Although it depends on the levels at which you’ve added these stocks, here are my personal and honest views for first few since its a large list:
Your portfolio seems quite large and diversified. I would recommend avoiding such extensive diversification. I assume you also hold a mix of small, mid, and blue-chip companies.
- Avonmore Capital: It’s Avonmore, not Avanmore, and the company looks decent. There’s potential for further growth, but its P/E ratio is higher than the sector median of 23.
- BA Packaging: The P/E ratio is still lower compared to other companies, but the stock has seen a massive run-up since 2020. I would avoid adding more at this point.
- BN Rathi Securities: It’s too small to provide a thorough comment. However, its 5-year P/E is 6, while the current P/E is 15.2. In this sector, Price-to-Book Value is a more relevant metric, and the growth outlook appears promising.
- Beardsell: It’s still at good levels, but the company isn’t reducing its borrowings. There’s no significant increase in fixed assets, and no progress has been made in CWIP (Capital Work in Progress). There is lot better companies in Chemical / manufacturing sector which have increased capex and fixed assets and are still down by 50% +.
These are just my personal views, and I am not SEBI-registered.
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