Research is the most integral element, which every individual being should follow, for investing in their money in the market. A thorough research provides every human being with a clear idea about how to go about with their investment. It enables them to gain the maximum out of their investment. In addition to the improvement in returns through these reports, the investor also benefits as he understands the fundamental reasons behind making the investment.
There are numerous research organizations that generate ‘trade calls’ and ‘stock picks’ for the retail investor. But very seldom do they also provide the reasons behind making the investments. Moreover, most of the research that one views on the internet or through the news channels on the television is targeted towards the traders.
The purpose behind writing this article is to introduce to you 4 research reports that definitely add value to your investments. They are competitively priced for the retail investor and are customized to meet the needs of the medium-long term market participant. These are published by Elite Wealth Advisors Ltd, SEBI registered research analysts.
There are different reports for different market participants. The trader who wishes to take momentum calls or the investor who wants to invest long term can find the report that suits their needs the best.
Techno-Funda
Techno-Funda is a report based on the combination of Fundamental research and Technical Analysis. A fundamentally strong company in a Technically weak position is usually a good time to buy whereas a Fundamentally weak company in a technically strong position usually a good time to sell. This report provides the clients with such opportunities.
The report provides a very brief description about the company, along with all the stock details. A fundamental as well as technical reason is provided to the investor for taking the recommended action. The appropriate position sizing, downside risk to the trade as well as an exit strategy would be stated clearly in the report.
Highlights of the Report:
- Fundamental Reason as well as Technical reason
- Graphical representation of the entry and exit levels
- Downside risk and appropriate position size
Monthly Portfolio
The most vital ingredient behind the success of traders as well as investors is the right stock selection. Some traders & investors are more experienced in the market and have learnt and developed the art of selecting the right stock. One cannot substitute the hard work that goes behind making the correct stock selection. Elite’s monthly portfolio is one such report prepared by our analysts that provides 5-8 stocks every month that are poised for a rally.
As the name suggests, our research analysts provide this report monthly. It is released in the first week of every month. It is ideal for investors to accumulate shares in their portfolios as well as for positional traders.
Highlights of the report:
- List of recommendations with the entry/accumulation price
- Recommended weight division in the portfolio
- Previous month’s portfolio recommendations
- Details of each company – Share holding pattern in the company, Market Capitalization, 52 wk H/L, Book Value etc
- Fundamental history of the company and the rationale behind the investments
Fundamental Report
A thorough research on fundamental report will entail the investor about the face value of a stock, book value and market capitalization this information can be used by the investor to decide the amount of investment. Further, a fundamental report will provide engrave idea about pattern of the company, history of the company, financial highlights of the company and latest development investment made by the company if any.
This report is for the long term investor. Each month our research team provides 1-2 fundamental stock reports (subject to market conditions). It discusses the individual stock prospects across all market capitalizations (large/mid/small).
Our research analysts pick the stocks solely based on fundamental reasons. Stocks are selected based on their valuations and growth prospects of each company. It is a must read for the medium- long term investor. The crisp-nature of the report focuses on the pulse points and ensures the investors get all the vital information about the new developments in the company.
Highlights of the report:
- Stock Details: Face Value, Book Value/Share, P/E, 52 Wk H/L, Market Capitalization
- Share Holding Pattern of the Company
- History of the company
- Key Financial Highlights & New Developments
- Business verticals of the company
- Economic Outlook of the company
- Profit & Loss account Statement
- Balance Sheet of the company
- Key Economic Ratios
Daily Morning outlook
Here is one for the active trader. The morning outlook is the report that entails daily outlook of the investment market.
This report is relevant for the intra-day trader or the swing trader. The report is published daily and reaches the client through an email before the market hours.
This provides the perfect pre-market doze that any trader would need. It encapsulates the perception of the participants into a crisp summary describing the probable trend for the day. All economic events occurring domestically or globally are factored into this. A narrative is also provided for the Bank Nifty index. More importantly, a few intra-day picks are also given along with a few derivative picks. Upcoming corporate actions are also presented to the investor at the end of the report.
Highlights of the report:
- Intraday Stock and Derivative picks
- Previous Day Action and important summary of the long buildups, short covering, short buildup, delivery % etc is provided
- Nifty 50 and Bank Nifty Overview and market sentiment
- Summary of upcoming board meetings and corporate actions
- Upcoming economic data release and other important global events
- Event Based Stock Picks
EVENT BASED PORTFOLIOS
There are times during the financial year that certain economic events have a telling impact on the capital markets worldwide. Multiple examples come to mind, good ones and bad. The 2008 subprime crisis, the recession in Europe, or more recently, the Brexit referendum in the UK are a few events that impacted investors worldwide.
Our event based reports are meant to alert our investors to the potential risks or opportunities that may arise in different sectors. Not all events are negative. Our ‘Samvat Diwali’ and the ‘New Year Portfolio’ are reports that provide opportunities to investors to restructure their portfolios to the current economic conditions.
Highlights of the Report:
- Information about the economic event
- Market Sentiment regarding the event
- Sectors and Companies to focus on
- Alerts and Restructuring of Portfolio of Clients
