Bhansali engineering - one of the only two companies in India which produce ABS.so i consider that as a good moat.Debt free and capex planning . Demand is more than supply. Invest early already 100% up on it.planning to hold for 3 year or more .will add on dip and increase allocation.
Jk paper- yes high on debt but i like consistent focus on reduction of debt. Past 3 quarter on quarter excellent results.
Anti dumping duty on paper from other countries,also China paper industry in trouble due to environmental issue.will keep as long as the conditions favourable
Meghmani Organics- great fundamentals.promoters sounds very optimistic about future.EPS for this H1 2017 is already what it was last year so it can easily double it. Planning to hold it for 3-5 years and planning to add more.
Navneet Education- bought this after reading the extensive research done by motilal oswal on same. It was up by 20% from buying price within month.will hold till 2019.
Kajaria Ceramics- Due to GST, unorganized sector will have huge impact here so it will help organized sector. Liked Goldman Sachs report on same will hold for at least 2 years
Karur Vysya bank- Will hold for long term , currently lagging but i think appointment of ex Citi bank member will really help in long term.
Karnataka bank- liked 2020 vision of bank. Bought at higher price but will hold.