If you were to pick 4 stocks for a 10yr concentrated growth PF, which would they be?
1. Granules India
2. SKS Microfinance
SKS Micro 20%
Cap First 20%
What are the fastest growing NBFCs by sales growth? by profit growth?
What are the niche areas for NBFCs?
I think valuations are prohibitive. Granules and JB Chemicals look okay.
Get out of all those stocks!
You are experiencing loss aversion syndrome. Cut all infra and capital intensive stocks in one swoop! (Mkt will crash between now and Oct 31 so do...
I like Deepak's list. But I think I'd trim it further.
5. Repco Home
7. PI ind
Thanks all. Thanks Meenakshi for the share.
I think PE multiples might compress in the short term, but if they continue their growth for a couple...
The question is - What were the reasons why SKS didn't get the small bank and payments bank license? Will they eventually get it?
Will SKS Microfinance recover from missing out on the small bank and payments bank license? Is it a good long term buy now?
I can't believe RBI...
Can you please share your top 5-7 high conviction picks? That way, when Mr. Market gives us an opportunity (perhaps next week...
I believe the bull market is on. But I'm not sure which sector will lead the bull market. According to Basant Maheshwari, it has to be a new...
I truly value your comments on this forum. It is sensible advice. Many members have asked you to share your personal pf. I don't...
Here is my opinion. Feel free to ignore. First of all, if you have any spare cash, invest in a good mutual fund right now. Its a good...
Can someone please update with:
1. List of porinju stocks
2. Purchase price
3. %age allocation to his PF (optional)
Taking a 10 year buy & hold view, which micro/small/midcap pharma has 10x+ potential? why?
Meenakshi, can you add a blurb as to what you liked in each book? THe only one I have is gurus of chaos and honestly there was nothing...
Sell in May & Go Away! is playing itself out ...
Lets hope for good monsoon and compromise on land acquisition act
would like this
Agree with Meenakshi. Pharma will touch the heights that IT did ... the question is which stock will be the one that will re-rate to ridiculous...
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