However, they believe focusing on the right investment strategy always pays off, irrespective of the market mood. So, in today’s edition of Tweet Buster we go through investing gems from top market mavens and their stock recommendations.
Stay put, don’t get greedy
A lot of investors who opt for fixed income products are frustrated with low interest rates and often wonder what they should do. Edelweiss AMC CEO Radhika Gupta has a very simple solution. She doesn’t recommend other asset classes, rather says that for the time-being, one must accept the reality and not get greedy.
FAQ: What do I do if short term fixed income rates are low?Unpopular answer: Accept it as reality and don’t get greedy.
— Radhika Gupta (@iRadhikaGupta) 1604591046000
In quest for safety
In a bid for safer investing alternatives in the equity space, a lot of investors bet on high-dividend paying stocks but Aveksat founder Aveek Mitra believes that a high dividend yielding stock is a bad investment in a growing economy like India. He believes that if you want safety for a portion of your capital then one should invest that sum of money outside the stock market. “Invest only that portion of money in stock which you want to grow,” Mitra said.
Very few companies except regulated utilities & some PSUs have this predictability. If you want safety for a portio… https://t.co/deQVYFRfrP
— Aveek Mitra (@aveekmitra) 1604556047000
Stick to your conviction
Independent market expert Sandip Sabharwal and microcap investor Ian Cassel believe in the power of right research and say it always pays off.
True conviction can only be obtained by trusting your own research over that of others. Do the work.
— Ian Cassel (@iancassel) 1604230602000
Stocks where people have got frustrated out of holding for a long time but where fundamentals are turning willIni… https://t.co/3GugoTYj1M
— sandip sabharwal (@sandipsabharwal) 1604644180000
Think for yourself
Microcap investor Ian Cassel believes that if you are looking for above average returns then the only way is to think differently from the crowd and to think for yourself. He says turn off the TV and the commentary from financial pundits.
If you want above average returns, then stop thinking like everyone else. Turn off the news, financial pundits, and think for yourself.
— Ian Cassel (@iancassel) 1604713081000
Cassel says the hardest skill set to develop is active patience. He defines active patience as diligently verifying your thesis and doing nothing until there is something to do.
The hardest skill-set to develop is active patience.Active patience = diligently verifying your thesis and doing… https://t.co/BW0hAxVbZ9
— Ian Cassel (@iancassel) 1604491005000
Sabharwal’s investing idea for 2021: Good quality real estate firms.
Focus on good quality real estate stocks for 2021
— sandip sabharwal (@sandipsabharwal) 1604291649000