Donald Trump’s victory as the 47th US president, coupled with Republican control of the Senate, signals potential economic shifts. Trump’s policies are expected to strengthen the dollar, impact trade dynamics due to potential tariffs, and influence interest rate trajectories. While bond markets show nervousness, equities are expected to benefit, particularly sectors like oil, infrastructure, and manufacturing.
Posts tagged All News
Tinna rubber – recycling a rubbery growth path (12-11-2024)
The result looks good when compared on YOY base but with respect to previous quarter, there is reduction in sales(-13%) and margins have also reduced by 2%. This has impacted net profit by 40% wrt previous quarter. This i believe is the reason for lower circuit for last couple of days.
Overall I don’t see the fall continuing for much as result are still decent, It has corrected a lot in last few months and the future prospect looks bright considering tailwinds and expansion plans company have.
Disc – Invested on current levels and looking to invest more.
Hitesh portfolio (12-11-2024)
There is a lot of theoretical stuff on how to deal with a situation where a stock that has outperformed and in fact moved up while the market suffered a severe correction. Most books mention this as relative outperformance ( usually to overall market, reflected by Nifty/Midcap or other comparable index)
Practically speaking its difficult to see your stock going down 10-15% within a day or two, and maintain composure. But that’s the way with markets. It tends to behave in mysterious ways off and on. And we have to learn to deal with its idiosyncracies.
Personally I prefer to sit out these periods of volatility and then take a call. Results are due today, and so I would like to see how things pan out and what management says in concall.
However markets do not have any obligation to follow any rules, or principles. So its a coin toss how things can pan out going forward. The current situation is probably more due to overall bearish general markets and investor apathy.
@sanni_kumar I don’t track the solar module or solar cells companies. I feel it is a very hot sector and there are hotter stocks in the sector, and personally I tend to avoid these altogether. It is a sector prone to govt subsidies and regulation, and its fortunes can change with one or two govt diktats.
Garment Mantra Lifestyle consolidated net profit rises 61.90% in the September 2024 quarter (12-11-2024)
Sales rise 4.56% to Rs 34.61 crore
GOI announces the sale of three dated securities for a notified amount of ₹37,000 crore (12-11-2024)
The Government of India (GoI) has announced the sale (re-issue) of (i) 7.04% Government Security 2029 for a notified amount of ₹14,000 crore, (ii) New GS 2039 for a notified amount of ₹13,000 crore and (iii) 7.09% Government Security 2054 for a notified amount of ₹10,000 crore. The auction will be conducted using multiple price method. GoI will have the option to retain additional subscription up to ₹2,000 crore against each security.
Ramco Cements rallies 7%, hits 9-month high on hopes of healthy H2 outlook (12-11-2024)
After a muted H1FY25, analysts expect that operational performance would improve in H2FY25 led by demand pick-up in south/east region & improvement in prices and continuous operational efficiencies.
Share price of Bandhan Bank as Sensex gains 37.67 points (12-11-2024)
Promoters held 39.98 per cent stake in the company as of 30-Sep-2024, while FII and DII ownership stood at 26.73 per cent and 9.39 per cent, respectively.
Stock market update: Nifty IT index 0.4% in an upbeat market (12-11-2024)
The Nifty IT index was trading 0.4 per cent at 42762.05.
Blue Dart slips as Q2 PAT slide 14% YoY to Rs 63 cr (12-11-2024)
Blue Dart Express slipped 2.07% to Rs 7,748.10 after the company reported 13.98% decline in consolidated net profit to Rs 62.84 crore in Q2 FY25 as against Rs 73.06 crore posted in Q2 FY24.
Journey of Equity investing learnings , growth and scaling (12-11-2024)
Rahul Bro…
Greetings from a Rookie ! Nice to know you’ve trudged through the swamps of 2008 and the wild ride of 2020—you must be a true market warhorse, yes bro ? Bahaha!
“I feel it is very difficult for most people to sell equity to buy a nice car or spend money on things they love.”
I feel you! I can totally relate. barely 2.6 years into the game, good rewards, but selling a stock feels like breaking up with a childhood crush. How i sold a dear stock after it doubled in a year—since i got attached to it ?..i pretended to be very angry few days and thought about all the breakups and only then was able to hit sell butooon…but only to buy it back for a whole 0.5% gain. A true “phir milenge” saga! 
(at the end of the day…to myself…i am like “dude, ye kya he, what kind of sell strategy it is ? )
Still clueless on how to avoid getting attached to these stock names and how to sell —got any “silver bullet” for this kind of emotional mush?
Quick queries:
- Portfolio Size: Since 2007, have your stocks multiplied like a joint family with all the uncles and aunties? Or did you go lean over time? I started with 10 it quickly became 30 as soon as i reduce, it goes up 30+ again, but then 15 of them end up hogging 70% of PF. Total “bhulbhulaiya” strategy—no plan, only vibes!
- Theme & Ideas for ‘24: What’s catching your eye? Room ACs are buzzing, but I wonder if it’s worth the track, or if I should stick to renewables. But then again, every uncle-auntie investor is already in renewables! Anything new and spicy on your radar?
Ok, I think I’ve ranted enough—don’t want to hijack your portfolio… yes, bro ? 