Search found 72 matches

by valuepicker
Tue Oct 17, 2017 9:41 pm
Forum: Portfolios Of Famous Investors
Topic: Latest stock picks of Porinju Veliyath and Equity Intelligence PMS
Replies: 1
Views: 702

Re: Latest stock picks of Porinju Veliyath and Equity Intelligence PMS

JITF infralogis seems to be a good bet as they are in water management solutions. All smart cities have mandated internet based water measurement and centralized control. This could be a great opportunity as as many cities are gearing up for smart city rollouts and budgets are in place
by valuepicker
Mon Oct 09, 2017 9:18 pm
Forum: Portfolios Of Famous Investors
Topic: Muthoot capital
Replies: 3
Views: 958

Re: Muthoot capital

Dolly khanna has holding in muthoot capital not muthoot finance. Though from the same group both companies are separately listed
by valuepicker
Mon Oct 09, 2017 8:37 pm
Forum: Portfolios Of Famous Investors
Topic: Less than 1% holding of Dolly Khanna
Replies: 4
Views: 923

Re: Less than 1% holding of Dolly Khanna

18/12/2015 3000 Transfer 94566 0.38
12/02/2016 2850 Transfer 97416 0.39
18/03/2016 (3750) Transfer 93666 0.37
23/03/2016 (6500) Transfer 87166 0.35
31/03/2016 (8920) Transfer 78246 0.31

so as of 31/03/16 holding was 0.31%
by valuepicker
Mon Oct 09, 2017 8:35 pm
Forum: Portfolios Of Famous Investors
Topic: Less than 1% holding of Dolly Khanna
Replies: 4
Views: 923

Re: Less than 1% holding of Dolly Khanna

Yes in 2016-17 annual report Name is missing Either Dolly Khanna has sold or other investor is appearing in top 10 having holding more that Dolly khanna. 2015-16 has the following activities reported DOLLY KHANNA 12774 0.15 31/03/2015 0 - 12774 0.05 10/04/2015 600 Transfer 13374 0.05 24/04/2015 996 ...
by valuepicker
Sat Oct 07, 2017 10:32 pm
Forum: Portfolios Of Famous Investors
Topic: Less than 1% holding of Dolly Khanna
Replies: 4
Views: 923

Less than 1% holding of Dolly Khanna

Dolly Khanna has less than 1% stake in Banswara syntex, balsor alloy and anuh pharma... Looking at the Dolly Khann's investment style these stock will cross 1% holding on next 6 months and hold a good promise of 60-80% appreciation. Usually we don't come to know unless holding crosses 1% This being ...
by valuepicker
Fri Oct 06, 2017 7:26 pm
Forum: Portfolios Of Famous Investors
Topic: Muthoot capital
Replies: 3
Views: 958

Muthoot capital

Dolly Khanna has been accumulating Muthoot capital. Dolly has less than 1% holding but the name appeared in top 10 shareholder list. With marketcap of 850 cr there is a significant upside. Any views on this new pick by Dolly Khanna?
by valuepicker
Fri Oct 06, 2017 7:20 pm
Forum: Portfolios Of Famous Investors
Topic: VEDAVAAG SYSTEMS
Replies: 1
Views: 1235

Re: VEDAVAAG SYSTEMS

Vedvaag is looking attractive at current price. IT stocks are currently out of favour and it's a good time to accumulate these stocks. Once IT rally starts Vedvaag can be 4x stock..
by valuepicker
Tue Sep 19, 2017 7:55 am
Forum: Portfolios Of Famous Investors
Topic: Porinju Veliyath latest stock pick Palash Securities
Replies: 6
Views: 2852

Re: Porinju Veliyath latest stock pick Palash Securities

This company has no revenue in Q1 and some losses posted. I don't understand logic behind buying this stock.. Am I missing something? There was a demerger and so the figures are not comparable. Palash Securities is a play on food processing which is a lucrative business. Isn't it strange to name de...
by valuepicker
Mon Sep 11, 2017 9:45 pm
Forum: Portfolios Of Famous Investors
Topic: Dolly Khanna Latest Stock Pick Loyal Textiles
Replies: 11
Views: 3877

Re: Dolly Khanna Latest Stock Pick Loyal Textiles

Is loyal textiles a good buy at current levels considering it has corrected and Dolly Khanna holding has increased in last one year..
by valuepicker
Sat Sep 02, 2017 7:52 am
Forum: Portfolios Of Famous Investors
Topic: Porinju Veliyath latest stock pick Palash Securities
Replies: 6
Views: 2852

Re: Porinju Veliyath latest stock pick Palash Securities

This company has no revenue in Q1 and some losses posted. I don't understand logic behind buying this stock.. Am I missing something?

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