Search found 83 matches

by valuepicker
Fri Dec 15, 2017 11:04 pm
Forum: Portfolios Of Famous Investors
Topic: BCL Industries: Porinju Veliyath Latest Stock Pick
Replies: 5
Views: 2814

Re: BCL Industries: Porinju Veliyath Latest Stock Pick

Does it mean it can trade above 137.2 only aftet jan 28, 2018?
by valuepicker
Wed Dec 13, 2017 11:44 pm
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 4
Views: 1044

Re: L&T infotech

l&T infotech aquires syncordis a specialist in banking solutions. Stock has rallied on back of this information There is still lot of steam left in this undervalued script. Target price of 1300 is being talked...
Any view on what's the fair price of this quality stock?
by valuepicker
Tue Dec 12, 2017 8:42 am
Forum: Portfolios Of Famous Investors
Topic: DS Kulkarni
Replies: 1
Views: 574

DS Kulkarni

Porinju equityintelligence bought DS Kulkarni in October. Subsequent to that due to arrest of promotor for not paying FDs of retail investors it tanked.Now DSK is out on bail. Raj Thakre has appealed investors to support him and has assured FDs will be paid. Considering DSK is sitting on a land bank...
by valuepicker
Sun Dec 03, 2017 11:54 pm
Forum: Portfolios Of Famous Investors
Topic: BCL Industries: Porinju Veliyath Latest Stock Pick
Replies: 5
Views: 2814

Re: BCL Industries: Porinju Veliyath Latest Stock Pick

Is it good to enter the stock at current levels? Why is it not allowed trade above 137.2?
by valuepicker
Sun Nov 26, 2017 9:52 pm
Forum: Portfolios Of Famous Investors
Topic: ABC India porinju pick
Replies: 1
Views: 1954

Re: ABC India porinju pick

In view of logistics sector getting infra status, cost of capital will reduce. Does ABC india now look more attractive to invest for long term?
by valuepicker
Sat Nov 25, 2017 1:56 pm
Forum: Portfolios Of Famous Investors
Topic: Porinju Veliyath Latest Stock Pick PDS Multinational Fashions
Replies: 2
Views: 2480

Re: Porinju Veliyath Latest Stock Pick PDS Multinational Fashions

Unlike other porinju picks this stock has not moved. Is it a good investment from long term perspective?
by valuepicker
Mon Nov 20, 2017 5:25 pm
Forum: Portfolios Of Famous Investors
Topic: Porinju Veliyath's Equity Intelligence buys 7.4 lakh shares in Ashapura Minechem (5.35%)
Replies: 2
Views: 1955

Re: Porinju Veliyath's Equity Intelligence buys 7.4 lakh shares in Ashapura Minechem (5.35%)

Can one enter this stock at the current level from a long term perspective or it's fully priced? What is the trigger for upmove? This stock never figured out in porinju or equityintelligence holding. As per the report equityintelligence was holding 4.5%in this stock before the transaction of additio...
by valuepicker
Sat Nov 11, 2017 8:54 am
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 4
Views: 1044

L&T infotech

L&T infotech is on a growth path with new management in place. It's growing at 14% much higher than industry average and improved profitability in last 6 quarters. As per the grapewine they are going to announce 2 large size deal of 800m$ and 300 m$ in couple of weeks. These deals are for a larg...
by valuepicker
Sun Oct 22, 2017 9:14 am
Forum: Portfolios Of Famous Investors
Topic: Aarvee denim-porinju's new pick
Replies: 3
Views: 2689

Re: Aarvee denim-porinju's new pick

Is Aarvee denim is good pick at current levels? After correcting it has stabilized at current levrls of 44
by valuepicker
Fri Oct 20, 2017 1:55 pm
Forum: Portfolios Of Famous Investors
Topic: Latest stock picks of Porinju Veliyath and Equity Intelligence PMS
Replies: 4
Views: 3482

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

Most of the porinju picks are loss making as he specializes in turnarounds.. Only meant for bravehearts who look for 10x gains based on future opportunity

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