My portfolio - comments requested

Hi Guys

Following are my current holdings with the percentage of holding. I am a long term investor. So the holding period is more than 5 years. Request your comments -

Capital first - 9% @avg price of 316
DCB Bank - 6% @ 112
Godrej properties - 8% @263
IFGL - 4% @156
IPCA labs - 2% @ 643
NIIT - 7% @42.57
PFS - 6% @29.9
PTC - 2% @ 66
Tech mahindra - 3% holding from satyam days
Thomas cook - 7% @170
TCI - 8% @233
TV today - 12% @205
Gruh financec - 2% @225
Repco home - 5% @600
Selan exploration - 5% @316
Sun pharma - 1% @943
Reliance Ind - 1% @890
Sintex - 2% @111
USL - 5% @3160

 

Hi

Thanks for the response. Could you suggest some mid-caps which are worth a buy now?

 

I would rather bet on Dish TV than adding more of TV Today. The reason being, though TV Today is highly recommended, somehow I feel the channel does not go along well with Modi govt and that is a big challenge for its growth. Dish TV is all set to report profit this quarter and there is high possibility for it to trade in new territory after that.

 

I have also huge investment in tv today....tas it is highly recommended. ..but I dont watch channels from tv today....is the group is against modi?...plz inform me...in dat case it will b tough to do good business really

 

TV today is there in my portfolio as 5% holding and it looks to be a promising bet in long term giving the current PE ratio. Its face is AAJ Tak channel which was once named in with connection to AAP so obviously against BJP. Though for a good top management, couple of quarters could be bad but they are destined to bounce back. I am not a buyer or seller in TV today. I am just holding what I have.

 

PLS ADD ALSO SOME EMERGING MID/MICRCAP PHARMA COMP. LIKE SUVEN, GRANULES, SMS ETC.

 

what about PTC India financials now? I think it is a good time to add now ? what do you guys think?

 

I am also adding PFS as it posted suppressed profit due to one time provisioning. The topline is still showing growth which is a good sign.