Filed under panch-tattva talk

Who can hold nerve…

Friends, I am not talking of changes in price level from lows of the years, I am pointing out to you the change in Nifty and its component companies over the last 365 days before the melt down. You may see stark difference in level of prices now and back 365 days. Every passing days … Continue reading

Portfolios…PTQ3FY21

Friends, You are aware that we had closed all previous portfolios in Nov 2020 considering that market was at a point which was not in conformity with fundamentals. Since November end market kept moving high but we waited for the results seasons to commence. Now the result season for Q3FY21 is almost over and we … Continue reading

Recommendations at a Glance

Abbotindia @14634/- on 09/02/2021…Buy this for medium/long term. ACC @1765.- on 12/02/2021…Buy one lot now and secon lot at under 1635/-. Adanitrans @532/- on 05/02/2021…Buy this at under 435/-. Adaniports @576/- on 10/02/2021…Buy this at under 535/-. Adanigreen @1068/- on 11/02/2021…Wait for correction and next advice. Auropharma @935/-…But this for medium/long term. Axisbank @666/- on … Continue reading

New Portfolio (PTQ3FY21)…performance and activity

Friends, You are aware that we liquidated our all portfolios earlier and their respective performance is available under catagory ‘Portfolios’. We have created a new portfolio (PTQ3FY21) which covers all stocks covered under Nifty and Nifty Next. All these 100 stocks have been or will be analysed post Q3 results. This portfolio is based on … Continue reading

The Budget And RBI’s Policy Meet

The two important events have taken place in this month itself, the budget and later the RBI’s policy meet. Both have announced, more or less, the continuation of what has been. This is major departure and is welcome. Why not let matters settle down and obsrve keenly before attempting to change course because what govt … Continue reading

The Markets

The leading indices are rising and rising purely on back of FIIs purchasing. Biden is sworn in America for America, not for India. So, any kind of enthusiasm on that score is foolish. Our budget is mostllikely going to be a non-event. The corporate taxes at already at low point and may be tweaked to … Continue reading

TCS @3120 on 08/01/2021

This may be sold now if in stock, however, it seems worth buying ta under 2865/- for medium/long term till the next advice…ref 145/385/2035/1091/1200/1200/1000/1000/qIIIfy21). N.B. This has been good scrip to hold and has given good performance over the last five years gaining more than double the in terms of price while its sales revenue … Continue reading

The Markets and Historical Performance of Companies

The market has not stopped its upward journey, the reason seem to be nothing else but the advent of Corona vaccines and the liquidity injected, and expectation of further such injections. The companies are likely to perform better but we have still to confirm whether the performance will be better against a normalised past year … Continue reading

Don’t Be Scared, Be Cautious

Please dont feel scared by looking at above chart because the sudden spike that happened in case of Heng Seng has a different back ground while spike in our Nifty look akin but it’s after a steep decline. We should however be wary if it keeps going up without any meaningful correction. I think 1500 … Continue reading

The Markets and Historic Performances of Companies

The market has not stopped its upward journey, the reason seem to be nothing else but the advent of Corona vaccines and the liquidity injected, and expectation of further such injections. The companies are likely to perform better but we have still to confirm whether the performance will be better against a normalised past year … Continue reading