Hello Everybody!
I have just begun my investing journey following the ideal of starting early! Given the scope and horizons I have in terms of time, I have created this small high-beta portfolio for the long term. Most of my screening has been done on a fundamental basis: Preferably lower-market cap, Decent OPM and Return on Assets, Low Debt, Decent sales and profit growth figures in the past few years, not overvalued, Low PEG, Real Cash Inflows, Growing Capex, steady growth in book value etc. I have tried to learn about these companies’ products and the target audience they cater to. I have also tried to the best of my ability, undertake a background check on the promoters since in smaller companies that haven’t yet developed strong goodwill, the credibility of the promoters becomes all the more important! I have read Management & Discussion Analysis in Annual Reports, read and viewed interviews they have given, taken assistance from this website, checked their social media profiles etc. Suggestions on how to undertake a promoter background check would be much appreciated! I have also tried to incorporate theme-based investment decisions.
- Apollo Pipes
- Bharat Parenterals
- Caplinpoint Laboratories
- Diamines and Chemicals
- Infobeans Technologies
- Kanchi Karpooram
- Sirca Paints
- Spandana Sphoorty Finance
- Swastika Investmart
- Worth Peripherals
I have boiled down to these ten companies which are mentioned in alphabetical order. I am also keeping an eye on Focus Lighting and Fixtures and Chemcrux Enterprises but given the outlay these companies need, they are currently out of reach.
Your suggestions will be of much value to me!