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Portfolio commentary New buy/sell Stocks– Nov 2017

As mentioned in earlier blog posts also, we have been seller of many of our stocks like Adani enterprise, Rain industries (Which now is multi bagger, though we have small holding left and will be initiating sell soon), Westlife development etc. (Mostly small and Mid-caps) and buyers of Reliance, Tata motors, Jubilant food works and Adlabs entertainment.

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Nifty @9000 Market commentary!!!

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So, Nifty at the doorsteps of  9000, all the bears are hiding and bulls are on the rampage , so the tide is getting higher.The D mart IPO of 18000 Crores  is one of the biggest and going to suck liquidity but who cares. 2008 bull market ended with Reliance power IPO, but before that DLF IPO (IPO price 1000  right now at 145 ) and Big Bazaar IPO (IPO price 1000 if I am correct and now n number of companies with god knows the complexity of valuations huh….). So are we on the cusp of the end of this run … we at SHIKHAR CAPITAL don’t think so….. (more…)

FMCG stocks, tough times ahead thanks to Patanjali

How Patanjali has become one of the fastest growing Indian company …

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A couple of days back I visited a Patanjali superstore in Pune. What I saw was just unbelievable. The quality of store and the arrangements with new Patanjali products was way better than any of the Big  Bazars or Reliance retails(By the way reliance retail stinks).

The wow factor is the product range being offered by Patanjali. I never expected to see sunscreen lotions or Kajal, the Biscuits or choco cornflakes, the Chocolates. All these products which have been the strong hold of companies like Nestle, HUL have been copied in every way. By the way, this reminds me of famous quote  “Good artists copy, great artists steal. Pablo Picasso” (more…)

So what is there after Budget, Elections & Some new Stock recommendations!!

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Hi all,

Thanks for the overwhelming response to the last post !!!! your  tweets were really heartwarming !!

So today’s four point agenda of the post are

1) Budget

2) Elections

3) Some update on recommended socks 

4) New Stock recommendations

I know the order should be upside down so I will keep it short…. (more…)

Is Reliance Industries “A dark horse” Stock !!

Is Reliance Industries the new dark horse!!

Reliance Industries is a stock which has not moved for a decade and in a decade even bank deposits would have doubled your money .

So why interested in Reliance Industries?? First a technical check ……..

Now ,all three Dow jones , Nifty and Reliance were at same place in 2008 . But after long 8 years Dow is almost 80 per cent up , Nifty 50 100% up and reliance down by 10%. (more…)

Inspiration behind this blog!

Hi All,

Let’s take a break from the stock market , because the stock market is also taking a breath … we believe we are going to touch 9400 soon but till then have a break and be long …. Lot many people ask me how I got inspired to set up this blog . The answer is very simple, (more…)