It is important to re-evaluate the portfolio and weed out non-performers, or the stocks in which the story is not developing as expected, or switch to new ideas which look cheaper or have more value than others. We have exited from couple of our ideas over last few days: 1. Jocil – Initially discussed @ … Continue reading Portfolio shuffling…
In these volatile times, I’m happy to see some of our companies doing quite well and the stocks getting the due re-ratings. It just re-enforces your faith in the fundamentals and markets. We had discussed about Smruthi Organics on 4th April, 2011 at price of 135 and had provided an update recently. The company has … Continue reading Quarterly Result Updates and new idea [Indag Rubber]
We had discussed about Sunflag Iron and provided an update earlier. At that time the company had been posting substantial improvement in operating margins and hence much better net profits and it seemed that the improved was because of the backward integration the company had been doing over last 2-3 years. But since last 2 … Continue reading Sunflag Iron – Update & Ideas