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Dear Readers, Cigarette smoking is addictive, so while it is really harmful for the health of smokers, cigarette makers and the investors in such companies (ITC, VST Industries, Godfrey Phillips) have minted huge sums of money. Godfrey Phillips India is one such company and we have discussed it briefly in the below note. Godfrey Phillips India – Basic details Godfrey Phillips India Limited (GPI), the leading company of K K Modi Group, is India’s second largest cigarette maker and India’s…

Dear Readers, We recently recommended an arbitrage opportunity to our Alpha + members on Claris Lifesciences Ltd (BSE Code – 533288) Buy-back offer at Rs 250/- per share. The above opportunity was shared with members at an average price of 182-184 (after accounting for dividend of Rs 9/- per share) We believe, besides investing in stocks of good companies for long/medium term investment, another smarter way of making money in stock markets is to participate in Arbitrage and Special situation opportunities (SSOs) SSOs constitute opportunities…

Dear Readers, Recently we shared a detailed report on Consumer durable stock with our Alpha and Alpha plus members and believe that it should be part of one’s core portfolio and has the potential to grow at 25% + on annualized basis. Well, the stock is Symphony Ltd (NSE Code – SYMPHONY) and was recommended to Alpha and Alpha plus members in Nov’13 at Rs 400/- (CMP – 700). Actually, the stock has delivered returns too fast for our liking and we would be happy if it stabilizes or…

Dear Sir, On 17th Mar’14 we released a detailed report (19 pages) on a Pharmaceutical stock for our Alpha and Alpha + members and would like to share with you details on the same especially if your focus is on long term wealth creation through investment in stocks of good companies. The detailed report on the company is available HERE (requires Alpha/Alpha + access). You can access the report by subscribing to either of Alpha or Alpha + before 31st Mar’14. Details on Alpha recommendation The company that has been chosen is from Pharmaceutical space…