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[Jun’15]: Special Situation – Value unlocking with Sale of loss making assets and separation of businesses

As you might be aware we look for both long term investment opportunities in stocks of high quality companies and Risk arbitrage/Special situation opportunities as temporary parking places for short term gains and yesterday we released one such Special situation opportunity for our premium Alpha +/Alpha + and Model Portfolio members. This new Special situation opportunity is basically a play on substantial value unlocking in the company on account of triggers like: Sale of certain loss making assets, and Separation…

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Investment in Stocks/Equities – Don’t leave common sense at home when investing

Dear Readers, At Katalyst Wealth, we get many queries from prospective subscribers/clients. However, at times we are asked questions that tell us so much about the lack of application of Common Sense with respect to investment in stocks/equities. Over the years I have realized that there are some individuals who get it naturally when it comes to investing in stocks and they realize the wealth creating potential of the same, while there are many who just don’t get it and…

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[Latest] – Alpha stock: Very strong brand, good performance and reasonable valuations

In general it’s difficult to find companies from sectors where the sector itself is growing at 20% + on annualized basis and if you are able to find the right company from the concerned sector, then you probably have a long-term winner at hand. Recently we shared details on one such good company with our Alpha and Alpha + members and would like to share with you details on the same. As mentioned above, the sector has been growing at…

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Kokuyo Camlin Ltd (NSE – KOKUYOCMLN) – Speculation on expected de-listing

Dear Readers, In Dec’14 we came across a few inter promoter exchange of shares in Kokuyo Camlin (NSE – KOKUYOCAMLIN) at Rs. 80/- per share. Interestingly, at that point the stock was quoting at around 60/- per share. Considering the fact that Kokuyo Camlin has Japanese Promoters and there have been several de-listing attempts by companies with Japanese Promoters, we speculated on the expected de-listing of Kokuyo Camlin and recommended the opportunity to Alpha + / Alpha + and Model…

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