Porinju Veliyath & Dolly Khanna Forum

Good point. I think diversified portfolio is better. One can increase allocation based on confidence level.

Dolly Khanna has bought 446,316 shares in December 2016 quarter as per shareholding pattern of Lloyd Electric. Incorporated in 1989, Lloyd Electric has evolved as a dependable supplier of high quality coils to original equipment manufacturers (OEMs) of heating, ventilation and air conditioning (HVAC...

Even though most global brokerage firms have cut their year-end targets for the benchmark equity indices, Porinju says investors should not take those numbers very seriously. "They (global investment banks) are just doing their 'job'. Ignore the Sensex and Nifty50, stock picking is the name of ...

Top stocks bets for 2017 : Porinju is bullish on select infrastructure stocks such as J Kumar Infra, and Sunil Hitech. He said investors should keep railway stocks such as Texmaco and Titagarh Wagons on their watch list. He continued to hold Talwalkars, as he sees no impact on the business from the...

Mudar Patherya has recommended four stocks in Business Standard: Sandur Manganese : Everyone, including my mother-in-law, wants to acquire this company for its ore deposits and governance. The challenge is the business. Being commodity-driven (iron ore), profits swing in line with ore price moods. W...

CMP: Rs355 High growth but mature valuation RBL Bank Ltd (RBL) is currently the fastest growing mid-sized private sector bank with one of the best in class asset qualities and improving ratios. RBL has witnessed substantial growth over FY11-16 – advances CAGR of 65%, business CAGR of 63%, net intere...

The metrics are not very impressive. The market cap is only Rs. 41 crore. The daily volume is only 3,000 shares. The ROCE is about 13%. BDH stands out for Bombay Drug House. Company’s plant is located on 2.7 lac sq ft at Kandivali east adjoining to Big Bazaar in the prime location of Kandivali. The ...

Dolly Khanna is bullish about the sugar space. In December 2016, she has bought 234,861 shares of Dwarikesh Sugar. MUKUL M AGRAWAL holds 600,000 shares. Anil Kumar Goel holds 287,100 shares. Indianivesh Capital Limited holds 332,500 shares. Dwarikesh Sugar is in the Sugar sector. The current market ...

Porinju V Veliyath holds 58,000 shares of BDH Industries as of 31.12.2016. Santosh Kumar Saraogi holds 62,217 shares. BDH Industries is in the Pharmaceuticals sector. The current market capitalisation stands at Rs 40.62 crore. The company management includes Jayashree Nair - Chairperson & Managi...

Dolly Khanna latest stock pick is Lloyd Electric and Engineering. She holds 4,46,316 shares as of 31.12.2016. VANAJA SUNDAR IYER holds 5,00,000 shares. As per report of Microsec: "We recommend a “STRONG BUY” to Lloyd electric & Engineering Ltd (LEEL). Lloyd incorporated in 1988, is India’s ...