I think it make sense to buy a good Parma MF to capitalize on Parma growth story ... what is your opinion?
@Meenakshi ... Target price of 970 by when?
DCB would be a good bet for 5 year horizon. It can give multiple returns from the current level.
1. Don't' want to put all eggs in one basket - I work in IT company :-) 2. Next couple of years looking for major kick on the portfolio hence no...
In last 3 months, I have done some tweaking in my portfolio; have come out of South India Bank, Arvind, United Spirits, Shilpa Cables and Ashland...
IMO it is a great stock to have in your portfolio but I am still little uncomfortable with its valuation.
Hmm ... you are right. This is a good article on GST and its impact on Logistic companies...
GST will help logistic companies as they will not have to pay state taxes and octroi when they cross cities / states etc.
It will help if you can share %age allocation in each stock. Do you have short term goals or long term?
IMO it is a great turnaround story. Its performance should improve / is improving with government's focus on Swatch Bharat and infrastructure. I...
IMHO best bet would be to invest in good small/mid-cap fund.
Is it a good time to accumulate Gruh? Results are good but stock has gone down quite a bit.
It just zoomed. What is the outlook from here? BTW, purchased just before it started flying.
My investment time horizon is long term. Wish is to get returns of 20%+ CAGR
Your advice on DCB was great. They have given very good result and stock is also up. Do you have any views on Shilpi cables
Thanks Meenakshi. Between DCB and South India Bank what do you recommend? Is it OK to accumulate more of Sintex, Repo and Relaxo?
I would like to know suggestions thru this forum. Wanted to restrict the portfolio to app. 10 stocks but eventually had to increase for...
I would like to know your views on Shilpa. Financials for past few years looks very good - seems too good to be true.
Separate names with a comma.