there is an article published in media and it mentions that central has issued a guidelines to states in india for using municipal solid waste in the construction of highways;

Hi Stageinvesting,

“CMS Info” ROE and ROCE is good and it has good market share. Difficult for new company to entry etc Can you please share your view technical side

Thanks in advance for your valuable time!

Dear Doc,

Further to you previous post, Your market prescriptions are always on point, and I appreciate your tablets in studying the froth into the unpredictable world of Mr. Market. Now, with the recent market rally resembling a rooster on Red Bull, i’ve some quesitons, :

1.Fighting Froth:
How an experienced person would navigate through when he/she sees a confirmed froth, is a partial cash diet the way to go or is it time to go full “cash me outside”?

2.Fundamental Fortitude:
How to look at the names which are fundamentally strong and there is a clarity on the future prospect ? Asking because when the correction police crash the market party, they seem to target everyone, even the strong and sober. or should we be finding names which can moonwalk when the market’s dance floor gets slippery?

3.Perfect Timing:
As you might say, Timing the market is like trying to high-five a ghost—chances are you’ll miss. So, if we can’t pinpoint the market’s peak, what could be the ideal timeframe(time phrame of continous losses) to consider being on a cash side? Is there a magic loss percentage, or should we wait until the correction police start handing out parking tickets to overvalued names?

What is balance sheet size of HDFC bank and what is the retail portion in that?

Can we check this in screener?