Some important disclosures, as i feel it is my responsibility to do so…if and when i change my thoughts…it might be surprising for some, as i have changed my thoughts in short span of time…
I am thinking of buying again
- Kotak bank
- Hul
- LTI-Mindtree
And also put on hold selling plan for
- deepak nitrate
- Alkyl amines
- Berger paints.
Also forgot to mention earlier, i also sold off Havells.
So effectively, I will be selling only
- Muthoot Finance
- Laurus Labs for sure.
Reasons for change in stand-
- Got some inheritance money, and not comfortable putting it in index or Mutual Funds
- All my stocks have been good…even those which i sold or was thinking of selling. Many times, selling and buying decisions also depend on portfolio size too and your increase in risk bearing capacity. Also its relative decision with respect to other stocks in the portfolio.
Lastly , I would like to quote John Meynard Keynes When facts change, I change my mind, what do you do, sir?
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