Value Investor. Co-founder of Aurum Capital, a SEBI-Registered Investment Advisory company. A lifelong learner. No time for trolls, will be blocked.
Nifty has already given a dead cat bounce of 33% from Mar lows. 🙂 Many individual stock much higher.
The path to multi baggers is not even. Many speed bumps on the way. The key is always to understand the business and thinking long term.
KEC International says 80% of their domestic sites are operational. Abroad, all have been operational.
HCL Tech says it will have a hybrid WFH model in the future. They said they had 15-17% productivity gains due to WFH in April. TCS has already given a target of 75% WFH by 2025. Globally Google and Facebook has endorsed WFH till 2021 atleast. This trend is here to stay.
Stimulus package of 20 lakh crore announced by India. 10% of GDP. This is big.
Just to clear, I am talking on telecom sector here. Airtel and Voda also have taken similar or higher hikes. I had written about turnaround in this sector in Apr 2019.
Folks. Please don't be lured by higher rates in banks which have issues. Learn from PMC Bank, Yes Bank, co-operative banks blowouts which keep happening. Always remember, higher deposit rates, brings higher risk. Be aware of that. No point in blaming the system, others.
All those who predicted nifty 11200 probably knew Coronavirus is coming and spreading. 😂 #markethumor
Some PSUs have had a super run. And some languishing. If one is selective, I again re-iterate, money can be made. Also, govt selling stakes in many good PSUs via CPSE ETF is presenting good opportunities. Many have good dividend yield too.
Whenever GDP Growth rate has slowed down, the Indian Stock Market gave excellent returns in the next 5 years.
NMDC capacity now will go to 40mt.
Airtel too announces significant hikes. These are very much needed for survival of the sector.
The 1000 rs bonds are quoting at less than 200 Rs. So, you can guess the equity value of DHFL.
A bit of history. HPCL was Caltex and BPCL was Burmah Shell many decades ago. Burmah Shell and Caltex refused to supply fuel to Indian Army during Indo Pak war due to US Govt orders. So Govt of India nationalised these companies after the war.
Uncertainty on existing mines over for NMDC.
One mostly never makes big money in the most popular and discovered stocks. Big money is made when you discover a stock which can shift caps. Big money is made when a Smallcap becomes a Midcap and a Midcap becomes a large cap. 6/
Number of multi baggers are not important. The CAGR return on pf is far more important. Investing should give you satisfaction. And if you do basic things right, outcome will almost always be good. We just need to have the patience for the outcome. 5/
This is a brilliant presentation by Kuntalbhai. Absolute Gold. Must read.
YES doesn't say NO to anyone. Latest one CG Power. 🙂