So Some of Buys in the Interim to LT portfolio. I have added significantly below.
CCL: As mentioned above, I have added small buys(1% pf) at 625. Will continue to add here at 600-625.
Cholafin: Increased Quantities, Will continue to add if i get at 1100 range.
Deepak Fertilizer: Added another 1% at 615-620. Will continue to add if goes below 600.
Premier Explosives: Added 5%. Its already boomed in last 1 year but did not want to miss out. Should stabalize at this level until business catches up and then continue upward move.
On Momentum playng in HariOM Pipes,Man Industries and Marksans.
Exits:
Have exited MapmyIndia at roughly 2100 in last few days. Had healthly returns of 90%. Move is likely played out. Did not see significant growth.
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