Amazon deals

Tuesday, July 1, 2014

Announcing re-opening of paid subscriptions to my Monthly Investment Newsletter

I am pleased to announce the re-opening of paid subscriptions to my monthly investment newsletter for a 3 weeks period from Jul 1-21, 2014. Only a limited number of subscriptions will be offered – on a first-come first-served basis – to enable me to provide personalised attention and guidance to each subscriber.

If you are interested in subscribing, please send an email to: mobugobu@yahoo.com at the earliest for details.

The newsletter has completed 54 issues, with its share of hits and misses. The past 18 months was a challenging and humbling experience. Challenging because several selected stocks failed to perform well in a market that shunned small-cap and mid-cap stocks. Humbling because subscribers still kept faith in my stock picking abilities. The improvement in market sentiments after the election have helped some of the non-performers to get back on track.

Those who follow my blog posts already know what kind of stocks I like, and what type of stocks I avoid. The guiding principle is to choose well-managed, financially prudent companies that generate cash from operations, have low debt, give steady (rather than spectacular) returns and have some growth prospects.

Non-subscribers may be interested to know how recommended stocks have fared during the past 18 months. Without revealing the names of the stocks (it won’t be fair to my subscribers to do so), here is a brief results table with recommended dates and prices, subsequent high and low prices, closing price and gains as on Jun 30, ‘14:

Stock

Date

Price

High

Low

Close

Gain

A

Jan 29 ‘13

581.00

1002.50

295.20

873.85

50.4%

B

Feb 26 ‘13

265.85

358.05

140.00

276.05

3.8%

C

Mar 28 ‘13

319.75

858.00

275.00

776.55

142.9%

D

Apr 26 ‘13

342.05

963.00

293.05

906.45

165.0%

E

May 29 ‘13

258.55

344.50

211.00

337.25

30.4%

F

Jun 27 ‘13

115.75

294.00

110.10

285.20

146.4%

G

Jul 26 ‘13

186.20

547.50

145.00

531.35

185.4%

H

Aug 27 ‘13

216.55

326.50

206.00

316.75

46.3%

I

Sep 27 ‘13

130.55

189.45

129.60

172.10

31.8%

J

Oct 29 ‘13

98.75

109.00

65.00

86.50

(12.4%)

K

Nov 27 ‘13

39.00

110.00

37.40

108.40

177.9%

L

Dec 27 ’13

128.10

166.60

115.10

156.15

21.9%

M

Jan 28 ‘14

67.00

94.40

66.00

91.20

36.1%

N

Feb 26 ‘14

154.60

159.40

99.75

113.50

(26.6%)

O

Mar 28 ‘14

89.00

143.90

84.60

141.40

58.9%

P

Apr 25 ‘14

277.20

334.00

266.00

310.55

12.0%

Q

May 27 ‘14

94.10

176.50

93.25

164.75

75.1%

R

Jun 27 ‘14

62.60

68.45

61.75

65.85

5.2%

All recommended stocks are small-cap or mid-cap, picked for long-term investment of 2 to 3 years. Seven of them (in bold) are showing super-normal gains – even after falling from their highs – which is a testimony to their underlying strength. Note that two stocks are showing losses, and one is showing meagre gain (in italics) but have made good recoveries from their lows.

All 18 stocks touched higher levels after my recommendations. It helped that the Sensex has been in a sharp uptrend since Aug 2013. In a 2-3 years time frame, I expect the laggards to improve their performances.

What is important to understand is that none of these stocks were ‘cheap’ – fundamentally strong stocks rarely are - and some had already run up quite a lot when they were recommended.

Why wait if you wish to add fundamentally strong stocks with growth potential to your portfolio? Just subscribe to my Monthly Investment newsletter. Send me an email (at mobugobu@yahoo.com) soon – subscriptions will close on Jul 21, 2014.

No comments: