Regarding cash flow statements and what to read in those, the best resource is Pat Dorsey’s book, The five rules for successful stock investing. I am not a finance guy and hence not qualified to give expert advice on these matters.
GMMA system works on all time frames. Typically if the investment considered is for short term duration of few weeks to few months then I prefer daily avgs and higher time frame then weekly avgs.
The portfolio you mentioned seems okay though you can add some fast growers from fmcg or pharma space rather than holding slow growers like itc and vst inds.
Looking at only the earnings yield in a company to consider undervaluation is like looking at only the nose or the ears or the eyes of a girl for consideration as a spouse. One needs to consider a company from various parameters before deciding if there is undervalaution or not.
A fast growing company can be a steal at 20-25 PE whereas a slow grower might be overvalued at 12-15 PE. Valuation is a very relative concept and there is no one size fits all answer to these questions.
@Lucifer I dont know what coach means in terms of referring to me, but I dont track pix transmissions.
@Ajjugattu First time I heard the name beta drugs, So no views or idea on it.
@ap1990 I have not looked at recent results of bandhan bank or any other financials. I think in current scenario most of them are out of favour and might remain so. However they might at some point of time be a short to medium term trade as a Covid recovery trade, along with all sectors affected by Covid like hotels, casinos, multiplexes etc.