I think it is quite a good portfolio. There are five rate sensitive stocks with 21% allocation. There is one Pharma/ healthcare stock with 3%....
I think there are two reasons why the market is shunning Cairn. The first is the steep fall in the crude prices. The second is the act of...
Radhakishan Damani has been buying through bulk deals. His last purchase was close to the market price of Rs. 200. I think the big overhang over...
I agree Dewan Housing is looking good. It is presently quoting a P/BV of 1.8 which is cheap compared to the valuations of 5.29 for Repco. Even...
I suppose if knowledgeable investors like Alchemy and Kacholia have invested large sums of money, it is with the expectation of huge gains in the...
Well, the stock is cheap at this stage ... but unless we know what caused the severe fall, can we take the risk? That is the big dilemma. If you...
I am familiar with Marksans Pharma and Snowman Logistics. Both are run by experienced promoters and have a lot of potential in the years to come....
Interesting. Pl keep up the good work. :)
My guess is that there is a problem with VISA, its only/major client. There is a news item in TOI that "Visa signs $200 million contract with...
Pl see What Is Granules India & How Does It Qualify As A Potential 100-Bagger Stock?....
I agree that the analysis by Dr. Malik is quite useful to get an understanding of Haldyn Glass.
I vaguely remember reading a report about Tilaknagar Industries. Can't remember whether it recommended a buy or a sell. I'll try and find it and...
I have not heard of any of these stocks. They appear to be micro-caps. Can you post a brief write-up about why you bought each of these stocks....
Wow! I wonder if our posting the news on our site had anything to do with it ;)
This query is answered by Ravi Dharamshi Of ValueQuest https://rakesh-jhunjhunwala.in/the-stock-picks-of-ravi-dharamshi-of-valuequest/
Wow, didn't notice this at all. Now it is big news. https://rakesh-jhunjhunwala.in/check-out-the-latest-stock-pick-of-hiren-veds-alchemy-capital/
There is a detailed initiating coverage report by Motilal Oswal which gives all the information. It says: The report is available here:...
I suspect it is the valuation that is inhibiting buyers. The stock is quoting at a P/E of 45x and a P/BV of 16x. Investors are probably flocking...
Hi bineeshmv, it is better to start a new thread for your portfolio. I have done it for you this time. Can you write a few words on why you...
I think arghya is referring to Clariant Chemicals.
Separate names with a comma.