Rudra’s PF and Information attic

[Prdnt_investor]

@suryakanth

Just like to put my comments:

Kaveri seeds: I think seeds companies are well placed. Agri sector itself is well placed especially if Narendra Modi comes into power. Nuziveedu Seeds is also planning to come up this year.

Hawkins Cooker: I Think a 4-bagger is waiting in Hawkins. The market should pick up. I planned to buy it but I am waiting for sales to pick up.

Unichem labs and Dishman: In pharma the ones I prefer are Lupin and Sun that’s it. But there are some good business models in Health care delivery that are coming up.

Amara raja: They are having ambitious plans. 10000 cr revenue by 2020 i think. Its a good stock and allocation is also good.

Gruh Finance: This is my all-time favourite. I am never tired of talking about this one. I believe that it is a standard 30% return stock.

One thing i can suggest here Please do not be in bad businesses just for the sake of 20% higher returns. Or because of Low PE ratios. At the end, it is the discipline to stay with good businesses that keeps our money intact.

Thanks surya kanth for your generosity with comments

I have long since moved out of poorer businesses and focusing on quality as you rightly suggested.