After the earnings for the September 17 quarter, the portfolio deserves a review. We are happy to report an outperformance of 8.9 percentage points over the benchmark in little over a month.

Diwali sparklers: Moneycontrol Research’s 12 picks for Samvat 2074

Below is our latest offering: 12 conviction picks that could fetch you strong returns if held from this Diwali to the next, along with the rationale for our choices. The list is in alphabetical order.

Prataap Snacks: Do some peers provide a better value and growth mix?

In the consumption space, it makes a credible investment rationale if one looks at the alternatives that are better priced and offering higher return on equity.

Buy Manpasand Beverages; target of Rs 926: Motilal Oswal

Motilal Oswal is bullish on Manpasand Beverages has recommended buy rating on the stock with a target price of Rs 926 in its research report dated August 16, 2017.

Buy Manpasand Beverages; target of Rs 900: Motilal Oswal

Motilal Oswal is bullish on Manpasand Beverages has recommended buy rating on the stock with a target price of Rs 900 in its research report dated June 14, 2017.

Buy Manpasand Beverages; target of Rs 841: Motilal Oswal

Motilal Oswal is bullish on Manpasand Beverages has recommended buy rating on the stock with a target price of Rs 841 in its research report dated May 09, 2017.

COMMENT: These stocks are as hot as the coming summer, but valuations need to cool

The Indian Meteorological Department (IMD)’s prediction of an “above normal” summer is bad news for most, and yet music to the ears of investors in a dozen stocks that could gain from the heat wave.

Buy Manpasand Beverages; target of Rs 843: Motilal Oswal

Motilal Oswal is bullish on Manpasand Beverages has recommended buy rating on the stock with a target price of Rs 843 in its research report dated February 09, 2017.

Buy Manpasand Beverages; target of Rs 761: Motilal Oswal

Motilal Oswal is bullish on Manpasand Beverages has recommended buy rating on the stock with a target price of Rs 761 in its research report dated December 13, 2016.

Buy Manpasand; target of Rs 750: Motilal Oswal

Motilal Oswal is bullish on Manpasand has recommended buy rating on the stock with a target price of Rs 750 in its research report dated June 24, 2016.