Best Stock to buy in 2022 Bear Market - TCS

-
  Best time to buy a stock ? Well what better than a recession when even the best in the business is available at a steep discount ! TCS is my 1st choice at the moment. Why ? Well, following points speak for itself (1) 2nd Largest IT company in the world with no worry of future business. (2) Largest company of Tata Group which is the largest business group of India.         App. 70 % of profit of  Tata group come from this single company. (3) Continuously growing top line and bottom line of business (4) Available at reasonable valuation with PE multiple of 29 (5) Regular buy back ensures value addition for share holders (6) Major company in both Sensex & Nifty and hence bought by both Indian as           well as Overseas investor. When FII will come back, they buy blue chip shares       like TCS first. (7) Operational for more than 5 decades now with consistent performance track         record.  (8) Need for IT solution across globe will only increase from here which will         
एक टिप्पणी भेजें

Sensex at 60,000. Big Correction/ Recession under way. Time to be cautious

-


Sensex is at 60,000 +  Will it touch 100,000 soon ? Well, certainly it will. Why not ? But more important question is when ? Not any time soon for sure. In fact,  a sure shot correction is underway.

Even though future is uncertain, why I am so sure about an upcoming correction ? Well following are the reasons.

(1) Sensex/Nifty Average PE has remained more than 30 for quite some time. It can not sustain it more. Average PE is around 20. Even if you consider bit higher, it can not remain above 25. so there is 15 % correction any how.

(2) High inflation across the Globe - Be it USA, UK or India all these countries have printed lot of money, specially USA which has printed 40 % of total Dollars till date in just one year. All this will certainly cause very high inflation in USA which will ruin the party across the globe.

(3) Interest rates are lowest in history - If you consider last few decades, India has not seen such low interest rates. Excess fund availability will further increase inflation. Rising fuel pricing also will trigger inflation and will reduce people's income and will limit their spending power.

(4) China will be the bigger reason of recession. Growth rate has already slow down in last few years. World's factory is slowing down. Real Estate Crunch will reduce it substantially and it will be the lowest in last 3 decades. If Largest consumer of raw material China will reduce its consumption, whole world will be adversely affected.

(5) HNA group in China has gone bankrupt with debt more than $ 187 B. Ever Grand debt is more than $ 300 B. These are huge numbers and lets not forget..... there are many more in pipe line. This will surely trigger a recession and recovery will surely take long.


Conclusion : If you are a long term investor, you will get an opportunity to buy at low level very soon. Sensex can be any where between 38,000- 50,000 for a good amount of time. Few of the stocks may correct more than 50 % as well. So if you have missed the recent Boom Bus, next fall is coming very soon.....





 


टिप्पणियाँ

एक टिप्पणी भेजें

इस ब्लॉग से लोकप्रिय पोस्ट

Dmart Results - Q3 FY21(Avenue Supermart)

-
चित्र
  Retail Gian Dmart (Avenue Supermart) has just released Q3 figures and as expected these are superb ! Consolidated result is as follows. Summary of the results is as following. Total Income increased substantially by 42 % & 11 % on QOQ & YOY basis respectively. Gross profit increased by 124 % & 24 % while Net profit/EPS increased by 125 % & 12 % substantially. This stock has already given 10 times return to its IPO subscribers who have hold the stock till date. 10 times return in 3 years , 9 months is simply superb !  As shown above, TTM EPS is 13.80 ( Excluding Q3 figures) & hence PE ratio of Friday closing price is 215 times which probably is highest among major listed companies. This shows faith of investors in this company and its promoter Mr. Radhakishan Damani.  Clikc on following link to go through the pdf file of Q3 as submitted to exchanges. https://www.bseindia.com/xml-data/corpfiling/AttachLive/eb8f954e-2780-4aad-a6d8-85973a32fd16.pdf Thank you. Jai Hind
और पढ़ें

High Dividend Paying Stocks in India - PART 1

-
चित्र
Who likes to have lucrative dividend income in bank account ? well all of us like the dividend income. How many companies in your portfolio give regular dividend? Very few ??? If so, don't you think it's time to correct your portfolio. Advantages of of regular dividend paying companies are as following. (1) Good companies pay dividend in the range of of 1 % to 15% on annual basis. Now this is a huge amount. Most of the mutual funds are giving approximately 10% return on annual basis. If if your company is giving even 10% dividend, it's a huge bonus since appreciation of stock value is entirely different. (2) regular dividend itself is a proof of good business management. Without continuous profit, continuous dividend is not possible. This itself is a proof that you are invested in the right company. (3) most of the high paying dividend companies are owned by government & hence there is always a sense of security. (4) sometimes market remains depressed for months or eve
और पढ़ें

Nifty PE ratio at all time high at 40. sensex about to touch 50,000 mark

-
चित्र
Sensex is about to touch 50,000 levels. PE ratio of nifty is about to touch 40 level. This highest peak level itself suggest that market is highly overpriced and is bound to correct very soon. please refer following chart. It is highly recommended that and long time investor should stay absolutely away from market right now. There is no by opportunity as such and if at all you have some plan to book profit probably this is the right time before market corrects itself so good luck friends thank you.
और पढ़ें