Selan is on fire today and TCS Mindtree ACC all fallen sharply after results...I guess your tagline suits me best 8)..
interesting ...
Thanks MOIL has been an under performer but held it for diversification...also Polaris was purchased on recommendations of G. Chokkalingam...
Cairn India valuations very attractive but corporate governance, tax issues TCS is a buy..probably should correct after results fundamentally HUL...
depends on absolute amount I would say ...suppose you invested 30k a 20% profit gives you 6k which is tidy (by my standards), the higher the...
The remaining part of my portfolio...sadly not been able to purchase Porinju's pick...but definitely looking forward to do it next month ......
definitely wait till FY14-15 results
Thats the difference, between your money and others money...your philosophy might change when you have to invest your money viz a viz others...
with thousands of stocks...why are these qualifying for discussion on 10% portfolio allocation ? it seems small caps mid caps have caught the...
it has rallied sharply...no more opinions...every stock I say avoid is galloping...is there trend here...maybe I am too conservative and risk...
thank you for your comments...well I do look for new ideas...but I do not buy indiscriminately...if I see reasonable value, good management, good...
Sir ????? :) ...I am no sir...because you have asked earnestly the stock in question is Anant Raj Developer
Relax Mukherjee babu 8)....what is the big hurry...you want to get all info at once, but thanks for your comments...but on a serious note...I am...
My own portfolio, figure is percentage...since I keep commenting on others portfolio I thought I would share my own...I usually purchase stocks on...
all of these are mid caps, small caps,most of them are of decent quality, somebody already raised red flag of fortis, greenply is discussed so...
you are getting mphasis, niit at less than 15 pe with decent order book, good cash on books...even polaris, nucleus...why think of an IT stock...
I do not know about Rama Krishna forgings but Ahmednagar is better avoided ...very high debt ..
There are far better stocks which much cheaper valuations...
All I can say is that monitor the results of these stocks, not all but certainly the micro-caps...the financial year results are coming up...also...
I have seen the impact of NPPA by my returns in Novartis India... :'(...can not argue against it though but hope that government gives a level...
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