For a while i’ve been trying to get some opinion on my holdings and every since i found out about valuepickr i wanted to know your valuable insights into my holdings …
Kindly take some time out and help me with a review.
NAVNEET EDUCATI : Getting into CBSE with a large South india penetration yet to be tapped into.
T V S MOTOR COM : Tie up with BMW and historically a good company with good visibility in rural areas with the TVS50
FINOLEX CABLES : One of the biggest E.Cable manufactures
CENTURY PLYBOAR : Felt like a good industry w.r.t laminates and MDF
EVEREADY INDUST : Pretty much own the consumer battery market and a foray into LED lightings initiatives by the govt
U FLEX LIMITED: Pretty innovative packaging company, i believe they are experts in flexi packaging which has huge potential in Ecommerce market
TATA MOTORS LTD: Completely home grown and they are coming up with E.vehicles , not really the best choice but seems to be good.
DEEPAK FERTILIS: Largetst IPA manufactures in india and their TAN is also quite penetrated into indian fertilizer market.
KEI INDUSTRIES : Cables for power transmissions is going to become big is what i feel
EXIDE INDUSTRIE : A household name when it comes to all types of heavy duty batteries. at least on volumes they win
VAKANGEE LIMITE : very unique business model is what i felt, with last mile digital connectivity.
BODAL CHEMICALS : dyestuff and dye intermediates are picking up well.
ASAHI SONGWON C : Manufactures of largest quatity of Blue Dyes and dyecast in india, really wide scope .
TRIVENI TURBINE : Plays in the 70-120MW turbine and they seem to be the leaders there.
I’ve tried to explain the decision making to the best of my abilities… I have no formal stock picking training nor am I in anyway aware of number crunching . I’ve learnt it all up and started making investments. So if some of the explanations are a bit weird , kindly bear with me!
I would like to buy more of some of the stocks listed above(research is still on). I would also like to add more (at least 5 more).
So far i’ve taken out some money in profits from these stocks while i continue to find oppurtunites to divest more.Kindly let me know if that would a good option.
I’m a long term investor with at least a 3-5yr timeframe.
Kindly provide your inputs.