Update on Portfolio / Results / Omkar Demerger

Dear Readers,

We have received the year end results for FY 16 -17. Most of the companies have given good results. Impact of demonetization is almost got neutralised during Q4.  GST rollout is also expected to move smoothly and now we can expect much better growth in current and coming years. Overall portfolio performance is in line with our expectation, need to hold the stocks for further gain as given in below table

We have received comments about few non performing stocks. We will continue to review and monitor these stocks for 3 complete financial years from the date of suggestion than we will take the decision on it. Unless there is any change in the fundamental of the stock, we are going to stick with our investment decision at least for 3 years. 

Record date for Omkar demerger is already announced. Both companies have very good potential and you can hold both shares for much better return in next 2-3 years similar to TCI demerger. It is because those who sold the TCI or TCI Express for short term gain just  20 -25% will have great regret in future. Those with higher allocation near 20% may book the partial profit at 100% to make the remaining shareholding free of cost and reinvest principal amount to expand the portfolio.

If we will analyse the above portfolio stock list than most of the stocks have given enough chance to buy within + / - 10% from suggested price. But when we analyse the comments than we find that several readers are asking to buy the stocks at much higher price or they have already bought  50 -100% above suggested price. Always need to buy the stocks at low price on time instead of chasing at higher price because almost every month (30 - 45 days) new stock is posted on the blog so you are never late.

Next stock will be posted during next weekend ( 16 -17 June)