Weekly stockletters for excellent returns from high-quality stocks
 
We do it all for you:
Screening, Research, Analysis,
Grading & Tracking
 
 
Panther   Antelope   Lion
108.65%*   54.39%*   50.75%*
Annualised (includes dividend).
Since 25 April 2014
  Annualised (includes dividend).
Since January 2012
  Annualised (includes dividend).
Since January 2012
         
Focus:
Small-caps and/or low-price
  Focus:
More mid-caps
  Focus:
More large-caps
         
 
 
*These returns are much higher than average. Average annual rise in the Nifty/Sensex is likely to be 12%-14% per annum over
10 years and more. Well-chosen stocks may rise by 20%-22% per annum over five year and more
 
What's Inside
     
Antelope: Long-term value stocks. More of mid-cap stocks to be held for 1 year or more
• Weekly market view
• A shortlist of stocks to invest in
• Fundamental data we rely on
• Weekly updates on all stocks and recommendations on when to sell
Lion: Long-term value stocks. Usually large companies selected
• Weekly market view
• A shortlist of stocks to invest in
• Fundamental data we rely on
• Weekly updates on all stocks and recommendations on when to sell
Panther: For small-cap/ low-price stocks with big growth potential
• A shortlist of stocks to invest in
• Fundamental data we rely on
• Brief description of the companies
• Weekly updates on all stocks and recommendations on when to sell
     
 
Some Facts about the Stockletters
 
What is the difference among these three stockletters?
All the three stockletters are for stocks for long term but with specific emphases.
Lion: More large-cap and may offer slightly lower returns than Antelope with lower volatility
Antelope: More of mid-caps and may perform better then Lion but with higher volatility
Panther: More of small-cap / low-price stocks. Higher return and higher volatility than Lion and Antelope.
We hope to have a maximum of 30-32 stocks in any portfolio at any time.
 
What is the investment horizon for these stockletters?
At least one year. The best results from good stocks come when they are held for five years or more. In exceptional situation, when a stock has run up sharply, we may suggest an exit before one 1 year.
 
How are these stocks different from the stocks given in Moneylife magazine?
The selection pattern is different for Street Beat and stockletters. Street Beat is meant for the average investor and focuses on small-caps unknown to many, while the stockletters are designed to meet investment needs of serious investors who have deeper interest and focus in the stockmarket and want to commit a substantial part of their savings for the long term. Street Beat stocks are chosen for each financial year and the summary performance of these stocks is recorded sometime in May. The profit or loss of each ongoing idea can be analysed from the stockletter itself.
 
Can I know the performance of the stockletters?
Yes. Since January 2012, that is, over three years, Lion has given a return of 50.75% while Antelope has given a return of 54.39% compounded annually. Panther has given a return of 108.65% compounded annually since April 2014. More details of the portfolio are given here. This performance report is updated occasionally, usually every quarter.
 
What is the reason behind this success and will it continue?
We believe that the reason behind this performance is our formula. We frankly do not know whether it will be as successful in future as we have been so far, but we think we can beat the returns of the majority of equity mutual fund schemes.

What is the investment strategy?
Our investment strategy is to select quality stocks at a reasonable price. We identify companies that are reporting high return on capital but are available cheaper than similar high-quality stocks. We then apply our knowledge of managements, including corporate governance. We don't suggest a short-selling opportunity.

How much should one invest in each stock?
You should invest equal amount in every single stock suggested. For instance, if we have selected 30 stocks, and you wish to invest Rs150,000 in all, you must invest Rs5,000 in each stock. To put it differently, if you are investing Rs 5000 per stock and TCS is valued at 2500, you would buy 2 shares. If Asian Paints is valued at Rs 500, you would buy 10 shares. The key point is exposure per stock is Rs5000, not the number of shares. If there is a 10% gain in both you should get the same profit from both. This will be possible only if the rupee value of the exposure is the same

What if I cannot invest in all the stocks?
If you cannot invest in all the stocks, invest equal amounts in as many stocks as possible, starting from the lowest in rupee terms to the most expensive in ascending order. It is also very important that you invest in stocks ONLY the money you will NOT NEED to touch for the next 5 years. Good quality stocks are likely to grow at 20-22% per cent annum but not in a smooth fashion

How should a new subscriber interpret the ideas given in the stockletter?
We identify stocks from the existing list that are still worth buying. New subscribers can buy these. We also identify the stocks that are not worth from the existing list buying because of fundamental or valuation reasons. New subscribers can avoid these. New subscribers can also invest in new stocks in the list after they have started subscribing.

 
Some stocks have already run up sharply. Will it be wise to invest in them still?
These are all excellent stocks we have selected. As mentioned above, we separately identify stocks that are still worth buying at current prices even if they have run up sharply. You must remember though that stocks may go down after your purchase. That is the nature of stocks. This is why it is important to follow these two principles about stock investing 1. Investing only that money you will not need for 5 years 2. Not looking at the share price in the short term. If you follow these two principles, even a big decline in a portfolio of good companies is nothing to worry about.
 
How do we know when to exit from the stocks recommended?
Exit suggestions are spelt out clearly every week.
 
How many stocks are changed every week?
Our list of stocks do not change much. Additions are made as and when any stock meets our investment criteria. Deletions are usually made after one year, if the performance is not too good. This also helps one avoid short-term capital gains. We may add a new company after several weeks. If the market crashes we may suddenly add many more names.
 
How will I know that the stocks suggested in the stocketter are appropriate for my risk profile?
'Risk profiling', as an idea, makes no sense to us. It is not relevant in our investing philosophy. We suggest investors hold equity products for at least five years, to reduce the risk of volatility and loss. Risk comes from not knowing what one is doing and having a short-term horizon.
 
How risky are the stocks mentioned in the stockletters?
Stocks by nature are risky and volatile over the short-term and can lead to losses. But loss of capital in good quality stocks is not a function of stock selection but also how long a stock is held and at what valuation they are bought. We suggest investors hold stocks for at least five years. On our part, we will try to suggest stocks that are not expensive.
 

How do subscribers get the stockletter?
We currently have three options for you to get your weekly stockletter:

  1. An email from us with a pdf attachment which is sent every Saturday evening.
  2. A download option from your Moneylife Profile page by logging in with your registered email id and password http://www.moneylife.in/profile.html?tab=download
  3. Get Your Stockletter in your mailbox whenever you want by entering your registered email id http://www.moneylife.in/get-stockletters.html
To know more kindly visit https://www.moneylife.in/promotion/Stockletterdownload/index.html
 
We do hope that with these three options in place, you will be able to get your stock letters when you want and where you want instead of trying to find it in a clutter of mails and you would never need to ask us to send the stockletter in case it has gone into spam or you have missed it somehow
 
What is the frequency?
You will receive your chosen stockletter every Saturday evening.
 
How much do the stockletters cost?
Annual Price of ANY ONE (Panther OR Lion OR Antelope)   Rs. 2500
Annual Combo Price of ANY TWO ( from Panther, Lion , Antelope)   Rs. 4000
Special Annual Price of ALL THREE ( Panther, Lion , Antelope)   Rs. 6000
 
Can I share the stockletter?
The stockletters are meant for a single user and is backed by years of research. Hence, we urge you not to share them.
 
What if I have any queries about specific stocks?
Well, we would rather let our performance do the talking. We have numerous subscribers and we will not be able to respond to individual requests/ additions / information for clarifications.
 
Disclaimer: The stockletters are for informational purposes only and none of the stock information, data and company information presented constitutes a legally binding recommendation or a solicitation of any offer to buy or sell any securities. Information presented is general information that does not take into account your individual circumstances, financial situation, or needs, nor does it present a personalised recommendation to you. Individual stocks presented may not be suitable for you. Moneylife is a research and information company and not investment advisor. Please consult an advisor about the appropriateness of your investment decisions.
Cancel within two issues: You can cancel your subscription within two issues. We will return your money after deducting Rs150 for payment gateway and handling charges. You can cancel by email or phone.