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Wednesday, January 1, 2014

Announcing re-opening of paid subscriptions to my Monthly Investment Newsletter

I am pleased to announce the re-opening of paid subscriptions to my monthly investment newsletter for a 3 weeks period from Jan 1-21, 2014. Only a limited number of subscriptions will be offered – on a first-come first-served basis – to enable me to provide personalised attention and guidance to each subscriber.

If you are interested in subscribing, please send an email to: mobugobu@yahoo.com at the earliest for details.

The newsletter has completed 48 issues, with its share of hits and misses. 2013 was a challenging and humbling experience for me. Challenging because for most of the year, selected stocks failed to perform well in a market that shunned small-cap and mid-cap stocks. Humbling because subscribers still kept faith in my stock picking abilities.

Those who have been following my blog posts regularly already know what kind of stocks I like, and what type of stocks I avoid. The guiding principle is to choose well-managed, financially prudent companies that generate cash from operations, have low debt, give steady (rather than spectacular) returns and have growth prospects.

Non-subscribers may be interested to know how recommended stocks have fared during the past year. Without revealing the names of the stocks (it won’t be fair to my subscribers to do so), here is a brief results table with recommended prices and dates, subsequent high and low prices, and gains as on Dec 31, ‘13:

Stock Date Price High Low Close Gain

A

Jan 29

581.00

591.90  

295.20

465.70

-19.8%

B

Feb 26

265.85

352.40

140.00

247.85

-6.8%

C

Mar 28

319.75

494.30

275.00

477.55

49.3%

D

Apr 26

342.05

438.00

293.05

423.05

23.7%

E

May 29

258.55

298.00

211.00

293.45

13.5%

F

Jun 27

115.75

174.50

113.00

160.75

38.9%

G

Jul 26

186.20

314.00

145.00

291.35

56.5%

H

Aug 27

216.55

273.20

206.00

259.60

19.9%

I

Sep 27

130.55

186.30

129.60

171.55

31.4%

J

Oct 29

98.75

109.00

80.15

91.10

-7.7%

K

Nov 27

39.00

54.10

37.40

50.70

30.0%

L

Dec 27

128.10

133.00

126.45

129.25

0.9%

All stocks are small-cap or mid-cap, picked for long-term investment of 2 to 3 years. The fact that some of them are showing excellent short-term gains – even after falling from their highs - is a testimony to their underlying strength. Note that three of the stocks are showing losses, but have made good recovery from their lows.

All 12 stocks touched higher levels after my recommendations. It helped that the Sensex has been in an uptrend during 2013. In a 2-3 years time frame, I expect the laggards to more than make up the slack.

What is important to understand is that none of these stocks were ‘cheap’ – fundamentally strong stocks rarely are - and some had already run up quite a lot when they were recommended.

Why wait if you wish to add fundamentally strong stocks with growth potential to your portfolio? Just subscribe to my Monthly Investment newsletter. Send me an email (at mobugobu@yahoo.com) soon – subscriptions will close on Jan 21, 2014.

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