@Anand_Jain I don’t follow news of individual stocks. If the price changes in a way that the system suggests some exit / entry, it will happen automatically during the next rebalance.
Posts in category Value Pickr
Radiant Cash Management Services – Asset Light Play On Cash Logistics (29-04-2024)
The currency in circulation has more than doubled from Rs 13.35 lakh crore in March 2017 to Rs 35.15 lakh crore in end March 2024
Microcap momentum portfolio (29-04-2024)
@Nitinsai I would like to invested always. However, there are many people who feel that momentum investing could be risky. That is where I suggested we could use 50DMA and 200DMA as signals.
Two things can be done.
- When the crossing happens, ie 50DMA crosses 200DMA from above, one could move part of the pf into cash or gold. In both cases, there are ETFs available like Liquidbees (or Liquidcase) / Goldbees so that cash is not withdrawn.
2.When the trend continues and 50DAM remains below 200DMA for couple of weeks, one could shift the pf completely.
This will ensure that we do not move prematurely when the trend is moving up and down.
Start investing back when 50DMA crosses 200DMA from bottom.
This is just a suggestion from my side.
CMS Info Systems Ltd (29-04-2024)
A couple of things that are concerning to me that I could not understand:
- Receivables have been growing up very rapidly: ~Rs 600Cr (by Sep 2023) vs Rs 450 Cr (March 2023). For a ~ Rs 1600 cr book value that is 40%. Why is this?
- Why does the company have such high bad receivables (see screenshot)? Doesn’t the company get paid by banks? Is this because money gets stolen in transit?
Can someone provide some insights here?
Tata Consumer Products Limited (TATACONSUM) (29-04-2024)
When will the rights issue schedule be announced?
Microcap momentum portfolio (29-04-2024)
Why KPI green is falling for last 2 days., didn’t find anything significant.
Any thing to worry about? @visuarchie
KPI Green- Turning Sunshine Into Cashflows (29-04-2024)
Why KPI green is falling for last 2 days., didn’t find anything significant.
Sanghvi Movers (29-04-2024)
Hi Aditya Ji, Management in Q1 FY24 Concall mentioned that the EBIDTA Margins for EPC business would be in the range of 30-35 %, any specific reasons you have calculated using just 12% margins?
If we take the lower end of the mgmt’s EPC margin guidance, the FY25 Pat could be ~ 350Cr. Please share your thoughts
Tata Consumer Products Limited (TATACONSUM) (29-04-2024)
Organic India portfolio should do well as it is already exporting a lot of its products to USA… These are certified organic with huge export potential.
Did they not talk about Starbuck portfolio ?.. How many stores they have added and planning to add.?
And any plan for strengthening the mineral water portfolio…they had plans to buy out Bisleri which did not workout finally