Blog – Page 35 – Katalyst Wealth

4.58 years – Tracker sheet monthly performance update

March 23, 2023

Hello Sir,Hope you are doing well.Today, we would like to share with you our Performance update as on 15th Mar’23.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 Premium Members as to how we would act on our research recommendations andto compare our performance with benchmark indices on portfolio basisWe started maintaining the tracker sheet with…

Good news for investors with 3-4 years horizon

March 18, 2023

Hello Sir,Hope you are doing well.In the last 1 month there has been flurry of good news for Investors who have a 3-4 years investment horizon or more. Let’s look at them:’SIP stoppage ratio, the ratio of closed accounts under SIP to new account openings, shot to 27 months high of 0.68 in Feb against long-term average of 0.51’Clearly, those who wanted quick returns and didn’t know about market cycles are losing interest and clearing way for medium-long term investors…

[Stock idea] – Sharda Motor…leading exhaust systems supplier to OEMs

March 18, 2023

Hello Sir,Hope you are doing well.You must have surely heard of terms like BS-IV and BS-VI, but have you heard of terms like RDE, TREM-V? Recently, I was going through the details of Sharda Motor Industries which commands 30% market share in exhaust systems in passenger vehicles/LCV segment.From the con-call, I learnt about TREM V emissions standards and RDE norms which will open up opportunities for the company in the Tractors, PV and the CV segments.Below, we have shared our notes from the Q3…

[Stock idea] – Aarti Drugs…notes for a leading pharma API company

March 18, 2023

Hello Sir,Hope you are doing well.Remember, in late 2020, Pharma API companies were the darling of the market. Most are down 50-60% from their highs and in downtrend. Their high margins of FY 20-21 didn’t sustain.It seems like earnings may have bottomed out and some of them seem to be available at reasonable valuations from a 3-4 years investment perspective.Aarti Drugs is a major player in the pharma API segment and has been a very lucky stock for us.We have recommended…