 Hemant
28 Odyssey Technologies 33.65 Raj
29 Oriental Carbon 361.55 Vishal Kejriwal
30 PTC India Financial Services 56.4 Sumit Khanna
31 Pipavav Defence 39.75 Hemant
32 Prima Plastics 56 Sandeep Gahandule
33 Raj Rayon Ind 0.66 Anand
34 Ram Ratna Wires 48 Rudra Tandan
35 SpiceJet 17.95 Sameer
36 SpiceJet 19.3 Shiva
37 Subros 67.85 Sumit Khanna
38 Suzlon Energy 13.45 Abhay Tewari
39 TV TodayNetwork 215.2 Prasad
40 Tata Sponge 680 Dhiren
41 Vidhi Dyestuffs 17.16 Kiran
42 Wendt 2000 Jigam Gandhi

Note :

  1. Sandeep Gahandule who just won the hamper for Alphageo’s spectacular 720% run in 2014 has contributed three selections for 2015 this time too
  2. Anand,who ran neck to neck with Sandeep till November 2014,when his low priced Rs 7 YBrant  was up against Alphageo has yet again given one really low priced selection Raj Rayon of just 66 paise !
  3. Deccan Gold & Spicejet occur twice as they constitute selections from two different participants
  4. Prices at which Recommended have either been provided by the Participant when making the Reco and reflect the current market price at the time or where they have not stated the price,the last price when they made the reco has been sourced from the BSE & NSE
  5. Most have not given targets for 2015 Selections but the four selections that have been given targets and all are  over 100% + except one,are as follows : Freshtop Fruits Rs 250,PTC India Financial Services Rs 90,Subros Rs 150 and Tata Sponge Rs 1500+
  6. Adani Group finds representation but none from the Ambani Groups ~ perhaps realisation that Reliance Ind has been a losing 5 year Investment thus far and ADAG Companies have struggled
  7. Tata Sponge is the lone entry from the Tata Group.
  8. Media and Aviation have two each in Network 18 and TV Today and Jet Airways & Spicejet respectively
  9. Pharma & Auto Ancilliaries & NBFCs &  IT  & Speciality & Commodity Chemical Sectors are well represented
  10. Can see a few potential turnaround selections as well as a few that have already run up huge in 2014
  11. Tea & Coffee Beverages & Renewable Energy & Defence are represented but none from direct Power,Telecom or Real Estate or Retail
  12. No Bank & no Oil & Gas Major  & No visible Large Cap ! but Three Selections are also traded in the Derivatives Segment,namely,Adani Enterprise,Engineers India & Motherson Sumi

Going to be an interesting few days filtering all the above

Union Budget 2014 ~ Will Sensex continue to Humour as Jaitley does not!

Have a look at our first impression posted  after our FM ‘s Union Budget Address and during market hours

Union Budget 2014 ~ Will Sensex continue to Humour as Jaitley does not!

Think he missed a great opportunity to provide us with the ‘Naya Soch’ of the new NDA Government

His Speech stated quite a few challenges and objectives like tackling Black Monies,raising Tax to GDP ratio,lowering Inflation and Fiscal Deficit % but stopped short of spelling out the specifics of solving these

Having just 45 days after NDA was elected he has opted for the easier option of simply following the UPA budget process and numbers too that the UPA FM Mr Chidambaram laid out in his Interim Budget in February 2014….whether it be Disinvestment or Tax Receipts or Fiscal Deficit Control Targets…made right noises but was tokenism in a few areas like social expenditure…thankfully nothing really adverse or anti poor though direct tax incentives are not really cause for any celebration

Sensex had quite a roller coaster ride today as to be expected….opening stable & pre budget speech at 25514 in the morning then sliding before noon over 300 points to 25117 from yesterday closing of 25445 during the budget speech before strongly racing away by over 700 points to 25920 …over 400 points previous day closing post budget speech only to reverse all the gains and close at 25373,down 72 points  from previous day closing

Will the Sensex continue to Humor us in the near term despite not an iota of Humor in the FM’s Speech !? …sense is that any correction will be a hiccup on the onward march towards 30000 on the back of increased FII Net Infows & Big Corporate Infra spending  

I see some clear big winners in the Infrastructure Space across the Board from Shipping to Power to SEZs to Real Estate to Highway Road Construction Companies and Pipeline Companies

 

 

Typical ~ Equity Investors are piling on at these Highs ~ they need to be cautious

Sensex has crossed a record 26000 & Nifty is now ahead of 7700

Typical ~ Equity Investors are piling on at these Highs  ~ they need to be cautious ~ especially those who are returning or initiating fresh exposure now not having done so in 2013 or earlier in 2014 ~ advisable to await the post budget scenario as there is a high probability that once euphoria abates the Sensex and Bellwether Scrips may correct 10% or more…the real danger though are the small caps and midcaps that have run up crazy,some over 100% in months…they may correct 25% to 50%…yes that high !  

At June 30,2014 ,Equity mutual funds saw record absolute rise in average AUM in the quarter, up by Rs 33000 crore or 16% to Rs 2,36,000 crore led by mark to market gains and inflows. The equity funds’ contribution to the gains in the industry assets was the highest among all categories

While this is to be expected on the back of the resounding BJP Victory and Narendra Modi assuming Prime Ministership there needs to some caution that should be exercised especially by those seeking instant profits and gratification as Sensex has crossed 26000 levels and seems to be running a little ahead of fundamentals for the near term on the back of  BJP & Narendra Modi sweeping the elections,FII Net Inflows exceeding US $ 8 Billion in 2014 till date and Great Expectations from the Budget in particular and the Government in general going forward

Great Expectations from the Union Budget this Thursday are countered by great challenges that continue to confront us on the economic and geo political front…Iraq & Ukraine Tension can escalate further causing Oil Price to surge even further past US 120/barrel and putting pressure on the Rupee…though a lot of the pressure has been taken off by record FII Net Inflows into India this year into both Debt & Equity

The Budget Backdrop is :

High ~ Inflation,Deficits & Debts

Low ~ Economic Growth with Manufacturing sector that needs urgent revival

45% + of the Projected FY 15 Fiscal Deficit has been reached in the first two months April & May  of FY 14 itself 

There is little room to lower Interest Rates immediately….so manufacturing thrust can be provided through diluting the Land Acquisition Act and opening out or increasing FDI cap in many sectors

It is commonly expected that the Budget will be kind to the Infrastructure,Housing Finance,Power & Banking Sector….a major beneficiary of this should also be the Cement Sector read more

L & T Chairman A M Naik expresses anguish and prescribes action for the Indian Economy

This is an informative and impressive interview given by A M Naik,Chairman of Larsen & Toubro in today’s edition of Economic Times expressing his anguish on the mistakes made and how to address challenges to bring India’s Economy back to a sustainable 9% to 10% GDP Growth Rate with financial inclusion

Some thought provoking bytes…..

On reviving GDP Growth Rate….“has to retrace itself to 9-10% and be sustainable for many years without stoking inflationWhen we grow at 10% the rich get wealthier,and therefore,it is important that it should be inclusive growth “

On Freebies….“I am not in favour of Freebies as it takes away the Dignity of Labour”

On Narendra Modi as PM…..” He is going to make a difference,that too a big difference”

On Driving Growth….” Look at our Trade Imbalance with other countries.It has grown in the last 15 years.If you import raw materials,it adds value to the nation.But if you bring ready-made TV,ready-made cars,then what jobs are you creating here?”

On Free Trade Agreements….“….thing that has damaged India is the indiscreet signing of free-trade agreements (FTAs)…the very word is free trade but where the trade traffic is one way you are exporting jobs and not creating jobs within the country.The Prime Minister in the BRIC Summit ais India has to create 10-15 million jobs.Yes we did.But we created them in foreign lands….We export iron ore to China which means we take it out from Mother Earth and the Chinese add value by making steel and export.That’s why manufacturing which was 22% of the Indian GDP went down to 17% and from a growth of 12% at one time it is registering negative growth.It was directly created by government policies…take a relook at all FTAs….We (Indians) are not bonded labour for life.”

On what should be the three Priorities of the Government…First,and foremost create jobs…restore the manufacturing’s contribution to GDP from 17% to 22%.China has 46%,Malaysia 40%,Indonesia 46%….Do you expect India’s population to daily wake up every morning and worry from where they get their lunch?”…Second,a country can be said to be powerful not just by it’s economic wealth but if it has it’s own independent and powerful defence sector …The government is willing to import and become the largest importer.But you are not willing to give the indian private sector it’s rightful opportunity…India’s defence is in a real bad shape…..We should agree to 49%,subject to genuine transfer of technology.But nowhere in the world,even in the most advanced nations like the US,which has a high-tech defence sector,do they allow foreign companies to hold a majority stake….Forget about sharing technology,it’s not going to happen…..create a strong defence equipment manufacturing base….third is to attract large FDI in Infrastructure….We are talking about a trillion-dollar investment in India and we haven’t even spend one-third of it in infrastructure…The Indian private sector  no longer has the appetite for public-private partnership(PPP).The previous government used to talk that half the amount would come from PPP-$100 billion a year.Today,through PPP even $ 5 billion cannot be raised….The private sector has no moneyThe route to invest in PPP does not exist anymore…Even the Centre’s own ability to spend so much money is limited because of the fiscal deficit,freebies and waiver of loans.The government has a plan to set up 100 cities and high-speed express rail…the quadrilateral is 6000 kms…Rs 100 crore/km…That is about Rs 6 lakh Crores…when you put your hand in the tijori,the money doesn’t exist….The only answer is large foreign direct investment” read more

A few agitated thoughts on India continuing to fight India !

A few agitated thoughts on India continuing to fight India !

What a disconnect ! BJP Sweeps a State in General Elections that continues to be governed by another Party  

The Voters are the same…they voted BJP in resoundingly in UP in the recent General Elections ….they had voted Samajwadi Party in earlier years in the State Elections

So we have a disconnect and inefficient governance in place…that’s our Election Structure…it needs to change…where a party has swept the State in General Elections and another party is in governance there,the latter should immediately resign and fresh State Elections should be called for immediately…otherwise this party will be allowed to govern the State for a full Five Years

But then what explains Delhi’s volte face by Voters…they voted strongly for the new AAP and Kejriwal in the State Elections held recently but thumped them in the General Elections voting in BJP Candidates in most seats

Those who argue that MPs and MLAs play different roles…hogwash !…both represent their constituencies and have to promote the constituencies interests at Centre & State respectively

States of J & K and UP  and even Tamil Nadu in dissent with the Centre

I’m agitated ,in particular, by the State & Centre Conflict intensifying in Jammu & Kashmir (National Conference on Sec 370 and their general Eid pardon to stone pelters) and Uttar Pradesh (Samajwadi Party and their insentiveness to Rape reoccurences & Law & Order &  false proclamations of being secular while perpetuating caste and religious divides ) …it’s the fiefdom and dynastic mindset that is raising it’s ugly head in these states…and some of the State CM Utterances and even actions of these two States border on ‘traitor territory’ and compromise our Democratic Nation’s interests…

…. how can the J & K CM say ” Either J & K will no longer be a part of India or Sec 370 will exist !”…there is a growing belief and in fact realisation that Sec 370 actually compromised J & K and India and not protected the State

... how can the UP CM and his earlier CM father responding to reporters questions on specific rape incidents  say ” These are Boys and Mistakes Happen ” & ” Are you affected ?”  ….Sad & Insensitive,Yes but Cruel too !….those in Badaun in UP who raped 14 & 15 year old Dalit Sisters and then brazenly hung them on trees to die are evil and not human…they need to be send to Hell right away….I’m not opening a debate on the Death Penalty here…you can define Hell the way you want….Quick Track Justice,preferably in Special Courts in the Centre ( as Criminals are brazen and bold because they are protected and patronised by State Politicians,many of who too have dangerous criminal records)   for all such gruesome crimes anywhere in the Country, for Death Penalty or Solitary confinement for life….to those Police responsible who did nothing to prevent this,in fact police personnel themselves were some of the rapists !…should not just be suspended but locked away for a long long time….and no bail to any defendant while the trial is on read more

Union Budget 2013 ~ India is a BLESsed Economy…Felt like a stand up comedian as had the house of 400 well informed investors in splits !

Union Budget 2013 ~ India is a BLESsed Economy

Felt like a stand up comedian as had the house of 400 well informed investors in splits !  when I address and interacted with them on Budget Day Feb 28 evening itself at a Budget Review Event jointly hosted by AIVF,JITO and the BSE Brokers Forum at KC College Auditorium

Gaurav Parikh on Dias before his Humorous Address to 400 in the audience On Budget Day Feb 28,2013

Covered this on our Company website as below :

SCRIP STANDPOINT ~ A View

Slide Share ~ The Presentation at the Event to support the Address & Interaction