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Posts in category Value Pickr
Hawkins Cookers : Is growth coming back? (31-08-2024)
If v look into the balance sheet asset side they are having CWIP 10 , So capex is also increasing , hawkins could be dark horse , v will have results in 2 years .mgt is slow but very shrewed .
Action construction equipment ltd (31-08-2024)
While looking for IIFL, found these two. However, I believe one should not give much weight to these reports. Sharing this to help you out.
Stock SIP boring yet powerful (31-08-2024)
5 SIP Stocks List 2021- 2022
Polycab Avg Price: 1830.45
KPR Mill Avg Price: 514.22
Titan Avg Price: 2108.75
Astral Avg Price: 1561.03
LTIM Avg Price: 4606.18
5 Recently added Stocks for SIP (2023-24)
PROTEAN Avg Price: 1138.07
IREDA Avg Price: 172.04
JIO Avg Price: 288.26
SAFARI Avg Price: 1921.14
VBL Avg Price: 1289.77
My stock SIP strategy is very simple, I keep accumulating my stocks using this method until I have the desired amount invested in it. And once invested, I give it time to grow.
For example, POLYCAB I’ve already invested my desire amount in it and now holding for the last 3 years. My last accumulation was in August-2021 and current gain is around 270%. Now my job is to review it quarterly and annually.
Disclaimer: I am not a SEBI registered or a financial advisor. Any of my investment or trades I share on this post are provided for educational purposes only and do not constitute specific financial, trading or investment advice.
Long term bonds (31-08-2024)
I would not be able to provide you a specific advise, but my entire debt allocation is still in long duration bonds.
Eco Recycling Limited (Ecoreco (31-08-2024)
But they are also growing their EPS by 100%
Look at forward valuations
They are targetting 35Cr PAT for Fy25
On FY25 bais, they sre trading at 58 P/E
And there is growth visibility for next 2-3 years atleast, with an upside risk
Research on Ind Swift Laboratories Ltd (31-08-2024)
Thanx for the overview. But only Equity Capital makes no sense till the time you don’t add reserves (i.e. other equity). Equity Capital is just a book entry based on Face Value. But it doesn’t consider profits added back, premium amount paid to acquire equity etc.
Secular growth stocks & my portfolio (31-08-2024)
Can you also write 1-2 lines about why you invested in each stock?
Great articles to read on the web (31-08-2024)
This is an excellent resource to learn about Warren Buffett investment style and his philosophy.
Eco Recycling Limited (Ecoreco (31-08-2024)
valuations have become expensive. currently trades at 102x PE