I think by tomorrow my portfolio should look like this:
This means I would remove Cadila and Caplin, plus pump in additional cash to torrent pharma. I find it surprisingly undervalued.
I would welcome warning suggestions (or a thumbs up if any 
) specific to this new move apart from highly concentrated portfoilio towards granules.
Posts tagged Value Pickr
Top 5 picks for 10 year horizon (17-11-2015)
A Gentle and Practical Introduction To Value Investing (17-11-2015)
Jana i do follow and enjoy your blog and twitter feed. Wonderful learning.
good luck with the tutorials and god bless
NCL Industries – Resumption of growth? (17-11-2015)
There was a research report that I read by Motilal Oswal where it said that south indian cement companies will not be expanding capacity thereby increasing their utilization rates. The reason why the prices are higher in South India is because of the production discipline and capacity expansion in line with demand which is followed by all the companies together.
With 72% capacity utilization in the current quater and the demand slowing down in Andhra region, I am trying to understand if the capacity expansion makes sense
south.pdf (332.7 KB)
Profit lies where noone is watching: some turnaround plays (17-11-2015)
Can you post the source link? I did not find it in latest qtrly results available on bseindia.com
NCL Industries – Resumption of growth? (17-11-2015)
I did not get this point. Can you elaborate?
Omkar Speciality Chemcials Ltd — OSCL (17-11-2015)
I am not sure if Omkar provides the same on their website. But in any case I think researchbytes also provides the transcript.
Regards.
Omkar Speciality Chemcials Ltd — OSCL (17-11-2015)
really good job . where should we get Q2 con call now in transcript
Omkar Speciality Chemcials Ltd — OSCL (17-11-2015)
(post withdrawn by author, will be automatically deleted in 24 hours unless flagged)