Rakesh Jhunjhunwala Stock tips are most eagerly awaited by all investors and traders. The stock tips are usually of stocks that are good to buy and are likely to turn into multibaggers.
We have seen Rakesh Jhunjhunwala portfolio. One aspect that is worth noting in the statement of holding is that several stocks are held for more than 10 years.
The stocks held for investment for long periods of time like Titan, Crisil, Lupin, Aurobindo Pharma, etc have turned into multibagger stocks and have given huge gains to Rakesh Jhunjhunwala.
Stocks recommended at Sohn India Conference
At the recently held Sohn India Conference, Rakesh Jhunjhunwala spoke in detail about stocks and about how to buy stocks and how to do fundamental analysis. He gave a lot of valuable advice to the participants.
This was the Inaugural session of the Sohn India Investment Conference. There were top investors from India who had convened to provide stock market insights. The ideas provided by the experts were new and compelling investment ideas.
The Sohn India Investment Conference invited Dalal Street’s most successful investors to offer their expertise. The expert investors offer stock recommendations which inspires large audiences to attend the conference.
The Sohn Investment Conference is the original and premier investment conference. While many have attempted to emulate its groundbreaking concept, the Sohn Investment Conference is still the most elite and sought-after venue by speakers and attendees, alike.
There were a number of other important experts at the Sohn India Conferences who are also provided important investment ideas. There were experts like Shankar Sharma, Kenneth Andrade, Sunil Singhania, S. Naren and others.
Each expert give a stock tip and recommended stocks to buy now on the basis of their fundamental strength and undervaluation status.
Rakesh Jhunjhunwala Stock Tips
(i) Tata Motors:
Tata Motors is a good buy because the valuations are low. The growth in the Land Rover / Jaguar growth rate will surprise the markets and the stock will be benefitted.
Tata Motors is very strong in the commercial vehicles segment. The CV market will bounce back in the near future. Tata Motors will maintain leadership as economic activity improves.
Tata Motors is expected to give a EPS of Rs. 90 to 95. If this happens, the stock will get re-rated.
Tata Motors will become the largest company in India by way of market capitalization.
The pain for Tata Motors would be over once the pain for global automobile companies is over. Fundamentally, it is wrong to compare Tata Motors with Maruti Suzuki or Mahindra & Mahindra. Tata Motors is a play on JLR. If there is pain for Volkswagen and Peugeot and Global automobile companies, there would be pain for JLR and Tata Motors. There is deep value in Tata Motors and it is a buy with 12-24 month view.
DLF is also quoting at cheap valuations. The sum of the parts valuation of approved & under construction floor space + rental income works out to be more than 70,000 crores. However, the market cap of DLF is only Rs. 23,000 crores.
Both Tata Motors and DLF have the potential to become multibagger stocks.