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[jtsteiny]

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[ltooz]

Bea Bumpup!!!

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[minichispa]

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[finn-m-corvex]

He calls his balls his "goody goody gumdrops" and whenever someone kicks him in said balls he calls them "baddy baddy bumpups"

Jay calls all boobs chesticles.

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[cadma]

#happy #caturday had an #incredible #kungfu #rehearsal for a #shortfilm & got a #bumpup so #excited & going to #learn a new #gongfu form with the #choreographer

[decosmeticablog-blog]

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[elwoodsoundmedia]

Stagehands and truss in black and white. I love being a stagehand! Grateful to have been on the team that assembled this rig today. Lots of fun. #grateful #stagehand #loadin #stagehands #fly #loom #patchmonkey #patch #bumpup #audio #meyersound #lacoustics (at DCU Center)

[1418frannie]

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[teamswomi]

BUMP UP is the new 'Like' Double-tap to Bump Up! #bumpup #doubletap #swomi

[internetguylv]

Doing what we do best.....Dream Big Friday in full effect #dreambigfriday #aboutdatlife #haroldelamtheinternetguy #prestigecjdr #rightnowbuyer #raymondandrews (at Prestige Chrysler Jeep Dodge) https://www.instagram.com/p/BuMpup-HBSU/?utm_source=ig_tumblr_share&igshid=1jpuze9zvxn5z

[toddlersstudio-blog]

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[umbrie]

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[onlevelup01]

The market base has shrunk to very few stocks in terms of outperformance. One needs to practice pick-and- 67944261 67940022 67938223 choose strategy going forward, Abhimanyu Sofat, VP-Research, IIFL, tells ET Now.Edited excerpts:Eicher management is saying that they foresee weaker sales in foreseeable future. Could we see a significant derating in the stock or would you say that the negatives are already known and well in the price?Our target price for Eicher Motors is now Rs 19,500. For this year, we estimate that the volume growth will be close to 3%, next year the number would be around 8.5% and then a 6.5% growth, which is likely. Though from a revenue perspective, part of the downside has been built in, we feel the margins are likely to be under further pressure because from April 2020, there will be the BS-VI implementation which will further lead to an increase in pricing. Already, there has been some price increase because of ABS and some of the other things. Despite 650cc doing pretty well, the risk reward has still not become favourable for investors in Eicher Motors. We continue to have a reduced rating on the stock. Hindalco realisations could potentially aide the overall top line growth but high input costs could be a bit of a drag. How have you read into Tata Steel and other numbers from the metal space so far? What is the expectation if any from Hindalco?In case of the overall metal sector, Tata Steel will probably do well going forward because it is more integrated and now we have seen that the last 20 days has seen iron ore prices being hiked by more than 20%. For that reason, relative to others steel sector stocks, Tata Steel will do well. Coming back to Hindalco, the focus is going to be how Utkal utilisation rate improves over the next two years. In terms of Novelis, the kind of spread that they were making on the inventory, that benefit is likely to dip going forward. Right now, from a risk-reward perspective, I would wait for a 10% fall in the stock and then look at adding positions in the sector. Valuation wise, the stock looks cheap but because China is slowing down, there continues to be some issues with regard to future outlook in terms of growth for Hindalco. SUUTI is looking at divesting the 3% stake in Axis Bank. It has come in at a premium to the current market price? That is a brilliant move done by the government at the right time. Axis Bank has been one of the top performing stocks over the last six months, it has been our number one favourite in the banking space even relative to ICICI Bank. It has done very well for us and we feel that going forward from a fiscal perspective, it is a very good move by the government. For a lot of foreign institutional investors, from a liquidity perspective, it is a good time to buy large chunks of this particular stock because for the next two years, this company in terms of how they manage business is going to transform with the new management coming in. Though there may be some very short-term pressure on the stock because of such a large asset sale, but from the next two years perspective it continues to be one of our top picks. DLF is talking about zero debt in the residential business and a 15% CAGR in rentals over the next four to five years. How do you see the story playing up for the real estate space as a whole? Some of the larger players should do well going forward. The the smallcaps and the midcaps have not done well and the government took a lot of steps in the last budget with regard to unsold inventory and a couple of other measures. The sector might do better, especially the bigger companies. With rental business going up, passive income is a critical thing for anyone to earn and from that perspective, most of these companies should do well. In case of Godrej, in Pune, they have cracked a big deal for five to six projects with one of the large land-owners. Those kind of deals are clearly something which the market is looking at. I would say stick to quality like Oberoi, Godrej and DLF who have slightly higher risk taking capability. Over the next two years, make a decent amount of money in these companies as the leverage will be lower going forward. What is your take on pharmaceuticals in the light of the two observations with regards to the Goa facility of Lupin and Sun Pharma’s earnings today?We have been negative on Lupin for the last couple of quarters and continue to be so because we believe the US generic market will continue to face pressure and the additional warning letter clearly tells us that going forward things will continue to remain tough. The Sun Pharma stock has come down and we have been quite bearish on the company for the last three quarters. After results, corporate governance issue will also be critical. If they deliver decent numbers, then the stock obviously has become cheap but because of corporate governance issues, it is out of favour with a lot of the large investor base. In terms of the US market where they are getting into more of complex generics that kind of investment would lead to significantly lower margins in the initial phase of investment over the next two years. A rebound in earnings will be a bit difficult for Sun Pharma at least for a couple of quarters. Indian equities seem to have lost steam vis-à-vis the other markets. We have yielded a negative 2% return in dollar terms as well. With some of the heavyweights like Maruti, ICICI Bank, L&T, HDFC Bank pulling down the index, is that likely to continue?Around six months back, India was the only outperforming market among emerging markets. Now other markets have also done in line with India over the last six to seven months. Coming back to the Indian market, the smallcap index is down close to around 25% odd. That means a lot of peoples’ portfolios have got battered. However, FIIs will come back once the earnings growth bounces back. In terms of stocks I like Reliance, ICICI, stocks that can pull up the index to some extent in addition to HDFC. On the metal side, there is still concern of the Chinese slowdown. Overall, we feel one could see more upmoves on the broader market side than on the index. A large part of the rally has only happened because of a couple of stocks going up and now going forward, as we come close to the election time, we are seeing a lot of people postponing decision-making in terms of investing. By May, they want a clarity on who forms the government and then get into the market. We have been telling our clients to look at good stocks available at cheaper price. These may not be part of their allocation but one can consider adding up to positions in the market. From a sectoral perspective, metals is down more than 28%, auto is down by around 25%. It has become a market which base has shrunk to very few stocks in terms of outperformance. One needs to practice pick-and-choose strategy going forward. Are there any house recommendations, anything within the mid or the small cap universe where you have a buy on at the current levels? Apollo Tyre is one of the stocks that we really like. There was some amount of margin contraction in the last quarter because of inventory levels being higher from the previous quarter. Going forward, the replacement market will continue to do pretty well and we see an upside in the company from the ramp up that we are seeing in the European plant. The stock is trading at around 10x which in the current market scenario is quite attractive. That is one of our favoured stocks from the midcap space. What exactly is the outlook in the overall IT space? Is there potential in some of the select midcap IT stocks? Yes. The digital growth for most of the IT companies continues to be quite robust, above 20% so as long as the core business still continues to grow at 5-6%. We see the bumpup in growth from digital. IT sector should do well going forward as well. From a contra perspective, we are quite bullish on Mindtree. Going forward, some of the issues with relation to some investors are trying to sell their stake. It will get sorted over the next one to two months. In terms of growth, they will have industry beating growth of around 18-19% going forward and from that perspective, we are quite bullish on that particular stock. Even something like Mphasis and even L&T Infotech look quite interesting. IT, especially midcap IT stocks, look quite good to us. Among largecaps, it would be Infosys as well as Tech Mahindra which we would recommend investors to look at considering the risk reward at this particular point of time. from Economic Times http://bit.ly/2DyjrK3

[thedanny522]

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— Lead Gen Specialist (@UnrelentingSEO) February 21, 2017

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