Wednesday, December 17, 2014

The art of stock picking with Vijay Kedia

Before we talk about the video, lets talk about the man himself. He is smart investor who made pretty decent returns from Atul Auto and Cera Sanitaryware. He is well know for backing small and mid caps. To know more about his past please go through http://rakesh-jhunjhunwala.in/what-we-can-learn-from-vijay-kedias-strategy-of-finding-multibagger-stocks/.

In a very recent interview to ET Now, Vijay Kedia gives a very frank outlook on stocks. Some of the main points


  • Bullish on India in spite of Russia blow up, US / Europe printing money
  • Thinks party has just started , party maybe 9 months or 1 year but party still on
  • Sensex to be 1,00,000 by 2020


He spoke about his best bet Auto Auto.Rationale for Atul Auto. Mgmt first criteria, invested in 2005. First investment made in 2005 at Rs 80 or 90. In 2009, stock price was Rs 5. VK started buying more in 2009

Recent picks

  • Sudharshan Chemicals
  • Repro India
  • LIC Housing Finance
  • Apar Industries


VK feels any company which has finished its capex in 2013 and 2014 will reap the benefit in the coming good times.

Watch and learn from https://www.youtube.com/watch?v=HptNsCboUaY

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