Blog – Page 42 – Katalyst Wealth

4 years – Tracker sheet performance update

September 23, 2022

Hello Sir,Hope you are doing well.Today, we would like to share with you our Performance update as on 15th Sep’22.We started providing stock research in 2011 and you can access all the recommendations and their performance by Clicking HEREIn 2018, we decided to start maintaining a tracker sheet. The purpose of the same was:to share with our members as to how we would act on our research andto compare our performance with benchmark indices on portfolio basis.We started maintaining the tracker…

[Stock ideas]: Education sector…curriculum change

September 20, 2022

Hello Sir,Hope you are doing well.Did you know? – Our existing education pattern of K-12 (10+2) is likely to soon change to “5+3+3+4” pattern. The curriculum development is in progress as the New Education Policy (NEP) was adopted by Union Govt. in Jul 2020.In the past, curriculum change has proved to be a major event for companies dealing in education books like – S Chand, Navneet Education, etc.Let’s look at NEP in brief to under major steps being taken by the Government…

[Stock Idea] – IOL Chemicals…notes from Aug’22 presentation

September 16, 2022

Hello Sir,Hope you are doing well.Remember, in late 2020, Pharma API companies were the darling of the market. Most are down 40-50% from their highs and in downtrend. Their high margins of FY 20-21 didn’t sustain. Some of them will soon be available at reasonable valuations on long term mean margins and that will be a good time to invest.IOL Chemicals and Pharmaceuticals is a major player in the pharma API segment and the stock is down more than 50% from…

[Portfolio Stock]: Shree Pushkar Chemicals…leading fertilizer company

September 16, 2022

Hello Sir,Hope you are doing well.A few days back we shared with you our article on “How we identify multi-bagger stocks”. In case you missed it, you can read it HERE Be it cyclical businesses or non-cyclical ones, most of the time our thought process is to look for companies where there’s not much market euphoria, while something interesting is happening underneath and therefore the downside is low while the long-medium term potential is immense.It so happened that in Jan’21 we came across…