Porinju Veliyath & Dolly Khanna Forum

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?

All realty companies like Ashiana Housing, Poddar Housing etc doing low cost housing are up nearly 15%. Any good buys we can look at?

valuepicker wrote:Is ufo movies a good buy with high margin of safety and good upside potential?

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.

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,...

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 ...

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...

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...

good portfolio. several stocks like potential multibaggers in the long run.

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...

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 It appears that the concept of a concentrated portfolio is outdated now.