The Stock Market thread

[dante77]

Pharma jitni tez utha usse tez gira

[rushab oswal]

32 minutes ago, dante77 said:

Pharma jitni tez utha usse tez gira

Im now moving towards more sip, mf , metals , etf's and fd then direct stocks. unless you give time to study companies keep track there is no point in investing so much money. 

Will keep it as a hobby .

 

This is by no means a message to sway anybody away. just for me i dont see this working.

[dante77]

Divi's lab

[KunjanPSD]

8 minutes ago, dante77 said:

Divi's lab

Hona hi tha.

Molnupiravir's one off earnings got extrapolated by market. There won't be a pandemic every 2 years to give them such a chance. Not something which the management has control over.

Same is happening with Laurus and Paxlovid.

 

Important thing is to track what the management does with these 1 one off cashflow.

From the looks of it, it's going into the correct place but with the current valuations, won't touch Divis.

 

There are plenty of opportunities right now in Pharma. Like less than 1.5x sales with 25% long term ROCE where earnings can possibly double in next two years.

I will buy this business, not Divis.

[dante77]

I have some good investment in Divi's. Avg 4400

 

[KunjanPSD]

11 hours ago, dante77 said:

I have some good investment in Divi's. Avg 4400

Divis is a long term compounder.

What I said was from a POV of opportunities available where 15%+ CAGR can be achieved over next few years.

 

Currently at 9.94 P/S which is below 5yr avg of 11 and just around 10yr avg. 

If you want 12-15% CAGR over long term without headache, then further correction (closer to 7-8x P/S) will yield you a good add-on opportunity.

Edited November 8, 2022 by KunjanPSD

[dante77]

1 hour ago, KunjanPSD said:

Divis is a long term compounder.

What I said was from a POV of opportunities available where 15%+ CAGR can be achieved over next few years.

 

Currently at 9.94 P/S which is below 5yr avg of 11 and just around 10yr avg. 

If you want 12-15% CAGR over long term without headache, then further correction (closer to 9x P/S) will yield you a good add-on opportunity.

Now am feeling good

 

[KunjanPSD]

30 minutes ago, dante77 said:

Now am feeling good

 

Add karna padega while the price continues to drop.

4400 ka avg leke nhi hoga kuch.

[rushab oswal]

DMCC RESULTS 

they changed from chemicals to specialty chemicals so they can get better valuations. Now this results ?‍♂️?‍♂️

[rushab oswal]

Dp.

Edited November 8, 2022 by rushab oswal

[rushab oswal]

16 hours ago, KunjanPSD said:

Add karna padega while the price continues to drop.

4400 ka avg leke nhi hoga kuch.

Dont average down your stocks unless you are 100% sure what you are doing.

[KunjanPSD]

50 minutes ago, rushab oswal said:

Dont average down your stocks unless you are 100% sure what you are doing.

I know what I am doing ?

[rushab oswal]

21 minutes ago, KunjanPSD said:

I know what I am doing ?

i did not. 2000 zarahe the waha 5000 gawadiye lmao?‍♂️

[KunjanPSD]

 

 

As expected, it's not just the small cap funds which suffer from underperformance. MF selection is the real skill, be it small/mid/large cap.

Else, be the market.

[dante77]

All bad results today

[dante77]

So much blood in my PF in last 2-3 days

 

[KunjanPSD]

NEULAND

[LordSpymaster]

Bought Tata Coffee and Indigo today.

[Bhpian Bali]

2 hours ago, LordSpymaster said:

Bought Tata Coffee and Indigo today.

 

kaunsa sachet?

[dante77]

Market touching All time High. My stocks touching All time low

 

Yo