Don’t jump on to buy the stocks recommended by experts (so called) appearing in media. There statements are mostly misleaing and vested with self interest. Just listen and verify practically in the market investing only Rs.1,000/- or less.
Posts tagged Value Pickr
How to take leverage to go long in market (~2 years)? (13-03-2024)
I have recently watched a great interview. The fund manager was saying he has stopped accepting any more funds and he keeps getting requests for being allowed to invest. And then he said, he may start accepting when the market falls, but then people would not come forward to invest.
If the market falls really big, it may be time to test my theory of taking leverage for investing in a big way.
Barbeque nation Ltd (13-03-2024)
I think yeaa even though there is risk of consumer sector slowdown(ongoing) but bbq has Toscana and salt for premium segment (which they ll scale) has well abroad buisness and has promoters said in last concal that the most margins will sustain so can be at good stage to buy
India-Middle East-Europe Shipping and Railway Connectivity Corridor: The Route to Riches (13-03-2024)
I have just got out of all the Railway/shipping stocks. I am sure the crisis will blow over. Corridor’s day has come, only it may be a bit delayed.
I will reenter the stocks which I think should benefit from it.
If you think there may be some gem why not share it. I will be so grateful.
Ujjivan Financial – Small Finance Bank (13-03-2024)
May I know your thesis for buying Ujjivan SFB instead of Ujjivan Financial Services? I ask coz there’s still a 10% arbitrage on buying UFS.
Is Buy and Forget a Myth? (13-03-2024)
I buy stocks for long term. Specially, if you have invested in infra sector, you are bound to wait. No highway, tunnel constructed or a railway track laid in a day.
But then sometimes you have to act on the demand of the moment too. For example, I sold most of my stocks when the Adani shares were struck by the Hindenburg report.
For sometime I was feeling that many of the stocks were overbloated. There is no logic to 80 or 100 PE. And, Jio Financical Services has a PE of 8,296!
My instinct told me to sell them.
Fate of Hawala case companies (13-03-2024)
Till the above agencies establish that promoters have worked in collusion with proof, companies might not be on hook.
StageInvesting +Elliot Waves (13-03-2024)
Hi, Can you please look at Goodluck india, Zomato, Wabag, Neuland
Shorts by Sanjiv Bhasin! (13-03-2024)
Has anybody heard Sanjiv Bhasin from IIFL? Below is the link. Listened to him first time.
Sanjiv Bhasin’s Analytics On Pharma, CLSA’s View On Steel Sector & Top Stocks | Stocks In News
He is extremely bullish on metals. My basic premise is that with inflation coming down all around the world, the growth slowing down and interest rates still high, I am of the opinion that metals are expected to struggle for some time. Even if metals do well, the extremely high valuation of the “Tata Steel” makes me wonder if he is a fundamental analyst or a youtube influencer trying to make the retailers buy out the funds with Tata Steel.
Metals are simpler to identify with a trick. Just follow SAIL and when it starts reporting expanded margins, start booking profits each quarter.
“Right now enjoy the party” – I am pretty sure he is a youtube influencer.
100 rupees cut on LPG will drive Bata volumes. When you look at Bata transcript; they themselves are not counting on volumes. 
Just google Sanjiv Bhasin recommendations and you will find some good shorts. Short it with a hedge and you can make some cash.
P.S. – I am going to follow him for shorting advice. LOL
StageInvesting +Elliot Waves (13-03-2024)
Hello Stage !
Good to have you back…We missed you.
…i wish to check on 3 names.
HBL power, MSTC, JSWenergy