Porinju Veliyath & Dolly Khanna Forum

Porinju holds 100949 shares of Palash Securities comprising 1.0092% of the equity as of 5th August 2017. This appears to be the latest stock pick. Palash Securities was incorporated on 23rd March 2015 with the main objects of carrying on businesses related to investments, packaged food items, and pr...

Shares of Aarvee Denim and Exports has locked at 10 percent upper circuit as Porinju V. Veliyath has picked up stake in the company.

Please find it on moneycontrol>Arvee>shareholding>bulk deals. He has loaded it today. On August 31, 2017 Porinju V. Veliyath bought 1,81,477 shares of Aarvee Denim and Exports at Rs 36 on the NSE. OVERVIEW Aarvee Denims and Exports Ltd is a leading global player in the textile industry. Being backe...

The following stocks are recommended for buy by Geojit Financial Services : JK Lakshmi Cement Rating: Buy CMP: Rs 418 TP: Rs 540 JK Lakshmi Cement (JKLC) is part of JK group mainly focused in North, West and Eastern regions of India with a consolidated capacity of 12.5MT as on FY17 and is one of th...

Porinju Veliyath has recommended on twitter that Pharma stocks should be bought as they are at reasonable valuations. Indian Pharma biz has global competitive advantage, long way to go; stocks have corrected to rational levels. Looks like an inflection point https://twitter.com/porinju/status/900603...

Cadila Healthcare On our buy list, we have Cadila because of the number of approvals that they are getting from Moraiya facility and especially the launch of Lialda which they did in the last quarter. So quarter two and quarter three numbers will be very good for Cadila. But to say that conviction ...

valuepicker wrote:Lloyd electric has corrected significantly. Is it a good buy at current levels?

Much water has flowed under the bridge since then. LEEL sold off its consumer business to Havell. Dolly Khanna has also sold off her holding in the Company since then.

Are there any tools or website which publish the information of Dolly khanna holdings in stocks less than 1% but known as Dolly is appearing in top ten investor list in Annual reports I am not aware of any such site. The existing sites automatically scrape the information from the BSE site. As hold...

Saksoft has corrected below 200 and no more in fancy as sentiments against IT stocks are at low.. Nothing has changed to fundamentals and results of the company.Is it time to load saksoft at this levels from a long term view? Some allocation to the IT sector does make sense. The fortunes of the sec...

Corrections As Buying Opportunities What kind of correction would offer an opportunity to make fresh investments? And what should a retail investor do right now? For retail investors, we are at valuations where they need to take a 3-5-year view. From a very secular perspective, this is not a good t...