Ayushji it’s not opening can u Pl Give crux of it….
Posts tagged Value Pickr
Alembic & Alembic Pharma (04-10-2015)
Karnataka state drug control department found that alembic drugs viz azithrol and Althrocin are of lower quality and asked pharmacy outlets and hospitals not to stock and prescribe them
http://www.pharmabiz.com/NewsDetails.aspx?aid=90822&sid=1
Not sure about the consequences but looks like one of a case
Disc: not invested but tracking
Portfolio for stable long term growth (04-10-2015)
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Companies which operate in good industries. Good industries are the one which keeps growing at decent space. If underlying industries keep growing, it’s very easy for good companies to maintain the growth momentum above industry average. (Many times, business momentum is more important than brilliance of the mgmt)
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Huge Market Size: If market size is large it can accommodate number of players. Margin pressures are less. In large markets dominant companies can keep growing even after industry matures at the expense of weak companies.
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Companies have track record of past performance; good RoE / RoCE. non cyclical. Moderate MCap.
Possibly companies have triggers for Revenue , Margin, PE Expansion.
My portfolio is as below.
I am not overly worried on companies being expensive or portfolio being concentrated.
- Repco – 25%
- Granules – 25%
- Page – 20%
- PI Industries – 15%
- Torrent Pharma – 15% ( new entry to portfolio)
Over a period of time want to add one more company at 10-12% of portfolio by reducing 5% from Granules (weight has gone up due to recent price appreciation) and couple of percentage from others.
GRUH Finance – mini HDFC (04-10-2015)
technicals says it is a sell below 240 !
Ramkrishna Forgings (04-10-2015)
@Aragorn Thx for sharing. Video is dated but chilling. RK forgings seems to be facing typical land acquisition issues
PS – not invested in RK but I have a small holding in MMFL
Atul Auto Limited (04-10-2015)
Sept proved to be yet another month of poor sales growth- just 4% Yoy growth in Sept.
1st half of this financial year saw just 6% growth.
http://corporates.bseindia.com/xml-data/corpfiling/AttachHis/4C724C3B_1DEC_4B1E_927C_AD2AC7BA6E1C_122226.pdf
Management, on the other hand, remains confident of recovery in the 2nd half.
http://www.moneycontrol.com/news/business/sales10-mom-expect-better-h2fy15-results-atul-auto_3367341.html
While some Players like TVS are growing fast in 3W even in current markets, it would be interesting to see how Atul performs in 2nd half & next year!
Indian terrain—play on consumption (04-10-2015)
Also the pledging seems to be very high.
Indian terrain—play on consumption (04-10-2015)
Low taxes is because of accumulated losses before 2011.
GRUH Finance – mini HDFC (04-10-2015)
The irony is now between Fundamentalists vs. Technicals. Fundamentals says it’s a bit expensive while technicals says it is looking for a higher range break out towards 320. If technicals play out as predicted the stock will be even more expensive!
Does gut feeling has a place here? If yes, Gruh is headed higher.