We have already see that Indians are currently most optimistic investors on back of robust growth in the domestic consumption market and a positive economic outlook.
Having said that the first question that would come to the mind of an investor is which stocks to invest in, now that the markets have gained 60% over the last one year. Stocks are no more cheap or trading at reasonable valuations.
While there are few stocks that are still quoting at lower price-to-earnings (P/E) multiples and some even below their book values, such stocks still need sound research and analysis before moving forward with them as they may be fraught with the danger of derailed growth prospects based on which markets could have assigned lower valuations to them.
Top Stocks To Hold For May 2014:KKR Financial Holdings LLC (KFN)
KKR Financial Holdings LLC, together with its subsidiaries, operates as a specialty finance company with expertise in a range of asset classes. It primarily invests in financial assets consisting primarily of below investment grade corporate debt, including senior secured and unsecured loans, mezzanine loans, high yield corporate bonds, and distressed and stressed debt securities; marketable equity securities; and private equity. The company also invests in other asset classes, including natural resources and real estate. Its corporate debt investments are held in collateralized loan obligation (CLO) transactions that the company uses as long term financing for these investments. The senior secured notes issued by the CLO transactions are owned by third party investors, who are unaffiliated with the company and it owns the majority of the mezzanine and subordinated notes in the CLO transactions. KKR Financial Advisors LLC serves as the manager of the company. KKR Financial Holdings LLC was founded in 2004 and is based in San Francisco, California.
Top Stocks To Hold For May 2014:Bidz.com Inc. (BIDZ)
Bidz.com, Inc. operates as an online retailer of jewelry in the United States and internationally. The company operates a Web Site, bidz.com for the purpose of selling merchandise utilizing an online sales auction platform; and a fixed price online store at buyz.com. It also operates modnique.com for online retailing of designer products and consumer goods through a sale event concept. The company?s product inventory includes gold, platinum, and silver jewelry sets with diamonds, rubies, emeralds, sapphires, and other precious and semi-precious stones; and a selection of jewelry, including rings, necklaces, earrings, bracelets, jewelry sets, watches, accessories, and brand name merchandises. It also acts as an agent in the sale of certified merchant merchandise owned by third parties; and provides advertising services. The company was founded in 1998 and is headquartered in Culver City, California.
Top Stocks To Hold For May 2014:Compania Mina Buenaventura S.A. (BVN)
Compania de Minas Buenaventura S.A.A., a precious metals company, engages in the exploration, mining, processing, and development of gold, silver, and other metals in Peru. It also explores for zinc, lead, and copper. The company operates the Orcopampa mine located in the province of Castilla in the department of Arequipa; the Uchucchacua mine located in the province of Oyon in the department of Lima; the La Zanja mine located in the district of Pulan in the province of Santa Cruz; the Antapite mine located in the province of Huaytara in the department of Huancavelica; the Julcani mine located in the province of Angaraes in the department of Huancavelica; and the Recuperada mine located in the province of Huancavelica in the department of Huancavelica. It also holds controlling interests in the Colquijirca and Marcapunta Norte mines located east of the city of Lima; and the Shila-Paula mines located in the province of Castilla in the department of Arequipa. In addition, the company owns interests in various other mining companies. Further, it offers electric power transmission services; and geological, engineering, design, and construction consulting services to the mining sector. Compania de Minas Buenaventura S.A.A. was founded in 1953 and is headquartered in Lima, Peru.
Top Stocks To Hold For May 2014:Permian Basin Royalty Trust (PBT)
Permian Basin Royalty Trust owns overriding royalty rights in mineral properties in the United States. It holds a 75% net overriding royalty interest in the Waddell Ranch Properties located in Crane County, Texas; and a 95% net overriding royalty interest in the Texas Royalty Properties in Texas. As of December 31, 2009, the Waddell Ranch properties contained 372 net productive oil wells, 87 net productive gas wells, and 131 net injection wells; and the Texas Royalty properties consisted of approximately 125 separate royalty interests containing approximately 51,000 net producing acres. The company was founded in 1980 and is based in Dallas, Texas.
Top Stocks To Hold For May 2014:II-VI Incorporated (IIVI)
II-VI Incorporated develops, manufactures, and markets high-technology materials and derivative precision components and products worldwide. It offers a line of precision infrared optical components, such as lenses, output couplers, windows, and mirrors for use in CO2 lasers; and one micron laser components, including modular laser processing heads for fiber lasers, YAG lasers, and other one micron laser systems, as well as beam delivery systems. The company also provides near-infrared optics consisting of waveplates, polarizers, lenses, prisms, and mirrors for visible and near-infrared applications, which are used to control or alter visible or near-infrared energy and its polarization; coated windows used as debris shields in the industrial and medical laser aftermarkets; micro optics and photonic crystal parts for optical communications components; optical and photonic crystal parts for instrumentation and laser applications; optical communication components and functional modules for optical communications; DPSS laser for optical instruments, display, and biotechnology; and components for UV Filters used in early warning missile detection. In addition, it offers military infrared optics comprising missile domes, electro-optical windows and subassemblies, imaging lenses, and other components; and visible materials and fused silica; material processing and refinement products, such as selenium and tellurium metals, and chemicals; and thermoelectric coolers (TECs), including single-stage TECs, micro TECs, multi-stage TECs, planar multi-stage TECs, extended life coolers, thermoelectric thermal reference sources, power generators, and thermoelectric assemblies for use in defense, telecommunication, medical equipment, and other industrial and commercial applications. Further, the company provides silicon carbide products consisting of 6H-SiC (semi-insulating) and 4H-SiC (conducting) poly-types. The company was founded in 1971 and is based in Saxonburg, Pennsylvania.
Top Stocks To Hold For May 2014:Aixtron SE (AIXG)
Aixtron SE, together with its subsidiaries, engages in developing, producing, and installing deposition equipment for the semiconductor and compound-semiconductor industry. Its technology solutions are used to build components for electronic and opto-electronic applications, which are used in fiber optic communication systems, wireless and mobile telephony, optical and electronic storage devices, computing, signaling and lighting, and display applications. The company offers customized production and research scale compound semiconductor systems for depositing material films on wafers; and peripheral equipment and services, including products capable of monitoring the concentration of gases in the air and for cleaning the exhaust gas from metal organic chemical vapor deposition processes, as well as provides production and research scale deposition systems for silicon semiconductor applications. It also assists its customers in designing the production layouts for the gas supply to thin film deposition systems; and offers process engineering, consulting and training, and customer support services. The company markets and sells its products through its direct sales organization, appointed dealers, and sales and service representatives primarily in Asia, Europe, and the United States. Aixtron SE was founded in 1983 and is headquartered in Herzogenrath, Germany.
