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[Stock note]: Frontier Springs…1 among 3 approved suppliers of Air Springs for Indian Railways

I was screening for growth stocks and came across Frontier Springs. Interestingly, this company is from my home town Kanpur. The company is an approved supplier of Hot Coiled Springs and Air Springs to Indian Railways.   Air Springs are used in LHB coaches which are used in trains like Vande Bharat, Rajdhani express, etc. Frontier is 1 of the 3 approved suppliers of Air Springs to Indian Railways. On the back of strong demand, management is guiding for Rs 240-250 crore gross sales…

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[Stock note]: Aries Agro – Decent growth, improving cash flows, PE of 10

Hello Sir, In this market correction, I was screening for growth stocks and came across Aries Agro. The company hasn’t delivered great returns over the last 10 years; however, since FY 20 the company has been doing well with consistent growth in sales and profits, improvement in cash flows and balance sheet and the PE is 10. The issue with the company is that it doesn’t do con-calls; however, luckily, the management shares fair bit of information in AGMs. Below, we…

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[Stock note]: Allied Digital Services – 9 bagger since Sep’20…How to identify Turnaround stocks early?

Everyone is looking for growth stocks at reasonable valuations or turnaround opportunities before turnaround happens. The idea is to catch such stocks early so that in case there’s good growth in earnings, one can get good returns on stocks. The question is – How does one screen for such stocks? We believe, by tracking Promoters/Insiders actions.   Before that: Recently, we released a new stock recommendation under “Insider Bets“ subscription in which Promoter infused capital and increased stake when the stock was down 60% from…

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[Stock note]: Dynemic Products…among largest makers of Food colors and Promoter bought recently

Food color gives consumers an almost immediate impression about the freshness, flavor and quality of a product and is thus a very important constituent of any food item. Dynemic Products is one of the largest manufacturer and exporter of synthetic food colors and today we will briefly look at this company. In fact, we have worked on this stock in the past and recommended it to our Alpha and Alpha + members in Mar’16 around 47 odd levels and also closed it around 140 in…

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