Coming to your stocks,
United Spirits remains a big player with capable management with the exit of Mallya. But the fly in the ointment remains the antcis of govt. When a company is faced with a lot of regulatory headwinds one has to be careful about valuing the business esp when earlier it was supposed to be a high quality business with a long runway. Now with the regulatory headwinds and some more expected, the quality of the business has been diluted to some extent.
HSIL is a company I had studied earlier mainly because of the building products division. Its products are top notch. Here the problem is about the other glass packaging business which takes the sheen away from the company. The best thing management could do would be to demerge the companies but while listening to last concall the sense I got was that the management was not too keen on it. I feel any investor who even has the brain of a peahen would know the benefits of a demerger and still I cant figure out why management is shying away from demerging the businesses.
GSFC is a company located in my city, As a company it remains vulnerable to a variety of factors ranging from monsoon to govt policies and I had earlier bought it as a technical bet. I think I was too early into it and got frustrated out of it due to lack of any significant movement. And just when I got out the move started. .Thats the way things go in markets. You will have your hits and misses but as long as your misses dont cost much and you make the most of your hits, you should be okay.