Porinju recommends Balaji Telefilms and Zee Media
Posted: Thu Mar 09, 2017 4:38 pm
Q. Are there any mid- or smallcaps that investors can add to their portfolios at the current levels?
Porinju Veliyath: Yes, a large number of mid and small-caps will be re-rated. Management culture and ethics of many traditionally unprofessional companies are changing, especially with respect to shareholder wealth creation. Investors should keep their eyes and ears open to such turnaround stories and catch them early. I like two mid-cap media stocks currently, Zee Media at ~35 levels and Balaji Tele at ~85 levels. Investors could explore and try to understand the business model and their relevance for the future. We hold both the stocks in our portfolio (PMS).
http://www.business-standard.com/articl ... 161_1.html
Porinju Veliyath Recommends Buy Of Fav Stock Of Radhakishan Damani, Vallabh Bhanshali & Rahul Saraogi
Porinju Veliyath: Yes, a large number of mid and small-caps will be re-rated. Management culture and ethics of many traditionally unprofessional companies are changing, especially with respect to shareholder wealth creation. Investors should keep their eyes and ears open to such turnaround stories and catch them early. I like two mid-cap media stocks currently, Zee Media at ~35 levels and Balaji Tele at ~85 levels. Investors could explore and try to understand the business model and their relevance for the future. We hold both the stocks in our portfolio (PMS).
http://www.business-standard.com/articl ... 161_1.html
Porinju Veliyath Recommends Buy Of Fav Stock Of Radhakishan Damani, Vallabh Bhanshali & Rahul Saraogi