Search found 129 matches

by valuepicker
Sun Nov 11, 2018 9:38 am
Forum: Portfolios Of Famous Investors
Topic: Ramesh Damani, Raamdeo Agrawal, KR Choksey Recommend stocks for 2019
Replies: 2
Views: 324

Re: Ramesh Damani, Raamdeo Agrawal, KR Choksey Recommend stocks for 2019

Som distillery revenue has drpper in Sept quarter. Is there any reason for it or it is seasonal revenue drop? Dolly Khanna also seems to have exited this counter. Can someone throw light on Some Distillay?
by valuepicker
Sat Nov 03, 2018 11:26 pm
Forum: Portfolios Of Famous Investors
Topic: L T FOODS DOLLY KHANNA
Replies: 6
Views: 3351

Re: L T FOODS DOLLY KHANNA

L T foods has corrected significantly and looking very attractive... So is KRBL. Any idea why was there such a steep correction in lt foods? Is Dolly still holding it?
by valuepicker
Tue Sep 25, 2018 9:52 am
Forum: Portfolios Of Famous Investors
Topic: Porinju Veliyath Recommended Two Stocks
Replies: 2
Views: 1020

Re: Porinju Veliyath Recommended Two Stocks

Porinju has recommended after a long time.. in current correction all his recommendation s are going wrong. But if you have the same conviction as he has, it will reward if you buy now.. Looks like his PMS investors are exiting in panic and Porinju is forced to sell what he think should be bought. A...
by valuepicker
Sun Sep 23, 2018 7:58 pm
Forum: Portfolios Of Famous Investors
Topic: Madhusudan Kela of Reliance Capital : brilliant opportunities to buy these companies
Replies: 3
Views: 671

Re: Madhusudan Kela of Reliance Capital : brilliant opportunities to buy these companies

With many invested in high PE HFC stocks with low margin of safety, is it advisable to do bottom fishing? With sentiments turning against HFCs there could be further correction in days to come. Buying now will mean catching z falling knife..
by valuepicker
Mon Sep 03, 2018 7:41 pm
Forum: Portfolios Of Famous Investors
Topic: CLONE
Replies: 13
Views: 1043

Re: CLONE

Mohnish Pabrai is also a successful cloner. He says he shamelessly copies successful investors and that is the secret of his success..
by valuepicker
Mon Sep 03, 2018 1:24 pm
Forum: Portfolios Of Famous Investors
Topic: NEW ENTRY BY DOLLY KHANNA (ANNUAL REPORT) 3 SEPT 2018
Replies: 22
Views: 2149

Re: NEW ENTRY BY DOLLY KHANNA (ANNUAL REPORT) 3 SEPT 2018

As per June ending 2017 Dolly had more than 1% stake in Shreyans industries. May be after that it was sold and now again bought
by valuepicker
Sun Sep 02, 2018 7:32 pm
Forum: Portfolios Of Famous Investors
Topic: Porinju Veliyath Portfolio stock has Rs 20,000-crore opportunity in water solutions
Replies: 2
Views: 705

Re: Porinju Veliyath Portfolio stock has Rs 20,000-crore opportunity in water solutions

L&T's fastest growing business unit is water as L&T infotech is separately listed. Water is also most pritable with Pat of15 percent very healthy for a construction company. No wonder with increase in water business requirement other companies specialized in water solutions like VA tech wagbag are a...
by valuepicker
Fri Aug 24, 2018 9:54 pm
Forum: Portfolios Of Famous Investors
Topic: Porinju Veliyath latest stock pick in bulk deal
Replies: 2
Views: 1213

Re: Porinju Veliyath latest stock pick in bulk deal

what is the reason Ashish Kacholia has dumped vadilal? Is the dispute and power tussle among brothers reason to dump it? What makes Porinju think differently than Ashish kacholia to buy the stock?
by valuepicker
Wed Aug 08, 2018 10:07 pm
Forum: Portfolios Of Famous Investors
Topic: DOLLY KHANNA BUYS SELAN EXPLORATION TECHNOLOGY LTD
Replies: 7
Views: 1814

Re: DOLLY KHANNA BUYS SELAN EXPLORATION TECHNOLOGY LTD

dolly khanna has bought 1.04 lakh shares in Selan today. Must have been buying in smaller chunks for a week