The IT Sector is showing clear signs of moderation. Maintain underweight stance. Deployment in the sector should be very slow and gradual. There would be many unknown risks ahead which might further degrade valuations. Investors should stick with TCS & Coforge
Posts tagged RJ Fan Club
HDFC Bank’s runway is huge; it can potentially add a new HDFC Bank every 5 years. Buy for 47% gain (25-06-2022)
Buy HDFC Bank for target price of Rs 1955 (47% gain). It's growth runway is huge. It can add a new HDFC Bank every five years. The proposed merger with HDFC adds a entirely different dimension to the future. There may not be any need to raise further funds
The Ace Investor – New bet on cloud computing and big data company (22-12-2015)
Dear market veterans, do you see any multibagger value in The Ace Investor's new pick named Saksoft Ltd. ?
Please share your insights.
http://theaceinvestor.blogspot.in/2015/12/saksoft-ltd-value-pick-merry-christmas.html
An honest confession by Udayan Mukherjee of CNBCTV18 (22-12-2015)
An honest confession by ex-anchor of CNBCTV-18 Udayan Mukherjee where he talks about forecasting folly and how it doesn't make sense to believe anybody on these Business Channels can predict markets. The only tried and tested way of making money from equity asset class is to buy good businesses at fair valuations and hold them.
Saksoft Ltd (pick by The Ace Investor) (22-12-2015)
I have just copy pasted, i do not claim credit for this.
Saksoft Ltd – Value Pick – Merry Christmas
MERRY CHRISTMAS TO ALL READERS..CHECK BOTTOM OF THE POST FOR THE NEW ANNOUNCEMENTI!…
Housing.com: How the business model slipped (22-12-2015)
Housing.com quickly went from being a darling of investors to a liability. Business Standard analyses how one of India's biggest start-ups got to a point where it had to shut down divisions and make large-scale lay-offs
http://www.business-standard.com/ar…he-business-model-slipped-115122200061_1.html
JKumar Infraprojects Ltd: Riding the Infra boom – BUY Report By IIFL (22-12-2015)
JKumar Infraprojects Ltd: Riding the Infra boom – BUY
CMP Rs345, Target Rs452, Upside 31%
JKumar Infraprojects Ltd (JKIL) will benefit from the huge opportunity about to unfold in the infrastructure sector, especially the transportation segment. Recently, company was declared L1 for the prestigious Mumbai Metro 3 (MM3) project worth Rs.5,200cr, which is ~4x its FY15 turnover. Additionally, JKIL already has an order book of Rs.3,600cr providing high revenue visibility for many…
JKumar Infraprojects Ltd: Riding the Infra boom – BUY Report By IIFL
Problem in banking space and specially ICICI BANK (21-12-2015)
Hiii all,
What extent banking space hurt investor. Is it adviseable to hold these stock now. Is npa issue is gonna to solve or the result of Q3,Q4 will show the actual colour of baking space.. i am holding icici bank at 275 leveld suggeste what to do??
Biggest multibaggers of indian stock markets (21-12-2015)
share the history of biggest multibaggers in the indian stock markets. thread for an inspiration for forum members.
Laughter is the best medicine…. (21-12-2015)
Thought that this landscape filled with races of finding multibaggers, value stocks, reading highly opiniated people ( which inludes me too), grim stories of losses etc, should be sprinkled with humour…
So have decided to start this thread where one can post jokes and other fun stuff
Over to all you guys…