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Premium Whatzatt: Factor Investment, Outlier in Focus, Taking Stock!

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Premium Whatzatt: Factor Investment, Outlier in Focus, Taking Stock!
This week our Premium Whatzatt consists of a combination of premium articles in the form of Mashup. So this is basically a flashback or a quick recall of some of the detailed coverage performed over the last couple of months.


Outlier in Focus

Making the best use of the Outlier feature on SNAP which throws around a lot of stocks with major technical indicators. Once a week we shortlist one of the stocks in our Outliers in Focus focus to look at what’s cooking. We kick started this just a couple of months ago and it has so far given us a good field to bat on.
Premium Whatzatt: Factor Investment, Outlier in Focus, Taking Stock!
The first one we sniffed out was Astral Poly Technik the manufacturer and provider of CPVC piping and plumbing systems. This was a Grade 6 Outlier with the stock appearing on 11/12 trading days to the time of writing the post.
Premium Whatzatt: Factor Investment, Outlier in Focus, Taking Stock!
Outlier in focus: Astral Poly Technik breaks out to an all time high
Premium Whatzatt: Factor Investment, Outlier in Focus, Taking Stock!
This was followed by Sanofi India – the Multinational Pharmaceutical Company and the manufacturer of the pain-killer Combiflam. With boring financials but a decent ROE of close to 20% over the last 8 years, the stock went All Time High at Rs. 4,810/-.
Outlier in Focus – Sanofi India
Premium Whatzatt: Factor Investment, Outlier in Focus, Taking Stock!
Next on the list came Sintex Industries – yes, its the same one which makes those black water tanks seen on roof tops. The 90 year old company grabbed our attention as it touched its 52 week high of close to Rs. 105/-.
What was interesting when we dug the stock was the demerger story that was long put to rest and was approved by the National Company Law Tribunal on the 23rd March 2017.
Outlier in Focus: That Sintex Demerger Makes It Worth A Dekho
Premium Whatzatt: Factor Investment, Outlier in Focus, Taking Stock!
Going back to an old timer this instance with Suzlon Energy. Nothing great about the battered stock which made a comeback due to the sale of the acquired European RE Power clubbed with conversion of FCCB to Equity and selling off its family jewels to ease out of debt. A New Wind Blows aptly captures the change.
Outlier in Focus: Suzlon: A New Wind Blows
Premium Whatzatt: Factor Investment, Outlier in Focus, Taking Stock!
Moving on to the Smart Cities play came the designer of smart data networks – Sterlite Technologies – which is headed by Anil Agarwal of the Vendanta Group. Stretch popped up because of the its regular apperance as a bullish outlier with frequent breakouts.
The evolution of the usage of the internet and the acceleration of connectivity requirements makes this stock a play for the digital India.
Outlier in Focus: Sterlite Technologies – Designing Smart Data Networks
Premium Whatzatt: Factor Investment, Outlier in Focus, Taking Stock!
Last but not the loser is Uflex Limited – the largest end to end flexible packaging solutions provider. The stock is part of the portfolio of three Big Whale Investors and counts P&G, PepsiCo, Tata Global, Mondelez, L’ Oreal, Britannia and Haldiram among others as its clients.
Outlier in Focus: Uflex Limited

Taking Stock

Something we started this year, Taking Stock is all about performing a detailed analysis of a stock – one new every month. These stocks may not make it to the Capitalmind Portfolios, but it does make sense to deep dive and see what’s the interesting thing about the stock.
Premium Whatzatt: Factor Investment, Outlier in Focus, Taking Stock!
In January, we looked at the gold loan company: Manappuram Finance, while in February we shifted gears to the Union Finance Budget and gave a pass to the new feature.

Taking Stock: A Deeper Look at Manappuram Finance

Premium Whatzatt: Factor Investment, Outlier in Focus, Taking Stock!

In March, we went back live when we deep dived into the second largest producer of Empty Hard Gelatin Capsules in India: Sunil Healthcare .

Taking Stock: A Deeper Look at Sunil Healthcare

Premium Whatzatt: Factor Investment, Outlier in Focus, Taking Stock!

In April, we looked at stocks. First one was Phillips Carbon Black – the producer of carbon black is mainly used as a reinforcing filler in tires.

Taking Stock: A Deeper Look at Phillips Carbon Black

Premium Whatzatt: Factor Investment, Outlier in Focus, Taking Stock!

In the same month, we covered another stock that got kicked from our momentum portfolio when it lost the positive momentum. Though Navin Fluorine fell short of getting into the long term portfolio, we did not mind taking a deeper look at why the stock has jumped 23% since our exit.

Taking Stock: A Deeper Look at Navin Fluorine

DIY Investment

If you think the above was too much to read, here are some links that deserve to be bookmarked and are self explanatory though some of these are restricted to premium users alone.
Saving For Retirement: How Much is “Enough”?
Use Excel To Save Yourself from Being Suckered Into Financial Junk
Take Control, Invest Actively : Active Investing Series Part 1
Lost 90% in a stock? Your Portfolio Might Still Beat The Nifty – A Real Experiment
Feedback and Q&As – Take Control, Invest Actively : Active Investing Series Part 1
Premium: Capitalmind’s Do-It-Yourself Wealth Allocation Strategy
Video: Selecting Stocks and Building Equal Weighted Portfolios on Capitalmind Snap
Premium (Unlocked): How to find stocks hitting all-time-highs using Capitalmind SNAP
How Do You Plan For Your Child’s Future?
Make Your Trades Simpler – Use The Capitalmind Kite Cart on Google Spreadsheets
Premium: It Pays To Invest in Expensive Stocks
The Magic Portfolio Builder That Beats The Nifty. Having Fun With Dartboards!
We hope you have found this useful. Love it or hate it, do leave us with your comments!