Santosh How do u calculate YTD returns? I havent gone into much details for it but after your prodding I checked on Moneycontrol which is giving a yearly return of 44%.But several of buys have been recent less then a year.
Yes after PF appreciation preservation of PF gains is also important so diversification becomes necessary imho.
TCS is the only largecap anchor stock in my PF but I hv been holding it since IPO @ 212 in 2004.If we take international context the opp size remains big.Reasons for investing in TCS i have explained earlier in the thread.
Mayur story remains intact due to increasing high margin exports both OEM and in general from low margin footwear,foray into lucrative B2C, high ROCE business under ethical promoter with execution .
Marksans is play on a promoter in right age (in 40s) out to prove himself with growth mindset,operating in lucrative niche segment with less FDA issues,timely acquisitions,amongst the few players n softgel segment,attractive mktcap vs opp size,exceptionally high return ratios.
Santosh why are you not so positive on kaveri?Shudnt we focus on next 1-2 years growth prospects n not be dismayed by a bad qtr which is infact 80% of full year for kaveri?
Srikanth VRL promoter is real smart.he sold of kannada paper to TOI at a high margin,Started another Kannada paper and brought back most of the staff from TOI. Giving a kick to a giant like TOI shows guts.yes he is 4 times ex BJP MP but I take it as a positive with central govt of BJP.
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