Whenever there is debt crisis in the company, unless it gets cleaned up (significant upside is not possible ).
Posts in category Value Pickr
Best Agrolife – Think Big, Think Best! (01-06-2024)
Whenever there is debt crisis in the company, unless it gets cleaned up (significant upside is not possible ).
PDS Limited – A platform for entrepreneurs (01-06-2024)
Based on latest quarter, Growth of PDS is bit concern here. They talk about order book inflows more than 30% , but profit growth is less.
1000 cr PAT looks like a distant number.
PDS Limited – A platform for entrepreneurs (01-06-2024)
Based on latest quarter, Growth of PDS is bit concern here. They talk about order book inflows more than 30% , but profit growth is less.
1000 cr PAT looks like a distant number.
Cigniti Technologies – Global Leader in Software Testing (01-06-2024)
When there is big arbitrage opportunity, then there is value in playing special situation.
Cigniti Technologies – Global Leader in Software Testing (01-06-2024)
When there is big arbitrage opportunity, then there is value in playing special situation.
See the bright Sun: Aditya Vision (01-06-2024)
Looks so. Q4 PAT was impacted due to high inventory built up. Management seems to have positioned itself for weather forecast.
See the bright Sun: Aditya Vision (01-06-2024)
Looks so. Q4 PAT was impacted due to high inventory built up. Management seems to have positioned itself for weather forecast.
Smallcap momentum portfolio (01-06-2024)
@stuti_agarwal Some changes compared to your list.
a. 12m look back date I used is 02/06/2023 - I usually keep the closest Friday.
b. Same date for 6m look back.
c. Week ending 24th May was no profit / no loss for me.
For week ending 31st May, my pf was in loss.
These are the two weeks that you are referring to. It is quite possible to be in negative.
d. HBLPOWER is at 21 for me.
e. BLUESTARCO. Yes, it is fine if the system is saying that. Please note that I am doing exactly what I am saying here. If I say I am exiting, I will exit. If I say I am going to remain, I will remain.
Smallcap momentum portfolio (01-06-2024)
Update for entry on 3rd June 2024
12 months date: 31/05/2023
6 months date: 01/12/2023
BASED ON RANKING:
- JAIBALAJI
- COCHINSHIP
- ANANDRATHI
- HUDCO
- POWERINDIA
- JWL
- INOXWIND
- SIGNATURE
- MOTILALOFS
- KPIL
- SOBHA
- SCHNEIDER
- HINDCOPPER
- SWSOLAR
- BLUESTARCO
- NATIONALUM
- EXIDEIND
- NBCC
- HBLPOWER
- APARINDS
A-Z ORDER:
- ANANDRATHI
- APARINDS
- BLUESTARCO
- COCHINSHIP
- EXIDEIND
- HBLPOWER
- HINDCOPPER
- HUDCO
- INOXWIND
- JAIBALAJI
- JWL
- KPIL
- MOTILALOFS
- NATIONALUM
- NBCC
- POWERINDIA
- SCHNEIDER
- SIGNATURE
- SOBHA
- SWSOLAR
Entry: BLUESTARCO
Exit: CENTURYTEX
Rest for me everything else remains the same.
@visuarchie Is it okay that after 2 weeks, the overall PF is still negative? Mine is currently -3%.
Also, i see you did not get JBL power in your top 25, but I did and you got Titagarh but I didn’t. Can you check if 12 months and 6months date are the same?
Also, I exited bluestarco last week, booked loss in it, now it is again to be added this week, is that ok?