Porinju Veliyath stock recommendations 2017

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Pee Vee
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Posts: 434
Joined: Mon Dec 26, 2016 10:45 pm

Porinju Veliyath stock recommendations 2017

Post by Pee Vee » Tue Dec 27, 2016 4:26 pm

Porinju Veliyath has made stock recommendations for 2017 which have the potential to become multibaggers over three years. Porinju is a value investor with ability to find stocks that give multibagger returns for investors.

Porinju's investment portfolio has generated 33 per cent average compounded returns every year since 2003.

For 2017 Porinju has recommended the following ten stocks:

Stock CMP (Rs) YoY Gains (%)
Godrej Ind 391 0.35
Jet Airways 398 (22)
HSIL 294 (3)
IRB 187 (28)
Federal Bank 71 20
Godrej Prop 301 (9)
Wockhardt 700 (56)
Century 808 38
MCX 1216 40
Sunil Hitech 202 (35)

All ten stocks are of good quality and have ability to give strong return when market recovers from demonetisation issue.

valuepicker
Posts: 142
Joined: Mon Jan 09, 2017 8:44 am

Re: Porinju Veliyath stock recommendations 2017

Post by valuepicker » Sun Jan 15, 2017 10:48 am

Porinju has recommened bombay burma trading and bengal assam. Bombay burma holds 50% of britania and bengal assam jk group companies jk lakhmi cement and jk tyres. If you factor marketcap of businesses held both comapies are trading at 90% discount of the underlying businesses. Can you explain why is such a high discount? Under what events this gap can bridge. Does investing in these compnies is a good opportunity?

Pee Vee
Site Admin
Posts: 434
Joined: Mon Dec 26, 2016 10:45 pm

Re: Porinju Veliyath stock recommendations 2017

Post by Pee Vee » Sun Jan 15, 2017 2:52 pm

valuepicker wrote:Porinju has recommened bombay burma trading and bengal assam. Bombay burma holds 50% of britania and bengal assam jk group companies jk lakhmi cement and jk tyres. If you factor marketcap of businesses held both comapies are trading at 90% discount of the underlying businesses. Can you explain why is such a high discount? Under what events this gap can bridge. Does investing in these compnies is a good opportunity?
Holding companies are always at a discount to the underlying shares. We can see this in Bajaj Holding, Maharashtra Scooters and Tata Investments. If one is bullish about the business better to buy the operational companies rather than the holding company.

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