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21 hrs ago
Hsil starting breakout after s consol range. no worries, patience play position....
  tandonn
7 days ago
Clsa sell call could get this to 1500 before large hands accumulate for next leg up. potential idea for long only allocation. small allocation now in nazara....
  tandonn
   
7 days ago
With the lower than expected results for natco trading momentum can disappear. opportunities to accumulate lower @ 900-950 level could be good entries....
  tandonn
8 days ago
Entered natco pharma small, look add any 5 10% correction which does not look coming though....
  tandonn
10 days ago
Oracle software after a extremely longish consolidation seems to have started on a new uptrend. patience play only....
  tandonn
     
14 days ago
Note that itc pretax profit non cigarette fmcg is only 800 ceore of 17900 crore. so the 14000 crore revenue in fmcg accounts for not much in itc. need hive off fmcg and foods into separate companies...
  tandonn
15 days ago
Undervalued bluechip of credit n advisories showing signs of life. long term investors shud anyways look crisil up again....
  tandonn
16 days ago
Putting natco pharma back on watch. an old bagger which lagged last few years on plateauing of portfolio and margin erosion in us. investment cycle and big launches should be drivers ahead....
  tandonn
16 days ago
Short term expectation on rerating to 700 odd levels in laurus. and then growth needs drive next phase....
  tandonn
     
17 days ago
But that aside strong fundas for crisil. just picking a yes secs note to highlight. crisil with a) its strong foothold in ratings industry, b) above average growth rate compared to gdp, c) presence ...
  tandonn
     
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