one query regarding dividend declared by USFB. are shareholders of UFS eligible to receive dividend considering merger process is ongoing?
Posts tagged Value Pickr
My Investment Journey & Philosophy (19-05-2024)
PSU Banks will grow more going forward, no long term call can be taken in a cyclical sector. Chemical has its own problems, Pharma has delivered muted returns over last 10-12 years.
Malkd’s Core Portfolio (18-05-2024)
Hi…Sorry for Barging but heard a phrase from one of the friend regarding the Kotak issue.
He said and I Quote “You need to determine whether Kotak Bank is suffering from Fever or Cancer. If you get that , you will get it”
My Investment Journey & Philosophy (18-05-2024)
Hii ,
One main thing which matters is how long you want to hold the businesses you are investing in. You need to be very clear whether you are investing in Business or in Stock Price. Are you more inclined towards momentum investing or more towards value Investing. You said you started investing in 2021 with a simple approach to accumulate stocks and now judging performance in just 3 Years.
If your Horizon is long , short term fluctuations hardly matter.
Also you can diversify into some Pvt Banks , Lenders as for India to Grow , these companies need to grow. Some stocks from Chemicals , Pharma Space can also be added. Also does not understood your rational to sell Infosys. It gives an exposure to IT Sector which very well balances the overall portfolio and is available at decent valuations. No recommendations.
Venus Pipes- Pipes & Tubes (18-05-2024)
over-draft and borrowing limits for capacity expansion and purchasing raw-materials (inventory). basically, short term and long term loans.
Sterling & Wilson Solar Ltd. – Will the Sun Keep Shining? (18-05-2024)
Have tried to capture my views & a deep dive into the recent concall in this thread. Pls go through, it should answer a lot of questions. Valuation despite the rally is not very expensive vs. peers in my view.
Buy Unlisted Shares (18-05-2024)
OYO – Refinancing the loan at lower ROI will result in improved bottomline. However IPO deferral will result in softening of price…presently around INR 36. Looking forward to Q4 results.
Tide Water Oil Ltd (18-05-2024)
Hello friends, Looks like this stock has given a cup & handle breakout this week itself
Very few stocks form a proper handle and this one is doing exactly that
@hitesh2710 bhai – Have you looked at this one in last few months?
Tembo Global – Infrastructure proxy? (18-05-2024)
The Company is showing profits but is not able to generate any Real Cash and thus required to raise Cash through Rights Issue as well as increase in debt levels. The products also seems to be a commodity with just 5% OPM. Be careful with Micro And Small Caps.
The Anti-Portfolio (18-05-2024)
Hi @vikas_sinha What’s your view on supreme power technologies now (currently at the given stage)?