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Dear Readers, In Oct’14, Panasonic Appliances India (BSE Code – 523307), subsidiary of Panasonic Corporation, Japan came up with a de-listing offer for the public shareholders. Sensing a short term opportunity with good probable returns we shared Panasonic Appliances de-listing opportunity with Alpha + members on 30th Oct’14 around the levels of 275. Few days back, on 15th Feb’15, we finally asked our members to exit completely from the stock around Rs 320 and thus closed the opportunity with a gain of 16% + in around 3.5 months (4.56% returns by…

Dear Sir, Recently we shared details on a very good company with our Alpha and Alpha + members and would like to share with you details on the same. These are interesting times for auto ancillary companies in India; crude prices are falling, interest rates have started trending lower and after a slump of 2 years automobiles sales are expected to improve in the months and quarters ahead. What can add icing to the cake is if someone can find a good company with…

Dear Sir, Recently, in Aug’14 we shared our findings on Century Plyboards (NSE Code – CENTURYPLY) which is India’s leading plywood and laminates manufacturer. The stock was recommended to Alpha and Alpha plus members in August 2014 at around levels of 85-88 (CMP – 173). Century Plyboards – Basic details Century Plyboards is India’s leading wood-panel Company. It operates mainly in two segments: plywood and laminates. Plywood brings in ~76% of its revenues, laminates about 18%. Container Freight Stations (CFS) account for the remaining. The…

Dear Sir, In mid Dec’14 we shared a detailed report (26 Pages) on a very good stock with our Alpha and Alpha + members and would like to share with you details on the same. We have always believed in doing few things but doing them really well. Wise leaders focus on doing a few things well and then building from there. Rather than diluting the resources in a bunch of mediocre things, they create momentum and excellence in a…