MY BIRTHDAY TODAY: BIDDING ADIEU TO ALL _/\_ !!

Hello Friends!! 

 It’s my Birthday today .. and wishing you all a Very Happy Ram Navami too...
I am very emotional in breaking this news to you all, that after 9 long years of blogging, I am finally bidding adieu to my Blog. I started blogging as fun and later it become blogging for a purpose, for a cause - cause to help. I blogged about stocks, about my views, stories about markets - my intention was purely to educate & provide an advantage to investors, to make every citizen of my country an Investor & not a speculator.. my endeavor was to educate and make investors aware... I gave my views on stocks in every 10 days i.e. on every 3rd, 13th & 23rd of every month, that too for 9 long years, there were times when it became difficult for me to cope up with my blogging, professional and personal time, but somehow I managed it....believe me, this decision is as hard for me as hard it is for you lovely people to hear it.  
   
      Friends, its been 9 long years since I started this blog and it has been an amazing journey ( My First Post ) and as I write this, it is becoming more difficult for me..but I have to do it, all these years you all have showered me with immense love, appreciations and support and I am very much thankful for all. During this journey, I have learned so many valuable lessons, found new truths about myself, made good friends, and also had an opportunity to meet many new people along the way. Stock markets made me humble, interacting with readers made me mature. Some of you who have still been with me since the beginning, & still with me - I am so grateful for that. Markets have taught me a lot and I am still learning, a student for life. But, after 372 published posts with more than 570+ followers, now it is becoming difficult for me to blog, some instances which happened in my personal life made me more determined towards my decision, now there's nothing left and no one for whom I motivate myself to write, I have started feeling that my blogging is not serving its purpose it should be.. those who know me knows this well that I never wrote for fame or for money never - money-making was not my intentions ever. I received blessings, appreciation from you all wonderful readers, THANK YOU guys, Thank you so much, my intentions were pure & clear... I never expected anything from anyone, I always want that my readers get benefited and make wealth for themselves and be a part of India Growth story. I selflessly intended good for all my readers, I never intended to make money from my blog....but nothing inspires me anymore, there's no one for whom I motivate myself to write anymore, I can say that my Karma towards my readers ends here... People close to me know very well that I am not very expressive, I cannot express myself and you all can imagine how difficult it is for me to convey this emotion to you all. This is very shattering for me and is breaking me as well, but I have to DO IT.. I don't know whether I will come back again to blogging or not  - I don't know - I may or I may not, but as of now, Yes it's a sad BYE :(  _/\_

A previous version of the blog

One wise man truly said, Once a Market men always a market men, I am the learner, and markets have given me lots and taught me many lessons. I still have more to learn from markets. Learning is the journey and not the destination, Markets is my Passion & I can never quit markets, I am just stopping my blogging journey here. Guys, I will be available to all on stocks topics and markets on Email - montyuu@yahoo.com, and all the posts & comments will be available online. I am optimistic about markets and I do believe in India Growth Story, the consumption theory, the demographic dividend that our nation enjoys, encash it, please do participate in the growth of our nation by investing in stock markets with proper study and strict stop loss - look at the companies with better Revenue growth - Revenue is the Economic engine that drives a company without which the company cannot earn Profit. Constant revenue growth of at least 10 % or more every year for each of the last 10 years indicates that the company is able to expand its business operation and is growing, (for banks and financial institutions take net loan growth instead of revenue growth); Look at company's Return on Capital Employed (ROCE) This ratio measures the company's profitability and the efficiency with which its capital is employed. Look at companies whose ROCE was at least 15 % for each of the last 10 years (for banks and financial institutions take pre-tax ROE of more than 20 % for each of the last 10 years instead of ROCE). Revenue growth creates shareholder's value via stock price increases, only if ROCE remains high. Hence it is a very important metric in assessing a firm's performance; also look at companies with great net profit margins, less debt - try to have a stock whose debt is not more than 3 times its net profit, companies with greater ROCE, ROE, wonderful consistent cashflows & best management. BE INVESTED GUYS - wonderful days for Indian Equities are yet to come. Lastly, I would like to thank all of you wonderful people, for being there, with me all these years, I take this opportunity to give Thanks to all my reader friends.. TAKE CARE !!   

                                           God Bless You All !!!

Thanks to my parents who made me what I am here today And Thanks God for all of it !!!

Warm Regards,

Bhavikk Shah.  

                                                          

There are many stocks but some of my fav picks:- Adani Ports ; Berger Paints ; MCX ; PVR ; Cera sanitaryware ; CCL Products ; Nilkamal ;  Symphony Ltd ; Union Budget ; HPPL ;  HUL ; Colgate Palmolive ; Ultratech Cement ; AB NUVO ;  BSE LTD ; IPO's

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It's my Birthday Today :)

Hello Friends!! 

 It’s my Birthday today .. J J …and am too, little bit of happy & excited like everyone else on Birthday’sJ, no matter how old are you, you too have that pleasant feeling about the year coming ahead, we are happy that we have passed off one year, and optimistic for the coming one. Last year of mine was a mix but  the year gone by left many joys and memories. I always write something for all you my dear reader friends on this day, as this is a day when I speak my mind and heart out.

The year gone by was beautiful; off course on market front, it cannot be said so, but would also say it was not bad either, at least for me and my stocks, yeah we were not in green but did well by benchmark’s performance and this does not discourages me to be invested. I always advocate stock market investing. I truly believe that India has huge potential and is definitely a long term story driven on consumption demand and is better positioned to enjoy demographic dividends. Indian economy is of Rs. 105 lakh crores ($ 1.59 trillion) with our stock market capitalisation of Rs. 94.71 lakh crores (as on 1 April 2016), with registered investors of 3.07 Cr (2.45 % of our total population). Whereas, US has market capitalizing is of $ 19.8 trillion which is also the biggest representing 52 % of the world’s market cap. US has population of roughly about 31.90 Cr and investing population in stock markets are whopping 14.35 Cr or I should say 45 %, and we at mere 2.5 %. India has savings rate of 36 % and still only 7 % of it comes to the equity market. Indian Retail investors hold around $ 16 billion of Indian equity. These figues says a lot and we should understand the potential of our strength, encourage investing in equities and should not shy away from stock markets, terming it as “Gamble”. 

Indian corporates have tremendous positive earning potential, & there are vast numbers of businesses of various kinds available at better price. What we misunderstand is that we buy at wrong price and most often we buy on tips, and there’s where we fall off. I truly believe that “Valuations are the slave of Earnings”, if you trap the earnings right you get the valuation right, off course with sentiments the stocks do falls back, but at the end the valuations do prevails. Look at the stocks with net profit margins above the fixed maturity instruments, with minimum debt and high ROE & ROCE’s. Now, there are many who would say we don’t understand these terms or we dont have much time to spare to, for them I would say go for mutual funds- let the expert fund managers do the job for you, but do invest, be the part of new vibrant India. Built up your retirement fund, start investing in mutual funds in Systematic manner via SIP (systematic investment plan). Take a minimum investment goal for five years at least, start investing little bit every month and you shall surely win, and those who are enterprising enough should look out for stocks with high net profit margins, low debt, high ROE & ROCE’s and off course strong Cash Flows. In all do invest and study well before investing. There’s lots of opportunity out there and participate in the growing economy of ours.

I am optimistic about markets and beileve that more positives are yet to come. Be positive and Be invested. Lastly I would like to thank all you wonderful people, who have become impairable part of my life now, who have constantly encouraged me and inspired me in all aspects of my life.

Again, I take this opportunity to give Thanks to all my reader friends for being there for me, and encouraging me...

                                           God Bless You All !!!

Thanks to my parents who made me what I am here today And Thanks God for all of it !!!

Warm Regards,

Bhavikk Shah.  

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WISHING YOU ALL A VERY HAPPY NEW YEAR 2016 !!!

HAPPY NEW YEAR 2016 !!!

   HELLO FRIENDS, 

WISHING YOU AND YOUR LOVED ONES A VERY  

                             

 HAPPY NEW YEAR 2016 !!!

!!! Write it on your heart that every day is the best day in the year. New is the year, New are the hopes, New is the resolution, New are the spirits, and New are my warm wishes just for you. Have a promising and fulfilling New Year  2016 !!!

I Thank you all for being a regular royal reader of BHAVIKK SHAH's BLOG. I Thank you all for your unconditional support towards me, Your such priceless support, inspires me to work better towards the betterment of my investor friends. Its been a great year with you guys. It's been a pleasure discussing stocks and sharing views on topics like stocks or economics or politics... and ofcourse some new topics like shot stories too :)  

Its been a wonderful year gone by, with my ROCE presentation crossing 2900 views on Author Stream ; with ur support the blog posts crossed more than 338 posts with more than 7,92,669 pageviews and proud to have 528 followers and counting on the blog.....

With such, I still believe its long way to go and I again thank you all for your unconditional support and do continue to pour in ur valuable backing...I take ur support as an moral responsibility and it will be my endeavour to be at my best and to bring best fundamental stocks on board....

 I look forward to serving you better all again in 2016, I wish you all Peace, Happiness, prosperity and Good health in coming new year !!!

ONCE AGAIN WISHING YOU ALL A VERY VERY

HAPPY NEW YEAR 2016 !!!

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Best Regards,

BHAVIKK SHAH 

*Reader Friends, grab a fresh hot cup of coffee, turn on your net & browse on to www.bhavikkshah.blogspot.in & take out few minutes to get to know the most interesting world of investment... Till then HAPPY INVESTING, don't forget to Share !!

*Dear Reader friend, if you enjoyed this article, please do share it with your Friends and Colleagues through Facebook and Twitter, and drop in your valuable thoughts in comment box..

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Disclaimer: 

This is a personal blog and presents entirely personal views on stock market. Any statement made in this blog is merely an expression of my personal opinion. These informations are sourced from publicly available data. By using/reading this blog you agree to (i) not to take any investment decision or any other important decisions based on any information, opinion, suggestion, expressions or experience mentioned or presented in this blog (ii) Any investment decisions taken if any would be his/hers sole responsibility. (iii) the author of this blog is not responsible.

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Best Regards,

BHAVIKK SHAH  

69th INDEPENDENCE DAY OF MY INDIA : VANDE MATARAM !!!

                                             !! TURN ON YOUR SPEAKERS !!

{{ Maa Tujhe Salam }} 

 Freedom In The Mind, Faith In The Words.

Pride In Our Souls. Let's Salute The Nation

On This Swatantra Diwas !!

Happy Independence Day to You ALL !!!

वन्दे मातरम् सुजलां सुफलां मलयजशीतलाम् |

सस्य श्यामलां मातरम् | 

शुभ्र ज्योत्स्ना पुलकित यामिनीम्

फुल्ल कुसुमित द्रुमदलशोभिनीम्, 

सुहासिनीं सुमधुर भाषिणीम्

सुखदां वरदां मातरम् ||

"In the attitude of silence the soul finds the path in a clearer light, 
and what is elusive and deceptive resolves itself into crystal clearness.
Our life is a long and arduous quest after Truth " - Mahatma Gandhi 

Salute the national Flag my fellow citizens, and sing the song of freedom's love. Remember how freedom was won. By fighter's struggles, sacrifice ! Pray for the lives lost in the fight. And emulate their examples. Learn to be patriotic more and do your duty with fervor.

*Credits: Ranjan Sharma- Santoor, Sarod, Tabla, Pakhawaj and Tanpura

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THOUGHTS ON MY BIRTHDAY !!!

My Reader Friends !! 

It's my Birthday today and yeah grown a year older again..hehehe !!

Being a year older means people starts expecting lots from you, and U try your best to fulfill that. Anyways, there are lots to say and share with you wonderful people, who have become impairable part of my life now, who have constantly encouraged me and inspired me in all aspects of my life. And what a wonderful year it was - made some wonderful friends, my recommended stocks are more than double from my last birthday, my reader's friends are more than happy as they are on a handsome bunch of profits & successfully completed few Private Equity deals... wow !! what else should I ask for !! 

Life's good, and enjoying my work, and happy to see my readers pouring in mails saying they are making good returns & enjoying the way markets are moving and they have now learned how to tackle markets on their own ... when I started this blog I was curious on how people would react to my blog, whether I would be getting readership when there are many such blogs on the float, but then this famous quote from the Bhagvad Gita kept me going-    

कर्मण्येवाधिकारस्ते मा फलेषु कदाचन।

मा कर्मफलहेतुर्भूर्मा ते सङ्गोऽस्त्वकर्मणि॥ 

कर्म करना तो तुम्हारा अधिकार है, लेकिन उसके फल पर कभी नहीं | 
कर्म को फल की इच्छा से कभी मत करो, तथा तेरा कर्म ना करने में भी कोई आसक्ति न हो |

 "Karmanyeva adhikaaraste, Maa phaleshu kadaachana", meaing You have the right to perform your actions, but you are not entitled to the fruits of the actions.

"Maa Karma Phala  Hetur Bhur maa te Sangostu akarmani", meaning Do not let the fruit be the purpose of your actions, and therefore you won't be attached to not doing your duty.  

As we grow older we realise the true meaning of KARMA, and we try to follow that, same ways I do too. As my part of Karma, I try to bring out best of the businesses listed from the 4,277 companies (eligible out of 5,630 companies listed on Bombay Stock Exchange) without expecting any Phala for my deeds, I see happiness & Smiles of my readers, when they make money, the kind of blessing they shower in on me, I see these as Phala for my Karma. People ask me why dont you charge from ur readers are u a Saint or something and my answer is No, Like most human beings, I am too motivated by self interest. I came into blogging bcoz I want to change or atleast affect the way people think about Indian Stock Markets, people 'Term' all market mens as gamblers, they dont differentiate between Day traders, Analysts, and Operators - for them these all are same, what they fail to understand that Stock Markets are the beautiful platform where by u can own a part of fantastic business. So invest in good companies, if the Karma of the business is Good (good business model along with the good management) u too will bear the fruit of it in long run. Same ways my endeavour is always to find best deep moated stocks at reasonable prices which can give best returns to its investors.. 

Once again friends, Thanks for your on going support along with ur smiles and for the the encouragment.

I take this opportunity to give Thanks to all my reader friends for being there for me...

                  God Bless You All !!!

Thanks to my parents who sculptured my thoughts and to making me who I am today !!!

And lastly, Thanks god for all of it !!!

Warm Regards,

Bhavikk Shah. 

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HAPPY DIWALI & A PROSPEROUS NEW YEAR SAMVAT 2071 !!!

HELLO READER FRIENDS, 

Here's Wishing You n Your Family

A VERY HAPPY DIWALI &

   A PROSPEROUS NEW YEAR !!!!

We meditate on the Glory of the Creator ; 
   Who has created the Universe ; 

  Who is worthy of Worship ;
         Who is the embodiment of Knowledge and Light ; 

            Who is the remover of all Sin and Ignorance;

  May He enlighten our Intellect.

Gayatri Mantra....

There's always something warm and bright, about this time of the year, when everything has a special glow, and hearts are full of Cheer, that's why this special greetings comes your way, to wish you all a life's best on Diwali and in the coming New Year too.....

Bhavikk Shah

I Wish you all and your loved ones a Very Happy Diwali and A Prosperous New Year and Thank you all for being there as a backbone of the Blog for 7 long years..

From the last Samvat to this, markets has definately made every one happy this year. From last years Muhurat trading of 6,317.35 Nifty to current Nifty of 7,995 (22 oct 2014), its a fantastic 1,677.65 points run a excellent return of 26.55 % and if we take the peak of our markets then its around 2,247 points of run up from nifty low of 5,933. Whatever the case may be (elections, majority to new government, expectations of reforms etc) but the investors are happy as of now. But still I am concerned, 

Yeah am concerned, dont get me wrong I still hold my bullish view for Indian Economy & markets. We all know that there is a wave of change in Indian Economy and changes does not occur in sudden, it takes its own course of time and Stock markets tends to react faster than we expect and when the sanity of the markets returns, we see down trend in markets which are nothing but a reflection of true fundamentals of our economy.. 

Give a look at our IIP - struggling at 0.40 % our GDP at 5.7 %, and adding on to it our corporates are not enthusiastic enough to do major investments, remember I have repetitively kept on saying again and again that our corporates still holds huge chunk of cash of around Rs. 5,70,000 Cr. Secondly, this rally has come at a time when there were depressed earnings and if we see at the previous market peak, which was of Jan 2008, the earnings growth trajectory was Upwards at that point of time and currently the earnings growth is muted, this means that a lot of the anticipated improvement in earnings is already priced in. 

Looking at the way the earning season is going I feel that there could be downfall in markets which can wipe off entire gains, anyways the 10 years average historical PE of Indian markets is around 17.8x but below its peak of 25x. I see Nifty levels to cool off around 7,400 - 7,600 and then the new wave of bull market should start which I hope will be on back of the strong investments by the corporates, double digit IIP, lower inflation, strong earnings growth and hopefully GDP number of 8.5%.. So friends just be cautious and start booking your profits because we can see a sell off within 3-4 months.. Buy fundamentally strong stocks and keep a strict stoploss of 8 % ..Till then happy Investing !!!

WISH YOU ALL A VERY HAPPY NEW DIWALI AND A PROSPEROUS NEW YEAR !!!!

READER FRIENDS READ THE VERY FIRST POST OF THIS BLOG DATED : 30th OCT 2008 

Best Regards,

BHAVIKK SHAH 

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