What are YOU buying/selling/holding?

Discussion in 'Position Trading' started by chiragr, Sep 17, 2016.

  1. chiragr

    chiragr New Member

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    What are you planning to invest in? What did you sell, and why? If you are continuing to hold onto existing investments, what are they and why do you hold them? Are you avoiding anything? Again, why?

    Feel free to share your investment rationale. This thread does not exist not only for disseminating knowledge on investment decisions (the why?). Others are free to assess your rationale.
     
  2. chiragr

    chiragr New Member

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    I am buying:

    Panasonic Carbon: It is a micro cap with an export oriented business. 63% stake is owned by the foreign parent Panasonic. Debt free. Has an almost monopoly in manufacturing of carbon rods for batteries. Decent growth. High profit margin. Div Yld of 2%. Being a micro cap, the volumes a low. So I am buying 10 shares every day.

    Sanofi India: Mid-cap pharma. Decent profit margins and growth. Debt free. Div Yld of 1.5%. It has low volumes so I am accumulating slowly by buying 1 or 2 shares at a time.

    HCL Tech: IT Sector is currently out of favor. But my belief is, it wont be the case for long. I think IT sector will bounce back in next 6 - 9 months. Personally I like it more than TCS, Infy or Wipro.
     
  3. anujtycoon

    anujtycoon New Member

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    I am holding Jagran Prakashan from 18 months. I bought it after its guidance to buy radio city. It is a cash rish company, with long positive history. At cmp i feel it is rightly valued & with majority of good companies trading at very high valuation, this co can still give good returns in 2-3 years time.


    Sent from my iPhone using Tapatalk
     
  4. chiragr

    chiragr New Member

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    I like Jagran Prakashan too and am holding it for a 1 year horizon.
     
  5. chiragr

    chiragr New Member

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    Here is the list of stocks that I am holding:

    HDFC Bank Limited
    ICICI Bank Ltd
    HCL Technologies Ltd
    Hero Motocorp Ltd
    Lupin Limited
    Yes Bank Limited
    Aurobindo Pharma Ltd
    Tech Mahindra Ltd
    NMDC Limited
    Biocon Ltd
    3M India Ltd
    Sanofi India Ltd
    Edelweiss Capital Limited
    Jagran Prakashan Limited
    Jyothy Laboratories, Ltd.
    JM Financial Limited
    Sintex Industries Ltd
    J B Chemicals and Pharmaceuticals Ltd
    South Indian Bank Limited
    Lakshmi Vilas Bank Ltd.
    Hindustan Media Ventures Ltd
    Srikalahasthi Pipes Ltd
    NOCIL Limited
    Voltamp Transformers Limited
    Omkar Speciality Chemicals Ltd
    Veljan Denison Limited
    Panasonic Carbon India Co Ltd

    (3M was my spur of the moment investment, I am planning to get out of it)
     
  6. Hugh Jackman

    Hugh Jackman New Member

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    Hi,

    How do you guys find these stocks from all those stocks listed on NSE and BSE.
    What is your process of filtering the stocks down. Please be a bit precise.

    Thank You.
    Hugh.
     

  7. chiragr

    chiragr New Member

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    I use a screener http://investr.co.in
     
    Hugh Jackman likes this.

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