Posts tagged All News
PM’s claim of toilets for girls in every school fails scrutiny (12-09-2015)
Singapore ruling party wins decisive election victory (12-09-2015)
1. Bharat Electronics 2.Bharat Forge 3. Tree House (12-09-2015)
I am looking to add following stocks in my portfolio with a long term investments plan, please advise if its is a right time to get invested in these stocks.
Also if you could suggest few more good picks to build the long term portfolio.
Thanks.
Vivek Gautam Portfolio (12-09-2015)
Santosh How do u calculate YTD returns? I havent gone into much details for it but after your prodding I checked on Moneycontrol which is giving a yearly return of 44%.But several of buys have been recent less then a year.
Yes after PF appreciation preservation of PF gains is also important so diversification becomes necessary imho.
TCS is the only largecap anchor stock in my PF but I hv been holding it since IPO @ 212 in 2004.If we take international context the opp size remains big.Reasons for investing in TCS i have explained earlier in the thread.
Mayur story remains intact due to increasing high margin exports both OEM and in general from low margin footwear,foray into lucrative B2C, high ROCE business under ethical promoter with execution .
Marksans is play on a promoter in right age (in 40s) out to prove himself with growth mindset,operating in lucrative niche segment with less FDA issues,timely acquisitions,amongst the few players n softgel segment,attractive mktcap vs opp size,exceptionally high return ratios.
Santosh why are you not so positive on kaveri?Shudnt we focus on next 1-2 years growth prospects n not be dismayed by a bad qtr which is infact 80% of full year for kaveri?
Srikanth VRL promoter is real smart.he sold of kannada paper to TOI at a high margin,Started another Kannada paper and brought back most of the staff from TOI. Giving a kick to a giant like TOI shows guts.yes he is 4 times ex BJP MP but I take it as a positive with central govt of BJP.
Can China shake fundamentals of the global markets? (12-09-2015)
Byke hospitality – Truly asset light? (12-09-2015)
Byke , Oyo are significantly small in size compared to the huge but fragmented market size. Several years of growth opportunities are available. There is enough room for lots of players .
Bykes management in a analyst meet said they are confident of fending of competition from online players because of the high manual intervention still necessary in the room aggregation business.
Oyo's start up story is really inspiring. Its simplistic standardization is refreshing. But going through the reviews you would find what byke means by requirement for 'manual intervention'.
Byke hospitality – Truly asset light? (12-09-2015)
Byke , Oyo are significantly small in size compared to the huge but fragmented market size. Several years of growth opportunities are available. There is enough room for lots of players .
Bykes management in a analyst meet said they are confident of fending of competition from online players because of the high manual intervention still necessary in the room aggregation business.
Oyo's start up story is really inspiring. Its simplistic standardization is refreshing. But going through the reviews you would find what byke means by requirement for 'manual intervention'.