Update –
Added Care ratings in today’s fall and started nibbling into Havells India though only small position. Will look into next week if I can accommodate it in the portfolio after studying over weekend.
Getting to feel to add more in Delta Corp at current levels.
Markets and portfolio did well this week and both moved exactly in tandem and neck to neck with each other. Next week I guess should be a rough ride initially.
Food for thought –
Great investors and the history have taught us to buy into fear,, greed and pessimism. There are few stocks available at throw away valuations and are run by good management with decent growth and financial metrics as well as long tenure. They are not going to run out of business and slight change in temporary setback might lift them to skies.
South Indian Bank
DB Corp
KPIT cummins
First Source Solutions
TV today network
Tata Motors
How many of you are buying them?
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