I have personally followed Datamatics from 30 to 130, and I think it has the potential to go to 150 or even 200 in the long term. Minimum investment period: 4-5 years. For the short term, there can be fluctuations, but you need to keep an eye on results.
Can you share your portfolio of stocks, if you are a long term investor?
I invested around 15 lakh in March-April and has made around 7 lakh in profit in June 2020. If the 7 lakh vanishes in the next 5–6 months, I will not worry as I am a long-term investor. The goal is to sell my holdings (partially) after 10–15 years.
I always believe in the strategy: BUY RIGHT, SIT TIGHT. I have been around the stock market since I was 15 years old and started dabbling in markets with my father. I don't know every detail about the stock market, but I know enough to make money in the long term. My father had never made money in trading, in fact, he lost all the money he made in equity due to trading stocks.
Although, many believe trading is profitable and it might be, but if you're starting, NEVER TRADE. Start with understanding the markets and start investing slowly. You might think 1,000 rs is a small number to start but believe me, if you start investing now and increase the amount you invest monthly you will get RICH in 20 years.
#long-term #valueinvestor #investing #portoflio #rich #profits #Stock #Stockmarket
Why should I buy 10,000 shares of HDFC Bank for long term investment?
HDFC BANK IS A PROVEN MULTIBAGGER.
I don’t think that HDFC bank has ever disappointed anyone apart from huge Market correction.
Why you Should hold the stock?
1. The Financial Trend has been positive every quarter since we started tracking 20 quarters ago.
2. HDFC Bank continues to register high-profit growth while keeping its Non-Performing Assets (NPA) very low and very high return ratios.
3. The Gross NPA based on March 2019 numbers is 1.3%. This is against close to 10% of the Gross NPA of SBI reported in Dec 2018. The corresponding number for ICICI is around 8%.
4. The ROA of HDFC Bank continues to be high at around 1.8% vs ICICI’s of 1.5% and SBI’s 0.4%
Motilal Oswal Securities in a recent report has articulated very well that HDFC Bank is ready to capitalize on the growth opportunities due to the following factors:
• CASA ratio of 43.5%,
• Opportunities’ for the significant market share gains
• Improving operating efficiency led by digitalization initiatives
• Expected traction in income due to strong expansion in branch network, and
• Best-in-class asset quality
When to sell?
Philip Fisher famously said, “If the job has been correctly done when a stock is purchased, the time to sell it is — almost never.”
However, he did provide a framework for selling a stock. He says one should sell a stock if “the reasons you bought the stock are no longer valid”
This could happen mainly for the following two reasons “either there has been a deterioration in the management quality of the company or the company cannot sustain the growth”.
My View on HDFC BANK is very very BULLISH for long-term investments.
#HDFC #Bank #longterm #investments #HDFCBANK #Stock #sharemarket #bullish
What is the son of Harshad Mehta doing now?
Harshad Mehta son Aatur Harshad Mehta is the promoter of a textile company fair deal textile his name came into news when he bought around 1.45 M shares at 47.8 Rs/ share of this textile company along with his partner. Aatur is now working in the stock market as he got this talent from his Uncle Ashwini and his dad Harshad. Harshad's brother Ashwini is a known lawyer and practicing in Bombay High court while his son is involved in the stock market for bread and butter.
Question: Which is a better share for the long term in India, RIL, or Tata Steel?
Both RIL & Tata steel has good management & strong business.
RIL - is having more revenue drivers like Jio, Retail, etc. Now they have collected huge money from many institutions & other strategic partners and become debt-free.
The current valuation is a bit high but considering long-term potential, it is OK to start accumulate it in small portions.
Tatasteel - Age-old proven business in metal and subject to cyclical in nature. If you just see the chart, it has not delivered great returns to investors.
See the last 5 yr data: RIL appreciated about 381% & Tata steel is about 63% only.
I am planning to buy 10,000 Yes Bank shares at 13.5. What are the chances of it reaching 135 in the next ten years?
Why do you want to invest in such stock? These stocks are very risky, and the past scam in YES Bank doesn't instill any confidence. Although the current management is brilliant but waits till the balance sheet is more attractive.
It's better to invest in other stock which may give you more than 20 times return in long run. This stock only has only a limited potential.
Avoid Yes Bank and don't think it's cheap.
Most of the time cheap stock isn't really cheap and this is one of the main reasons why retail investors lose their money in the stock market.
#Yesbank #Stock #Investment #Cheapstock
Multibagger recommendations for 2020?
Who doesn’t want to hold multi-bagger stocks but finding such stocks are difficult and holding on for 10–15 years is another task but let me know help you with some stocks which have the potential of becoming multi-baggers.
After some research, I have found that some of the stocks can become multi-bagger in 10–15 years.
Long term investors can invest in the following stocks:
1. Sterlite Technologies - Telecommunications
2. Delta Corp - Gaming and Hospitality
3. Bajaj Finserv - Financial Services
4. Borosil Renewables - Solar
5. Atul Limited – Chemicals
Again these won’t give you multi-bagger in the short term, but for the long term, this list will definitely have a few.
Let me explain with one example why I considered these stocks multibagger:
Sterlite Technologies (STL) is a digital technology company with offices in India, China, US, SEA, Europe, and MEA. It is listed on the Bombay Stock Exchange and National Stock Exchange of India. It has 358 patents and is active in over 150 countries.
STL design, build and manage data networks for customers. With core capabilities in optical connectivity, network and system integration, and virtualized access solutions, STL are the industry’s leading end-to-end solutions provider for global data networks. STL partner with global telecom companies, cloud companies, citizen networks, and large enterprises to deliver solutions for their fixed and wireless networks for current and future needs.
With an intense focus on end-to-end network solutions development, STL conducts fundamental research in next-generation network applications at their centers of Excellence. STL has a strong global presence with next-gen optical preform, fiber, and cable manufacturing facilities in India, Italy, China, and Brazil, along with two software-development centres across India and one data centre design facility in the UK.
It has the first optical fiber cable plant in India to receive zero waste to landfill certification.
Optical Fiber and Accessories Market in India to Hit $1.66 Billion by 2026, at 17.2% CAGR: AMR
Widespread implementation of 5G, the surge in adoption of fiber to the home (FTTH) connectivity, and the emergence of the internet of things (IoT) drive the growth of the India optical fiber and accessories market. By the end-user, the telecommunication segment held nearly half of the total market share in 2018. On the other hand, by geography, the East region is projected to grow at the fastest CAGR of 23.3% during the study period.
Source: Allied Market Research
Why India needs a fiber network now more than ever?
According to a Nokia Mbit 2018 report, 4G consumption per user (there are 420 million of them) reached 11 GB per month in December 2017, of which video content contributed up to 65 percent of the total mobile data traffic. While this massive uptake of data has been driven by smartphones, optical fiber networks are crucial for securing India’s broadband future. As data consumption keeps growing exponentially and with new technologies such as 5G on the way, wireless platforms will not be enough to meet the demands of bandwidth-guzzling consumers.
“To deliver internet reliably and deliver bandwidth-hungry applications such as live streaming coaching classes, fiber is the most suitable medium for carrying a high amount of data over long distances,” said an industry analyst. While the case for fiber optics has existed since the late 1990s when companies such as HFCL started laying fiber, the economies of scale seem to make sense only now. Fibre investment in India has been low as the telecom operators relied on 2G technology for voice penetration and data. China consumed 13.7 times more fiber than India in 2016.
Sterlite Technologies, which deals in fiber optic cables, has several tailwinds going for it: government initiatives such as Digital India and Smart Cities, the expectation of exponential data growth, and 5G deployment the world over.
Now, all these are past news but the stock is available for cheap right now, and investing in this company for future prospects is such a good idea. Although, the vision is great but the company needs to post strong profits in order to justify the future price growth.
So, if everything works out in favor of STL, I think the stock can easily climb up to 500 from these levels in the next 5–10 years.