Poging GOUD - Vrij

Cash Flow Is King

Dalal Street Investment Journal

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November 11 - 25, 2019

Identifying quality stocks that can beat Sensex returns is a material discovery, practically for any investor. While doing so, most investors undermine the importance of cash flow from operations of companies. Geyatee Despande, while highlighting the importance of focusing on cash flows from operation, explains how the higher cash flows from operations translate into higher profits, thus rewarding investors eventually.

- Geyatee Despande

Cash Flow Is King

With market sentiment becoming more bullish as we head into the end of CY2019, investors are more excited about prospects today than they were throughout the year. Investors are not to be blamed as the global markets are supportive and there seem to be opportunities galore in markets today to beat the Sensex. As we head into 2020 the big question still remains – which set of stocks will outperform the Sensex? What strategy may work for 2020 without being sector-specific?

With improving market sentiment, it is important that we focus on the momentum strategy for beating the index. Momentum strategy works best in bullish market setups and when broader markets gather steam. The question however still remains “How to pick quality stocks (good fundamentals) when the market sentiment is positive or improving?”

Says Tushar Deshmukh, “I have noticed that I often get lost when markets suddenly change in terms of sentiment and broader markets start chipping in. Most of the times I do not know where (which stock) to buy when market sentiment improves. Stock selection is very difficult to make even when I am convinced that the market is going to deliver positive returns over one odd year.” Tushar has been an investor for over a decade now.

Indeed, most of the time, investors do not have a strategy of stock selection in place that suits the prevailing market condition. However, it can be extremely profitable to be prepared in advance as investors can then encash the bullish market sentiments optimally. Stock selection strategy needs to be in a place that's all!

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