My reasons for selling : -
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Hindustan Unilever : - Sales are growing at 10-12%…profit at 13-14% and stock performance is pathetic at 7% in last 5 years. even if it revert to mean in next 1-2 years, still its long term returns are below even our normal Index. It doesnt fit into a growing business definition. I am ware that 9 out of 10 households use their products. But its not fit to give 18-20% CAGR over next 1-2 decade. Just holding it because its household name, doesnt fit into my scheme of things.
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DMART
Celebrated Retailer with huge respect for promoter. But what are its numbers saying? Sales are growing fast, in last 5 years, almost triples. Net profit in last 5 years, almost 3 times, but stock performance has not been in line with its business performance. its barely double in last 5 years at CAGR of 17…and going forward with retailer competition increasing, dont know whats going to happen…Still I have not taken any final decision on this…Question Mark -
Infosys
In last 10 years, profit just tripled. Already given the reason. -
Balkrishna Industries
sales OK between 15 to 20% CAGR range but profit is pathetic 11% in 10 years and 7% in 5 years, ROE not crossing 20,Stock performance has been good…but since not backed by business performance, very high chance of dismal performance going forward -
HDFC bank
already reasons given. -
Deepak Nitrate or Alkyl AMines ? one among them…still not sure
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Laurus Labs
already reasons given
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