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Porinju Veliyath Recommended Two Stocks

Posted: Mon Sep 24, 2018 11:38 pm
by Pee Vee
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.






Re: Porinju Veliyath Recommended Two Stocks

Posted: Tue Sep 25, 2018 9:52 am
by valuepicker
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?

Re: Porinju Veliyath Recommended Two Stocks

Posted: Tue Sep 25, 2018 9:59 am
by Pee Vee
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.