Happy New Year to you too …
Most of the recent buys are in the previous post …
Amara Raja,HLE glasscoat , Sona Comstar are good companies trading at lower valuations than they usually did .Good businesses with upcoming revenue boost due to capex or aquistions soon.
MSTC … read the article by fundoo professor . The first auction thingy is reason enough .
Other than those bought …
Wockhardt … read its threads in VP . Seemed good times are ahead.1% of portfolio …so not much to lose anyway .Thinking of increasing but it has run up a bit since I bought .
Danlaw Tech … Makes TCU’s .Verified creds in linkedin and by articles in tata elxsi site . Good results in past 4 quarters .Again. 1.2% only.
Valiant Communication … very small company but with good hi tech product for network security and grid security . Already sales to US and european gov organizations and is the only approved vendor for Power grid security in India. 1% allocation.
These three are risky but hoping for high rewards if it works out .
Almost all are trading higher than where I bought except HLE .I am not a scuttlebutt guy so there might be bad things I missed or ignored about these .Please do not curse me later if you buy any of these and lose money .
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