@brajeshrawat Thanks a lot. I bought Vakrangee around 108. As per my analysis, 100 seems good price. I would add more in case it falls 100 or less.

I like La Opala RG. But reluctant to enter at current price. I did basic analysis on Sarla performance and found that it had Debt/Equity ratio 1.03. So it is debt driven. But I could see many of valuepickr portfolios have sarla performance. what is your take on its Debt?

@sajijohn Hi Saji – Since you invested in Orbit Export, what would be the good price to buy orbit export. I believe price we pay is important factor in value investing.

Thanks

@ambore Hi Ramana – Your posts are impressive. It seems you are investing for many years. I would like to know how you derive management capabilities while doing your stock analysis.

I would also like to know from where you usually get data points for your analysis. Are they from reading companies annual reports or are they from some other sources like websites etc?

Appreciate if you can share your approach to shortlisting of stocks and their analysis from the initial stage by taking a one or two example. It would be helpful for me as well as ValuePickr members.

Thanks

Sold some Bajaj finance shares as part of portfolio rebalancing. Sitting on good amount of cash. Will wait for some more time before increasing exposure to stocks.

Looks like I did good by selling my major holdings in kaveri, mayor and astral 4 to 5 months before to enter real estate. There is a decent appreciation in real estate property from my entry price.

I strongly believe no market guru can pretict market changes accurately. It is our hard earned money, we can protect it only by thinking objectively and independently.

I think we need to wait for some more time – we are yet to see the bottom. I am also sitting on cash after reducing exposure to polymed and Bajaj finane as part of portfolio rebalance.