Tuesday, March 14, 2017

Top Ideas March 2017



Edelweisse - CMP 135
PNC Infratech - CMP 104
Repco Home Finance - CMP 630
United Spirits - CMP 2250
Solar Inds - CMP 720
Morepen Labs - CMP 20

Notes: -
I expect these to outperform over a 6 month period surely.
Edelweisse has outperformed in the last 2 quarters, but has still a long way to go.
PNC after the thumping BJP majority will fall on track and start its northern journey.
Repco will be aided further after BJP is on track for policy implementation and housing for all.
USL growing middle class income and lower previous quarters base will aid this script further.
Solar Inds will reach incremental sales due to defence program expenditure of the country along with the Defence portfolio going to Mr. Jaitley.
Morepen Labs has been posting extremely good results and has been bearing the brunt of the pharma sector as a whole. Super times ahead for this company.

Disclaimer: - 
I have been investing in these at every level. These are only a few of my current ideas for the Public Domain. Please do write back to understand my views and subscription to Multicap Laxmi!

4 comments:

  1. These are on fire, except USL :(
    Hope you guys are printing!

    ReplyDelete
  2. Now it's morepen!! We cannot always enter at the perfect time. But nevertheless r always in the money.

    ReplyDelete
  3. Hope you all are enjoying these calls and are invested! they have given a staggering ~75% return till date from the date recomended...
    Happy&SleepEasy Investing!

    ReplyDelete
  4. Tata Motors tanks 13% on JLR volume and temporary plant shutdown concerns
    Capitalstars

    ReplyDelete

Look forward to hear from you all!

Twitter Handle: @MidCap_Laxmi