😆 Yeah ! Finally Announcing the Three Winners of
TAP GAP Poser end 2013 ~Which Indian Company will be a Big Share Price Winner in 2014?
😀 Congratulations to VEJ,ROHIT and RR for JM Financial @ Rs 29,Delta Corp @ Rs 105 and Polaris @ Rs 141 respectively
Ranking |
Scrip Selected |
Winner |
Awarded |
1 |
JM Financial@ Rs 29currently yet@ Rs 28/29
A Banking Licence if granted early this year (strong probability, already taken as given in Banking Circles) will be a huge Game Changer and move the Price up smartly in 2014 |
Vej |
Annual Subscription to Scrip Sanctuarries Equity Advisory Web Plan H on www.jsalphaa.com worth Rs 5000+XL gauravblog Hamper+Dinner Invite in Mumbai |
2 |
Delta Corp@ Rs 106currently up@ Rs 116/117Is already a Profitable Player in the Entertainment (Three Gambling Casinos in Goa) & Hospitality Sector and the huge Daman Venture is to kick off this year first as a Hotel and then Other Operations that include Gambling ~ Non Linear Growth Potential beginning in 2014 itself |
Rohit |
XL gauravblog Hamper+Dinner Invite in Mumbai |
3 |
Polaris@ Rs 141currently up@ Rs 145/146Has restructured Operations into five Divisions each headed seperately ~ Exciting Scale Growth Potential as Obama’s Compulsory Healthcare for all kicks in this year in USA ~ Price will zoom overnight if and when it hawks of it’s Services Business like it’s endeavouring to do |
RR |
L gauravblog Hamper+Dinner Invite in Mumbai |
🙄 Phew ! it was a Tough but Educating and Interesting Exercise to finalize the Top 3 as above from the 58 Scrip Responses
The Shortlisted Scrips that just missed the Winners List are IDFC,Cera Sanitaryware ,VST Tillers and Insecticides
My Team & I went through the Pedigree, Potential,Performance & Price Data of all 58 scrips and our first shortlist of 20 scrips were profiled into three categories as below
- Scrips that will suit all Risk Profiles ~ these included Godrej Properties,IDFC ,Repco Home Finance,VST Tillers and Tata Global
- Scrips that have Moderate Risk ~ these included Persistent Systems,Symphony,GPPL,Cera Sanitaryware,Indoco Remedies and Insecticides
- Scrips that may have Aggressive Beta or game changing situations in 2014 ~ these included JM Financial, Delta,YBrant, Liberty Shoes,Polaris,Helios & Matheson,Shilpa Medicare,AVT Natural and J B Chemicals
The TAP POSER had not laid down any conditions on Profiles suitability or Asset Allocation and suitable Exposure of the selected scrip in the Equity Segment or whether Scrip Prices can be manipulated to Highs but we did examine these possibilities
You will observe the Winners are all from the third category as they hold better potential to be the highest % gainers in 2014
😯 Our Assumption is that 2014 will maintain a Bullish Momentum going into the Year and Aggressive Beta Scrips or those that can have game changing scenarios in 2014 will be positioned to score well in 2014 ~ and so though all 58 scrip responses may have good potential in the next three years we were focussing on which has the potential to gain in 2014 itself
We also examined the following situations :
- Whether the Scrip Potential is already well reflected in the Current Share Price
- Whether there is Potential Game changing Scenario or Non Linear Revenue & Earnings Growth in 2014 itself
- Scrip is too Risky even for Aggressive Profiles and can get decimated
- Corporate Governance Issues that may create strong hurdles to any Potential Share Price Appreciation
- What are the Trading Volumes levels and scope for manipulation
For all the other 55 Scrips that don’t feature in the Winners List I just have one Prayer for these ~ hope they do become strong Winners in 2014 and if any one of these have gained the highest in 2014 in % terms eclipsing even those declared as the three winners above, it too will be declared a Winner and the participant/s who submitted this Winner will be entitled to a gauravblog hamper and dinner in January 2015 ! as long as the Participant is not Vej or RR who are already Winners for one of their four Scrips each that they responded on this Poser
Here there is a good chance that low priced Scrips like JHS Svendgaard at Rs 6/7 (same currently) from RR and YBrant at Rs 7 (up on 2% upper circuits every day and at Rs 9.65 today) from Anand may just become huge gainers in 2014 as they believe they would
Thanks Hemant for requesting me to revive TAP GAP Poser with this Poser and Thanks to all of you who participated and made it really a successful exercise
Winners are being emailed individually by me
Now await the next TAP GAP Poser ! ~ Any suggestions what should it be ? ~ just let me know on the blog itself under any recent blogpost,including this one !
😆 Reiterating Congratulations to VEJ,ROHIT and RR for JM Financial @ Rs 29,Delta Corp @ Rs 105 and Polaris @ Rs 141 respectively
Cheers !
20 thoughts on “Yeah ! Finally Announcing the Three Winners of TAP GAP Poser end 2013 ~Which Indian Company will be a Big Share Price Winner in 2014?”
Congrets to all the winners & thanks Gaurav for such nice initiative.
congratulations all three winner.now i may bet on this stock 😛
Thanks a lot Gaurav and team. Congratulations to the all the winners & participants. I hope JM Financial gives good returns this year.
Congrats to all winners … But second question is how much % of portfolio ur willing to commit in these third grade category stocks. 4-bagger stock with 5% allocation can have less impact on your wealth than stock with 30% allocation and worth return of 70%. Its argument for next TAP GAP Poser. My suggestion “Which trend likely persist for next 4-6 years” ??? like previous IT Trend THEN CapitalGoods/Construction THEN Comsumption Trend AND Now I guess “Rural Financing Trend” (OR maybe PSU stocks with likely PM NaMo 🙂 )
Regards
Sameer
Hey Sameer ! You are right but this Poser was a straight clean one with no strings attached criteria for Risk Profiles or Asset Allocation and suitable Exposure of the Scrip within the Equity Segment 🙂 and thanks for the suggestion for what the next TAP GAP Poser should be….will consider it….by the way I’m in NaMo land for this weekend :-)….Cheers
sorry .. I never meant to say “third grade category” … I mean to say “third category” as mentioned by Gaurav in this article
Thank You very much.Hope my conviction about Delta Corp proves right in this year.
ongratulations all three winner !! Delt Corp dosen’t convince me !! even same with polaris.
Hey Vishal ! let’s hope your VST Tillers and Shilpa Medicare score the highest in 2014 and you too be a winner end 2014! 🙂
gaurav sir please give me advice on NCC.
Hi Parth…covered NCC under SCRIP WATCH on http://www.jsalphaa.com on December 30,2013….check out the latest blogpost of today where I have linked all the 42 scrips posted in December 2013 and January 2014 till yesterday on the above freely accessible Module on my company website….22,including yours, of these are from the 58 responses in TAP GAP Poser
Hi Gaurav, do u really feel that JM will get a banking license ? I am asking this cause I think the promoter scrutiny forms an important part of the appln refining process and if I am not wrong JM had some issues in the past.
Shiv,JM Financial should get the license as per banking circles or else Vej would be a lucky winner here….btw I liked both your selections,Mayur Uniquoter and Cera Sanitaryware,especially the latter…narrowly missed out being the winner as we thought after zooming 300% in 3 years a lot of the potential too was reflected in the price….but hoping your selections gain the highest in % terms in 2014 so I can declare you too a winner end 2014 ! 🙂 Cheers ! ~ Any ideas for the next TAP GAP Poser ?
Thanks Gaurav. Congrats to the winners. I was just trying to guess abt the banking licenses. I felt that RBI is gonna gift them to quasi-govt bodies like India post, IDFC, IFCI and dump the pvt applications. But I guess being in Mumbai u will have better sense of the developments. 🙂
Actually I felt Mayur is a better bet.Fantastis growth, ROE numbers with no debt. They are increasing their capacity by more than 50% and have strong relationships with auto majors. If US & Europe really pick up, then Mayur has no other option but to fly again:)
Hi Shiv…covered Mayur Uniquoter under SCRIP WATCH on http://www.jsalphaa.com on December 31,2013….check out the latest blogpost of today where I have linked all the 42 scrips posted in December 2013 and January 2014 till yesterday on the above freely accessible Module on my company website….22,including yours, of these are from the 58 responses in TAP GAP Poser
Sirji… Thanks to you and your team for profiling Ybrant Digital in your first top 20…
The industry that is catered by the company will be valued differently in US and hoping for that to be factored in the price…
Note: I have vested interest from low levels…
Hi Anand…covered YBrant under SCRIP WATCH on http://www.jsalphaa.com on December 30,2013….check out the latest blogpost of today where I have linked all the 42 scrips posted in December 2013 and January 2014 till yesterday on the above freely accessible Module on my company website….22,including yours, of these are from the 58 responses in TAP GAP Poser
thank you sir.i have one more question,why ADAG group are delisting RBNL and reliance mediaworks,what is your prospective on ADAG companies ? it will be interesting to read blog post about it.
Sirji, I deserve a gift hamper for correctly foretelling that JM would not qualify for a banking license.. 🙂 All the wind in the sail has been lost for the stock!