Yes, having a PSU in the portfolio and that too one involved in the commodity space is not a good idea in the present scenario. If you are keen...
No it copied from this pdf file. The author makes a number of interesting points in it. https://www.ripublication.com/gjmbs_spl/gjmbsv3n7_02.pdf
There is a lot of literature available on the subject. I found one that explains it well: "In the wake of incidents like MFIs using unethical...
Well, there is no doubt about the management's ability or the demand for the product. The company also has in place an ambitious expansion...
I see that you already have a few quality mid-caps in your portfolio such as Repco, CAPF, DCB Bank, IPCA, PFS etc. These have delivered good...
Well, there is no doubt that the housing space is going to boom. There are a number of ways to play that theme. Roof top makers is only one of...
I think the selection of stocks is good. I can't spot a single stock which is of dubious pedigree. All are well known companies with reputed...
Thanks for the Sunidhi report. The Cadila news is a bonanza for Claris, especially the part that Cadila will pay a significant premium for the...
Yes. That is typical of these micro-caps. Nirmal Bang has a large holding and so does Pudumjee Investment & Finance. There may be something...
Yes, the stock is down 20%. I suspect some major shareholders are dumping the stock in the light of the statement by Upinder Zutshi, CMD, that the...
Well, the one problem with HIL (and Visaka Industries, which is its smaller competitor) is the use / reliance on asbestos. Asbestos is highly...
Generally speaking, a stock buy back is viewed favourably on the basis that the number of shares go down and so the EPS goes up. This leads to an...
I have never heard of this enterprise. There are so many of them floating around that it is difficult to evaluate them. Most have no credibility...
I read a good analysis of MCX's results (either from HDFC Sec or from Edelweiss) where they call it a "high convicton" buy. I will find that...
Well, the stock has been on fire in the recent past. In the past one year, the stock is up 447%. The 3 month return is 68% while the one month...
Well, Bombay Swadeshi Stores is being taken over by Mr. Radhakishan Damani and his family members. Mr. Damani is known as an astute stock picker....
There is an interview of John Flintham, Senior MD which gives some insights into the working of Amtek Auto, the group company. He is very...
I would strongly endorse this suggestion. If one takes the trouble to research the stock and write down a paragraph or two on its potential and...
Well, congratulations. Your strategy makes sense. You have watched the markets rise and then fall. So, the volatility ought not to scare you....
I am not sure one should worry too much about the steep drop in stock prices from the peak. It is a fact that the rise was also very rapid. Some...
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