Midcap Value Alert

What is Midcap Value Alert?

Midcap Value Alert is a service in which Rahul Shah will recommend high quality Indian midcap stocks with the aim of capturing gains from India’s third giant leap in prosperity.

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Who is the editor of Midcap Value Alert?

Rahul Shah, co-head of research at Equitymaster is the editor of Midcap Value Alert.

Rahul has 18 years of experience in financial markets as an analyst and editor.

Rahul first joined Equitymaster as a Research Analyst, fresh out of university in 2003 but left shortly after to pursue his dream job with a Swiss investment bank.

However, he quickly became disillusioned working for the 'financial establishment'.

He learned first-hand the greedy stereotype of an investment banker is true and became uncomfortable working for a company that put profit above everything else.

In 2006, Rahul re-joined Equitymaster to serve honest, hardworking Indians like his father, who want to take control of their financial future - and not leave it in the hands of greedy money managers.

Following the investment principles of Benjamin Graham (the bestselling author of The Intelligent Investor) and Warren Buffet (considered the world's greatest living investor), Rahul has recommended some of the biggest winners in Equitymaster's history.

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What is the goal of Midcap Value Alert?

The goal of Midcap Value Alert is to guide subscribers to build wealth by recommending stocks with the intention of capturing the fastest and biggest potential gains over the coming years.

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What does Midcap Value Alert offer?

Midcap Value Alert offers subscribers an investment strategy to find undervalued mid-cap stocks that could potentially deliver gains from the third giant leap in the Indian economy.

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What does Midcap Value Alert not offer?

Rahul will recommend stocks in Midcap Value Alert which meet his strict fundamental quality and valuation parameters.

Thus, the service will not offer recommendations in…

• Speculative stocks with weak fundamentals as determined by Rahul’s analysis.
• Stocks that are overvalued by traditional valuation parameters.
• Any short term trading recommendations as it’s not a trading service.

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What will be the frequency of recommendation reports?

Once a month, subscribers will receive a research report with detailed updates on emerging trends and opportunities in the stock market based on developments in India’s third giant leap.

This monthly report may have buy or sell recommendations. It will also contain updates on the stocks previously recommended.

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What are the expected returns from this service?

Rahul Shah aims to recommend stocks that deliver gains well in excess of the benchmark.

Historically, some these kind of stocks have delivered multibagger returns to shareholders in excess of 1,000%.

Rahul believes in India’s third leap of prosperity over the coming years, wealth creation will happen at a scale probably never seen before.

Thus, there will be several money-making opportunities of the kind seen in the past.

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What is the tenure i.e. holding period of the recommended stocks?

The holding period for each stock will be between 2-3 years.

The exceptions will be stocks that achieve the target price sooner or a deterioration of the fundamentals of the company. These cases might warrant an early sell.

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Are Equitymaster Research Analysts allowed to trade in the recommended securities?

Equitymaster is an honest, completely transparent and a professionally run organisation. We have a strict compliance system, internal policies and Code of Conduct for Insider Trading in place.

Please note all securities trading of our employees are tracked and monitored to ensure that our subscriber gets the first right to our paid research.

We follow the SEBI (Research Analysts) Regulations and give full disclosures with respect to each recommendation. We further request our subscribers to go through our Code of Conduct for Insider Trading.

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How should I contact the customer service team to get answers to my queries?

You can write to us with all your queries and we will be delighted to assist you. Alternatively, you can call us on +91-22-61434055 between 10 am to 6 pm from Monday to Friday.

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What is the suggested allocation for Midcap Value Alert?

Stock markets tend to be very volatile. And putting too much money in a single stock can be very risky. In our view, mid-cap stocks fall between largecaps and smallcaps in their risk profile. Not only do they offer better return potential than largecaps they are also more stable and resilient than smallcaps.

This keeps them in good stead over the long term and makes them reliable wealth creators.

According to us, mid-cap stocks should comprise at least 25-30% of one's total equity portfolio. However, a single mid-cap stock should not form more than 3-4% of the total portfolio.

This allocation will of course vary from person to person.

Equitymaster is not a portfolio manager or an investment advisor. For something that works best for you, we recommend you talk to your investment advisor.