added allcargo gati and csl finance sold supreme power equipment
increased position in nuvama ,shilpa medicare
Posts in category Value Pickr
Unemployed investors portfolio (10-05-2024)
JTL Industries – Fast Grower at an inflexion point (10-05-2024)
Results published.
In line with my comments on April 8, topline has disappointed and its effect cascaded into the bottomline as well.
Expect damage control from management over the weekend.
Low Volatility Stocks (10-05-2024)
Please go through this thread as well
Sula vineyards – pioneers in indian wines (10-05-2024)
Sula Reminds me of KRBL, but they’re in a slightly Sexier biz with a bigger TAM/Growth.
The ageing part and working capital intensity is similar to basmati rice.
Sula vineyards – pioneers in indian wines (10-05-2024)
Yep I second the holiday season point, wine is supposed to be a celebratory drink, hence the boost in income during the December quarter.
BSE (Bombay Stock Exchange)- Bet on Financialization? (10-05-2024)
Hi
On Point 4, dividend , why is it hard to understand what they have not paid out full Div. Firstly Div paid was Rs 15 highest ever. Yet it was not 100% , because as explained they have made a huge provision for the SEBI fees, they have to plan for future growth which means significant TEch and hardware expenditure to introduce new products and ensure scal. so its fine that the firm keeps the profits instead of payout. The Reserves are always needed for various markets guarantee funds and growth will keep increasing in Derivative taking off .
I dont think brikers will just come back because charges are higher now. Yes some impact will be there but the major growth was because of huge outreach process and tech integration that MD has done vist visits to over 1700 markets participants. thats huge sell job and once people get used to an index for trading they dont give u for few hundred rupees
Sandeep Kamath Portfolio | Momentum Investing (10-05-2024)
RSI, Stochastics along with moving averages.
But through my backtesting experience ( tested multiple strategies for the last 5 year period ), my conclusion is that if you want o use momentum as a strategy for investing, it doesnt make a lot of difference what indicators you use. Its optimal position sizing, robust execution and most importantly ruthless discipline is what will make your strategy triumph.