John Neff 22 Sep 2020 1116

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Value Research

Generate on: 22-Sep-2020 11:16

John Neff
John Neff headed Vanguard's Windsor Fund, one of the best performing mutual funds in his time. A contrarian investor to the

Company Sector Industry Price


Cigniti Technologies Ltd. Technology Computer Software 389.00
IOL Chemicals & PharmacHealthcare Drugs & Pharma 738.00
WPIL Ltd. Engineering Pumps & Compressors 429.00
Sonata Software Ltd. Technology Computer Software 325.00
Kama Holdings Ltd. Textiles Synthetic Yarn 4,850.00
Mahanagar Gas Ltd. Energy Crude Oil & Natural Gas 839.85
Just Dial Ltd. Services E-Commerce 362.20
Sun TV Network Ltd. Services Media & Entertainment 470.60
Ultramarine & Pigments Chemicals Dyes & Pigments 244.00
Saksoft Limited Technology Computer Software 377.00
Engineers India Ltd. Construction Construction 64.85
GM Breweries Ltd. FMCG Liquors 377.75
JK Lakshmi Cement Ltd. Construction Cement 250.50
TV Today Network Ltd. Services Media & Entertainment 204.25
n his time. A contrarian investor to the core, Neff's technique focused on out-of-favour quality companies, calling himself a 'low price-earn

52 Week Low 52 Week High Market Cap(Cr) Enterprise Value(Cr)


178.80 410.00 1,068.04 1,015.80
146.30 898.90 4,551.73 4,453.02
217.55 745.00 420.23 465.40
147.25 354.95 3,462.37 3,147.13
3,100.00 6,390.00 3,128.87 6,583.13
663.90 1,246.80 8,740.85 7,389.90
250.00 718.25 2,370.20 2,313.82
259.55 551.30 18,740.69 16,064.60
103.00 299.00 739.05 710.05
107.00 447.00 420.05 400.06
49.20 123.00 4,236.97 1,407.44
221.05 470.00 710.72 689.17
179.75 389.35 3,128.26 4,639.04
127.55 345.35 1,288.54 1,148.34
panies, calling himself a 'low price-earnings investor'. He searched for stocks that are cheap in relation to their total return (earnings growt

Return on Equity(%) Revenue - 5Y Growth(%) EPS - 5Y Growth(%) Price to Earnings


60.21 15.33 27.12 8.74
56.93 35.87 42.34 11.28
44.70 17.74 27.68 6.99
38.65 16.98 13.46 13.33
30.44 13.94 23.16 6.00
29.66 7.25 18.98 13.08
24.85 10.07 16.33 7.94
24.70 8.00 12.11 14.92
20.50 10.34 24.79 12.91
20.44 9.07 18.43 10.70
18.27 13.13 7.64 12.26
17.02 33.92 12.50 13.16
15.97 13.51 19.23 12.66
15.77 12.46 11.45 12.75
o their total return (earnings growth plus dividend yield divided by the PE ratio). This technique often captures future returns better than s

Total Return Ratio(%)


3.85
4.08
4.21
1.66
3.91
1.75
2.06
1.16
2.25
1.89
1.25
2.30
1.59
1.71
ure returns better than skittish growth stocks.

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