I am invested in Balkrishna Ind for last 4-5 years. Still holding. This is good stock and hold on to it.
But I am not sure about your picks like Lanco, Intellect design, EROS, Unitech etc. The seasoned investors have raised concerns on their accounting and business practices. Lanco is clear red flag in your portfolio at the moment. The management is suspect. Be very careful.
You said you just started investing using value investing tenets. That is good. It should help you in the long run. But I suggest you also add promoter quality check in your due diligence. In the long run you will thank yourself for that. In fact I run that check immediately after the quick analysis of the numbers and valuation before I do more detailed analysis and due diligence.
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