Agriculture stocks in our portfolio.

000413We had invested in a stock called Excel Cropcare in the early 2014. Last year Agriculture stocks showed good strength in their Sales and profits. Among many stocks like Monsanto, Advanta, Kaveri Seeds etc., Excel Cropcare too participated in the growth story.

 

Following is the story that unfolded in this investment for us. We invested in January 2014 at Rs 475.00, held on to the position as the company was growing. The company in its December quarter results, showed signs of tiredness in its growth and along with that, the stock price began to look down.

ExcelCrop

 

Our research application gave us an exit signal in early February 2015. Following the signal we exited this investment at  Rs. 950 on 9th February 2015. We stayed in this stock for 396 days, thus qualifying for a long term capital gains tax savings on full profits made in this investment.

 

 

It was a nice experience being with this company & taking our share of profits from the investment.

You own some of the best companies of India

By owning the best companies of a country, one’s investment is guaranteed to outperform the inherent economic growth. These companies have the best managements, who bring in innovative thoughts and creative ideas which help them to give top class outcomes on Sales and Earnings growth. Most of the times, these companies outgrow the broader markets and their stocks tend to double and triple in their price. Some of the recent examples were Page Industries, Eicher Motors, Monsanto, Kaveri Seeds, Sonata Software etc.,

Indian Stock Markets continued to be strong. Our investment portfolio has achieved above 40% growth (annualized at 69.27%) in the first 7 months of this fiscal year.

After, more than a month long consolidation, markets began to move up and reach for new highs in the month of October. But this time the upside looks weaker, there are possibilities for a good consolidation happening in the coming months.

2nd quarter results do not show much euphoria in the front line stocks. Technology stocks have slowed down in growth. Automobile, Cement and Financial sector stocks have gained momentum.

We have brought down exposure in the technology sector and have been holding cash, waiting for the markets to consolidate and provide investment opportunities in the upcoming sectors.

Our system adjusts itself by moving out of slow moving stocks and gets into the top performers as a natural process, this automated no emotion & no sentiment method ensures the best possible returns on investments made.

Long term trend is still positive; more than 25% of the companies in our portfolio have given above 100% profits and are continuing to get stronger.

Cooling down in the Global Commodity prices have brought down inflationary pressures on the economy. Along with this the Governments committed effort to re-shape our economy with make India the best investment destination for the next few years.