Sita Shree Food Products Ltd. (NSE: SITASHREE)

I have started researching growth stocks. This one came to my mind. We all talk about inflation. What is inflation? More money and less supply. So I found this stock that is trading much lesser than it's book value. Debt is also manageable. There seems to be minor issues but they have good product line that can sell well through various offline and offline distribution channels as well as Grocery marts. Just bought some of this stock and will hold atleast for a year or more before taking a call on what to do next.

Fossil Group Inc(NASDAQ:FOSL)

I have been looking towards the recent quarter announcements at FOSSIL. One of the best things I like about market these days is volatality. Investors have become fearful and impatient and understandably so. But it creates a good opportunity for an "Intelligent Investor".

As I can see already, FOSSIL stock is trading 30% lower yet again in pre-market trading. So it looks as if it will start trading at about $16 a share today valuing the company at about $900 million. 

FOSSIL has been selling traditional watches for a long time and this market has been disrupted due to the wearable technology like watches and fitness bands. The company has recently rolled out wearable watches of it's own. 

Current valuation of the company as per pre-market price of $16 a share and $900 million market cap would stand at about 0.3 times it's annual revenue and just about 2.5 times it's average operating income in the last 4 years.

I feel very strongly that the company can make a huge comeback through it's upcoming wearables product portfolio and existing distribution in 150 countries in fashion segment.

For me at a pre-market value of $16 a share, FOSSIL is a strong buy.

V2 Retail : BSE: 532867 | NSE: V2RETAIL

V2 Retail has a bit of a history. The company's performance has picked up after TPG Capital and Shriram group picked up majority stake in the company. The company's stock was trading at Rs. 6.35 a share on 31st Jan 2014. It went up to 78 sometime in August 2015 but now trading at about Rs. 51/a share. V2 retail has about 21 stores operational right now and is primarily focused on tier 2,3,4 towns in the organized retail space. The company is fairly priced at Rs. 128 crores in market cap. Asset Value is around 289 crores. The best thing is low debt and the company is making an increased effort to lower the debt. I think it will be fairly easier for the company to increase the number of stores. After plenty of years, the company has established profitability. This company only looks to grow from here. I would prefer to keep this company in my kitty with a horizon of at least 2 years.

AMTEK AUTO (NSE: AMTEKAUTO | BSE: 520077 | SECTOR: AUTO ANCILLARIES )

Its pretty interesting that during the couple of days that I bought this stock and writing this review, the stock actually has gone up by almost 30%.

Current market cap of the company stands at Rs. 887 crores with total assets of Rs. 13,203 crores. While the company is actually making a Pre-Interest Payment profit every quarter (Rs. 176 crores in the Dec'15 quarter), the financing/interest cost has turned the company cash flow negative. The company used too much leverage for acquiring overseas Auto Ancillary companies at higher valuations and now the Total Debt of the company stands at Rs. 8115 Crores.

The only way out for Amtek Auto from here is to sell off some of it's subsidiaries. Assuming that the company manages to sell atleast $1 billion of it's subsidiaries at asset value price, the company may be worth around Rs. 4000 crores. This would bounce the stock back to minimum 70-80 levels.

This is an enterprising investment and includes considerable risk. We are not aware of the time frame the company may take to sell off some of its subsidiaries. The company has engaged Morgan Stanley to advise them on Debt reduction in early 2016. However, it may take more than a year to realize debt reduction through sales of subsidiaries.

The blackstone Group : BX (NYSE)

I am really fond of The Blackstone group. Although the stock may not make exceptional rise, the best thing about it is it's dividend yield. Even at the current price of $29.42/share on 19th April 2016, its dividend yield stands at 9.2%

An established LBO player, Blackstone group according to me will be a value stock because it enters a business through a LBO model with definitive plan of making it better through maximization of revenue and reduction of expenses. One of the best deals executed by Blackstone group was the buyout of Hilton Hotels.

With consistent dividend history and dividend yield better than Government bond yield, this stock is a value stock for me. I would love to have it in my kitty.

Exceptional stock market returns in turbulent times, a research paper

Sharing my research paper on the cases of exceptional stock market returns in turbulent times.