I am sharing brief philosophy behind each investment,
Rain industries - I like management of this company very much, this is a cyclical business but in downturn they manage to remain profitable plus major CAPEX is in queue.
ITC : I am personally using products of ITC except for cigerates so I can say future of company is very bright. the dividend yield is also attractive.
DHP India: Attractive valuation. and I read the analysis of one of VP member @dineshssairam ‘Dinesh Sairam’ on this stock and I like his investment style.
Sunteck reality: Betting on Mumbai real estate player with good management with attractive valuations.
VST Industry: Attractive dividend yield with moderate growth. recession-proof business.
Safari Industries: Growth of this company is Awesome and gaining market share from market leaders like VIP industries.
Akzo Nobel: Quality mid-cap with moderate growth and available at decent valuations compare to its peers.
Godrej Agrovet: Good play on rural theme with good management.
Kriti Nutri: I like the last 5 year’s performance and I would like to increase allocation gradually after analyzing each quarter performance.
I am not an expert in doing business analysis that can be easily seen in my above one-liner explanation of each stock. I do read threads from this forum and making investment decisions.
I know that’s not enough that’s why I am seeking advice/suggestions from experience VP members.