Search found 144 matches
- Sun May 21, 2017 10:58 pm
- Forum: Portfolios Of Famous Investors
- Topic: Chor management turnaround:Suzlon
- Replies: 0
- Views: 4493
Chor management turnaround:Suzlon
Porinju often talks chor management companies unable to do chori after demon/GSTwould result in multibaggers.. Suzlon is a great example of this. First Sanghvi picking up stake has brought some professionalism in Suzlon. Next Demon/GST would make chori impossible. This is reflecting in last 2 quarte...
- Mon May 15, 2017 10:31 pm
- Forum: Portfolios Of Famous Investors
- Topic: Top 5 Stocks In Porinju Veliyath Portfolio
- Replies: 6
- Views: 14669
Re: Top 5 Stocks In Porinju Veliyath Portfolio
suggest average saksoft as it would bounce back soon... Vedsys is also good you can add more when sentiment against IT stocks is weak.. L&T infotech is one more stock highly undervalued and is getting rerated due to good results ( available at 13 PE) . It's the only buy recommendation by Ambit i...
- Sun May 14, 2017 8:05 pm
- Forum: Portfolios Of Famous Investors
- Topic: Top 5 Stocks In Porinju Veliyath Portfolio
- Replies: 6
- Views: 14669
Re: Top 5 Stocks In Porinju Veliyath Portfolio
Porinju invested in izmo 2 years back.. This stock has not moved much but porinju has been patient with it. May be expecting some triggers. BDH industries has been in his portfolio for more than 3 years..
- Wed May 10, 2017 8:21 pm
- Forum: Portfolios Of Famous Investors
- Topic: samtex fashions
- Replies: 1
- Views: 5664
Re: samtex fashions
No comments from anyone? Can someone throw light on this?
- Sun May 07, 2017 9:41 pm
- Forum: Portfolios Of Famous Investors
- Topic: samtex fashions
- Replies: 1
- Views: 5664
samtex fashions
Porinju was holding samtex fashions for the last 2-3 years. His name does not figure out in more that 1% shareholders list. Has he exited the stock? stock has corrected by 70% in last 2 quarters... some other investors like Anil kumar Goyal still figure out in more than 1%. Is there anything wrong w...
- Sat May 06, 2017 10:50 pm
- Forum: Portfolios Of Famous Investors
- Topic: MBL infra
- Replies: 4
- Views: 9482
MBL infra
MBL infra was darling of porinju 2 years ago . Last few quarters due to pledge shares selling it took a beating and has corrected by 60-70%. Management had guided that all shares would depledged by 31st march 2017. Has that happened and if that has happened would it be turn around story like j kumar...
- Sun Apr 16, 2017 11:42 pm
- Forum: Portfolios Of Famous Investors
- Topic: dolly khanna new pick
- Replies: 1
- Views: 5293
dolly khanna new pick
There was a posting in equitymaster blog that Dolly khanna has bought Ganesh Benzoplast. I did not notice that in a shareholding unless it's mentioned in annual report. Is the information True?
- Wed Apr 12, 2017 3:02 pm
- Forum: Portfolios Of Famous Investors
- Topic: Dolly Khanna current activities
- Replies: 4
- Views: 7389
Re: Dolly Khanna current activities
Tata metaliks has moved 6 times this year.. Is there firther upside on this stock?
- Mon Apr 10, 2017 8:07 pm
- Forum: Portfolios Of Famous Investors
- Topic: Dolly Khanna current activities
- Replies: 4
- Views: 7389
Dolly Khanna current activities
With market hitting all time high, don't get to hear what Dolly khanna is doing? Is Dolly investing in sny new stocks or increasing stake in existing holdings?
Can someone throw light on this?
Can someone throw light on this?
- Mon Apr 10, 2017 8:02 pm
- Forum: Portfolios Of Famous Investors
- Topic: Porinju Veliyath recommends five stocks with 50-100% gain
- Replies: 1
- Views: 5201
Re: Porinju Veliyath recommends five stocks with 50-100% gain
Selan has moved up sharply after Porinju bought it.. But considering that even at this level it's undervalued, does it make a good investment from one year perspective?
Porinju PMS used to have 5% holding in Selan. When did his PMS exit selan are they still holding some stake?
Porinju PMS used to have 5% holding in Selan. When did his PMS exit selan are they still holding some stake?