Search found 144 matches
- Thu Dec 13, 2018 10:23 pm
- Forum: Portfolios Of Famous Investors
- Topic: L&T infotech
- Replies: 22
- Views: 140826
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...
- Sat Dec 08, 2018 8:17 pm
- Forum: Portfolios Of Famous Investors
- Topic: Texmaco rail
- Replies: 1
- Views: 11776
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.
- Thu Nov 22, 2018 11:17 pm
- Forum: Portfolios Of Famous Investors
- Topic: L&T infotech
- Replies: 22
- Views: 140826
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 bo...
- 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: 18214
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?
- Thu Nov 22, 2018 10:39 pm
- Forum: Portfolios Of Famous Investors
- Topic: Performance of PMS of Porinju Veliyath & Basant Maheshwari
- Replies: 2
- Views: 13933
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...
- 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: 18214
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?
- Sat Nov 03, 2018 11:26 pm
- Forum: Portfolios Of Famous Investors
- Topic: L T FOODS DOLLY KHANNA
- Replies: 7
- Views: 24909
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?
- Tue Sep 25, 2018 9:52 am
- Forum: Portfolios Of Famous Investors
- Topic: Porinju Veliyath Recommended Two Stocks
- Replies: 2
- Views: 10647
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...
- 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: 12082
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..
- Mon Sep 03, 2018 7:41 pm
- Forum: Portfolios Of Famous Investors
- Topic: CLONE
- Replies: 13
- Views: 24379
Re: CLONE
Mohnish Pabrai is also a successful cloner. He says he shamelessly copies successful investors and that is the secret of his success..