Tuesday 8 September 2015

Review 1.0



Review 1.0
Due to traveling and other commitments its difficult to update about the day to day movements in the stocks already discussed on this blog. So, here is Review 1.0 which is the 1st of its series where we will cover all the stocks discussed on the blog.

In short: This post is a periodic review about all the stocks discussed on the blog.
Rounded Off^

Average return per stock at peak is around 92.93% and Average return per stock at CMP is 30.68%
This has been clocked from Oct 2014 till now Aug 2015.

Be it 92.93% or 30.68% I think it's not bad in 10 months, Right?
Recently, Markets have crashed and a lot of stocks have fallen 50-60% but these short term corrections will not have any impact in the long-term if we invest in good companies.

This is a good time for shopping, And hopefully this month we will be shopping for our portfolio again!

 Hope you enjoy reading the blog, Cheers!

24 comments:

  1. So Profit booking is key to ensure that you do not have high negative returns

    ReplyDelete
    Replies
    1. It depends on what is the goal of your portfolio.

      For me after any stock rallies more than 40-50% one can downsize their holding and look to hold only cost-free shares.

      Delete
  2. Very Very Good. You are really an ace picker.

    ReplyDelete
  3. thanks, whats your current view on above stocks? please add whether to buy/sell/hold column at CMP.

    ReplyDelete
    Replies
    1. Cannot offer buy/sell/hold as i am not an analyst or investment advisory.

      But all these 16 stocks look good to me, Maybe some of them have given bad quarters and corrected but these things shouldn't matter in the long-term.

      I don't regret any investment among these sixteen.

      Delete
  4. Bravo ACE SIR ,,,, VIDHI hit 10% UC @ 47.60 ,,, it always seeen hefty vol at upper price n specially whn it comes dwn near to 42-45,, thn instant hit UC

    me hold 6000 @ 20

    ReplyDelete
  5. Should I enter in snowman logistics at cmp??

    ReplyDelete
  6. Do you have new recommendation in current scenario?

    ReplyDelete
  7. Ur view on Jain irrigation?

    ReplyDelete
  8. Dear Ace

    I have invested recently in SKM, Gujrat Automotive & Dynemic Products. Its for long term, thinking they grow a lot in coming 3-4 years. Invested in Current prices.
    Please suggest do you have still high conviction in them currenly. Please suggest any other stock, which you got very high conviction among all.
    Thanks a lot in advance.
    Thanks
    Srini

    ReplyDelete
    Replies
    1. Dynemic and SKM are delivering good/stable performance (financially) however same cannot be said about Guj Auto right now.

      Delete
  9. is Sunteck Realty a buy at CMP...

    ReplyDelete
  10. Which is good to buy at camp..
    Kse ltd, jubilant life, kpr mill, ujjas energy? ??

    ReplyDelete
  11. Sir narmada gelatin continously going down...can I avg in this price?

    ReplyDelete
  12. sir, we are awaiting for new recomondation from last few weeks..

    ReplyDelete
  13. Sir, your recommended stock Pincon Spirits has announced Bonus on 26th Aug. Does this applicable for the new buyers or the one who is holding the stock on or before 26th Aug? AGM is planned in Nov to finalize this as per the reports. Please advice.

    ReplyDelete
    Replies
    1. After this bonus issue news, why pincon spirit started collapsing fro. 197 levels to 130 ???? Why ao aggresive selling...

      Delete
  14. Hello Ace sir
    I want to know when will Palred technologies be relisted?

    ReplyDelete
  15. Hello SIr,
    Any idea what is changing in gammon india.

    Regards,
    vinay

    ReplyDelete
  16. Hi, ur view on Adani Transmission?

    ReplyDelete
  17. Ace sir, your views on camlin fine sciences, indraprasht hospitals and alembic limited pls

    ReplyDelete
  18. Dear Ace,

    Ur views on Saurashtra Cement would be appreciated... Is this also a turnaround story and if yes, upto what levels it can go in your view??

    Awaiting for your valuable inputs on the same...

    Rgds,
    Shaik

    ReplyDelete
  19. Ace,

    Can you detail ur views on mindteck or provide me link to ur recommendation of this stock. Also, its mgmt quality and owners and promoter quality and profitability/debts, etc....

    Rgds,
    Shaik

    ReplyDelete