Hitesh portfolio

Hi Hitesh,

Please let us know how to manage cash % part of PF. Do you prefer to keep the Cash in regular bank and getting FD returns (or) to keep invested in stable business say (ex: HDFC Bank) to move them for purchases.

Torrent Pharma — Have done the AR and investor presentation reading. Q1FY16 itself they’ve given 48 EPS due to good sales and big NPM. And expected to continue in Q2FY16 as well. Overall FY16 will be more than 100 if we’re including this and valuation will be different in that case.

You’re also using technical analysis (tech-fundo analysis) and it will be great to know the signals (SMA or WMA?) which we may be useful for entry.

Thanks,
-Muthu