Chirag, considering that you do not mind me advising, I can provide couple of pointers. Those shall help you trim down number of companies in your portfolio.
Consider all those stocks listed in your portfolio as a watchlist. Then, assign each of them points/ratings for MOS (margin of safety) at CMP and Growth potential.
Once this is done, you'll be able to organize your stocks by high scoring to low scoring. Then you can take your top picks and remove the rest without emotion.
Yes raviraj you are right.
I am holding too many stocks but it has very difficult for me to monitor all the stocks and moreover the large caps I know i got it in inheritance, so the cost of purchase is almost nil and all are good managed company and all are multibaggers.
Yes, my portfolio value is same as it was in 2007-08, which could have been increased to many folds by this time.
I am facing lot of dilemma in cutting the list down 
Still once I was holding >85 stocks in portfolio and has settled at 45 -50, but ideally I want to settle between 20-25 stocks.
Can someone help to reorganize my portfolio ( balanced and high growth )
Thanks....
Thanks for rectification and clarification.
Hi Chiragjain,
It seems you have too many stocks in your PF, not sure if you're able to review the performance of all the Stocks and keep track of the Corporate Actions.
Suggest if you can trim to a manageable limit.
Thanks
No body is posting once the thread is open 
Kitex results are on 19th, they have indicated to declare interim dividend also this time.
Once all the doubts of cash etc are seen in Q2 BS, can there be further re rating or valuations are already stretched ?
What could be the better use of cash apart from dividend ?
There was some murmur few months back to increase no of shares, hence bonus etc ? these measures if any, can be seen huge +ve by market.
The co will also become debt free by Q2 as per recent con call, So, Q2 numbers and con call is going to be very crucial.
If the cash of 200 Cr remains as cash , this it self will propel earnings by huge number with interest income, even from debt funds etc.
In the last few months Mgnt has done lots of clean up activity to come out clean ( may be due to pressure from Mr Market/well wishers advice etc), cash conversion, brand tie up, own brand launch etc. If the numbers come good in Q2, the story may again begin fresh for many from 2/3 yr view as a min 40 % compounder !
Disc : Invested
This looks like a no brainer stock, with everything going right for the stock and company
Disc : invested
@pikrohit ... In my mental model the EPS of 30 for FY16 is given (though we can't take anything for granted till it actually gets reported 
), what I will be looking on EPS front is that how far on north or south of 40 they will end up, the Q2 results should be able to give a good idea about this.
What is working in favor of both Alembic and Torrent now is that they were slow and probably late to make entry into US and historically their US business has been small and that has set up a small base. e.g. US revenue of torrent were 134 MUSD and Alembic had international generic (inc US) revenue of 80 M USD for FY15. Now revenue from single molecule (Abilify) in FY16 will most likely exceed their entire full year FY15 revenue from US generic and will give a big swing to both topline and even more bigger swing to bottomline as contribution to bottomline will be much higher due to lesser price erosion in Abilify because of limited competition compared to a normal generic. On top of abilify we will have Detrol and probably Nexium for Torrent and Celebrex for Alembic plus a robust base business from India and other molecules from international generics.
At a molecule level abilify is a one off opportunity but at the company level both Alembic and Torrent have good product pipeline which can provide similar upside giving decent overall CAGR even after considering abilify effect.
Another company in similar situation is Cipla where a single molecule (Nexium) in US has provided a huge upswing to both top line and bottomline (despite Cipla having a much bigger size) as is evident from Q1 results.
Hi Prakash,
Thanks for the info. Let us see how it pans out to be. May be someday I may get it available cheap.
Hi Narinder,
Thanks for your views. Regarding Pharma, I have very limited / almost nil knowledge of the industry / products, etc. Though I look forward to it and shall try understanding them. Regarding finance sector, I am looking into a few banks. Shall update.
For investing in great companies, I shall never invest at such high valuations. Great Company + Great Price = Mediocre returns. This is what I follow. Look at HUL, since last 3-4 years. It has not appreciated that much, though it does have a solid business. There are other examples as well. Stock prices and markets are slaves of earnings in the longer term. You may argue about Page. However it is a different story, it has been in a very high growth trajectory in the past plus an efficient business model. However, it is valued at around 70 PE!! means the market is expecting 70% growth, which according to me is very difficult to achieve over a long period of time.
Anyways, you may have different views. This is why it is called Markets. Thanks again.
Income group Monthly expenditure on housing Est. no. of household Housing shortage Share of shortage
( Rs ) ( million ) ( million ) ( % )
Economically weak 0 - 3300 17.5 17.20 98.2
Lower income group 3301 -7300 27.5 1.50 5.4
Middle income group 7301 - 14500 9.9 0.04 0.2
Higher income group 14500 7 - -
Source : Report of technical group ( 12th 5 year plan ) on housing shortage
Above table shows the shortage of affortable housing and represents the enormous opportunity present and everybody has space to grow.
But instead of growth by new companies what would be important that which HFC's is able to maintain its asset quality.
Obtaining market share at the cost of assest quality is not advisable.
As well said by warren Buffet ' When the tide turn off then you come to know who is sailing naked '
For Gruh finance the LTV ( loan to value ) is 65% - 75% max. which shows the conservative mindset of the management and margin of safety in case of default, while incase of the HFC LTV is generally 85%.
For last 5 years for Gruh FY10-FY14 gross NPA's has come down from 1.11% to 0.27%.
While for Repco for June FY14 the gross NPA was 2.5%.
