Search found 453 matches
- Wed Feb 01, 2017 8:17 pm
- Forum: Portfolios Of Famous Investors
- Topic: Vijay kedia recommends buy of housing finance stocks
- Replies: 0
- Views: 3503
Vijay kedia recommends buy of housing finance stocks
In the latest budget interview Vijay kedia has said he is bullish about housing finance companies. He has LIC Housing in his portfolio. Any other HFC stocks that he has in the portfolio or anything worth buying?
- Wed Feb 01, 2017 12:45 pm
- Forum: Discussions about stocks
- Topic: all realty stocks are soaring due to Budget
- Replies: 0
- Views: 6054
all realty stocks are soaring due to Budget
All realty companies like Ashiana Housing, Poddar Housing etc doing low cost housing are up nearly 15%. Any good buys we can look at?
- Wed Feb 01, 2017 12:42 pm
- Forum: Portfolios Of Famous Investors
- Topic: Ashish Kacholia Latest portfolio 2017
- Replies: 3
- Views: 8398
Re: Ashish Kacholia Latest portfolio 2017
Looks like a good asset-free business model. Lots of big movies coming which should generate big business. Valuations are also reasonable after the demonetisation crash.valuepicker wrote:Is ufo movies a good buy with high margin of safety and good upside potential?
- Mon Jan 30, 2017 5:32 pm
- Forum: Portfolios Of Famous Investors
- Topic: Porinju recommends ADAG Reliance Defence
- Replies: 2
- Views: 5524
Re: Porinju recommends ADAG Reliance Defence
Looks like a good stock. Two important news items: (i) Reliance Defence bags Rs 916 cr contract from Defence Ministry. RDEL emerged winner through a competitive bidding process undertaken by Ministry of Defence with participation from almost all the private sector and public sector shipyards namely,...
- Sun Jan 29, 2017 5:39 pm
- Forum: Portfolios Of Famous Investors
- Topic: Porinju Veliyath recommends buy of Holding Companies
- Replies: 4
- Views: 9483
Re: Porinju Veliyath recommends buy of Holding Companies
List of holding company stocks Name Stocks held in CMP (Rs) YOY Gain (%) Bengal and Assam Company JK Lakshmi, JK Tyre 1179 165 STEL Holdings CESC, Philip Carbon, RPG Life Sciences, Saregama 65 138 Florence Investech JK Lakshmi Cement, JK Tyre, JK Paper, Bengal & Assam, Umang Dairies 670 91 Kama ...
- Sat Jan 28, 2017 3:27 pm
- Forum: Portfolios Of Famous Investors
- Topic: Porinju Veliyath recommends buy of Holding Companies
- Replies: 4
- Views: 9483
Re: Porinju Veliyath recommends buy of Holding Companies
I have talked about Bombay Burmah Trading Corporation (BBTC), Bengal and Assam Company, Vindhya Telelink, Kalyani Investment Company etc. So investors can look at these companies and sometime when market goes into panic and such companies are trading at 70-80 percent or 90 percent discount to the ne...
- Sat Jan 28, 2017 3:26 pm
- Forum: Portfolios Of Famous Investors
- Topic: Porinju: Where to hunt for multibaggers
- Replies: 0
- Views: 3613
Porinju: Where to hunt for multibaggers
Demonetisation effort of government are very positive, believes Porinju Veliyath, MD & Portfolio manager of Equity Intelligence India. Investors can look at companies that have been impacted due to dmeonetisation. Anuj: Your call post demonetisation was that two or three months down the line the...
- Fri Jan 27, 2017 10:53 am
- Forum: Portfolios Of Famous Investors
- Topic: Ashish Kacholia Latest portfolio 2017
- Replies: 3
- Views: 8398
Re: Ashish Kacholia Latest portfolio 2017
good portfolio. several stocks like potential multibaggers in the long run.
- Thu Jan 26, 2017 10:19 pm
- Forum: Portfolios Of Famous Investors
- Topic: Porinju Veliyath recommends buy of Holding Companies
- Replies: 4
- Views: 9483
Porinju Veliyath recommends buy of Holding Companies
Porinju Veliyath on twitter has recommended that investors buy holding companies quoting at steep discount. " I see few solid holding companies with over 75% discount. They will double in 2017 as the discount would narrow down to 50%, explore! " Which are these holding companies? Godrej In...
- Mon Jan 23, 2017 8:54 am
- Forum: Portfolios Of Famous Investors
- Topic: Concentrated portfolio
- Replies: 2
- Views: 5260
Re: Concentrated portfolio
I am also surprised at the number of stocks that Dolly Khanna, Ashish Kacholia and other well-known investors are investing in. It appears that the concept of a concentrated portfolio is outdated now.