Saturday, 2 January 2016

Review 2.0


Happy New Year 2016 to all the readers.
Lets hope we have a Healthy & Wealthy 2016 full of love and peace for all!

Important Note: We announced Invest with The Ace Investor to all of you and the response was mind-blowing and even though we have responded by email to the first batch of readers there are large number of readers who are still waiting.

In view of this, We have decided that the whole idea of Invest with The Ace Investor will be published on the blog itself in the days to come so that every reader will have a clue of what exactly is the tie-up about. So those who are waiting for response kindly wait for a detailed post about Invest with The Ace Investor in coming days once our systems are ready and those who have already got the response can go ahead and act on it.


Review 2.0
This blog was started back in October 2014 and we did a Review 1.0 an 8th of September 2015 and as we enter this new exciting year I thought let us update about all the stocks at once ahead of the quarterly results.

So here is Review 2.0 where we will cover all the stocks discussed on the blog.

Average return per stock at peak is at 133.96% which is up from 92.93% posted in September 2015 and average return per stock at CMP is at 96.15% which is up from 30.68% of September 2015.

This has been clocked from Oct 2014 till date.
Sensex in the same period (16 Oct 2014 > 01 Jan 2016) has given a return of 0.62%.

Out of 20 stocks discussed on the blog, Only 5 are giving negative returns.

It is important that in lackluster markets and on/off bearish moves our stocks have managed to survive and perform well. Many of these stocks too have gone through bearish cycles e.g. both Parnax Labs and Richa were giving negative returns to the tune of almost 40% in our September 2015 update but as of date both are giving double digit returns. Parnax is giving almost 40% returns.

Dynemic Products, Gujarat Auto, Narmada Gelatines, Sunteck Realty and Talwalkars are the laggards right now. But I hope these stocks will also bounce back by the time of next update.

Hope you guys have enjoyed reading the blog. Lets continue our value hunting this 2016!

Posted by at

38 comments:

  1. Unknown2 January 2016 at 15:20

    Great work Premji, All the best wishes and a wishing you and your family a happy and prosperous year ahead... Cheers!

    ReplyDelete
  2. the rock2 January 2016 at 15:41

    Excellent Prem bro... Hope we all mint more returns in 2016

    ReplyDelete
  3. SS2 January 2016 at 15:47

    This is great work by you Ace. It will be good if you can also indicate which stocks have steam to further move up and good to invest into, as per your analysis.

    ReplyDelete
    Replies
    1. The Ace Investor2 January 2016 at 15:54

      For all the stocks i have said in past, What i do is once a stock moves up by 100%. I downsize my holding by 50% and hold the rest Cost-Free for Longer-Term.

      Delete
  4. Ashish sharma2 January 2016 at 15:51

    Prem bhai you have been foing fantastic work and inspiring lot of new investor to believe in the stocks who can become Multi bagger. Please keep up the good work. This is all remarkable..

    ReplyDelete
  5. Shyam Sundar2 January 2016 at 16:47

    It would have been great for comparative analysis, if you had included your recent Reco, "Centum Electronics" too. Anyways your work on value investing is always admirable.

    I request you to do an analysis on IL&FS Investment Managers"
    P/E: 11.55 (Ind. Avg. 23.87)
    P/Bv: 5.32x
    Div.yld: 6.7%
    No debt
    Excellent RONW & NPM
    Part of PPFAS Long term equity fund

    Thanks in advance.

    ReplyDelete
    Replies
    1. The Ace Investor4 January 2016 at 10:33

      Centum never discussed on the blog, IL&FS not closely tracking.

      Delete
  6. Unknown2 January 2016 at 17:22

    Any views on Western India Shipyard?

    ReplyDelete
    Replies
    1. The Ace Investor4 January 2016 at 10:34

      Ship-repairing Arm of ABG SHIPYARD, if ABG is taken over Western India too would be taken over.

      Delete
  7. Unknown2 January 2016 at 18:53

    Prem..any advice on which stocks can we buy currently. I dont have any stock from the above list.

    ReplyDelete
  8. Unknown2 January 2016 at 19:38

    Simply great... I pray God for a good health to our loving, respected PREM JI...

    ReplyDelete
  9. Ashiq mehraj2 January 2016 at 21:07

    God bless you.... Sir your view upon Pennar industries ,Texinfra Ltd. , and subex Ltd. Please recommend to me which one is good for investment among them thanks sir

    ReplyDelete
    Replies
    1. The Ace Investor4 January 2016 at 10:34

      Pennar, Tex, Subex not closely tracked by me.

      Subex is one turnaround company and Richa is one play in PEB sector instead of Pennar.

      Delete
    2. Rohit16 April 2017 at 02:21

      Hi Sir , Is Richa industries buyable @ 32 ??

      Delete
  10. JP2 January 2016 at 22:08

    Very Nice Prem!

    ReplyDelete
  11. Jay2 January 2016 at 22:39

    Any view on western india shipyard? Regards

    ReplyDelete
  12. मदन करजगी3 January 2016 at 08:31

    I am recent logger, I will B investing in ur rec, pl infrm when ur new rec will B announced,,,eagerly waiting, lost many chances before,,

    ReplyDelete
  13. Chenna3 January 2016 at 10:47

    Excellent performance.

    Thanks for sharing.

    thanks
    Chenna

    ReplyDelete
  14. Dr J N NAIDU3 January 2016 at 17:24

    I bought 500 pantaloon fashions&retail after seeing your recomendation

    ReplyDelete
    Replies
    1. The Ace Investor4 January 2016 at 10:35

      Pantaloon Fashion and Retail never discussed on blog and I don't give "recommendations"

      Delete
    2. Ashiq mehraj4 January 2016 at 20:59

      You were positive upon Pantaloon fashion when I asked to your view

      Delete
  15. kriwin33333 January 2016 at 20:33

    Dear Premji please share your comments about two multibaggers namely 1.HYDRO S&S IND( Name changed as KINGFA SCIENCE SCIENCE & TECHNOLOGY INDIA LTD, 2.MANGALAM DRUGS&ORGANICS.

    ReplyDelete
    Replies
    1. The Ace Investor4 January 2016 at 10:36

      Hydro S&S decent but has rallied a lot recently, do not understand industry specific room for growth.

      Came across Mangalam Drugs many times but did not like, still would not prefer this.

      Delete
  16. Unknown4 January 2016 at 08:43

    god bless you sirji

    ReplyDelete
  17. Nandhu5 January 2016 at 10:19

    Superb performance sir!!!
    May god bless you

    ReplyDelete
  18. Richie5 January 2016 at 12:21

    Hi Ace. A friend recommended your blog to me and I am glad she did. I have been following your blog since and i included a couple of scrips that you shared and gained. Thanks for your research and picks. I have also filled the form and will await your response. Cheers.

    ReplyDelete
  19. Rohit5 January 2016 at 12:39

    Dear Premji, please share your views on Sintex industries and AIA engineering.

    ReplyDelete
  20. ANAND5 January 2016 at 13:02

    Hi Sir, What are your views on Associated Alcohol and Beverages. It has very low equity base and good promoter holding. Posting good profits consistently.

    ASSOCIATED ALCHOLOL & BREWERIES LTD is contract manufacturer for Famous brands

    Smirnoff Vodka - The world’s leading vodka.
    Captain Morgan rum - The number 3 spirit brand by volume in the US. number 7 worldwide.
    HAIG Scotch whisky - A frne whisky from the oldest distilling family in Scotland.
    Masterstroke whisky - The latest brand from liquor company Diageo-Radico.
    Glen Drummond single malt scotch whisky - First locally battled single malt premium scotch whisky in India.
    Royal Crown whisky - Scotch blended grain-based Indian Made Foreign Liquor.

    Your valuable views please.

    ReplyDelete
  21. Anonymous9 January 2016 at 00:17

    Hello sir... your view on Assam Company.. please

    ReplyDelete
  22. Unknown10 January 2016 at 10:18

    Thanks...

    ReplyDelete
  23. Anonymous10 January 2016 at 17:47

    sankhya info tech is good share ?

    ReplyDelete
  24. Anonymous11 January 2016 at 20:29

    Prem ji sir what is the future of PMC Fincorp share will it be heading to southwards.. i mean .60 paise to Rs. 100

    ReplyDelete
  25. Anonymous11 January 2016 at 22:50

    share your view on Assam company please...

    ReplyDelete
  26. Vishal Gupta12 January 2016 at 15:16

    Whats the stock name ?

    ReplyDelete
  27. saksham chopra21 February 2016 at 15:21

    Sir,what's your view on Syncom formulations?.Is it good for long term?.

    ReplyDelete
  28. Pushkar Bhandari25 February 2016 at 20:06

    Hi, do you think unitech, suzlon and kirloskar electric will bounce back over a period of 3-5 years ?

    ReplyDelete

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