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Consumer durables: On the comeback trail
Stocks
N V Chandrachoodamani

Consumer durables: On the comeback trail

Consumer durables is a category that stands between staples and lifestyle goods. This category has been hit on one hand by Covid-led lockdowns, and on the other by inflation eating into margins and hurting demand. The category has seen a more severe impact as it is neither buoyed by the non-discretionary nature of staples nor by the quick demand rebound that lifestyle consumption tends to see.

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N V Chandrachoodamani August 23, 2022 4 Comments
Prime Stock recommendation: An averaging call
Stocks
N V Chandrachoodamani

Prime Stock recommendation: An averaging call

The stock has corrected 15% since our recommendation. We initiated our call just a day before the Q4FY22 results when the industry scenario was getting significantly better for the General Insurance companies post Covid.

Premium article available only to subscribers.

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N V Chandrachoodamani July 27, 2022 No Comments
Why these 6 Prime Stock Screeners make you an equity pro!
Stocks
N V Chandrachoodamani

Why these 6 Prime Stock Screeners make you an equity pro!

Prime Stock Screeners help you narrow your stock choices by applying meaningful filters. If you are not sure what filters will help, our Premium screeners (see the second tab from the right on the above Screener link) – which are nothing but readymade screeners – will help you narrow your filter choices to specific parameters. 

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N V Chandrachoodamani July 17, 2022 12 Comments
Prime Stock recommendation: From Tonnage to Technology
Stocks
N V Chandrachoodamani

Prime Stock recommendation: From Tonnage to Technology

In India too, industrial sector stocks have been doing much better in the recent past despite a sharp market correction, on the hope of an investment-led growth. We are picking up a major player from the industrial space that has its share of business from the US market as well, while transforming itself to a products and technology player. 

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N V Chandrachoodamani June 21, 2022 No Comments
FMCG sector
Stocks
N V Chandrachoodamani

FMCG sector: Pressures mount on earnings and valuations

When markets are in a correcting mode, one sector that jumps to mind for its ‘defensive’ qualities is the FMCG sector. With their staple business, non-discretionary spending holds revenues in good stead. But FMCG companies have instead corrected about 20% from their October ’21 peak. Against the Nifty 50, they have been underperformers over the past two years. So, what gives?

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N V Chandrachoodamani June 5, 2022 4 Comments
IT stocks are correcting
Stocks
N V Chandrachoodamani

Result update: 2 reasons why IT stocks are correcting and what to do

A year ago, when we did the result review of the IT stocks after the Q4FY21 earnings, the sector was moving to a new orbit on the back of robust growth prospects.
The Covid-19 pandemic increased the urgency of digital transformation for enterprises across the globe, and this paved the way for the IT sector to emerge as a strong growth story. Since we wrote about this last year, the sector has delivered stellar earnings performance during and post pandemic.

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N V Chandrachoodamani May 15, 2022 6 Comments
Godrej Agrovet - Stock Review
Stocks
N V Chandrachoodamani

Godrej Agrovet – what’s firing and what isn’t

Godrej Agrovet is a conglomerate with businesses spread across the agriculture and protein supply chain. It is in animal feeds, palm oil extraction, agrochemicals, dairy and frozen foods. The business has commoditised parts, seasonal parts and valued added parts. 

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N V Chandrachoodamani May 8, 2022 No Comments
business of risk
Stocks
N V Chandrachoodamani

Prime Stock Recommendation : Investing in the business of risk

A few weeks ago, Warren Buffett’s Berkshire Hathaway announced the acquisition of Alleghany Corporation with a $11.6 billion deal, its largest buy-out deal in six years. The decision has come at a time when the general insurance industry has faced headwinds in the last 2-3 years. But there is no one better than Buffett to understand the prospects and valuation of an insurance company.  Berkshire Hathaway owes its long-term wealth creation success to excellent underwriting skills in its insurance subsidiaries and clever usage of the float from insurance to build a long-term equity portfolio. 

Premium article available only to subscribers.

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N V Chandrachoodamani April 19, 2022 No Comments

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