Search found 114 matches

by valuepicker
Thu Jul 12, 2018 8:14 am
Forum: Discussions about stocks
Topic: Sterlite Technologies Ltd Multibagger?
Replies: 2
Views: 102

Re: Sterlite Technologies Ltd Multibagger?

As part of smartcity rollouts each state is going for fibre optic cables. The cable demand far exceeds the supply and prices have shot up due to this. This will result in higher margins alonwith higher revenue numbers.
by valuepicker
Wed Jul 11, 2018 5:27 pm
Forum: Portfolios Of Famous Investors
Topic: L&T infotech
Replies: 7
Views: 3355

Re: L&T infotech

L&T infotech has crossed 1800 mark and closed today at 1790 at back of impressive TCS results. Quarterly results of L&T infotech are to be declared on 23rd July. Last quarter results gave impressive growth in topline and bottomline of the company. Weak rupee will aid margins and topline in i...
by valuepicker
Tue Jul 10, 2018 10:29 pm
Forum: Portfolios Of Famous Investors
Topic: Time to buy stocks says Porinju Veliyath
Replies: 1
Views: 477

Re: Time to buy stocks says Porinju Veliyath

Porinju usually buys small cap and microcap. He has said that in April, May, June there are net positive flows in his PMS. Similarly many small cap funds say that SIPs for their funds in last 2-3 months have not reduced. FIIs don't touch Porinju small caps and microcap. In that case who has sold the...
by valuepicker
Mon Jul 09, 2018 7:29 pm
Forum: Portfolios Of Famous Investors
Topic: Is this portal inactive
Replies: 4
Views: 605

Re: Is this portal inactive

Thanks Sumit for bringing fresh lease of life.. Missing most active participant PV, Sarita also
by valuepicker
Mon Jul 09, 2018 7:05 pm
Forum: Portfolios Of Famous Investors
Topic: DOLLY KHANNA ACCUMALATING TATA SPONGE
Replies: 6
Views: 738

Re: DOLLY KHANNA ACCUMALATING TATA SPONGE

How do you find from Annual reports which company has Dolly Khanna invested in but not yet exceeded 1percent? Do you serching manually in all Annual reports or there are tools available to search and give alert?
by valuepicker
Mon Jul 09, 2018 5:03 pm
Forum: Portfolios Of Famous Investors
Topic: GUESS NEW ENTRY BY DOLLY KHANNA BUT NOT SHOWN IN SHAREHOLDING PATTERN
Replies: 9
Views: 641

Re: GUESS NEW ENTRY BY DOLLY KHANNA BUT NOT SHOWN IN SHAREHOLDING PATTERN

Goa Carbon looks good after correction. With Aluminium industry demand robust, Goa Carbon will continue to get higher revenue and profits. It's worth accumulating along with Dolly Khanna. Three factories are not operating at full capacity so additional demand can be met by the existing capex only. G...
by valuepicker
Sun Jul 08, 2018 1:22 pm
Forum: Portfolios Of Famous Investors
Topic: DOLLY KHANNA ACCUMALATING TATA SPONGE
Replies: 6
Views: 738

Re: DOLLY KHANNA ACCUMALATING TATA SPONGE

Tata Sponge is operating at full capacity and interest rate cycle is moving up. Not sure if it makes sense to enter rate sensitive sector operating at full efficiency. Seems to be fully priced though Dolly Khanna has entered.
by valuepicker
Mon Jun 25, 2018 6:54 pm
Forum: Portfolios Of Famous Investors
Topic: Is this portal inactive
Replies: 4
Views: 605

Is this portal inactive

For a while there have been no updates replies on this portal. This portal was a good source of information,views on dolly Khanna and Porinju stock. Not sure why interest has dried up completely
by valuepicker
Sun May 20, 2018 8:05 am
Forum: Portfolios Of Famous Investors
Topic: Dolly Khanna’s latest pick Nahar Industrial Enterprises
Replies: 2
Views: 3553

Re: Dolly Khanna’s latest pick Nahar Industrial Enterprises

Small caps are under pressure due to low sentiments. This is the best time to average your picks as Nahar will rally once the sentiments improve. You will not get Nahar at such a low valuation again.

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