Hello Hitesh Sir,
Sir, how much importance should be given to operating cash flow..what should be done in case a company’s top line and bottom line is growing but it’s not reflecting in the operating cash flow..
Also Sir, minimum what percentage of profit should come in operating cash flow…please guide…
Thanks & Regards.
Hi, Sorry to intervene - but you can watch this, and you will get all the answers.
Hi Hitesh,
If one has to go by the queries put to you, it looks like the Volumes have dried up :).
Quick Question.
In the past, I have seen that after a correction, while the market tries to recover, it rolls back down often (but not necessarily) Close to the ATH/at ATH/few% abv ATH. The observation has been approx 10%; also, it never crossed the absolute low made before.
However, a recent Tweet by MarkMinervine said that although an absolute Bottom might have happened, while the market tries to recover, there could be another correction, which could be swift like a whiplash.
My question to you is, how do you play such scenarios? If we sit out, we can miss the rally, if we play it & set smaller SL we can be shakenout.
Aside, apart from the obvious sectors that are showing strength like Financias (especially Housing), Agriculture (Agrochem/Seeds/Tractors), Textiles & Hospitals. I can see PEB (pre Engineered Buildings) stocks setting up.
Pennar Industries
InterArch
If you could share you thoughts, that would be of great help.
The current rally that started post the near six month correction has been a stop start kind of rally due to various factors. There have been Tariff worries, Indo Pak mini war, and other macro factors like US downgrades, rising bond yields etc.. So we have not seen the typical sharp broad based rally that we have been accustomed to during 2024.
Usually the first leg of any rally is one which has a lot of disbelievers and hence there is often selling at various levels which needs to be digested. Regarding whether we will go down and form a higher low as compared to earlier low, its anybody’s guess. Its better to focus on individual portfolio companies rather than worry too much about market levels or where markets are headed.
Currently the good thing is that a lot of results are out of the way and one can work on a list of companies where results have been good, and or prospects going forward also are good.
Sector rotation will keep happening from time to time. If we can identify the big outperforming sectors going ahead, it can be lucrative. I think as of now, financials and defense seem to be going strong. Need to see how things pan out ahead.
Regarding the charts you have shared, both look strong and seem to be in a strong uptrend.
