There r two things that I am waiting for to re-enter:
1) A bit time correction as earnings catching up
2) Management to be more aggressive and dynamic to market situation.
Posts tagged Value Pickr
Hawkins Cooker : When it will move in line with TTK (05-12-2015)
Cupid Ltd – Helping the world play safe! (05-12-2015)
Can I make entry at current levels? or wait for some correction?
Trending Sectors for 2016? (05-12-2015)
Apart from the sectors mentioned by Hitesh, I think the following ones might do well too:
Commercial vehicles - the government has disallowed vehicles more than 15 years of age to ply on the roads, and capex from transport companies has been long overdue. A lower interest rate regime should also help.
Chemicals - same reason as that of OMCs. Cheaper crude will result in lower RM costs. However, most chemical companies have low pricing power, so margin expansion will be muted. What might help is an uptick in mining activity, textile sector and other end users.
Tea companies - have not researched this in detail, but El Nino in Ethiopia should lead to higher prices. India might be affected though too
Trending Sectors for 2016? (05-12-2015)
Great work Vimal. Is it possible to construct a chart like this using EV instead of MCap. That would point to the sector's debt as well (We might have to ignore financials). For example Reality and Infra sector would give a very different picture if debt is included too.
Trending Sectors for 2016? (05-12-2015)
Interesting topic. If one gets the sectoral themes right there's lot of money to be made.
Question is how to find out the sector that will outperform.
One group of sectors I can think of is those that can benefit out of low crude and gas prices or those benefitting out of govt initiative of making gas easily available.
The sectors that fit the bill are OMCs (which have run up much earlier), certain companies in power segments (the name that comes to mind are torrent power etc who were earlier stuck due to non availability of gas to run their power plants), fertiliser sector again due to availability of gas and some easing of subsidy payments etc.
But even if one can find good companies in these sectors these will at best be opportunistic bets and one will have to be careful to get out of them once there are early signs of the music becoming too loud or stopping altogether.
If GST is passed then high quality consumer companies would have a good time but looking at valuations of most of them it seems overall returns may remain muted. There will off course be some winners there also.
Trending Sectors for 2016? (05-12-2015)
@vml Smaller sectors are too difficult to hover over. Basically I want to zoom over the smaller sectors, Can you give out the final data used in the plot in form of a table alongside.
Deccan Cement : Dull company.Dull business.Big wealth creation opportunity (05-12-2015)
Thank you @hrfacebuk for replying so patiently. My thesis of investment in deccan is visibility of demand in regions of andhra and telangana, but being new in capital market was not sure about valuations front of cement manufacturer. Got better understanding now with your help. Thanx. 
REPCO home finance – another Gruh in the making? (05-12-2015)
nothing going to stop , business, earnings etc ...so albeit nominal delays or so
rather the damage may need loans to repair etc ...maybe better loan off take in this misery ??
Tree house education and accessories ltd. – Potential candidate for improvement in RoE (04-12-2015)
OK got it i will keep in mind
How to go long with leverage? (04-12-2015)
Why shy away from calling a spade, a spade?
I have been doing futures trading based on fundamentals with moderate success so far and I cannot stress enough how important is a stop loss even when your style is similar to investing.
Be it investing or trading, capital protection should always be a priority.