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Dear Readers, About a month back, we released an updated report on ABM Knowledgeware Ltd (BSE – 531161) In the report we had recommended a portfolio allocation of ~7% in the price range of Rs 65-70. The company recently announced its quarterly results for the quarter ending Dec’11 and we are glad to share the results with you. Its good to note that company has been consistently reporting more than 50% growth, without compromising on margins. As can be observed…

Dear Members, As mentioned in our Alpha Weekly update for 22nd Jan’12, the results season has begun and the first company (amongst the Alpha Recommendations) to announce its results is Cera Sanitaryware Ltd (NSE Code  CERA). The results of Cera Sanitaryware are of significant importance to us as we have suggested the highest portfolio allocation (more than 10%) and we are happy to announce that the company has performed as per our expectations. As can be observed from the above…

Dear Readers, Kenneth Andrade is the man behind the country’s most successful mid-cap fund, the IDFC Premier Fund. Kenneth Andrade Profile: He has worked in the Indian mutual fund industry for more than 15 years. He picks tomorrow’s blue-chip stocks from today’s numerous mid-cap companies Investment philosophy: He hitched his fund wagon to the theme of consumption and food inflation more than two years ago and his top picks too have remained the same over that period. Other interests: Stays…