Porinju Veliyath Recommended Two Stocks

Here we track the latest buys and sales and portfolios of famous investors
Post Reply
Pee Vee
Site Admin
Posts: 432
Joined: Mon Dec 26, 2016 10:45 pm

Porinju Veliyath Recommended Two Stocks

Post by Pee Vee » Mon Sep 24, 2018 11:38 pm

Porinju Veliyath recommended two stocks, Oberoi Realty @ 410 & Godrej Properties @ 560, two well-corrected high-quality stocks in the sector with solid assets, brand & business model.






valuepicker
Posts: 140
Joined: Mon Jan 09, 2017 8:44 am

Re: Porinju Veliyath Recommended Two Stocks

Post by valuepicker » Tue Sep 25, 2018 9:52 am

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. Any views by others?

Pee Vee
Site Admin
Posts: 432
Joined: Mon Dec 26, 2016 10:45 pm

Re: Porinju Veliyath Recommended Two Stocks

Post by Pee Vee » Tue Sep 25, 2018 9:59 am

valuepicker wrote:
Tue Sep 25, 2018 9:52 am
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. Any views by others?
Panic by investors is understandable given the huge loss in stocks like LEEL, KAYA etc. This is one of the big risks of having a concentrated portfolio especially in small cap stocks.

Post Reply