Search found 136 matches

by valuepicker
Tue Dec 25, 2018 8:08 am
Forum: Portfolios Of Famous Investors
Topic: DOLLY KHANNA BUYS SELAN EXPLORATION TECHNOLOGY LTD
Replies: 11
Views: 2551

Re: DOLLY KHANNA BUYS SELAN EXPLORATION TECHNOLOGY LTD

With crude prices falling would new Greenfield oil exploration projects get funding? What will drive growth for selan?
by valuepicker
Fri Dec 14, 2018 8:36 am
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 17
Views: 5993

Re: L&T infotech

Citi banks view is very important as Citi is L&T infotech's largest account around 200 m$. Citi outsources 5 billion USD IT work so there is a significant upside for the bigger share. Nachiket Deshpande, Coginizant banking head has joined L&T infotech as COO. Nachikent was instrumental in increasing...
by valuepicker
Thu Dec 13, 2018 10:23 pm
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 17
Views: 5993

Re: L&T infotech

*CITI ON L&T INFOTECH: ET NOW* LTI is on course to deliver higher revenue growth in FY19 vs. FY18 Large deal pipeline has increased by 25% yoy over last year LTI is the 16th global partner in global strategic services partner for SAP Maintain Buy target at 2100 LTI has pipeline of 28 large deals (TC...
by valuepicker
Sat Dec 08, 2018 8:17 pm
Forum: Portfolios Of Famous Investors
Topic: Texmaco rail
Replies: 1
Views: 372

Texmaco rail

Equity intelligence by Porinju has exited Texmaco rail. On a relative basis performance if Texmaco is improving. Is there any reason why Porinju is existing at such a low value? Is there something which is known but not yet public. Any thoughts on the same.
by valuepicker
Thu Nov 22, 2018 11:17 pm
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 17
Views: 5993

Re: L&T infotech

L&T infotech has corrected significantly along with TCS as many have switched from IT to Fallen NBFCs and corporate banks.. Good opportunity for all those who could not enter L&T infotech during it's uptrend. This year L&T infotech will achieve 20 pc growth as per the grapevine. Order book is strong...
by valuepicker
Thu Nov 22, 2018 10:42 pm
Forum: Portfolios Of Famous Investors
Topic: Ramesh Damani, Raamdeo Agrawal, KR Choksey Recommend stocks for 2019
Replies: 4
Views: 1144

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

SRG financeby Ramesh Damani has come out with good numbers. But with recent trouble in nbfcs and HFCs would small firm like SRG finance be able to raise funds and make money?
by valuepicker
Thu Nov 22, 2018 10:39 pm
Forum: Portfolios Of Famous Investors
Topic: Performance of PMS of Porinju Veliyath & Basant Maheshwari
Replies: 2
Views: 1375

Re: Performance of PMS of Porinju Veliyath & Basant Maheshwari

With such a pathetic performance of Porinju portfolio investors must be exiting his PMS and he he must be forced to sell when actually he is buying. Porinju has all stocks which are unconventional by size, reputation and performance. These are stocks which spurt during bull run. Having trapped in be...
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: 4
Views: 1144

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: 7
Views: 4026

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: 1406

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...