Posts in category All News
Emerging markets want the uncertainty to end (16-09-2015)
Ranvir’s Portfolio (16-09-2015)
Mostly your selection is good - it also depends upon the price point you have entered. 38% to banks may be large nad in that too karur Vyasa may not be the best bet.
Rolling in the deep end of the Fed hike ocean (16-09-2015)
Varun 2020 portfolio – 2 strategies (16-09-2015)
@ Kapil - As warren Buffet says we don't want to overpay for cherry consensus, I see more upside in Axis bank than HDFC bank over long term - 5-10 yrs
@ Kalyan - Thankyou for compliments. A lot of this has to do with my buying aggressively in market corrections and holding stocks over long term. But this return is over 3.5 yrs almost so its ok. How much is yours if I can ask?
@ Ravi - Very well said. My only issue is developing an independent thinking and looking for various other stocks as there are lots of them hovering around with much better perspective and outlook. The idea of the forum is not to run a basket of Mutual funds whose top 10 holdings invariably looks same but to promote and develop stock selection process among readers and participants . Currently the situation reflects bias and less risk taking ability coming out of absence of self conviction on various other stocks. Herd mentality seems to be playing here. That said the discussion on various threads and presentations done are absolutely fantastic and give much insight into various investment techniques and stock stories.
P. I. Industries Ltd. – A Unique Business Model can make it a Great Play on Agri & CSM Space (16-09-2015)
I need to take back my observation on the promoters attending the AGM - even last year's PDF also says same, so looks like that's not the case and indeed promoters would have attended.
Last year 72 shareholders attended and this year 90 shareholders - just putting it here as I have go through both the PDFs.
Nothing material information here.
Whoever has attended the meeting should provide some updates
P. I. Industries Ltd. – A Unique Business Model can make it a Great Play on Agri & CSM Space (16-09-2015)
True, looks very strange and suspicious that promoters skipped AGM if it truly happened. I have no idea and only those attended could explain. Selling was very planned and executed without causing too much price damage.