@raamuk I have added some today. I think its more because it has a lot of interest now and should go up 10-20% more from here, I think. But...
Looks like it has a lot of steam left. Good pick.
Missed out on Sakuma train. When I bought at 35, I sold it at 50. Now its UC at 97. Sigh!
@New_Investor I would suggest DHFL, Repco as they are big in affordable housing space and at lower valuations.
@Sonia do you hold 2.5% of Indag rubber or 2.5% of your portfolio is in Indag!? :eek:
Well, isnt this the million dollar question!? :) I believe that we should stay on the sideline until the dust settles. The stock may see some more...
For shorting!? yes. I myself bought some shares at 440 odd levels before I heard the accounting issues with them :(. Have stopped buying more as I...
i would suggest jb chem.
Hindalco, NALCO, NMDC, MOIL are the metal related stocks to be. I even like Tata Steel, but steel is going through a lot of pain relative to...
I would suggest Syndicate Bank in the PSU pack. Great dividend yield, one of the lowest NPAs, and good credit growth.
Some really good stocks in your portfolio like RWSM, L&T, Cera, MCX, Dai Ichi, Srikalahasti, Huhtamaki, Freshtrop. I would suggest move out of...
interesting. Thanks!
@Sachin pathak how are they insulated from the chinese dumping? Do you have a link of the material which suggests this?
@Kris I am waiting on Sharon to give some good quarters before I'll start investing in it again. Currently there is a lot of speculation, but the...
The main issue coming up is the issue of China dumping. Chinese tyres are invading the replacement market which is about 50-60% of Indian tyre co....
Adani Transmission
@Rishi_@ Samkrg is like the cheaper version of what FM provides. Margins get affected not only by the revenues but also by the costs. It might be...
I was reading up on this company lately. One of the most renowned brand in Andhra/telangana. Seems to have run up a lot. Would love to buy in a...
@Rishi_@ sure PE is quite daunting right now, but its the leader in the pack with the latest technology. I know about Shriram Pistons very...
@Rishi_@ Samkrg pistons is a good company but there is a better investment in Federal Mogul if you want to play pistons, Piston rings etc. FM and...
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