which website is this sir?
Posts in category Value Pickr
Microcap momentum portfolio (27-04-2024)
Update for entry on 29th April 2024
50DMA (19840) > 200DMA (17562); hence we can continue without any change.
Based on ranking:
- KPIGREEN
- ELECTCAST
- KESORAMIND
- PURVA
- WOCKPHARMA
- VOLTAMP
- CHOICEIN
- KIRLOSENG
- SANGHVIMOV
- WABAG
- STAR
- TECHNOE
- ARVIND
- TARC
- IFCI
- TIMETECHNO
- ITDCEM
- NEULANDLAB
- ANANTRAJ
- ZENTEC
- THOMASCOOK
- NETWEB
- JPPOWER
- GULFOILLUB
- IMFA
Based on A → Z for easy tracking:
- ANANTRAJ
- ARVIND
- CHOICEIN
- ELECTCAST
- GULFOILLUB
- IFCI
- IMFA
- ITDCEM
- JPPOWER
- KESORAMIND
- KIRLOSENG
- KPIGREEN
- NETWEB*
- NEULANDLAB
- PURVA
- SANGHVIMOV
- STAR
- TARC
- TECHNOE
- THOMASCOOK*
- TIMETECHNO
- VOLTAMP
- WABAG
- WOCKPHARMA
- ZENTEC
Exits:
TVSHLTD makes an exit.
MSTCLTD stays within the top 30 and hence remains.
Entry:
THOMASCOOK makes an entry.
NETWEB cannot enter as there is no vacancy.
GMM Pfaudler: A safe way to play the Pharma/Chemical cycle (27-04-2024)
Earnings have been in negative growth from last few quarters. Order backlog is falling from almost an year. New order intake is lower than the revenue, for the last quarter order intake is around 750 crore while revenue is 850 crore. Unless the order intake shows growth there is no way stock price can move up.
52 week highs and all time highs strategy (27-04-2024)
Bank of Maharashtra cmp 67.65. Yesterday it came out with excellent set of numbers for the quarter and year ended 31 March 2024. Presentation is available on exchanges. Concall is available on youtube at https://www.youtube.com/watch?v=UinPll2dWKs.
It has been showing good growth for 15 quarters now with excellent ROA, ROE, PCR, NPA , CASA
parameters. Management commentary remains strong.
Coming to the charts, it crossed important level of 41 in Sep 2023 and went on to hit a high of 69.45 in Feb 2024. In the process it crossed an important 12 year highs level of 66. It went into a consolidation since then for 2 months and on the back of current quarter results, has managed to close above 66 on a weekly basis. A monthly close above 66 this month would be an added bullish confirmation. Resistance at higher levels are at 85 and 97 which are previous major peaks.
disc: invested as a techno funda bet. Not a recommendation. Shared as an example of a techno funda set up.
Dhruv’s Portfolio: Comments Appriciated (27-04-2024)
Rather 75% shareholding Cap will work in favour of LIC. Still 20% Further public issues are going to come…that will make its price soar to much higher levels from here. Why you think, this 75% condition will drag down the price?
52 week highs and all time highs strategy (27-04-2024)
IDFC LTD is looking good after range breakout with good volumes and also the RSI is in bullish zone.
Price has also retested the support zone and it is trading above the 30MA. Chart below:
Dhruv’s Portfolio: Comments Appriciated (27-04-2024)
Frankly speaking I stay away from PSU. That is my rule and I pretty much stay out of this bull market. Th e major issues is, these company are for public good not for money making. I believed that LIC was at dirt cheap valuation at 700 that’s the reason I entered. There is overhang of OFS, for government to comply with 75% holding rule of SEBI. I may be wrong but post election we could see huge de-rating of these companies. Just my view.
Completely align, expecting solid 15-18% CAGR from HDFCLife and that’s the reason to make the shift .
Yes I try to stay away of what I do not know, but some speciality chemicals are showing good future prospects with solid balance sheets. Yes the sector is in extreme issues due to china’s dumping and sales are low but with growth in India’s GDP I believe the internal consumption would pick up and this would be huge proxy play for me. So I have started reading and learning about this sector.
More of there are bunch of micro caps and nano caps with huge potential, the only thing is to buy a good company. Still I had not find any story which I would love to make huge position wrt to my portfolio. But still looking
I have never invested in media company and not aware of this stock. Would love to read more about that and what other stories/stocks do you hold in your PF. I would post my updated PF in the thread soon!
Looking forward to hear back!
ValuePickr Jaipur (27-04-2024)
Interested and keen to know how this works. I live in Jaipur
Shareholding pattern (27-04-2024)
Sirs,
Case in point Paramount Communication.
The promoters have reduced their holding from 53 to 49. FII have gone down from 53 to 49.
How do we analyse these figures?
Piccadily Agro Industries Ltd (27-04-2024)
But price will shoot up sir? as liquidity is low and demand is high 