MISSION DIWALI 2030

Dear all Northpole clients,

 I request hereby everybody that on the auspicious days of  this Diwali 2018 we all will be receiving DIWALI picks. We Northpole will also provide the Diwali stocks to buy as  every year. But please understand, what is more important -  WEALTH CREATION ......yes.. so dear investors pl  have  THIS DIWALI THOSE STOCKS WHICH CAN CREATE HUGE WEALTH IN THE DIWALI OF 2030.

 Again I will like to re-memorize  our statement from;
Bill Gates: "Most people over-estimate what they can do in next one year and under-estimate what miracle they can do in the next 10 years"

Join NORTHPOLE CLUB : HAVE MISSION 2030 IN YOUR MIND....this DIWALI we have the opportunity due to falling MARKET...Every year we could not have this opportunity. 

Wishing that your life glows with happiness, joy, and prosperity on this Diwali and always.

Have a prosperous Diwali!

Regards


KALPESH PATEL -Founder, Northpole group



Northpole
9898160777
8320858271
2523377
www.northpole77.com

The best stock sector wise to build strong portfolio and use this correction as an opportunity to buy in sip mode.

The best stock sector wise to build strong portfolio and use this correction as an opportunity to buy in sip mode._*

*_we have chosen some good quality stocks out of each sector members can feel free to give suggestion if they feel any good stock left out in the below list._*

*I: - AUTO SECTOR*

1. MARUTI
2. BAJAJ AUTO/ TVS MOTOR
3. ESCORTS/ M&M
4. ASHOK LEYLAND

*II- BANKING SECTOR*

1. HDFC BANK
2. KOTAK BANK/ INDUSIND BANK
3. AXIS/ ICICI/ SBI
4. RBL/ BANDHAN BANK

*III- CAPITAL GOOD*

1. L&T
2. ABB
3. GMM PLAUDER
4. AIA ENGINEERING

*IV- CEMENT & INFRA*

1. ACC
2. GRASIM/ ULTRATECH/ SHREE
3. HEIDELBERG/ PRISM
4. KAJARIA

*V- CHEMICAL SECTOR*

1. INDIA GLYCOL
2. PIDILITE
3. GUJARAT FLORINE
4.BALAJI AMINIES/ IGPL/ GNFC

*VI- CONSUMPTION & RETAIL SECTOR*

1. BATA/ RELAXO
2. ASIAN/ BERGER
3. AB FASHION/ FUTURE RETAIL
4. TITAN
5. WESTLIFE/ ARVIND/ SHOPPER STOP
6. HAVELLS/ BAJAJ ELECTRIC
7. VOLTAS/ BLUESTAR/ WHIRLPOOL/ HITACHI

*VII- FINANCIAL/NBFC/HFC*

1. HDFC LTD.
2. BAJAJ FINANCE
3. L&T FIN / EDELWEISS
4. HDFC LIFE INS/ ICICI PRU
5. ICICI LOMBARD
6. IBULL HOUSING/ PNB HOUSING/ LIC HOUSING

*VIII- FMCG SECTOR*

1. HUL/ COLPAL
2. JUBLIANT FOOD/DMART
3. DABUR/ ITC/ MARICO/ GODREJ CP
4. AVANTI/ APEX/ VENKYS/ GODREJ AGROVET

*IX- IT SECTOR*

1. TCS
2. INFOSYS/ HCL TECH
3. LTI/ LTTS
4.TATA ELXSI

*X- LIQUOR BEVERAGES*

1. UBL
2. USL/ TATA GLOBAL
3. RADICO KHAITAN
4. GM BREWERIES/ SDBL/ GLOBUS SPIRIT

*XI- METAL SECTOR*

1. HINDALCO
2. TATA STEEL/ JSPL/ JSW STEEL
3. RATNAMANI METALS/ RAMA STEEL TUBES
4. TINPLATE/ KAMDHENU
5. TATA SPONGE/ TATA METALIKS

*XII- OIL & GAS SECTOR*

1. RELIANCE
2. HPCL/ IOC
3. GAIL/ PETRONET LNG
4. IGL/ MGL

*XIII- PHARMA SECTOR*
1. ALEMBIC PHARMA
2. BIOCON
3. DIVIS LAB
4. AUROPHARMA/ IPCA LAB
5. DR REDDY/ TORRENT PHARMA

*XIV- MISCELLANEOUS*

1. HEG/ GRAPHITE
2. BALKRISHNA IND/ CEAT/ APOLLO TYRE
3. MOTHERSON SUMI/ ENDURANCE TECH
4. JAMUNA AUTO/ JTEKTIND

OUR OBJECTIVE OF SHARING THIS LIST IS TO SHORT LIST BEST STOCK OUT OF EACH SECTOR TO BUILD HEALTHY PORTFOLIO FOR LONG TERM WEALTH CREATION.

Call
Northpole
9898160777
8320858271
2523377

WWW.northpole77.com

How to take benefit from current fall?: By Focusing on long term wealth creators: OCT*2018

Other Financial:
ABMoney: cmp: 51: From stock broking industry. Company not good for long term investment as not able to show good growth since last whole decade. Revenue & profit during 2008 were 120 cr and 22 cr which even today after a decade are 156 & 10 cr resepectively. hence investment of 1 lakh done a decade back is still today 1 lakh. Current H1 revenue and profits are good as have grown by 14% & 63% resepctively. Considering Current resutlts traders can buy it near 40 and should be able to sell it near 125 in next 2-3 years, still should prefer IcIci securities, Motilal, IIFL, Edelweis or JMFin in place of ABirlaMoney.

Integrated Oil & Gas : 
Reliance Ind : cmp: 1101: A company enjoying 2nd highest revenue and highest Profit making in India. The only company to cross 35000 cr Net profit per annum and may be in top 5 to reach Elite club of 1 Lakh cr Profit making companies of India till 2025-2030. A great journey. H1 Revenue has grown by 48% ( Due to high Price of Crude)  and Net Profit has grown by 11% which is little less than what we expected. Major concern is increased Debt which has rise by around 100%. Debt of around 1 lakh cr. Still not too bad, but yes it hurts margin. Major contributors to the growth are Refining & petrochemicals with around 80% revenue & profit share. Even Jio is great success as have reached 25 cr Subscriber with 4 cr added just in Q2, not only India’s no#1 but world largest VoLTE operator. Last quarter we have said It may cross 10000 cr Quarterly revenue soon & this time in Q2 Jio crossed revenue of 10,000 cr. 11GB/User/month used with 72 % share of 4G databas & has reported 678 cr net Profit. Amazingly Bharti Airtel Profit combining all countries is 500 cr in Q1. They combined Sawan media with Jio music to form India’s largest platform for Music. Announced strategic investment of 67% stake ( around 2200 cr Investment) in DEN Network & 51% stake in hathway (around 2900 cr Investment). Should not forget one of the most less talked yet good performance from Retails stores of around 32000 crore revenue with the number of stores around 9146 in 5800 cities with 40 Lakh customers served/week. 673 Stores were added during just Q2.  Even Reliance Trends crossed 500 store mark. Making more than 1000 cr profit quarterly from this stores which is 3X jump yearly. Here Dmart is everybody’s favorite in department store segment but we should not forget that Dmart make the profit of 800 cr yearly and Reliance made the profit of 1000 cr quarterly from same segment stores. So we can see RIL is improving from broadly with different segments. Our target next 3-4 years should be 2750. New buying again can be done in the whole range of 900-800 & We may see the multi-year rally here.

Disclosures: Do not buy or sell before consulting your advisor as the writer may have the position in the above-given stocks.

How to take benefit from current fall?: By Focusing on long term wealth creators: OCT*2018

Cement:
Ultracemco : cmp: 3609: Ultratech a must for wealth creation from Cement. India’s largest cement company. Once started with 1Mtpa in 1983 to today reaching  111 plus Mtpa both by organic and inorganic expansion. With increase in revenue by 10X and Profit by 15X showing extraordinary growth. Already investment of 1 Lakh should be more than 5X during last 10 Years. During Current results of H1  Revenue has grown by 16% which is good but profit has fallen by 24% due to high freight as well as Power cost which we were already expecting. We may see high growth in coming future. Many people in the group are holding since 1200. New buying or SIP again can be done in the whole range of 3500 to 2800 and can be kept for next 10 years to see multi year rally in this stock. Process of Century textile aquitation will be completed around Q4 and shareholder of Centurytex will be given 1 Ultracemco in ratio of 8:1.

Finance (NBFC)
Muthoot Capital : Cmp: 785 : Muthoot Capital Services Ltd. promoted by the Muthoot Pappachan Group. Its portfolio includes commercial and consumer finance products like vehicle loans, gold loans, loans against property, bonds, deposits, investment products and advisory services among others. Could be a probable wealth creator as good margins and high R-O-E combined with high growth. Company able to grow their revenue from 20 cr to 400 cr during last 8 years. Profit growth was 9X. Hence during last 8 years Share price has also improve 10X. Many people hold this company since last 2 Years from 200 & still no need to worry, can hold it as our target as per 310% potential sheets were 1455. Current H1 revenue and profits has increased by 47% and 147% respectively which were more than expected. New buying again can be done at 495 and can hold it for long term wealth creation and short term target of 1455 in next 3-4 years.

Wish you and your Family Happy DUSSEHRA

On the Auspicious day Dussera I suggest you some points for victory of forces of good over evil to become wealthy is
1⃣ Avoid Tips
2⃣ Avoid penny stocks
3⃣ Avoid leverage
4⃣ Don't be greedy
5⃣ Don't get panic
6⃣ Avoid undiscipline in trading style
7⃣ Avoid FnO unless you are an expert
8⃣ Avoid Over diversification
9⃣ Avoid too much cash-in-hand
🔟 Avoid Noise

Annual Result Update:

Houseware: India is forecasted to become the 5th largest consumer market in the world by 2025. Currently, the country is experiencing a 12 % year on year growth in consumer expenditure as against a global increase of 5%. 100 plus million middle-class Indian households will show high growth in their consumption pattern owing to increase in their incomes and moving them upwards into affluent and elite segments.

La-Opala : Cmp: 260: A debt Free, Finest margin and good R-O-E company from houseware segment. Company able to grow from 55 cr to 255 cr revenue during last decade ie. 5X and Profit from 1Cr to 7cr ie 7X. Hence investment in this company is already 80X. A wealth creator. Many people in this group already hold this company since 2014 at 15 and still no need to worry. We have seen this stock in range since last 3 years so can accumulate during this range bounce phase near  225 and we may see multi year rally from here.

TNPetro  : cmp: 41 :  A company from commodity segment which we have been buying since last 2 quarters. Overall commodity chem segment should be in focus and we may see many wealth creating companies from this segment. Tnpl Current year revenue has been grown by 7% and net Profit has grown by 389%. Already many people from this group have just bought this near 55 now again this stock can be accumulated in the range of 45 to 36 with this next Year target 102 and can hold this company for next 5-10 years.

Tea & Coffee :
McleodRuss: cmp: 145 : A company from tea & coffee segment. Current year revenue and Net profit are increased by 10% and 240% respectively. A good turnaround in business has been seen this year. Company has announced Buy-back offer at 210. Buying can be done in the whole range of 182 to 129 all with next 2 year target of 354. Nomura has just bought 6.3 crore shares 1st time in november at 235. Many people in this group are also accumulating since 190 during last quarter.

Disclosure : Do Not buy or sell before consulting your advisor as writer may have position in above given stocks.

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Latest Annual Results :

Other Industrial Products : 

Heg : Cmp: 3160: A very good company and many people from you just bought last year at 600. Still was receiving messages daily that what to do in 2700 we should book profit or not. Results are and were still extraordinary. Revenue is booming by 208% and Net Profit has given turnaround from loss making to profit making. We were expecting EPS of 150 this year but it outperformed and gave eps of 271 which suggest that at this rate also not too expensive. Still, those who have bought at 600 can hold it till our target of 5240 in next 2-3 Years as per 310% pot sheet and new buying can still be done near 2200. One of the best performing Small Cap funds of L&T has invested around 3.5% of the total fund at same price last year where you all bought and are still holding ( near 600).

Graphite : Cmp: 786 : Again a turnaround company. Company able to improve its revenue from 150 cr to 3000 cr during last 17 years as well profit improvement is seen from 10 cr to 900 cr. The major outperformance was seen last year as revenue as well as profit has increased by 114% and 700%. Hence many people from this group have bought it near 130 last year and still no need to hurry. Should hold it at least till 1582 our target as per 310% pot sheet in next 2-3 years. New buying again can be done near 600 and can hold it for long.

AiAEng : Cmp: 1540 : A Very good company from this segment. Able to improve its revenue from 300 cr since 2001 to we may see till 2020 around 3000 cr. Almost debt free and high R-O-E and wonderful margin. All signs of wealth creator. Current year revenue has grown by 18% but profits not so attractive this year by 2%. Still, as many people from this group are already holding this stock since 2014 at 500 no need to worry and can hold it to see a multi-year rally. New buying again can be done near 1200 and can hold it for the long term. Along with you all during 2014 Hdfc mf bought  19 lakh shares, Smallcap fund bought 10 lakh shares all you along with mf are holding it for long.

Adorweld : Cmp: 315 : Again a good one from Other industrial goods segment. 10 years the back company was making revenue of 240 cr and profit of 40 cr. Currently, the company is able to improve its revenue from 240 cr to 470 cr but not able to improve its profit as still profit was 19cr last year. Hence company is still trading below its 10 years back high of 525. But a whole segment is growing should assume improvement if Profits in coming years. Buying can be done in the whole range of 462 to 232 with the 2-year target of 921. Many people have already bought and are accumulating in this group since last 6 months since 462. Sundaram fund bought 3.4 lakh shares at 240 are still holding.

Disclosure: Do not buy or sell before consulting your advisor as the writer may have the position in above-given stocks.



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Annual result Update Latest : Q4

PSUBank : public Sector Banks (PSBs) are banks where a majority stake (i.e. more than 50%) is held by a government.
SBIN : cmp: 250 : We have already talked last quarter that : After getting merged Sbin will be having 24000+ branches managed by 2.8 Lakh employees & 4.2 crore client base which is approximate population of Canada. Market share in India is 23%. Npa will be increased from 9% to 10% after Merger & NIM will be decreased. Merger will be done till sept end 2018. 1160 crore/annum will be saved due to merger. Around 10,000 employees will be redeployed to sales to increase business due to merger and net rs. 400 crore/annum will be saved due to VRS 3600 employees. Current year results are as expected as profits has been affected due to high NPA increment from 3.7% last year to 5.73% this year.  Revenue was flat (1% higher)  and Net Profit has decreased by -972% as bank has booked loss of 4200cr which was higher than loss of 390 cr previous year. As high provisions has done last year. Highest number of Npa has been seen in Midsize corporate 26%, largest corporate 13% and SME with 12%. Agri Npa are lowest comparing to corporates and best are Retail loans with just 1.6% Npa. India moving from cash to digital as 80% of the Total transactions done in Sbi during last year were out of the Branch transactions. Sbi with highest number of followers across all banks in world in facebook. As we have already said during last year that This year may be the starting point of the new era for Sbin. As many of you are already holding this bank since 145 last year when news were not good. Our expected target was 350 and sbi has just hit 350. Profit could be booked around 15% and remaining 85% can hold for further wealth creation was recommended. New Buying again can be done near 183 and can hold it for long term wealth creation.


MOtilalofs : Cmp: 955 : A very good company among Stock broking business. Current year Revenue has grown by 59% and Net Profit has grown by 49% as expected and in stream since last year. Price has already rallied  as many of you have bought last year near 450. At cmp it is trading expensive, so new buying can again done near 800 with the next 4-5 years target of 2944. Good company for long term investment. Motilal is able to increase its Profit of 20 cr since 2008 to today 540 cr annually. Definitely a wealth creator stock. We are already +ve on this whole industry.

Other Financial Services : With growth of about 20% CAGR in this industry.
CARE : Cmp: 1305: CARE is a very good company for long term wealth creation. A growing Debt free, High R-O-E and with Good margins. Recent growth is muted as current year revenue has grown by 12% and net Profit by 3%. Considering a long term buy we can buy this company in the whole range of 1103 to 937 and target for next 2 years should be 1692. Should be in the list of wealth creator stocks.

Pharma: 
Bliss Gvs : cmp 180 : Many people in this group hold this wonderful pharma company since last 3 years bought at 60. Some again bought at 88 and are still holding. Overall Pharma is not in growth since last 3 years. Bliss was making revenue and profit of 3Cr and 33 Lakh during 2001 and today able to generate revenue and profit of around 300 cr and 90 cr respectively. Have good margin and high R-O-E. Current year growth is muted as revenue and profit are +3% and -18% respectively. New buying again can be done in the range of 140 to 115 and target for next 3 years should be 310. FII named Fidility just bought in feb 4 Lakhs shares at 200.

Disclosure  do Not buy or sell before consulting your advisor as writer may have position in above given stocks.

Annual result Update Latest : Q4 ~ 24.05.2018

Other Elect. Equip. Products : 
Universal Cables : cmp 155 : Since last 12 years this whole sector was in underperformance. But since previous quarter major improvement has been seen. This company's Yearly  results are good. Revenue has grown by 34% & Net Profit has also grown by 25% both as expected. Effect in eps has not seen due to previous adjustments. We may see improvement in Net profit from next quarter. As many people have already bought near 150 Considering good results we can again buy this company near 150 with the short term yearly target of 280 and we can hold it for next 5-10 years to see multi year rally. A company from Birla Group.

Broadcasting & Cable Tv : The Indian broadcasting and content distribution sector is among the fastest growing in the country. Backed by advertising and subscription revenue growth, the television industry grew by about 15% in 2015. ... Globally, the broadcasting and distribution sector is moving from analogue to digital.
Suntv : cmp: 932 : A wealth creator company from media. Debt free , high growth , good net margin and every quality that a wealth creator should have. Annual announced Results are as per expected. Revenue growth is 12% and Net Profit is 12%. Many people from are already holding this stock since last 2 years bought around 550. Still nothing to worry as our target is 1701 as per 310% pot sheet and should expect multi year rally.  New buying can again done near 700 & with short term target of 1064.

RadioCity : cmp: 392 : “Rag Rag main Dode City” A famous radio channel from Jagran Prakshan Group. Around 21% market share belong to this channel. Can consider as a good buying for long term, just listed last year.  Current year  Revenue has grown by 15% & Net Profit has grown by 41% which can be said a good performance. So can accumulate during the fall  for long term wealth creation. Buying can be done during the fall near 307 and can hold for next 5-10 years. Hdfc stand life has just bought 63000 shares in the month of April at 360 and Fii Franklin Temp bought around 1.5 Lakh shares at 340.

Telecom Cables : 
Vindhyatel: Cmp 1125 : A company which has grown its revenue by 3 times during last 5 years and Net profit by 5 times with good R-O-E. Wealth is there where there is growth. Even current Yearly results are good as  revenue is growing by 36% and net Profit attractively by 127% as expected. Many of you have already bought it near 480 few years back and still this stock can be bought at 870 during any fall with the short term target of 1505 and we can even hold it for next 5-10 years as a wealth creator.  Reliance cap mf bought 5 lakh shares during 2015 at 556. So we are sailing along with reliance mf - both with long term perspectives.

Airlines: The civil aviation industry in India has emerged as one of the fastest growing industries in the country during the last three years. India is currently considered the third largest domestic civil aviation market in the world. Major cost of around 30% is of Fuel.
JetAirways: cmp: 421 : Jet Airways is the company with  Highest revenue in Airlines among listed companies, but not Profit making. No +ve cash flow since last 2 decades. A turn around in airlines industry has been seen and Cashflow of Spice jet and Indigo has increased still Jet not on +ve note. We may see the fall continue towards 220. Avoid this company and can focus on either spice or Indigo for long term.

Sugar : Raw mateiral (Hyke in Sugarcane)  price rise will make Comapanies loss this year.
Mawanasugar : cmp; 38 : Mawana sug along with many sugar companies came in profit after long loss making history. Still hyke in Rawmaterial price will make sugar companies loss this year. We may see this company close above 37 so should book loss 50% share near 51 and 50% Near 101. Should sell it dip by dip during every rally. Cy Year revenue is grown by 6% & Profit is decreased by 97%. Eps showns +ve 2.5 but it is due to sell of assets. Actual they did loss this year. Cut loss making companies and accumulate profit making companies.

Disclosure  do Not buy or sell before consulting your advisor as writer may have position in above given stocks. 

Latest Result update: Q4

BPO/Kpo : In India, Business Process Outsourcing (BPO) is the fastest growing segment of the ITES (Information Technology Enabled Services) industry. The National Association of Software and Service Companies (NASSCOM) has predicted that India will acquire a 70% share in the growing KPO Industry. According to ASSOCHAM, Indian KPO market has been growing at a compounded annual growth rate of approximately 30% and is expected to touch $30 billion by 2015.

E-Clerx : Cmp: 1290: Wonderful company from this segment. High growth, High , Margin and High R-O-E are best things of this company. Able to grow from 100 cr Revenue to 1000 cr during last 10 years. So should be in the list of wealth creators. Current growth is muted as revenue and Profit are down by 2% & 16% respectively. Many people in this group are holding this company since last 3 years at 600. Still no need to worry and should take benefit of current downfall. Buying need to be done near 900 and can hold for long term wealth. Fii-Fidelity added 50000 shares in Jan at 1400.

⅔ Wheelers : 
Atul Auto : Cmp: 422 : A very good company from 3 wheeler auto segment. A debt free company with high growth and high r-o-e. Current Year revenue growth is 20% & Net Profit Growth is 24%. Many people in this group are already holding this wealth creator stock since 65 and many are accumulating it since last 2 years near 400. So do SIP and accumulation can be done in the whole range of  427 to 324 with 2-3 years target of 754 and yes we may see multi year rally in this stock. Hdfc Mutual fund just added again 4.5 lakh shares last month at 450. We are even buying at lower price then them.

IT consulting & Software companies:
LTI : cmp : 1684  : A company which could out -perform the whole sector. Current growth this year of It Consulting companies is Good. Current Year results of LTI were good comparatively. Revenues are growing by 12% and Net Profit are growing by 15% as expected. Almost debt free. Buying have been done by many people near 720 and can be kept for next 10 years to create wealth. Our this year target was 1742 and it rallied exactly till 1750. 10% profit should be booked here and remaining can hold for long term wealth. New buying again can be done near 1300.

Disclosure : Do Not buy or sell before consulting your advisory as writer may have position in above stocks. 

Upl : cmp: 769 : | Agrochemical | A multi bagger candidate TGT 1200 JAN2019

Upl : cmp: 769 : Upl is India’s biggest agrochemical company. A Wealth creator. Revenue and net Profit are growing attractively since last decade and hence we have seen good appreciation in price also. Revenue has grown this 9Months by 4% suggest the healthy growth even after Gst and demonetisation. 9Months Net profit has grown by 31%. Results are as expected. As many of you are already holding since 130 & 190 since last 3 years there is still no need to book the profit. As per current Q3 earnings we may see Upl moving in the range of 630 to 1200 this year. A multi bagger candidate. For any type of new buying we can add again only if it fall till 575.



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