have you noticed?
how many of you have noticed that the Sensex and the Nifty may have gone nowhere in the past few weeks…but I have seen some explosive growth in:
Cholamandalam Finance, EID Parry, Carborundum Universal, Tata Motors, Cummins….
just an observation and back patting myself….
PS: i MAY have a trading position in these shares too…
I SURELY DO HAVE AN INVESTMENT POSITION IN ALL THESE SCRIPS…and have had an investment position for at least a decade…and have had trading positions very regularly too 🙂
criticalanalysis
Then why are FIIs not investing in the scrips that you have mentioned?
Sonny
Subraji, a decade is a lot of patience, I am sure it might have paid off. Most of the stocks you might have bought a decade ago would have been in 10’s of rupees. Now that we look at investing, people keep advising don’t invest in small cap, some also go to the extent of saying, don’t invest in mid cap stocks. Please do a post on that.
Sreedhar
Hmm…not an impressive blog! I can list a host of small/mid cap stocks that have had a smart run up in the last 3 odd weeks.
Ashal Jauhari
Dear Subra, I can’t say for other scrips but yes, Tata motors is on a run. 🙂
Thanks
Ashal
sonny
@sreedhar usually Subraji don’t give any stock selections but he does share stock performance from time to time. He might be ahead of all of us put together in small cap. Dont underestimate one’s portfolio bcoz you got lucky and generalize your feedback on the blog itself.
subra
God bless you Sreedhar, I am happy with my portfolio selection and performance.
aditya
Subra
do you miss mentioning Coromandel ? your favourite one..
anon
Congratulations.
All barring 2 are “Madras” stocks, eh? 🙂
Tata Motors and Carborundum I have. leetle leetle.
Sreedhar
I think I have been misunderstood! I am a fan of Subra sir and that why I read his blogs daily! Just that this one didn’t impress my much. Obviously doesn’t mean I doubt abt Subra sir’s stock selection style or am commenting on his portfolio. Also, neither have I bought any stock nor have I been lucky 🙁 I just made an observation. But, thanks so much for your blessings Subra sir!! I definitely need it 🙂
JS
While Subra Sir is humble enough to share the stocks in his portfolio, I would agree with Sreedhar on his observation. Rate sensitives like IVRCL etc have also doubled in the last 1 month or so… (might have bottomed out or a relief rally donno).Appreciate your candid opinion, Sreedhar. Subra Sir; while most of the stocks which you bought a decade back would have become multi multi baggers; could you throw some light on how a retail investor should handle issues when one is advised with double edged swords like:
1) Buy on dips-Don’t catch the falling knife
2) Don’t time the market – Timing is everything to buy the stock cheap
3) Long term investing is the key- In the long run alls dead
4) Inflation, Growth etc are important data points- Macro is useless when it comes to stock picking
5) Patience is the key in investing – If your stock has not performed, book losses
JS
While Subra Sir is humble enough to share the stocks in his portfolio, I would agree with Sreedhar on his observation. Rate sensitives like IVRCL etc have also doubled in the last 1 month or so… (might have bottomed out or a relief rally donno).Appreciate your candid opinion, Sreedhar. Subra Sir; while most of the stocks which you bought a decade back would have become multi multi baggers; could you throw some light on how a retail investor should handle issues when one is advised with double edged swords like:
1) Buy on dips-Don’t catch the falling knife
2) Don’t time the market – Timing is everything to buy the stock cheap
3) Long term investing is the key- In the long run alls dead
4) Inflation, Growth etc are important data points- Macro is useless when it comes to stock picking
5) Patience is the key in investing – If your stock has not performed, book losses
Thanks,
JS
subra
thanks for all the good things and all the bad things…i mentioned these shares because i bought them recently. Coro part of my portfolio always, no recent fresh position – maybe a little later, but do not know.
I have enough to be humble about, so please, let us leave humility aside 🙁
Current year..as of date the Sensex is DOWN by about 11% (Moneycontrol) and my equity portfolio is UP by 2.6%. I would call it decent performance – but I have done well in the debt market -but that is obvious is it not. Debt is a small part of my portfolio – and I may even be coming out in 3-4 months.
JS – I keep writing about these things try to read ‘Investment myths’. Too much media watching is bound to leave you confused and frustrated. I have done a post on ‘Best books to read’ or something like that..start with ‘Random walk down Wall Street’, stop listening to people who like action. Action makes money only for the broker and perhaps the tv channel.
aditya
Subra
thank you for replying> Coro has made a fantastic return historically.
May I request you to help me understand and inform all of us as and when you have taken fresh positions in Coro and WHY?