Tag: theme

Balance-sheet Strength

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We saw how you can use quantitative methods to score balance-sheets with the STA, SNOA and PROBM models. When you put them all together, you get a portfolio of stocks with incredibly strong (and believable) balance-sheets. We put together a Theme that tracks such a portfolio of stocks.

Check out the “Balance-sheet Strength” theme – a portfolio of 20, equally weighted stocks for the value investor in you.

Stocks to avoid based on this model:

PIIND [stockquote]PIIND[/stockquote]
TTKPRESTIG [stockquote]TTKPRESTIG[/stockquote]
SHASUNPHAR [stockquote]SHASUNPHAR[/stockquote]
APARINDS [stockquote]APARINDS[/stockquote]
CCL [stockquote]CCL[/stockquote]
EIDPARRY [stockquote]EIDPARRY[/stockquote]
VINATIORGA [stockquote]VINATIORGA[/stockquote]
NAVNETPUBL [stockquote]NAVNETPUBL[/stockquote]
APLAPOLLO [stockquote]APLAPOLLO[/stockquote]
AVTNPL [stockquote]AVTNPL[/stockquote]

Note: we ignored stocks that don’t had 3 years worth of statements.

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Prabhudas Lilladher’s top 8 midcap ideas

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Prabhudas Lilladher came out with a research report yesterday that picked 8 mid-cap stocks that looked good. Can these stocks out-perform the Nifty? How would an equally weighted portfolio of these stocks perform over a period of time? Is the hit ratio any better than 50/50? Well, we created a Theme that tracks this portfolio. So dood-ka-dood, pani-ka-pani.

Check out the Theme here: “Prabhudas Lilladher Midcap 10-Sept-2013”

Previously: CS Midcap 28-Aug-2013
[stockquote]PRECOT[/stockquote]

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Globe’s Buy-and-Hold Theme

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Globe Capital Markets has an equity research team that recommendations buy-and-hold stocks with a 12 month time-frame through their “Monthly Monitor” reports. We created a theme that tries to track their recommendations on a real portfolio. The challenge is that they have many on-going calls that were made over the span of many months. So we started with their buy calls on IPCA lab [stockquote]IPCALAB[/stockquote] and Indusind Bank [stockquote]INDUSINDBK[/stockquote] made in August 2013 and we’ll keep the Theme updated as they make adjustments to their recommendations.

You can have a look at the theme “Globe Monthly Monitor” and track its portfolio, performance etc…

In the spirit of full disclosure, we are sub-brokers of Globe Capital Markets and we provide trading and investment services through them.

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Credit Suisse’s Top 10 Midcap Idea Theme

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Credit Suisse came out with a research report yesterday that picked 10 mid-cap stocks that looked good. Can these stocks out-perform the Nifty? How would an equally weighted portfolio of these stocks perform over a period of time? Is the hit ratio any better than 50/50? Well, we created a Theme that tracks this portfolio. So dood-ka-dood, pani-ka-pani.

Check out the Theme here: “CS Midcap 28-Aug-2013”

[stockquote]PRECOT[/stockquote]

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Quality to Price = GPA + BM

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We had filtered stocks based to Gross Profitability to Total Assets (GPA) and Book Value to Market Cap (BtM). If you combine the two, you get the Quality to Price ranking. The goal is to end up with stocks that are profitable and under-priced.

We went one step further and setup a Theme that invests in NSE stocks that fit this criteria. Check out the “Quality to Price” theme – a portfolio of 10, equally weighted stocks for the value investor in you.
[stockquote]PRECOT[/stockquote]

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