Dear all Valupickers,
this is my fist post and I must say I am mighty impressed with the level of research done by people here. Here is my portfolio:
1). Piramal Enterprises - 19%
2). Hawkins - 19%
3). Page Industries - 14%
4). Thangamayi Jewellery -7%
5). Symphony coolers -6%
6). Hero Motors - 5%
7). J B Chemicals - 4%
8). Unichem - 4%
9). Mahindra Financial - 4%
10). Titan - 4%
11). Others ( Emami, BOB, Amara Raja, Jubilant Life, techno, Indusind,PFC) -14%
Looking to add in J.B Chemicals ( have been tracking it since last 7-8 months) and Amara Raja
Dear Seniors ( Donald, Hitesh) - Kindly comment
Regards
Sunil
hi
its a good solid portfolio.
i am not a big fan of piramal healthcare. I consider it a better managed PE fund but dont know when actual value unlocking will happen. Its a dark horse.
regarding stocks u are considering for addition, i think amar raja has run up sharply and needs to be seen how it delivers on results front. even exide might be interesting since it is bound to catch up sooner or later.
among others, i think jb looks great. unichem is also correcting and might offer a good entry point in next few days
regards
hitesh.
Many thanks Hitesh.
Piramal is a very long term bet for me .
What do you think of Cera, I had bought it earlier @ 200 odd but sold it. Feel its a great story and can give great returns going forward. Though the price has run quite sharply, itsa good consumer play.
On Amara Raja I did some scuttlebutt and it seems Amaron is being liked by people. Perhaps it may emerge a leader in a few years.
Thanks always for your guidance.
Rgds…Sunil
sunil,
I think some amount of re rating has already happened in cera after the recent run up. I think it can post eps of around 35-36 for fy 13 so stock is available at 10-11 pe. this re rating can go up to 15 pe as well so there might be some more juice left for the stock if markets were to go up and midcaps appetite should increase.
Did some changes, this is the latest one:
1.Hawkins - 20%
2.Piramal enterprises - 17%
3). Page Industries - 14%
4). Thangamayil Jewellery -7%
5). J B Chemicals - 6%
6). Symphony coolers -5%
7). Unichem - 6%
8). Hero Motors - 5%
9). Mahindra Financial - 4%
10). Titan - 4%
11). Others ( Emami, BOB, Amara Raja, techno, Indusind,Kaveri) -12%
Added Cera and Mayur and increased Kaveri. Here is the latest allocation:
1). Hawkins - 16%
2.Piramal enterprises - 14%
3). Page Industries - 13%
4). Thangamayil Jewellery -8%
5). Symphony coolers -7%
6). Unichem Labs - 7%
7). Kaveri Seed Company - 7%
8.** Cera Sanitaryware â 6%**
9). Mayur Uniquoter - 6%
10). J B Chemicals - 5%
11). Titan - 3%
12). Others ( Atul Auto, Amara Raja, Indusind, Cravatex) -8%
Any particular reason to exit Amara raja?
No particular reason. Since amara raja and atul auto had run up quite a lot, put that money in Page and HDFC bank when they were near lows due to relative attractiveness and stability.
