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rajmohanmbamhr
White Belt
Joined: 13 Oct 2011
Posts: 444
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Post: #496  Posted: Fri Sep 09, 2016 11:15 am Post subject: Re: Buy Thyrocare |
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| acharyams wrote: | Dear Raj,
If allocation is to be 5% of investible fund, one needs 20 STOCKS in one's kitty. If THYROCARE is one for long term, will you please suggest few more. |
| acharyams wrote: | Dear Raj,
If allocation is to be 5% of investible fund, one needs 20 STOCKS in one's kitty. If THYROCARE is one for long term, will you please suggest few more. |
Hi acharyams,
In addition to the above my portfolio contains below names,
1.MOTILALOFS -- Already up by percent from buying price and plan to hold forever
2. Pfizer -- Down by 20 percent from buying price and plan to hold forever
3.VINATIORGA -- Up by 15 percent from buying price expects stock to triple in 6- 8 years
4.Tatasteel -- Up by 40 percent.. Since its a cyclical stock will sell when the Steel price hits multiple year highs.
5.ICICI Bank -- Plan to hold forever
6.Rajeshexports -- Down by 5 percent form buying price will hold forever
7.BRITANNIA-- Up by 30 percent from buying will hold forever
8.GABRIEL -- Up by 30 percent from buying will hold forever
9.IOB -- At buying price expect to give 3-4 times returns in 10 to 15 years its seems to be good turn around buy for me.
10.MOTHERSUMI -- Up 35 percent from buying price will hold forever
11.THYROCARE -- Up 8 percent from buying level Will hold forever
In addition i am looking to add few hospital shares in future and will let you know when i add the shares to my account.
Thanks
Rajmohan V |
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acharyams
Yellow Belt
Joined: 04 Jul 2010
Posts: 552
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| Post: #497 Posted: Sat Sep 10, 2016 1:49 pm Post subject: Re: Buy Thyrocare |
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Thanx, Raj
| rajmohanmbamhr wrote: | | acharyams wrote: | Dear Raj,
If allocation is to be 5% of investible fund, one needs 20 STOCKS in one's kitty. If THYROCARE is one for long term, will you please suggest few more. |
| acharyams wrote: | Dear Raj,
If allocation is to be 5% of investible fund, one needs 20 STOCKS in one's kitty. If THYROCARE is one for long term, will you please suggest few more. |
Hi acharyams,
In addition to the above my portfolio contains below names,
1.MOTILALOFS -- Already up by percent from buying price and plan to hold forever
2. Pfizer -- Down by 20 percent from buying price and plan to hold forever
3.VINATIORGA -- Up by 15 percent from buying price expects stock to triple in 6- 8 years
4.Tatasteel -- Up by 40 percent.. Since its a cyclical stock will sell when the Steel price hits multiple year highs.
5.ICICI Bank -- Plan to hold forever
6.Rajeshexports -- Down by 5 percent form buying price will hold forever
7.BRITANNIA-- Up by 30 percent from buying will hold forever
8.GABRIEL -- Up by 30 percent from buying will hold forever
9.IOB -- At buying price expect to give 3-4 times returns in 10 to 15 years its seems to be good turn around buy for me.
10.MOTHERSUMI -- Up 35 percent from buying price will hold forever
11.THYROCARE -- Up 8 percent from buying level Will hold forever
In addition i am looking to add few hospital shares in future and will let you know when i add the shares to my account.
Thanks
Rajmohan V |
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spatechnicals
White Belt
Joined: 02 Nov 2010
Posts: 15
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| Post: #498 Posted: Sat Sep 10, 2016 2:27 pm Post subject: |
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donaldbradley.wordpress.com
a nice blog on commodities and stock market |
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rajmohanmbamhr
White Belt
Joined: 13 Oct 2011
Posts: 444
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| Post: #499 Posted: Thu Sep 15, 2016 11:02 am Post subject: Re: Buy Thyrocare |
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| acharyams wrote: | Thanx, Raj
| rajmohanmbamhr wrote: | | acharyams wrote: | Dear Raj,
If allocation is to be 5% of investible fund, one needs 20 STOCKS in one's kitty. If THYROCARE is one for long term, will you please suggest few more. |
| acharyams wrote: | Dear Raj,
If allocation is to be 5% of investible fund, one needs 20 STOCKS in one's kitty. If THYROCARE is one for long term, will you please suggest few more. |
Hi acharyams,
In addition to the above my portfolio contains below names,
1.MOTILALOFS -- Already up by percent from buying price and plan to hold forever
2. Pfizer -- Down by 20 percent from buying price and plan to hold forever
3.VINATIORGA -- Up by 15 percent from buying price expects stock to triple in 6- 8 years
4.Tatasteel -- Up by 40 percent.. Since its a cyclical stock will sell when the Steel price hits multiple year highs.
5.ICICI Bank -- Plan to hold forever
6.Rajeshexports -- Down by 5 percent form buying price will hold forever
7.BRITANNIA-- Up by 30 percent from buying will hold forever
8.GABRIEL -- Up by 30 percent from buying will hold forever
9.IOB -- At buying price expect to give 3-4 times returns in 10 to 15 years its seems to be good turn around buy for me.
10.MOTHERSUMI -- Up 35 percent from buying price will hold forever
11.THYROCARE -- Up 8 percent from buying level Will hold forever
In addition i am looking to add few hospital shares in future and will let you know when i add the shares to my account.
Thanks
Rajmohan V |
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Bought BPL two days back at 51 rs...its seems they are coming back in TV and other home appliances business with good strategy....In flipkart the products got good rating..Even if they capture 10 percent market share the stock might rise 5 to 6 times in the years to come...The buying is purely speculation...Do your own research and if you are convinced buy the stock and also make sure that total investment should not be more than 5 percent of the portfolio. |
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rajmohanmbamhr
White Belt
Joined: 13 Oct 2011
Posts: 444
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| Post: #500 Posted: Tue Sep 27, 2016 8:01 pm Post subject: Re: Buy Thyrocare |
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| rajmohanmbamhr wrote: | | acharyams wrote: | Thanx, Raj
| rajmohanmbamhr wrote: | | acharyams wrote: | Dear Raj,
If allocation is to be 5% of investible fund, one needs 20 STOCKS in one's kitty. If THYROCARE is one for long term, will you please suggest few more. |
| acharyams wrote: | Dear Raj,
If allocation is to be 5% of investible fund, one needs 20 STOCKS in one's kitty. If THYROCARE is one for long term, will you please suggest few more. |
Hi acharyams,
In addition to the above my portfolio contains below names,
1.MOTILALOFS -- Already up by percent from buying price and plan to hold forever
2. Pfizer -- Down by 20 percent from buying price and plan to hold forever
3.VINATIORGA -- Up by 15 percent from buying price expects stock to triple in 6- 8 years
4.Tatasteel -- Up by 40 percent.. Since its a cyclical stock will sell when the Steel price hits multiple year highs.
5.ICICI Bank -- Plan to hold forever
6.Rajeshexports -- Down by 5 percent form buying price will hold forever
7.BRITANNIA-- Up by 30 percent from buying will hold forever
8.GABRIEL -- Up by 30 percent from buying will hold forever
9.IOB -- At buying price expect to give 3-4 times returns in 10 to 15 years its seems to be good turn around buy for me.
10.MOTHERSUMI -- Up 35 percent from buying price will hold forever
11.THYROCARE -- Up 8 percent from buying level Will hold forever
In addition i am looking to add few hospital shares in future and will let you know when i add the shares to my account.
Thanks
Rajmohan V |
|
Bought BPL two days back at 51 rs...its seems they are coming back in TV and other home appliances business with good strategy....In flipkart the products got good rating..Even if they capture 10 percent market share the stock might rise 5 to 6 times in the years to come...The buying is purely speculation...Do your own research and if you are convinced buy the stock and also make sure that total investment should not be more than 5 percent of the portfolio. |
Booked 1/4 of quantities of BPL... |
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acharyams
Yellow Belt
Joined: 04 Jul 2010
Posts: 552
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| Post: #501 Posted: Wed Sep 28, 2016 9:06 am Post subject: Re: Buy Thyrocare |
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| How is that to hold full quantity of BPL for at least 5 times? |
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acharyams
Yellow Belt
Joined: 04 Jul 2010
Posts: 552
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| Post: #502 Posted: Fri Sep 30, 2016 9:51 pm Post subject: Re: Buy Thyrocare |
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| acharyams wrote: | | How is that to hold full quantity of BPL for at least 5 times? |
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rajmohanmbamhr
White Belt
Joined: 13 Oct 2011
Posts: 444
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| Post: #503 Posted: Fri Sep 30, 2016 11:46 pm Post subject: Re: Buy Thyrocare |
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| acharyams wrote: | | How is that to hold full quantity of BPL for at least 5 times? |
Hiacharyams,
Yes , we can hold the quantities for 4 or 5 times..or even for 10 to 20 times...what important thing we have to do is carefully monitoring the sales and reviews of bpl tv sales in flipkart and quarterly financial results and management commentary...
I sold small quantities because the stock spikes 80 percent in very short time...I won't sell anymore but will add(only sold quantities)if price comes down to 60 or below..
Note:
As per management expectations if they achieve 600 crore(my opinion they are not going to achieve) sales in 3 years and maintain the profit margin then the stock prices multiply at least 7 to 10 times... |
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ragarwal
Yellow Belt
Joined: 16 Nov 2008
Posts: 582
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| Post: #504 Posted: Fri Sep 30, 2016 11:55 pm Post subject: |
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| dear Raja sir,please let me know your targets for your long term shares. |
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acharyams
Yellow Belt
Joined: 04 Jul 2010
Posts: 552
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| Post: #505 Posted: Sat Oct 01, 2016 9:53 am Post subject: Re: Buy Thyrocare |
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| rajmohanmbamhr wrote: | | acharyams wrote: | | How is that to hold full quantity of BPL for at least 5 times? |
Hiacharyams,
Yes , we can hold the quantities for 4 or 5 times..or even for 10 to 20 times...what important thing we have to do is carefully monitoring the sales and reviews of bpl tv sales in flipkart and quarterly financial results and management commentary...
I sold small quantities because the stock spikes 80 percent in very short time...I won't sell anymore but will add(only sold quantities)if price comes down to 60 or below..
Note:
As per management expectations if they achieve 600 crore(my opinion they are not going to achieve) sales in 3 years and maintain the profit margin then the stock prices multiply at least 7 to 10 times... |
Thank you, Sirji |
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rajmohanmbamhr
White Belt
Joined: 13 Oct 2011
Posts: 444
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| Post: #506 Posted: Sat Oct 01, 2016 11:22 am Post subject: |
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| ragarwal wrote: | | dear Raja sir,please let me know your targets for your long term shares. |
Hi ragarwal,
There is no specific target...will hold as long as the company and their products are doing good and the stock price is reasonable to hold...I expects 3 or more times of returns over 3 to 8 years...and since I am predominantly concentrating on mid and small caps i expects 2 out of 10 companies to get liquidated over the period of time... |
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ragarwal
Yellow Belt
Joined: 16 Nov 2008
Posts: 582
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| Post: #507 Posted: Sat Oct 01, 2016 6:22 pm Post subject: |
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| Thanku sir |
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rajmohanmbamhr
White Belt
Joined: 13 Oct 2011
Posts: 444
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| Post: #508 Posted: Sat Oct 15, 2016 11:29 pm Post subject: Re: Buy Thyrocare |
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| rajmohanmbamhr wrote: | | acharyams wrote: | Thanx, Raj
| rajmohanmbamhr wrote: | | acharyams wrote: | Dear Raj,
If allocation is to be 5% of investible fund, one needs 20 STOCKS in one's kitty. If THYROCARE is one for long term, will you please suggest few more. |
| acharyams wrote: | Dear Raj,
If allocation is to be 5% of investible fund, one needs 20 STOCKS in one's kitty. If THYROCARE is one for long term, will you please suggest few more. |
Hi acharyams,
In addition to the above my portfolio contains below names,
1.MOTILALOFS -- Already up by percent from buying price and plan to hold forever
2. Pfizer -- Down by 20 percent from buying price and plan to hold forever
3.VINATIORGA -- Up by 15 percent from buying price expects stock to triple in 6- 8 years
4.Tatasteel -- Up by 40 percent.. Since its a cyclical stock will sell when the Steel price hits multiple year highs.
5.ICICI Bank -- Plan to hold forever
6.Rajeshexports -- Down by 5 percent form buying price will hold forever
7.BRITANNIA-- Up by 30 percent from buying will hold forever
8.GABRIEL -- Up by 30 percent from buying will hold forever
9.IOB -- At buying price expect to give 3-4 times returns in 10 to 15 years its seems to be good turn around buy for me.
10.MOTHERSUMI -- Up 35 percent from buying price will hold forever
11.THYROCARE -- Up 8 percent from buying level Will hold forever
In addition i am looking to add few hospital shares in future and will let you know when i add the shares to my account.
Thanks
Rajmohan V |
|
Bought BPL two days back at 51 rs...its seems they are coming back in TV and other home appliances business with good strategy....In flipkart the products got good rating..Even if they capture 10 percent market share the stock might rise 5 to 6 times in the years to come...The buying is purely speculation...Do your own research and if you are convinced buy the stock and also make sure that total investment should not be more than 5 percent of the portfolio. |
Bought DHFL... |
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ragarwal
Yellow Belt
Joined: 16 Nov 2008
Posts: 582
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| Post: #509 Posted: Sun Oct 16, 2016 2:12 am Post subject: |
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| Hi Raja sir,plz give the target you have in mind for dhfl. |
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rajmohanmbamhr
White Belt
Joined: 13 Oct 2011
Posts: 444
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| Post: #510 Posted: Sun Oct 16, 2016 2:49 pm Post subject: |
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| ragarwal wrote: | | Hi Raja sir,plz give the target you have in mind for dhfl. |
Hi,
I will sell it if pe multiples reaches 20 or above....and also the factors like interest rates and DHFL growth rates will be considered.. will keep you posted. |
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