Overall great portfolio! Couple of suggestions. Get out of sugar stocks. They are in as bad a condition as Steel. Instead of RCF, switch to...
great! This should follow up with a rally!
The reason I like axis is the credit growth (23% in Axis bank case and 15% in ICICI) Also, ICICI has bigger NPA problems than Axis. Usher Agro,...
@Amitk2508# Sutlej textiles is a growing company of KK Birla Group. It just recently acquired Birla Textiles and thereby will become one of the...
I suggest Sutlej Textiles instead of Kitex. Also I would suggest that you add DHFL or Repco instead of GRUH. You might not need both Aries Agro...
@Kris generally its a good idea to average out and wait for a rally if you plan to exit a stock. Otherwise, if you strongly believe in the...
@Sachin pathak currently whenever logistics trucks pass through one state to another then they need to pay tax in every state. With GST, there...
@Sachin pathak I think the valuations will remain high relative to the other "services" companies. But these valuations are tough 100s of PE! All...
My suggestion Ashok leyland and Granules
@Carl Icahn while I do understand the technology stack that they are planning to work on. The valuations doesn't justify buying into them right...
Seems like operator play. The rise has been epic. PE is just out of this world. One bad quarter and this will come spiraling down. Pretty risky bet.
Thats because State govt.s take care of majority of education sector. Not the central govt. which provides funds only.
@Sachin pathak yes you can hope on the govt. I dont have much hope :). I still feel things will move at slow pace.
It has been waiting endlessly for FDA approvals I think. Besides that, its a good company with good management. Just that things haven't moved for...
My suggestions: HIL is better than Sanghi. ONGC is a play on Oil (which is supposed to be around low levels for the next 2-3 years) so I suggest...
@rahul gupta many have learnt bitter lessons with highly leveraged companies (eg. Amtek group cos). It really hurts to see the wealth erosion...
I would suggest you move out of suzlon and move to another more stable company with much lower debt, and is working in renewable energy space....
I feel that education sector is highly regulated and depends upon govt. funding. Thats why there the growth story seems slow. Navneet can become...
@Bimal your portfolio is quite solid. Hold on for solid returns.
There are some really good cash rich stocks that are available at really cheap discounts because of the slowdown in metal prices. I dont deny that...
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