Happy Diwali – Status Update and Quick Verdict

Just thought i’ll share a quick update:

Srno	Stock	Comments	Recommended Date	Recommended Price	Current Price	Highest Price
1	SKS	Stable compounder for long term. No worries on this as of now. Great for big porfolios.	Dec-12	130	315.9	348.6
2	Orient Beverages	Very interesting story. Very good earnings growth coming in next two years. Is a franchise of a power brand.	Aug-14	51	120.6	120.6
3	Wanbury	Given the backdrop of news, the stock has not fallen too much displaying very strong strength and remember, when uncertainity is high, risk is low. Excellent brands available at throwaway valuations.	Oct-14	43.5	44.6	53.15
4	Aimco	Wonderful develpoing story, this agri theme has a long way to go.	Sep-14	36.95	65	85
5	Aro Granite	Slow and steady compounder. Will try to see if I can get hold of management in the coming quarter and keep you guys posted. Meanwhile, keep assessing the news flow on granite scan (though let me clarify, these people do not own mines just source from the mines and that too TN is just one of the sources) on its balance sheet.	Sep-14	64	81.15	91.95
6	Freshtrop	Sit back and enjoy. This obviously is for patient investors. These guys look to be a well-oiled machinary. Great story unfolding here.	Sep-04	51.5	56.3	74.7
7	Waterbase	The earnings juggernaut continues. The stock has exploded and should now be consolidating. The industry is growing very fast, and this even faster. One of the titans of the industry (has the best Operating margins in the industry), this one is for guys who can actively track the industry news flow.	May-14	18.5	66.75	98.85
8	V2 Retail	This is one of the best stories (IMHO). We all are very skeptical about V2 and rightly so. But the indications are all there for a massive turnaround. The person who was being touted as the biggest contender to take away the crown of retail king from kishore biyani has had a massive “public” fall. This time he is very cautious. He is not giving too many interviews, not beating the drums of his plans and just lying low and taking “very measured” steps. And this makes me very confident. He has had such a massive public failure that he wants to ensure that whatever he says publicly, he delivers, and therefore, he hardly says anything. Now after so many months when he says he will deliver a 290cr topline with 9 cr bottomline, i do not think he would risk his reputation (and in turn his marketcap) by not delivering on what he is promising. Yes, there is mess in balance sheet, but thats why its not trading at 2 times sales and just trading at 0.2 times FY15 expected sales (and 0.25 times expected FY14 sales). Also, with declining inflation (especially food and fuel) and improving economy, the urban and semi-urban consumer would join the rural consumer (IMHO the growth in semi-urban and urban consumption should be more than rural) to fuel a consumption boom and retail will be one fo the largest benefeciary of this and with V2, especially focused on tier-2 and tier-3 towns, this is a story to watch out for.	Aug-14	15	29.35	38.7
9	Cupid	This is one of the dark horses. Still not sure of their 10 yr agreement, but it has WHO credentials which are hard to ignore. Also, they have a very important patent in female condom and is just one of the 2 WHO certified company in the world. Technically this stock is on a roll and is crossing one resistance after another. But still keep actively tracking it. More orders are expected by next month (as per my original stock story).	Sep-14	22	43.1	43.45
10	Liberty Shoes	Too good of a story and brand to ignore. This is ready to graduate to next level. Nothing to worry here.	Jan-14	140	282.7	351
11	Singer India	Strong stable stock and brand. Nothing to worry here.	Aug-14	110	185	194.4
12	Sharp India	Monitor the next two quarters results and if they give a PAT (collectively), I would say we have something special here. With Make in india conciding with Sharp’s vision of making india a manufacturing hub for itself, it could be a great story.	Jun-14	32.85	64.35	92.2
13	Kopran	As mentioned previously in comments not actively monitoring it now.	Jan-14	27	58.1	72.65

Also, you a lot of you guys have been mailing me for a so called guessing game, but you all know my thoughts on it. I do not think giving a set of hints that can be run on a screener helps, but if you have some other thoughts which could actually help investors to become smarter or more passionate about researching do mail me. I am all game for that. Happy Diwali to you and your family….God Bless !!!