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Nifty Investments |
Amirishali
White Belt
Joined: 16 Apr 2016
Posts: 357
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Post: #196  Posted: Sat Dec 30, 2017 12:33 pm Post subject: |
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| apka wrote: | | apka wrote: | Anyone who's thinking about exiting their portfolios or not entering in stocks due to Nifty's PE ratio being near 24 or so, don't blindly believe in scare mongering. There are many other factors involved that runs the market and individual stocks.
Once you start to dwell on the factors and go deep, you will feel silly to have let yourself be affected by fear, though it is the natural instinct and takes time to overpower.
If you make your decisions based on sentiment and fear then you are doing satta, but if you enter and exit due to logical reasoning behind it then you are an investor. At the end of the day what feeling do you want to take home with you?
I'll list some of my readings. People can take their own call. |
posted in July 2017 .. 6 months ago when many were openly vouching for exiting everything, posting topics and asking people to not discuss anything except the "impending crash".. why crash will happen and staying cautious as if it's genius to figure out the PE ratio... lack of analysis and proper reasoning will only lead to actual and notional losses. Who is on the losing side now for believing something blindly?
Who says PE ratio can't exceed 24-27-30? Who says market needs to fall and it can't consolidate till PE ratio starts to drop? Whenever last tops happened in nifty with long term effect were due to a paradigm shift in the macro economy, something happening globally or some sector crashing like IT bubble near 2000 or realty and banking near 2008. And PE ratio happened to be around those levels. PE ratio neither defines the market nor individual stocks for long term nor the economy. It's the underlying potential, earnings and actions to achieve them that drives investments. If it was so simple as math numbers to wait and exit everyone would do well in market. Very basic thing to reflect on and understand if you want to make money.
People who are still away from market will be surprised where market is headed to in next 5 years. You have no idea.
Thumbs up for the bravehearts who kept the courage to remain in market 
You can't soar like an eagle if you chose to hangout with pigeons.
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Disclaimer: Anything posted by me related to the stocks / indices are just my personal views and observations that are open for discussion. They maybe what I have traded, but neither of them are a recommendation nor a tip nor an advice. So if anyone feels enticed, get an opinion from registered SEBI analyst to make your trading decisions.
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Gr8 Conviction & Bulls Eye Calls by YOU 
Congratulations & Have a Successful Year Ahead  |
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apka
Black Belt
Joined: 13 Dec 2011
Posts: 6137
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| Post: #197 Posted: Mon Jan 01, 2018 9:44 am Post subject: |
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| Tata motors cmp 433... already holding.. should move to 460-470 this month. |
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apka
Black Belt
Joined: 13 Dec 2011
Posts: 6137
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| Post: #198 Posted: Mon Jan 01, 2018 11:20 am Post subject: |
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| apka wrote: | | TVS Srichakra cmp 3340... potential to be next MRF. |
4000+ hit today... 20% up in 3 weeks.
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Disclaimer: Anything posted by me related to the stocks / indices are just my personal views and observations that are open for discussion. They maybe what I have traded, but neither of them are a recommendation nor a tip nor an advice. So if anyone feels enticed, get an opinion from registered SEBI analyst to make your trading decisions.
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apka
Black Belt
Joined: 13 Dec 2011
Posts: 6137
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| Post: #199 Posted: Thu Jan 04, 2018 10:40 am Post subject: |
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| Quote: | 30th Sept
I'll give one more stock its called Merck Ltd cmp 720. It's a pharma company. My reasonings might not make sense to others. But many good pharma stocks have run up too high for their potential and I think Merck has a lot of steam and it will show in coming years. |
Closed 1370... 90% returns in pharma stock in just over 1 year when index has been down by 20-25% |
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apka
Black Belt
Joined: 13 Dec 2011
Posts: 6137
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| Post: #200 Posted: Thu Jan 04, 2018 10:43 am Post subject: |
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| apka wrote: |
Oriental Carbon and Chemicals Ltd -- cmp 691 (low volume counter)
They are the only manufacturer in India of insoluble sulphur. It's a mandate to use this chemical compound in the process of vulcanising rubber and getting the desired mould.
Except Michellen, they supply to almost all big tyre manufacturers.... With tyre industry's growth and it being protected due to lack of competitors, this can be a good long term bet for both growth and steady dividends.
Their margins are improving every year. The auto industry / tyre demand is expected to increase by 25-30% by 2020. They don't have any Chinese competitor. But their business is at risk against Chinese companies dumping cheap Tyres in India. That can lead to lesser demand. |
High of 1550+ today... From 691 in just over 1 year.. still a hold for me.. 125% returns so far. |
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apka
Black Belt
Joined: 13 Dec 2011
Posts: 6137
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| Post: #201 Posted: Thu Jan 04, 2018 10:49 am Post subject: |
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| apka wrote: | | Quote: |
19th Oct 2016
Checkout Vikas Ecotech.. Cmp 16-17.. It has seen spurt of volumes in recent times.
Its the only listed manufacturer in India (as far as I know) of a special compound Organotis.. It's products are supposed to be used as an industrial heat stabilizer and is a eco friendly substitute for lead. (Maggi issue of high lead).. What Vikas is manufacturing maybe the way of future.. bioplastic made from waste cooking oil. And recently last week govt announced interest to make diesel from waste cooking oil as they do in UK, etc.
It's growth in 5 years has been good. It's expected growth in 2 years is double than march 2016 sales.. BOB capital market has given buy on it for trgt 31.. It has a factory in JNK, one place else and starting new one in Dahej.
My concern is it's high debt book and high credit period though it's clients are also listed companies like havells, etc. If these figures show improvement in coming quarters then it could be a potential multibagger.
If anyone has additional info on this, do share. |
already up around 15%.. cmp 18.99 |
Closed.. 46.70... 173%+ returns.. in just over 1 year |
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niilkamal
White Belt
Joined: 06 Dec 2017
Posts: 14
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| Post: #202 Posted: Thu Jan 04, 2018 11:36 am Post subject: all 3 stocks rocking |
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very well chosen and studied scripts of Vikas Ecotech, Oriental Carbon and Merck Ltd. They have really given extremely good returns. congratulations, keep it up.  |
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pkveenu
White Belt
Joined: 21 Apr 2009
Posts: 106
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| Post: #203 Posted: Wed Jan 10, 2018 10:46 pm Post subject: |
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Hello apka
Can you please guide about the movement of price action of unitech ltd.
Myself holding since long and averaging out with price around 10.75 pr share.
Regards |
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apka
Black Belt
Joined: 13 Dec 2011
Posts: 6137
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| Post: #204 Posted: Thu Jan 11, 2018 6:29 pm Post subject: |
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| Sorry..... Unitech is dribbled with saas bahu drama since inception, i don't want to check it. |
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ca.krishna
White Belt
Joined: 17 Sep 2013
Posts: 158
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| Post: #205 Posted: Thu Jan 11, 2018 6:40 pm Post subject: |
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Hello Apka Ji,
Wish You a Very Happy and Prosperous New Year
Great return on your investment ideas
Request to post some new ideas also.
Waiting........
With Regards,
Krishna |
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apka
Black Belt
Joined: 13 Dec 2011
Posts: 6137
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| Post: #206 Posted: Thu Jan 11, 2018 6:51 pm Post subject: |
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1) Coal India... 308 cmp.. trgt 385-390+... timeline could be 3-6 months.
2) Godrej Agrovet... recently listed... cmp 621... buy it and forget it type long term stock.
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Disclaimer: Anything posted by me related to the stocks / indices are just my personal views and observations that are open for discussion. They maybe what I have traded, but neither of them are a recommendation nor a tip nor an advice. So if anyone feels enticed, get an opinion from registered SEBI analyst to make your trading decisions.
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niilkamal
White Belt
Joined: 06 Dec 2017
Posts: 14
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| Post: #207 Posted: Fri Jan 12, 2018 9:11 am Post subject: |
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Apkaji,
Good Morning,
Thanks for posting the stck recommendations. We always look forwaard for your good advice. Please keep posting.
Regards,
Niilkamal |
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apka
Black Belt
Joined: 13 Dec 2011
Posts: 6137
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| Post: #208 Posted: Fri Jan 12, 2018 4:08 pm Post subject: |
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| These are not my recommendations.. Anything posted by me related to the stocks / indices are just my personal views and observations that are open for discussion. They maybe what I have traded, but neither of them are a recommendation nor a tip nor an advice. So if anyone feels enticed, get an opinion from registered SEBI analyst to make your trading decisions. |
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niilkamal
White Belt
Joined: 06 Dec 2017
Posts: 14
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| Post: #209 Posted: Sat Jan 13, 2018 11:47 am Post subject: |
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Apkaji,
You are a very humble person. With great humility you say that they are not recommendations and we do agree with you. Even though you call them as your "Observations" only, we all know that you put them on the forum only after doing a detailed study of these scripts and never ever just casually. They have always worked beneficial for all of us.
Look forward for your many more such observations.
Thanks and Best Regards,
Niilkamal |
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amitagg
Black Belt
Joined: 01 Oct 2013
Posts: 4559
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| Post: #210 Posted: Sat Jan 13, 2018 9:08 pm Post subject: |
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| niilkamal wrote: | Apkaji,
You are a very humble person. With great humility you say that they are not recommendations and we do agree with you. Even though you call them as your "Observations" only, we all know that you put them on the forum only after doing a detailed study of these scripts and never ever just casually. They have always worked beneficial for all of us.
Look forward for your many more such observations.
Thanks and Best Regards,
Niilkamal |
Well said |
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