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Your place to Learn and Earn
updated on 29 July 2017
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Value investing is all about spotting high quality shares at attractive prices. Dalal Street is full of experts who have a knack for spotting such stocks, many of which have the potential to deliver multibagger returns.
A good number of companies listed on the bourses have announced their shareholding patterns for the June quarter ended June 30, 2017. Based on these details, we tried to spot the stocks that ace investors bought during the quarter even as the benchmark indices headed for their lifetime highs.
Chennai-based marquee investor Dolly Khanna, whose portfolio is entirely managed by her husband Rajiv Khanna, remained busy in churning her portfolio during the previous quarter ended June 30, 2017. Khanna has a knack for identifying lesser-known quality stocks at the right time to bet for multibagger return.
During Q1FY17, Khanna increased stake in Dwarikesh Sugar from 1.18 per cent as of March 31, 2017 to 1.49 per cent as of June 30, 2017.
Besides Dwarikesh Sugar, the data available with corporate database Capitaline showed that Khanna also bought some shares in LT Foods, Nahar Industrial, Nitin Spinners, NOCIL, RSWM, Ruchira Papers and Tata Metaliks.
Rain Industries is the new addition in her portfolio. She acquired 1.27 per cent, or 42.68 lakh shares in Rain during April-June 2017. Khanna also entered Shreyans Industries with a holding of 1,51,285 (1.09 per cent) shares in Q1. Khanna has been investing in the domestic stock market since 1996.
June quarter shareholding data available so far suggests the ace investor (& family) hardly made any change to his holdings in the 16 stocks he holds. That, even when half of them showed signs of weakness and performed badly through the quarter. There are about 30 listed companies where Jhunjhunwala owns more than one per cent stake.
Data available for the 16 Jhunjhunwala portfolio stocks showed the ace investor did some tinkering on the Aurobindo Pharma counter, but left the other 15 untouched despite up to 28 per cent fall in eight of them during the quarter. He increased his stake in Aurobindo Pharma from 1.08 per cent as of March 2017 to 1.12 per cent as of June 2017. For detail investment portfolio please visit this link
Well-known stock picker Ashish Kacholia kicked off his career with Prime Securities and later moved to Edelweiss’ equity research desk. After this, he started his own broking firm named as Lucky Securities. From 2003, Kacholia started focusing on building his own portfolio.
Some of his holdings gave more than 1,000 per cent returns. The stock picker increased stake in NOCIL (from 2.82 per cent as of March 2017 to 3.13 per cent as of June 2017), followed by Aptech and Mold-Teck Pack. On the other hand, he reduced his stake in GHCL, KEI Industries and Shreyas Shipping.
Vijay Kedia is better known for having spotted many a multibaggers such as Punjab Tractors, Cera Sanitaryware, Aegis Logistics and Atul Auto pretty early. And he has been at it for long, since 1989.
During the quarter ended June 30, 2017, Kedia increased stake in Repro India to 7.10 per cent from 6.91 per cent. However, he reduced stake in Aries Agro (from 4.60 per cent to 1.83 per cent). He kept his stake constant in Apar Industries (at 1.11 per cent), Astec Life (1.03 per cent), Atul Auto (1.16 per cent), Karnataka Bank (2 per cent) and Vaibhav Global (1.06 per cent).
Porinju Veliyath, who has over time come to be known as smallcap czar, hasstruck gold when others were busy prophesying doomsday scenario. Veliyath kept its stake constant in Emkay Global Financial Servicesand Balkrishna Paper at 1.06 per cent and 1.02 per cent for the quarter ended June 30, 2017. However, he reduced its stake in IZMO to 1.18 per cent from 1.23 per cent as of March 31, 2017.
IZMO is engaged in interactive marketing solutions. The company offers hi-tech automotive e-retailing solutions in USA, Mexico, Europe, and Asia. Porinju-led Equity Intelligence kept its stake constant in Cimmco at 1.05 per cent.
Source - Economic Times