My Buying list 2016

My rebalancing list -

Name	Symbol	Last price	Mkt cap	52wk high	52wk low	EPS	P/E	Last price
Caplin Point Laboratorie...	CAPLIPOINT	1,200.00	16.91B	1645.95	538	30.78	38.99	1,200.00
Vakrangee Ltd	VAKRANGEE	207.9	107.70B	212.4	86.4	6.54	31.79	207.9
Ujaas Energy Ltd	UJAAS	26	5.44B	31.8	13.6	0.57	45.76	26
Amines and Plasticizers...	506248	20.45	1.12B	52.2	6	0.25	81.54	20.45
Cerebra Integrated...	CEREBRAINT	19.35	1.87B	28.75	9	0.16	122.87	19.35
SpiceJet Limited	500285	78.85	51.56B	95.3	17.9	3.86	20.42	78.85
NMDC Limited	NMDC	84.85	318.74B	146.7	76.3	16.07	5.28	84.85
Aditya Birla Fashion...	ABFRL	190	168.15B	263.45	107.25	-24.13		190
Modi Naturals Limited	519003	125.75	1.35B	125.75	67	0.77	162.44	125.75
Fortis Healthcare Ltd	FORTIS	168.45	75.56B	199.8	112.15	2.23	75.62	168.45
Morepen Laboratories...	MOREPENLAB	29.95	14.17B	41.75	8.9	-0.79		29.95
Power Finance Corp. Ltd.	PFC	177.65	229.10B	313.2	148.2	23.61	7.52	177.65
IDFC Ltd	IDFC	43.65	68.39B	188	38.35	-4.32		43.65
SKM Egg Products Export...	SKMEGGPROD	113.5	3.11B	225	110.1			113.5
Steel Authority of...	SAIL	40.85	168.30B	79	37.9	16.69	2.45	40.85
NCL Industries Limited	NCLIND	105.5	3.98B	184.5	41.25	16.99	6.21	105.5
Indian Bank	INDIANB	86.3	41.28B	196.05	83.9	20.13	4.29	86.3

VP Sir Questions and Answers

January 5, 2016 at 10:53 PM

sir is it the time to book some money in midcap or small cap stocks?what is your suggestions?

Reply

RepliesJanuary 6, 2016 at 7:37 AM

1. What you said is right but difficult to generalize, such a decision should be based on the fundamentals of each company and their current valuation.One should be extra careful in these type of market and periodic profit booking in over hyped stocks is advisable .

Bloomberg list of India's Multi Bagger - 2015

The Source for information is the key to get right stocks. Bloomberg is known for it's research and innovative ideas. Every year they publish the information on future fast growing companies.

May be one of them can change the way you do investment. The source of information is from Bloomberg list of top 200 under billion dollar company.

	Name	Country	Sales (US $mil)	Net Income (US $mil)	Market Values ($US mil)
	Avanti Feeds	INDIA	288	19	220
	BOROSIL Glass Works	INDIA	53	8	74
	Byke Hospitality	INDIA	30	3	100
	Caplin Point Laboratories	INDIA	28	4	204
	Centum Electronics	INDIA	80	7	143
	Kaveri Seed	INDIA	190	49	921
	Kitex Garments	INDIA	78	16	654
	NGL Fine-Chem	INDIA	14	1	11
	Orbit Exports	INDIA	25	5	83
	Premco Global	INDIA	11	2	24
	Vakrangee	INDIA	455	53	821

Amines and Plasticizers Ltd

Amines and Plasticizers Ltd ( http://www.amines.com/)

Amines & Plasticizers Limited is an India-based company, which offers organic and inorganic chemical compounds. The Company is engaged in the production of alkyl alkanolamines, alkyl morpholines, morpholine derivatives, gas treating specialty solvents, ethoxylates, propoxylates, polyols-based triols, terols and oil field chemicals. The Company's segments include Chemical, Software Development, and Technical and Engineering Services. The Company's product, Methyl Diethanolamine (MDEA) is used as a sour gas sweetening solvent to absorb acidic gases. The Company exports its products to the Middle East, South East Asia, Europe, China, Russia, the United States and Canada, among others. The Company offers a range of oil field chemicals, which are in developmental-stage to cater to the needs of various oil drilling companies. Its product, N-methylmorpholine N-oxide (NMMO) is used as a solvent in the production of viscose fibers and pharmaceutical intermediaries.

Plus points :

- Export oriented business
- Great return on equity
- Growing segment


Market price 22.65 ( As on 30'th Nov 2015)

Symbol Date Time Trade % Chg Bid Ask Volume High Low Amines 21 Nov 3:30 pm 22 1 17.30 17.77 19,455,986 17.54 17.00 1d   5d   3m   6m   1y   2y   5y   msx

Key stats and ratios

	Q1 (Mar '13)	2015
Net profit margin	2.21%	2.08%
Operating margin	-13.69%	6.65%
EBITD margin	-	7.35%
Return on average assets	-	4.45%
Return on average equity	-	20.59%
CDP Score Current Market Value Range 20.95 - 22.65 52 week 6.00 - 52.20 Open 20.95 Vol. 6,860.00 Mkt cap 1.28B P/E 90.31 Div/yield 0.10/0.44 EPS 0.25 Shares 55.02M Beta     - Inst. own     - -	-