Morgan Stanley - Ridham Desai - 20 stock picks

Ridham Desai from Morgan stanley has mentioned 20stocks in his interview in ET
http://economictimes.indiatimes.com/markets/stocks/news/20-stocks-that-morgan-stanley-says-can-protect-your-portfolio-in-volatile-times/articleshow/50737678.cms

The stocks he is bullish on are:

• Infosys
• HCL Tech
• Larsen (L&T)
• IRB Infra
• Ultratech Cement
• Power Grid
• Tata Motors
• Havells India 
• Jubiliant Foodworks
• M&M
• Cafe Coffee Day
• HDFC Bank
• Indusind Bank
• Axis Bank
• SKS Microfinance
• Bank of Baroda

27th Jan - What am I reading today

6 tips for investors when stock market tumbles
http://www.nytimes.com/interactive/2016/your-money/stock-market-tips.html?_r=0

More bad news from investor who called $30 oil a year ago
http://www.cnbc.com/2016/01/26/investor-who-called-30-oil-a-year-ago-has-more-bad-news.html

Earning, Spending, Saving...
http://www.subramoney.com/2011/07/earnings-spending-saving-and-investing/

USL is making profits and not declaring sick
http://smartinvestor.business-standard.com/market/Compnews-361788-Compnewsdet-USL_is_making_profits_and_not_declaring_sick_CFO.htm#.VqiQzfl9670

Investors vote for USL to BIFR
https://in.news.yahoo.com/investors-vote-referring-united-spirits-bifr-100003804.html

Some ideas from Porinju Veliyath and others..

So, if you have been reading my blog, you must be aware that I follow Porinju Veliyath a lot :)

Here are some videos and ideas that I read recently...

https://www.youtube.com/watch?v=nAGbmVEYaFU

• Reliance Infra
• HSIL
• Indian hotels

https://www.youtube.com/watch?v=Q9ZOv21r8oI

• TCI
• Ajmera Realty
• Indian Hotels

Top 5 midcap multibagger
https://www.youtube.com/watch?v=wg-d2saEIls

• TCI
• Tata Global Bev
• NIIT
• Godrej Properties
• HSIL

4 stocks for 2016
https://www.youtube.com/watch?v=RTQmLldiBVQ

• Indian Hotels
• Biocon
• Anant Raj
• Tata Global Bev

10 Stocks ....
https://www.youtube.com/watch?v=XPFF91qcbZA

• IDFC - Not sure when this was taken since IDFC (pre banking is a reco).
• ICICI Bank
• Coal India Ltd
• L&T
• ONGC
• Career Point Ltd
• Container Corp
• Shilpa Medicare
• Adani Ports
• HSIL

Top 10 stocks for wealth (time horizon 2-3 years)

As per
http://economictimes.indiatimes.com/markets/stocks/news/top-10-wealth-creating-ideas-for-falling-market/articleshow/50666389.cms?from=mdr

the top 10 stocks are:

• Infosys
• SBI
• Dynamatic Tech
• Reliance
• HCL
• Zee Entertainment
• HUL
• Mindtree
• Siyaram Silks
• Jagran Prakashan

Some good reads...for today

Apart from the blogs (http://mymoneyrules.blogspot.in/2015/04/blogs-i-follow.html) the following are good reads for today:

. A former banker shares his top 5 tips to build wealth
http://www.businessinsider.com/a-former-banker-shares-his-top-5-tips-to-build-wealth-2016-1?IR=T

. Calculating value of time
http://www.lifehacker.co.in/life/Calculating-the-Value-of-Time-How-Much-is-Your-Time-Really-Worth/articleshow/50360733.cms

. Dalal Street fear psychosis
http://economictimes.indiatimes.com/markets/stocks/news/d-street-is-witnessing-fear-psychosis-of-disproportionate-intensity/articleshow/50600439.cms?from=mdr

. HDFC bank m-cap
http://economictimes.indiatimes.com/markets/stocks/news/hdfc-banks-m-cap-up-15-psu-banks-down-41/articleshow/50600861.cms

. Oil related
http://economictimes.indiatimes.com/markets/stocks/news/rattled-global-markets-price-of-oil-wont-stop-falling-until-the-glut-shrinks/articleshow/50603544.cms

. China related
http://economictimes.indiatimes.com/markets/stocks/news/china-securities-regulator-pledges-to-strengthen-oversight-amid-abnormal-volatility/articleshow/50603683.cms

Warren Buffet buying oil stocks -- hint?

Warren Buffet is buying oil stocks as crude hits 12 year low.
Do note that Warren Buffet generally doesn't buy with a small duration in mind. Which means, in the long term he is expecting something positive from crude.

Will RIL be in your radar for the long term when crude prices rebound? Or do you have any other stock in your mind?

Monday morning (18th Jan) should we expect another big crash in market?

This is how the US markets ended








Look at SGX Nifty levels

Porinju's latest pick

I have never kept it a secret that I am an avid follower of Porinju Veliyath.

As per NSE bulk deals, Porinju bought Indiabulls wholesale shares in the name of his son.

Lets see if Porinju sir's new pick will also be a multi bagger (like his previous picks)

Thoughts?

PPF, NSC rates to be reduced

As per news, it seems the rates of PPF and NSC are set to be reduced.

Refer below links

http://economictimes.indiatimes.com/wealth/news/ppf-nsc-rates-to-be-cut-bank-fds-may-fetch-lower-interest/articleshow/50572440.cms

The 10 year NSC was also planned to be discontinued.

Does this force people to go to equity?

I know many people who use PPF for tax saving as well as part of their debt portfolio (me included).

This will affect the overall corpus that people are expecting on maturity.

Ambit Capital picks (as shown on Zee Business today)

Just sharing for the benefit of all.

Ambit Capital picks for 2016 are mentioned below (as shown in Zee Business today)

• ITC
• TCS
• Berger Paints
• Eicher Motors
• Idea
• HCL Tech
• Torrent Pharma
• HUL
• Tata Motors