Allocation in PFRL is around 40% and 20% each in remaining three. I bought Heritage Foods to take advantage of the current upswing in the...
Pantaloon Retail (play on branded retail. Will become biggest branded retail apparel player in India once the Madura merger is over. Betting on it...
The sheer size of your portfolio makes a person like me have inferiority complex;). I have only 4 stocks in my portfolio. Managing such a big...
Yes you are right. Unfortunately some politicians have jeopardised the growth of the economy by obstructing policy reforms. This will have a...
No. I mean it. Your stock picks are very good.
Subex Ltd is my personal turnaround pick. Management intends to be USD 100 million revenue company with a 25% operating margin. Debt levels...
Yes CAPF is an excellent pick at the current levels. I have the same feeling for the stock. It can make it very big in the next 5 years. Its my...
My biggest mistake is that after entering the market in 2004 I wasted my intitial 7-8 years in trading. I was impatient and did not consider...
The company borrowed heavily to fund its huge acquisitions. Then slump started and those acquisitions proved useless along with the burden of the...
Yes the fundamentals do not look very good at the moment. But they have improved significantly in the last 3-4 quarters. Going forward I...
A well balaced diversified portfolio having good balance between sectors and also a proper mix of mid and large caps. Could not find a fault with...
Among the small caps another company I like is Subex. A Bangalore based IT company providing service to mainly the telecom sector. It made a high...
I personally like four companies very much and I think they can create serious wealth in the next 5 years. Pantaloon Fashion and Retail Sudarshan...
Such incidences keep happening every now and then. Some incidents send the market rocketing high some cause it to spiral down sharply. I follow...
Why not. Its a blue chip stock which has grown many times over the last many years. Over the next many years it can grow many times more. But such...
Recently Ashish Kacholia bought a stake in Vishnu Chemicals. There is a write up about the prospects of the stock on RJ forum itself. Seems to be...
I would advice you to reduce a bit of exposure from housing finance and also from Granules in pharma. And to deploy the cash into some consistent...
The nation has been desperately waiting for GST and I guess the nation will have to wait too long for GST to be passed. Modi's meeting with Sonia...
The press report is very helpful in understanding the company and its functioning. Thanks for sharing. This small cap definitely can turn a mid...
L&T has unfortunately turned into a giant conglomerate with a lot of diversification in non core businesses. In my personal view it will be a bit...
Separate names with a comma.