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Tag: US markets

Science of Alpha from Safety

Mispriced Stocks & Hidden Treasures

Popular themes are, typically, well known to the market. The popular stocks in those popular themes are priced to perfection leaving just the discount rates for the investors. There might be other stocks which are not yet identified with the theme but might be hiding divisions which gain from it. This is the direction to…
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DAILY VOICE: Earnings downgrades could happen in COVID affected sectors in upcoming quarter: Dr. Vikas Gupta of OmniScience Capital

Dr. Vikas V Gupta, CEO & Chief Investment Strategist, OmniScience Capital, believes that given the lockdowns, it is likely that earning downgrades could happen in sectors that deal with perishable goods and services. In an interview with Moneycontrol’s Kshitij Anand, Gupta said that investors should look for companies benefiting from life from home theme that includes WFH,…
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US market valuations not expensive, opportunities in niche segments still attractive

US market valuations not expensive, opportunities in niche segments still attractive Concentrate on segments such as information technology, consumer discretionary, consumer staples, communications and industrials Despite the COVID-19 crisis, the US economy did quite well in 2020. According to the Fed’s Economic Projections on Dec 16, 2020, the real GDP for 2020 is expected to…
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Build stock portfolios outside the index overseas

Synopsis “While there is a bubble in stocks like Tesla and Netflix there are a lot of individual stock opportunities available and investors can build a portfolio of companies with good fundamentals and fair valuations,” says Vikas Gupta, Chief Investment Strategist, Omniscience Capital. https://bit.ly/3hD8ASD

Is the Economy on a Great Rebound?

Is the Economy on a Great Rebound? The ‘Great Rebound’ of the Economy offers a Great Investment Opportunity Economic data points indicate that economic activity has already rebounded and reached levels seen pre-Covid-19 This ‘Great Rebound’ is supported by the fact that the outlook for the next several quarters and for the next 2 years…
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Moneycontrol Poll: 65-66% respondents want to invest in US equities as brokerages offer platforms

(Published in Moneycontrol) With more and more brokerages offering a platform to trade and invest in the US market, a large number of India’s retail investors appear to be ready to bet on US equities. OmniScience Capital’s views in the Moneycontrol article  

US Returns: Emerging platforms that are making investment in US stocks seamless

Published in ET Magazine   Apple, Google, Amazon, Facebook. What can Indian retail investors who want a piece of the action in the hottest technology companies in the world do? Read on @ ET Magazine

A Scientific Investor’s Review Of The SuperNormal Portfolio

Dear Investors: In the previous OmniView we have discussed how the SuperNormal portfolio is created using the Scientific Investing approach. Further, we also provided the portfolio governance process during a time of crisis like the current times. In this OmniView we will introduce you to the key segments comprising the US OmniSupreme portfolio. This is…
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Skechers Can Survive The Lockdowns And Might Be Significantly Undervalued

With $1.37 billion of cash, Skechers can survive for around 8 months to more than a year with zero revenues. Even on a conservative, no-growth basis, Skechers is probably undervalued by more than 25%. Inclusive of growth, the expected total return yield from Skechers could be in the range of 15%-20%. Post-coronavirus world being substantially…
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Reports Of Gap’s Demise Are Highly Exaggerated, And Mr. Market’s Fears Have Mispriced The Stock

GPS management has shown clarity to survive through various possible scenarios of COVID-19 crisis. GPS management has the levers on cash expense management to navigate various scenarios. GPS likely will continue having significant cash flows from online sales, including BOPIS using curbside delivery. GPS is available at significant discounts to its intrinsic value under certain…
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