One must agree, it has indeed been a wonderful journey for investors following us till now. We don’t prefer to check the portfolios on rallying market peaks.Instead take views when markets are consolidating or correcting.
We might be entering into a period of consolidation with negative bias which is good for long term investors.With all the right things happening in Delhi and all the bad things happening in the border, we advice investors to slow down on investments and take strict decisions based on stock specific ideas with SIP approach.
Many interesting things has happened in many of our recommendations.
A one liner for everything
Cera’s mind blowing performance continues as usual.
LaOpala surpassed all limits of expectation.
Mayur’s consistence performance with high future expectations.
Sequent’s change in business model for exciting future.
Dhanuka on the way as expected.
Vardhman average performance expected this year when compared to last.
Patels promoters are more bullish than us.
Gulshan just getting ready for the big leap.
Aro granite undervaluation for a consistent growing company.However we are not a big fan of the business as mentioned in our report
*Adjusted to Split/Bonus.