Portfolio Point

Portfolio point posts are our private funds view on a specific company and our rationale behind investment ideas. This is a very exclusive content and we will only share with investors who are registered subscribers of value operations blog. To maintain quality of our content and blog we had to take this action.

Did anything changed for Lupin materially in last month

Last month we shared our views and also covered the fourth quarter results of Lupin Limited with you all. You can check that blog by clicking here if you had missed it out.

During its fourth quarter results Lupin stock prices fell down by 7% and was trading at Rs 1,140. Today, they are trading […]

Asahi India Glass, stock in our radar

“We have invested for growth from the beginning using debt to conserve equity, but within judicious parameters, which could be sustained by our performance. Maybe our track record of 20+ years, duly adjusted for a conservative outlook, gave us the confidence to continue as in the past in this most capital intensive industry.

Unfortunately, and […]

By |June 21st, 2017|Portfolio Point|1 Comment|
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    4 stocks that look at cheap valuation, and earnings are also expected to grow

4 stocks that look at cheap valuation, and earnings are also expected to grow

We practice value investing and also advocate to practice value investing to all investors. But we are not the old fashioned like Graham and looking for those “cigarette butt” strategy where there is still chance to puff couple more.

We believe in buying cheap stocks but same time we also believe in to buy quality […]

5 growth stocks for this month

Power of growth
Let me start this blog by asking one small question. You have to answer this question in 5 seconds.

So the question is: You have to select one from the following two options.

a) For the next 30 days, every day, I will give you Rs 1,000 per day. Which means Rs 30,000 […]

Tech Mahindra, stock in our radar

Few weeks back many investors dumped IT stocks on the poor performance and bad future outlook for their business. The outlook is really gloomy for Indian companies and they are really struggling to grow their revenues and managing their operating margins. The fast changing IT demand, visa issues and rising cost of hiring are […]

5 stocks still look good to accumulate

Top 5 cheap stocks to accumulate today
Not many stocks look cheap to buy when market is trading at all-time high. We follow Nifty 500 stocks very closely and out of those 500 stocks there are almost 74 stocks which are trading within our 2018 valuation zone.

Out of those 74 stocks we picked up top […]

Nifty 500 had given 1.71% return in the month of May 2017

Portfolio performance
It is very hard for the market to give positive returns in the month of April and May without any backup from earnings. Still Nifty 500 index had given a returns of 1.71% in the last month with a very mix bag of earnings season. This is the time when management comes out […]

Aurobindo Pharma: Up 13.5%, is it still good to buy?

Aurobindo Pharma quarterly and full year report
Aurobindo Pharma stock price jumped up 13.5% in yesterday session closing at Rs 580.30. So investors who missed out investing with it might be thinking, is it still worth to invest with Aurobindo Pharma?

We think it is still worthwhile to invest at current price if you are a […]

Tech Mahindra stocks tank 12%

Tech Mahindra 2017 financial results
There was a blood bath on Tech Mahindra stocks yesterday. Investors dumped this stock heavily on the streets resulting into fall of 12% in its stock price. We have been publishing many blogs on how IT stocks looks attractive to invest from the past one year. We have covered Tech […]

Is sun rising for Sun Pharma?

Sun Pharma 2017 financial results
After Lupin Pharma, Sun Pharma came out with its Q4 and 2017 full year results in the late afternoon of last Friday.

So what should investors do after its Q4 results?
Q4 results
Let us look at their quarterly results first.

Sun Pharma
Q4 – 2017
Q3 – 2017
Q4 – 2016
% change Q4 Vs Q3
% change […]