Usha Martin remains a long term investment. I haven’t traded too much in it. Delhivery, stop loss got triggered. Among the rest of financials, I keep trading in and out wherever there are enough volumes and where I get a chance to do trading.
With results season nearly over and overall weakness in broader markets, there are a lot of companies which have delivered good results and where commentary is good and inspite of good results, stocks have not moved too much. These kind of companies bear watching. It needs diligence to look at companies reporting good numbers, following them up with concalls and then taking a call. As of now its work in progress for me.
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