Hello Friends, I want to get your views on valuations of DHFL. Why it is trading at deep discount to it's peers. My guess is that it does't have...
Very valuable insight.. All your points will be highly helpful for me...Thanks a lot...
This is for my understanding..how one can define a stock as junk? do you see any issues with the company...
By low sales growth, I mean last year their sales growth was only 5%. I agree with you that they are able to double their sales in last 5 years...
Thanks for sharing that. Uflex seems to have low profit margin and low sales growth. How much EBIT growth do you see from here in next 5 years.
Amazing and inspirational.. Please share more similar stuff..
Thank you for your review. It would be of great help if you can suggest me stocks to remove from my portfolio to have a more concentration on high...
Thank you for your suggestions. You have made a very valid point. I was just wondering if it is possible for you to share your high conviction...
One more point to add, it is very easy to get influenced by recommendations given on TV or reports generated by brokerage firms. Due to herd...
Thanks man for your suggestions. I will surely look into these stocks.
Thanks for your review. You are right. Valuations were high when I bought these stocks. However, there are still some 15-20% gains. Regarding mid...
My Portfolio Pharma 15% (Sun pharma, Lupin, Ajanta, Alembic, Dr Reddy, Granule) Private Sector Bank 20% (Yes, Axis, ICICI, HDFC, Kotak, DCB,...
I would like to have your advise on Vakrangee. As per Screener.in, the company's ROE is 32.67 % and sales growth is 41.21 % but still the company...
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