Mkt view :
Only 290 companies trading above dec 2017 prices which was top of overall broader market. If one looks at nifty which is concentrated in 5 stocks, then it may scare them. Whereas individual stocks have yet lot of room to grow.

In history of markets, when interest rates can not grow and remain so low for another 1 year minimum then stock prices are bound to soar.
How to play in current markets :
1. Debt free and low working capital companies ( as% of sales) with less receivable days and small cash conversion cycles . This ensures company always has money to operate n stay afloat.
2. High growth companies with above 1st condition. Top line of 10% plus and bottom line of 25% plus consistently with increasing or stable operating margins make the company do better in robustness of share price.
In such pandemic corona conditions or earlier demonetization, nbfc liquidity crunch, ilfs, small & midcap dwnfall from 2018: if all of these situations can not stop these companies then What will?
They remained robust and grew in profits and share prices. That's what we are choosing. If there is correction in stock price, it will never set a panic or regret, one would be willing to add n load it up. Only those are the companies worth buying.
with size of opportunity / available market to sell expanding for them. Where peer companies of theirs locally or globally are not able to compete with them in terms of margins, quality or scale
We have chosen Such 10-12 Companies where management is clear and working hard and smart on plans. "What is going to happen to their profits" Has very much clarity. Then question remains what investor is going to do about it?
to know more contact us at [email protected] , 8369508540

More from Trading

Fake chats claiming to be from the Irish African community are being disseminated by the far right in order to suggest that violence is imminent from #BLM supporters. This is straight out of the QAnon and Proud Boys playbook. Spread the word. Protest safely. #georgenkencho


There is co-ordination across the far right in Ireland now to stir both left and right in the hopes of creating a race war. Think critically! Fascists see the tragic killing of #georgenkencho, the grief of his community and pending investigation as a flashpoint for action.


Across Telegram, Twitter and Facebook disinformation is being peddled on the back of these tragic events. From false photographs to the tactics ofwhite supremacy, the far right is clumsily trying to drive hate against minority groups and figureheads.


Declan Ganley’s Burkean group and the incel wing of National Party (Gearóid Murphy, Mick O’Keeffe & Co.) as well as all the usuals are concerted in their efforts to demonstrate their white supremacist cred. The quiet parts are today being said out loud.


The best thing you can do is challenge disinformation and report posts where engagement isn’t appropriate. Many of these are blatantly racist posts designed to drive recruitment to NP and other Nationalist groups. By all means protest but stay safe.

You May Also Like