Ekansh Mittal

Dear Members, As mentioned in our Alpha Weekly update for 22nd Jan’12, the results season has begun and the first company (amongst the Alpha Recommendations) to announce its results is Cera Sanitaryware Ltd (NSE Code  CERA). The results of Cera Sanitaryware are of significant importance to us as we have suggested the highest portfolio allocation (more than 10%) and we are happy to announce that the company has performed as per our expectations. As can be observed from the above…

Dear Readers, Kenneth Andrade is the man behind the country’s most successful mid-cap fund, the IDFC Premier Fund. Kenneth Andrade Profile: He has worked in the Indian mutual fund industry for more than 15 years. He picks tomorrow’s blue-chip stocks from today’s numerous mid-cap companies Investment philosophy: He hitched his fund wagon to the theme of consumption and food inflation more than two years ago and his top picks too have remained the same over that period. Other interests: Stays…

Dear Readers, What if I offer your 10-12% return on your investment, over the next 3 months, on almost a risk free basis? (Well there’s nothing like risk free, even the Govt. bonds, considering the debacle in countries like Greece, however certain investment options are considered to be risk-free in nature including the Govt. backed bonds.) Considering the fact that a lot of investors are running behind bond issues offering 8-9% annual post tax returns, I am sure most of…

Dear Readers, We would like to bring to your notice an interesting Risk arbitrage opportunity from Alpha Plus Portfolio with a good scope for value unlocking to the tune of 50-70%. Well there are many undervalued stories out there in the market, both due to depressed market conditions and market negligence. However, what is important is “The Trigger“. Yes, as has been observed in many cases (some even shared with you), demerger is one corporate action which acts as a…