Top 5 Stocks In Porinju Veliyath Portfolio

Here we track the latest buys and sales and portfolios of famous investors
User avatar
Srilata Rao
Posts: 29
Joined: Tue Dec 27, 2016 3:19 pm

Top 5 Stocks In Porinju Veliyath Portfolio

Postby Srilata Rao » Fri Apr 28, 2017 10:14 pm

There are five stocks in Porinju Veliyath's portfolio that are his high conviction bets and stock picks. All five stocks are multibaggers.

These five stocks in the portfolio of Porinju Veliyath are Sarda Plywood, Emkay Global, Izmo Limited, Flex Foods, BDH Industries.

Porinju has personal holding in all five stocks. The portfolio of Equity Intelligence PMS Fund is different and other stocks are held in that portfolio.


Image

When it comes to value investing and picking the right themes, there is none other than Porinju Veliyath, of Equity Intelligence India, who says there is still a lot of opportunities in Indian market right now as the economy is changing structurally which is giving way to value migration.

The man, who is known for spotting small and midcap stocks at the right time, says he sees over 2 dozen themes which are yet to be explored.

“There are a lot of themes in the economy in a country like India which is changing structurally. When the economy changes from black to white, from unorganised to organised results in value migration in numbers of pockets and that is where investors can make 10-baggers and 20-baggers in coming years,” Veliyath said in an interview with CNBC-TV18.

There is a lot of opportunity in India and if investors are able to pick the theme at the right time, wealth creation will happen. One such opportunity lies in the real estate sector, said Porinju.

Real estate is a very important sector where the value migration is happening. A similar theme was visible in the banking space a few years back when private sector banks created wealth and something similar has already started happening in the real estate sector.

Real estate is a very important industry for the stock market going forward. But, why now?

If you remember real estate was considered to be an ugly sector where mostly black money dealings use to take place and was not organised earlier, but now with the introduction or RERA, REIT, or Real Estate Investment Trust, and participation of PE players is making the sector attractive.

RERA or Real Estate (Regulation and Development) Act Once the RERA becomes an enforceable law, it will change the way in which residential housing projects are planned, offered, sold and possessed across India.

“All these changes/things are going to create huge value migration within the sector,” said Porinju. A lot of companies will get organised and buyers will be well aware of their rights. In terms of revenue real estate sector is very small when compared with that of China.

In 2007, China recorded a revenue of $4-5 billion from real estate which now stands at $40 billion. Profits today moved from $1 billion to $10 billion, he said. “We are nowhere when it comes to revenue from the real estate sector despite having such a large population,” said Porinju.

There is a lot of structural change which is happening in the sector. “The governments push towards housing, and entry of new players and new IPOs to name a few,” he said.

To become expert stock picker, Porinju advises investors to track changes which are happening in the sector, learn it and assess which companies will benefit from the value migration.

The market share of real estate companies will go considerably in Sensex, Nifty or BSE 500 index, said Porinju. He holds Godrej Properties, Oberoi Realty and Sobha Developers in his portfolio and all of them have doubled.

Media is another sector where value migration is happening and hence investors should be watchful.

Top five stocks where Porinju holds more than 1%:

Image

http://www.moneycontrol.com/news/busine ... 67427.html

sanka
Posts: 6
Joined: Sun May 14, 2017 11:11 am

Re: Top 5 Stocks In Porinju Veliyath Portfolio

Postby sanka » Sun May 14, 2017 5:05 pm

Hello,

I am new to stocks, I am also following Mr. Porinju.

out of these stocks, I recently read that he recommended sarda plywood.
Do you have any idea about when he invested in the other stocks? (Emkay Global, Izmo Limited, Flex Foods, BDH Industries..)
Can we still invest in these stocks?

Thanks for your valuable time.

Kind Regards,
Sankaran.

valuepicker
Posts: 83
Joined: Mon Jan 09, 2017 8:44 am

Re: Top 5 Stocks In Porinju Veliyath Portfolio

Postby valuepicker » Sun May 14, 2017 8:05 pm

Porinju invested in izmo 2 years back.. This stock has not moved much but porinju has been patient with it. May be expecting some triggers. BDH industries has been in his portfolio for more than 3 years..

sanka
Posts: 6
Joined: Sun May 14, 2017 11:11 am

Re: Top 5 Stocks In Porinju Veliyath Portfolio

Postby sanka » Mon May 15, 2017 6:36 pm

Thanks a lot for your information.

I have one more Q..

I have invested in couple of IT stocks which Mr. Porinju named in an interview.
Most of the stocks have increased..(Bengal&assam, BBTC, future consumer, federal bank etc..

but the below IT stocks have decreased.. when It decreased, I bought some more... but now it has reduced further...how to handle this.
coslim -28%
dataglo -11%
paltec +8%
rs soft -15%
saksoft -15%
vedsys -8%
verlim +32%

Thanks a ton for your valuable time.

Kind Regards,
Sankaran.

valuepicker
Posts: 83
Joined: Mon Jan 09, 2017 8:44 am

Re: Top 5 Stocks In Porinju Veliyath Portfolio

Postby valuepicker » Mon May 15, 2017 10:31 pm

suggest average saksoft as it would bounce back soon... Vedsys is also good you can add more when sentiment against IT stocks is weak..
L&T infotech is one more stock highly undervalued and is getting rerated due to good results ( available at 13 PE) . It's the only buy recommendation by Ambit in midcap IT stocks... Though this is not recommended by Porinju, if you want to invest n a multibagger , L&T infotech could be a good pick

sanka
Posts: 6
Joined: Sun May 14, 2017 11:11 am

Re: Top 5 Stocks In Porinju Veliyath Portfolio

Postby sanka » Tue May 16, 2017 6:00 pm

Thanks a lot for your information & time.

Kind Regards,
Sanka

sanka
Posts: 6
Joined: Sun May 14, 2017 11:11 am

Re: Top 5 Stocks In Porinju Veliyath Portfolio

Postby sanka » Sun May 28, 2017 11:26 am

Hello,

Shall I buy the below stocks suggested by MR. Porinju at the current price?

Emkay Gloabal
Izmo Ltd
Flex Foods
BDH Industriesa

Thanks a lot.
Kind Regards,
Sankaran.


Return to “Portfolios Of Famous Investors”

Who is online

Users browsing this forum: Bing [Bot] and 2 guests