Does anyone know which 3 Potential Multi-baggers Equitymaster talking about?

Last few weeks I am regularly receiving an email about three Potential Multi-baggers from Equitymaster.com...does anyone know which Multi-baggers they are talking about in their cryptic langauge?

http://www.equitymaster.com/ptmail/july08/newsubs.html

Here is text of their email....

PS: This is not an advertise for anyone but for all us in this forum to know and discuss which three multi-baggers they are talking about etc etc...
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An investment opportunity that almost went unnoticed...

"Ignored Stocks Set To Soar As
Cash-rich Middle Class Indians Go On
Self-indulgent Spending Spree!"

Act On This Information Right Away And You Could
Earn over 100% Returns In 3 Years
...With Minimal Risk!

We fondly call them "Renegade stocks".

Why?

Because despite oil prices mounting...despite food crisis lurking...and despite rising inflation threatening to turn the Indian economy on its head, these companies continue to register exciting levels of growth.

Sounds unbelievable? It's true!

These companies, which have seen their stock prices get knocked down in recent months, are now placed to deliver huge gains over the next few years.

And it turns out that these stocks will act as a face saver for panic-stricken investors who have already lost money hand over fist in other stocks.

Here's the full story:

Our research team at Equitymaster has identified 3 top-of-the-line stocks that could double your money in three years time with minimum risk.

The logic behind choosing these stocks was that they do not require large scale spending from households and hence these businesses will sustain over a longer period of time.

You need to understand why we're vouching for these stocks so strongly...and why investing in them could be one of the best investment decisions you've ever made.

Economic Boom In India -
Who's Making The Most of It?

India has made remarkable progress in the last few years. Its economic growth is currently between 8-9%, second only to China.

It is expected that India will continue to remain one of the fastest growing economies. We are on course to becoming one of the richest countries in the world, as predicted by Goldman Sachs in their BRICs report.

And the main beneficiary of this has been the fast-growing Indian middle class.

As per NCAER definition, "middle class" includes households with annual disposable income of Rs 2 lac to Rs 10 lac.

Middle class' share in India's total population has risen from 7% in 1985 to 20% in 1995 and to around 40% in 2005 as per a McKinsey estimate. This reflects a fantastic improvement in the standard of living of millions of families. And we are only just getting started.

There was a time prior to 1991 when jobs were scarce in India and the economy was almost stagnant. But then, India opened up its economy and the process of change set in.

Foreign investments started flooding the Indian economy.

New jobs were created in the IT/ITES, Retail, Hospitality, Financial services and Manufacturing sectors, which contributed to explosion of the middle class.

So, more people got jobs. And the jobs paid better salaries. As a result, people now earn more. And hence spend more.

Here's some data from the "Statistical Outline of India" showing the growth in average annual income over the years.

Avg. Annual Income of Indians: Headed Higher

Annual Income in Indian Rupees

So when people started earning more money, the desire to acquire the things they had always craved for came alive. What was considered a "luxury" before, now became a "necessity".

One survey even revealed that nowadays people don't mind having short-term debts in order to gain that extra spending power.

And this is only the beginning...

In the years to come, the middle class will be an even bigger contributor to the Indian market

...because from the looks of it,

This Indian Middle Class Is Only Going To
Get Even Bigger From Here

India has all that is needed to trigger the next round of investment activity -

The Indian workforce is expected to expand and grow for many years into the foreseeable future, enabling companies to hire more employees and expand their presence.

Since a majority of this workforce is well-educated and can be hired at competitive salaries, more and more foreign businesses gladly outsource their work to India.

The cost of production is extremely low here, which means additional savings for the companies in the time of rising inflation.

There is scope for further improvement in efficiency which in turn can improve productivity and cut operational costs.

Simply stated, international companies will want to be in India because this is where they can get an abundant supply of English speaking, educated, highly skilled professionals at a fraction of the usual employment cost.

Taking all these factors into account, our research team set out to find the best way to make maximum profit from the rising middle class spending.

Our aim was to identify an investment theme that would deliver fantastic returns at minimal risk to our subscribers.

So we spent several months meeting companies... travelling far and wide to do this.

After very comprehensive research and giving it a lot of thought, we finally found our investment theme - well managed companies which are poised to benefit from the coming boom in 'consumption'.

Why Investing On 'Consumption'
Is Totally Riskless

Just think about it - No matter how the Indian economy goes from here, people will continue to consume. And consume better. So this theme had to be an automatic choice.

But there's also another good reason to choose this theme - a sad truth that nobody wants to talk about.

As you may know already, the prices of food products have gone up in almost all countries in the recent days. The same has been the case with other consumer goods (like toothpastes) and appliances that people use in their homes regularly.

So going into the future, people will have to pay more for the same goods and appliances they're using now.

Given that items like food and toothpaste are necessities, even if the spend for such items does not increase very significantly, it will certainly NOT fall drastically. So investing in these sectors is completely riskless for you as an investor.

Here's some information to strengthen our argument:


Scope for growth in Indian consumption
Market size
(Rs bn at 2000 prices) 2005 2025 Growth
Food and beverages 7,147 17,296 142.0%
Apparel 931 3,267 250.9%
Personal care products 1,274 7,424 482.7%
Utilities 2,019 6,624 228.1%
Household products 484 1,828 277.7%
Education & recreation 782 6,120 682.6%
Transport 2,788 13,754 393.3%
Communication 344 4,288 1,146.5%
Health care 1,148 8,902 675.4%

Source: McKinsey report, 2007; Rs 1 bn = Rs 100 crores
As you can see, each of these sectors in the consumption theme is set to grow by leaps and bounds in the years to come.

But we focused our research on only a few companies with extraordinary profit potential and tracked their performance over a period of time.

We have finally narrowed the list down to 3 stocks which could produce spectacular returns for YOU in the next three years:

Potential Multi-bagger #1

A major player in the media business, this company reaches out to South East Asia, the Middle East, Europe and North America. It also has plans for a youth channel and movie production. It is the only company whose flagship channel has increased its viewership over the previous year due to a stronger position in the all important prime time bands. Our projections indicate that the stock could potentially appreciate by 100% from present levels over the next three years.

Potential Multi-bagger #2

This company is the one of the most trusted brands globally and in India in the FMCG space. It has retained premium position across all its key categories. With low penetration and low usage witnessed in the segment, the company stands to gain on the back of growing demand, strong brand name and wide presence. Our projections indicate that the stock could potentially appreciate by around 100% over the next 3 to 4 years.

Potential Multi-bagger #3

This company is taking big strides in the snacks segment. The company is the market leader and has a product portfolio right from the entry-level to the premium segment. Aided by strong demand, capacity expansions and inorganic growth, this is almost a 100% return opportunity over a three year period.

People Trust Our Recommendations For A Reason
You Should Too...

All these stocks were finalized after putting them through the same extensive research process that produced outstanding gains for our subscribers before.

For instance, one company we recommended way back in 2003 was in dire straits when we suggested it to our subscribers. But our research told us it would do really well.

Those who acted on our suggestion and bought it ended up making 16 times their investment.

Here's what we're talking about:

Case Study #1:

We identified Asian Paints as early as April 2002, when the company was still in the initial phase of revamping its marketing and branding exercise. Our positive view on the company was supported by expectations of a strong pickup in exterior paint demand (both for first time and replacement uses) over the next few years and Asian Paints' rising clout in the market on the back of its quality products and distribution reach. These competitive advantages, we believed, had the potential to take the company on to a high growth trajectory in the future. And it did just that. During the period FY02 and FY08, the company has grown its sales and profits at compounded annual rates of 16% and 22% respectively, which is by all standards an outstanding performance. And the stock price followed; galloping from Rs 213 to Rs 1,270, a return of nearly 500%!

Case Study #2:

Another stock we identified was Titan. When we had recommended the stock in July 2003, the company was in dire straits. It was also undergoing a restructuring exercise with a target of increasing earnings at a fast pace. The company's strong brand equity in the domestic watches market and the prospects of strong growth in the jewellery business accompanied by improving margins made the stock an attractive proposition. Since then, the stock price performance tracked the company's growth and multiplied 16 times, from Rs 67 to Rs 1,070; all in a span of 5 years.

Case Study #3:

And then there was Exide, which we recommended first in November 2003. The basis for our recommendation on the stock was a belief that the recovery in auto demand, which started in September 2001, shall remain robust across segments over the ensuing years. And that Exide being the largest auto battery company in the country would consequently benefit. Out positive view on the stock also stemmed from an expected pickup in replacement demand for auto batteries, which stood out to be the case. The rest is, as they say, history. Since our recommendation, the stock has multiplied 5 times, from Rs 14 to Rs 74.

So How Can You Get Access To This Information?

Our original plan was to offer this report as a standalone product for Rs 3000, but we decided against it.

We’re now giving it away for FREE instead... as a bonus for subscribing to Equitymaster services.

You see, Equitymaster currently has over 300,000 registered users and the number continues to grow by the day. Those who become our members once tend to stay on forever because they find out through experience that the information we provide is highly reliable.

By acting promptly on our suggestions, our subscribers have been able to make big profits even in a constantly fluctuating stock market.

But you don’t just have to take my word for it.

Recently, we conducted a survey of Equitymaster subscribers and the results we obtained might really amaze you:

76.4% of respondents to a question on whether they invest in shares recommended by us said YES.
86.5% of the respondents to a question on whether they would renew their subscription said YES
And 83.0% of the respondents to a question on whether they would recommend Equitymaster to others said YES!!!
From this, you can understand how highly our suggestions are valued.

Our focus has always been on delivering stock ideas which are profitable. We strive to provide long term, honest equity research based on fundamental analysis.

In a nutshell, here are some things that make our research services unique:

All our recommendations are supported by thorough research; we list out the reasons to buy and also the investment concerns that we foresee
We travel far and wide to meet companies before we put out reports on them
For each stock, we clearly state the target price and also the time horizon for achieving the same
We now want you to subscribe to our services so that you too can derive complete benefit of our comprehensive research process.

In order to subscribe, just pick one service of your choice from among Stockselect, MidcapSelect and Hidden Treasure.

Some specific details about each of these services:

Stock Select: This is our Large Cap stock recommendation service that sends out 52 stock recommendations in a year. You also get over 500 subscriber-only articles during the course of the year. You also get access to Portfolio Tracker – our software for managing and tracking your investments – with this service.
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Hidden Treasure: This is our Small Cap stock recommendation service. Through this, you get 12 Small cap recommendations per year.
And now for the surprise:

As a further convenience, we’re also giving you the option to subscribe to all these services at one go... and that too at a huge discount.

Yes, if you subscribe to all 3 services together, you get to save as much as 42% on the total subscription price.

So subscribe to any package of your choice, and we will send you your FREE "Consumption" theme report right away.

However that’s not the only thing you get:

By subscribing to Equitymaster, you’ll be automatically signed up to receive "The 5 Minute Wrapup" -- our daily investment news digest in which we discuss that day’s major happenings and how they may affect investments in a specific sector, theme or economy

If you want to stay up-to-date with the happenings in the investment world, you just cannot miss "The 5 Minute Wrapup"


You will also get a copy of the exclusive guide - "Invest like Warren Buffett"
Subscribe Now And We Will Make Sure
You Never Run Out Of Money-Making Stock Ideas

Many people think they can get this information for free or do the research themselves.

But they don't realise that investing in an extremely challenging stock market without clear-cut knowledge is like throwing cash out of the window.

I believe you know better.

By subscribing to Equitymaster services, you can be confident that you're not making a mistake like that. We will do all the research for you so that the risks are lowered and the chances of making huge profits increased.

More importantly, we'll make sure that if a remarkable money-making opportunity opens up somewhere, you come to know of it right away.

The window of opportunity to earn exciting returns will close for good at the stroke of midnight, on Monday, 11th of August 2008.

P.S.: There is a clear indicator that our Consumption theme stocks will do extremely well in the coming years. So subscribe now and receive your FREE report instantly!

Potential Multi-bagger #1

A major player in the media business, this company reaches out to South East Asia, the Middle East, Europe and North America. It also has plans for a youth channel and movie production. It is the only company whose flagship channel has increased its viewership over the previous year due to a stronger position in the all important prime time bands. Our projections indicate that the stock could potentially appreciate by 100% from present levels over the next three years.

Potential Multi-bagger #2

This company is the one of the most trusted brands globally and in India in the FMCG space. It has retained premium position across all its key categories. With low penetration and low usage witnessed in the segment, the company stands to gain on the back of growing demand, strong brand name and wide presence. Our projections indicate that the stock could potentially appreciate by around 100% over the next 3 to 4 years.

Potential Multi-bagger #3

This company is taking big strides in the snacks segment. The company is the market leader and has a product portfolio right from the entry-level to the premium segment. Aided by strong demand, capacity expansions and inorganic growth, this is almost a 100% return opportunity over a three year period.

Any one knows which are these three stocks?

I am curious too on this one... and would like to know the views of the experts if they also think that these are like REAL REAL MUTI BAGGERS!

Thanks
Kunal

Hmmmm.....

If you pay big bucks to Equitymaster you get the names of the "multi-baggers" before the rest of us non-paying scroungers.

So you get in at the bottom.

You then need to share this information with us so we can buy at a higher price to give you the returns you've been promised!

There is a story about a shrewd guy in Mumbai. He put a sign on the sidewalk saying anybody who wants to make Rs. 100,000 in a month contact me here. The fee he charged was only Rs. 10/- per person. Not a big amount for learning how to make 100000 in a month. But the condition was he will disclose his secret after a month. Many agreed to this and paid Rs. 10/- on the spot and waited for specified date. On the big day every body everybody who paid went to see the guy and learn the secret. What they found there was the sign saying " I have made my Rs. 100,000/- Now go and make yours the same way I did."

zee
colgate
brittania

Hi,

Is it your guess or do u actually know this.

Well said....
Thats what most of the analysts are doing.

Cheers,
Kapil

very true