Bottom up picking, Look for beaten sectors, Look for Turnaround Companies, Good Promoters
Prefer PE < 10 for adequate margin of safety
Horizon of 3-4 years, looking for 20 percent growth yoy
Folio constructed somewhere around start of 2017 (Nifty at 9200)
Study Growth, Good Promoter, and Stability to portfolio
Study compounder and consistent performer
Private sector banker on fast growth over the last 2 years with consistent performance. FY 18 growth seems to be on track.
First Source Solutions
Value buy, Study turn around, Study growth over last 3-4 years,dept free by FY 19 which will double EPS, Might get re rated
Value buy, Study turn around, Study growth over last 3-4 years, good dividend, IP focused delivery,Might get re rated.
Torrent /Alembic Pharma
Good number of ANDA filings, hopefully able to maintain margins and growth (Need to reevaluate as the pharma sector is undergoing headwinds)
Among the market leader (top3) in world, Capacity expansion will boost its sales and profits. Good management
Value buy, Growing rapidly non gold folio, good management, possible re-rating
Could be multibagger microcap, consistent financial numbers, growing at good pace
Turn around candidate, debt reduction, Sangvi on board, Lessons learned from past, Bullish on future for renewables (though am skeptical on huge equity base and wind energy vs solar for pricing)