Already mentioned above, he was expecting some reversion to the mean in EPS after the spurt in Q4 and then re-enter, but the train seems to have left the station as the stock has broken out again.
Posts in category Value Pickr
Sansera Engineering (02-07-2024)
The Radar systems can be used in the automotive segment. TI sells these to all the top automotive players in the world. Being an insider (I work at TI) I know how much sought after such tech is.
Sansera Engineering (02-07-2024)
The Radar systems can be used in the automotive segment. TI sells these to all the top automotive players in the world. Being an insider (I work at TI) I know how much sought after such tech is.
SWAN ENERGY LIMITED (SEL): The company focussing on sectors with strong tailwinds (02-07-2024)
Just go through the first 2 slides of the starting post, it’s explained there.
SWAN ENERGY LIMITED (SEL): The company focussing on sectors with strong tailwinds (02-07-2024)
Just go through the first 2 slides of the starting post, it’s explained there.
Portfolio Churning (02-07-2024)
Hi All,
This is my first post on this lovely forum and would need help of the seniors here.
I have decided a method on how I would churn my portfolio and need your feedback if there is any issue with this approach. Any stock that I enter should be with a view of atleast 5x returns. Once I reach 5x, I will sell half of the holding and keep the rest forever. This way I get atleast 2.5 x return from a stock and if the stock becomes a future multibagger, I don’t lost much on the run. I would not sell the stock before it reaches 5x unless there is any severe change in fundamentals.
Any feedback and suggestions welcome.
Portfolio Churning (02-07-2024)
Hi All,
This is my first post on this lovely forum and would need help of the seniors here.
I have decided a method on how I would churn my portfolio and need your feedback if there is any issue with this approach. Any stock that I enter should be with a view of atleast 5x returns. Once I reach 5x, I will sell half of the holding and keep the rest forever. This way I get atleast 2.5 x return from a stock and if the stock becomes a future multibagger, I don’t lost much on the run. I would not sell the stock before it reaches 5x unless there is any severe change in fundamentals.
Any feedback and suggestions welcome.
Portfolio Churning (02-07-2024)
Hi All,
This is my first post on this lovely forum and would need help of the seniors here.
I have decided a method on how I would churn my portfolio and need your feedback if there is any issue with this approach. Any stock that I enter should be with a view of atleast 5x returns. Once I reach 5x, I will sell half of the holding and keep the rest forever. This way I get atleast 2.5 x return from a stock and if the stock becomes a future multibagger, I don’t lost much on the run. I would not sell the stock before it reaches 5x unless there is any severe change in fundamentals.
Any feedback and suggestions welcome.
Pondy Oxide & Chemicals (02-07-2024)
q1 i am curious to know why exit now why not wait for capex to do its thing. kindly enlighten with reason if you wish to
q2 is further upside restricted or better opportunity at play
Pondy Oxide & Chemicals (02-07-2024)
q1 i am curious to know why exit now why not wait for capex to do its thing. kindly enlighten with reason if you wish to
q2 is further upside restricted or better opportunity at play