Date: April 18, 2012
In Jan this year, JainMatrix Investments published a report, ‘Bottom fishing in 2012’ …… To read this now, click on LINK
- The report indicated that: ‘A bottom is in place, and the price reversal has started‘; there is ‘a change in sentiment‘, and ‘a coordinated rise’ in the share prices.
- A lot has happened since then, including a crude oil price rise, a Union Budget, and even a lowering of Interest Rates by RBI !!
Lets review the suggested portfolio at the three months milestone – how has it performed?
Company |
Reported Jan 17th |
Review Feb 20th |
Gain/ Loss % |
Review Apr 18th |
Gain/ Loss % |
Sector |
Mkt Cap k Crores |
Find out more? |
| BGR Energy Systems |
229 |
339 |
48 |
358 |
42 |
Power |
M – 2.6 |
|
| KEC International |
49.1 |
61 |
24 |
63.8 |
30 |
Power |
S – 1.6 |
|
| IRB Infrastructures |
153 |
208 |
36 |
198 |
30 |
Infra |
M – 6.6 |
|
| Yes Bank |
285 |
364 |
28 |
370 |
30 |
Bank |
L – 13 |
|
| Titan Industries |
185 |
232 |
25 |
240 |
27 |
Consumer |
L – 21.3 |
|
| Hanung Toys & Textiles |
128 |
140.6 |
10 |
147 |
15 |
Consumer |
S – 0.4 |
|
| Binani Industries |
121 |
124.1 |
2.5 |
122 |
1 |
Cement + |
S – 0.4 |
|
| Diamond Power Infra |
111 |
138 |
24 |
110 |
-1 |
Power |
S – 0.4 |
|
| Adani Port & SEZ (Mundra) |
135 |
150.5 |
12 |
130 |
-4 |
Ports, SEZ |
L – 26 |
|
|
Average |
|
|
23.2 |
|
20.6 |
|
|
|
| NIFTY |
4,967 |
5,564 |
12 |
5,300 |
7 |
|||
| Sensex |
16,466 |
18,289 |
11 |
17,392 |
6 |
|||
| CNX Midcap |
6,764 |
7,925 |
17.2 |
7,700 |
14 |
k – ‘000 |
||
| BSE Small Cap |
6,290 |
7,116 |
13.1 |
6,914 |
10 |
M-midcap |
Observations:
- Definitely the portfolio is down compared to Feb evaluation. Even so, since Jan, it has gained 20.6%!!
- It has outperformed even the best of these Indices, CNX Midcap by over 6%!!
- There are several changes in the ranking of individual stocks.
- Note the added Link to the Report on IRB Infrastructure, added in this period.
Based on the above, we strongly suggest:
- This portfolio will appreciate. Invest but with a minimum one year perspective.
- Subscribe to reports from JainMatrix Investments. Receive actionable, high quality insights and recommendation for Equity investments. Boost your returns.
- This is an aggressive portfolio. Do not put all your eggs in one basket. Invest monthly in a SIP form.
Note:
- Past performance is no indication of future results.
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Disclosure: It is safe to assume that if the JainMatrix website recommends a stock, the researcher has already invested in it.
These reports and documents have been prepared by JainMatrix Investments Ltd. They are not to be copied, reused or made available to others without prior permission of JainMatrix Investments. Any questions should be directed to the director of JainMatrix Investments at punit.jain@jainmatrix.com
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