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Opinion
Buying Stocks at 52 week Highs: Presentation and Summary
I presented at Investors’ Carnival recently. The idea was Buying Stocks at 52 Week Highs. We have some of the slides here. No one likes to buy at a high ...
Charts & Analysis
November Flattens Up for Markets, But Nifty's Still Up 25% in 2017
It’s been a flat November for the markets. The Nifty fell marginally, about 1.1% even if it recovered from a November 15 low. What’s interesting? ...
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Premium (Unlocked): The First Year of a New Momentum Portfolio Gives Us 64%
So here it is. We now celebrate the first anniversary of our new Momentum based investing strategy and its time to take a quick look at how it has done! Before ...
Charts & Analysis
The Sep 2017 GDP in Charts: 6.3% Growth But With a Falling Twelve Month Pattern
The GDP release for the September quarter has been interesting. It shows a 6.3% growth, which, by itself, would be a good thing. But you have to consider a few ...
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Portfolio: Adding Second Tranche Of EV Portfolio
The EV portfolio has given a phenomenal run of 32% since it started on 22 Aug 2017 with six stocks. Post that we added three more stocks. It's time to add the ...
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Premium: Wipro Gives Us That Buyback Juice Again – Bond Baba Looks At 8% For Next Month
Two of our buybacks get back to active mode. Remember, we exited Wiproearly at 302. And we are still in Infy. (Entry post) Some progress now, as both announce ...
Charts & Analysis
Charts: The Nifty, Junior and Nifty 500 P/E At 10 Year Highs and Dull Earnings Growth
In general, it seems to be a bad idea to speak of the Nifty P/E ratio anymore. So anti national. But just because it doesn’t matter, should we just stop? ...
Stocks
Q2-FY18: Earnings Notes: Gujarat Fluorochemicals, Indian Energy Exchange, PVR & Take Solutions
Here is a short summary from the Q2-FY18 Earnings Call Transcript of a few selected stocks. The sole objective of this post is to provide a quick short digest ...
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Premium: Uncle Theta Creates Another Strategy To Protect Downside for 2018, and a Past Review
It’s one of those times when you would have loved a no-downside strategy. Don’t lose anything when the market moves down. And it’s down the ...
Stocks
Q2-FY18: Earnings Notes: ICICI Lombard, Lupin & Mahindra CIE
Here is a short summary from the Q2-FY18 Earnings Call Transcript of a few selected stocks. The sole objective of this post is to provide a quick short digest ...