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Which share to chose?

Discussion in 'Technical Analysis' started by sartajbagga, Nov 29, 2017.

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  1. sartajbagga

    sartajbagga Member

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    Sir out of these which shares to prefer? Sun pharmaceuticals/ Godrej Consumer Products/ L and T Finance/ Waterbase Ltd.?? I recently bought 10 shares of amara raja, 10 shares of Godrej Consumer and 50 shares of L and T finance. I want to increase my shares of amara raja. That i will do. But iam confused to go between sun pharma or waterbase? or i can go for more shares of l and t or godrej??
     
    sartajbagga, Nov 29, 2017
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  2. shabbir

    shabbir Administrator Staff Member

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    There is no comparison between Sun and Waterbase. Waterbase has its own issues like they had bankruptcy quite some time back (as old as 2006 at the time of Tsunami) so at 180ish I wouldn't be buying but yes I have it in my old portfolio when it was in double digit.

    But if you ask me, I prefer Lupin over Sun pharma because it has better ROCE.
     
    shabbir, Nov 29, 2017
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  3. sartajbagga

    sartajbagga Member

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    Sir lupin shares are constantly on a decline. Further notice of usfda warning of their 2 plants has hamperes their growth. May be for atleast 12-18 months. Is it wise to invest in this company now?
    here is the news
     
    sartajbagga, Nov 29, 2017
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  4. shabbir

    shabbir Administrator Staff Member

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    No. I never said you should be investing in this company right at this moment but what I am telling is, I like Lupin more than Sun. Both aren't right time to be investing as of now. You can wait for few months before taking the call. Ideally next couple of quarter results will be ideal to take some decisions.

    Technically Sun is better choice than Lupin but the call shouldn't be technical and more based on fundamentals.
     
    shabbir, Nov 30, 2017
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  5. bhat64

    bhat64 Apprentice

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    Buy when there is fear sell when there is greed this is Buffet saying..I love Lupin..Right now I will only dating meaning keep a watch on it..price will consolidate in next few quarters and then i will marry it when the propensity for it to go up is more than down..buying for investment i prefer when the 200 SMA line is flat and not in downward trend..


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    bhat64, Nov 30, 2017
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  6. bhat64

    bhat64 Apprentice

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    Sun is right now putting a lot of bets in speciality drugs and non US markets..so their expenses will be high next few quarters order book may swell only in the long term and there by profits..


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    bhat64, Nov 30, 2017
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  7. shabbir

    shabbir Administrator Staff Member

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    Agree but even an accumulation strategy won't be bad either. It is also part of coffee can portfolio of Ambit capital.
    Hmm. Never tracked that
     
    shabbir, Nov 30, 2017
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  8. shabbir

    shabbir Administrator Staff Member

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    I get the feeling Lupin management is buying the shares from the market. Too many signs showing it. In the last quarter they only aded 0.1% and it is available on BSE. Check

    http://www.bseindia.com/corporates/shpSecurities.aspx?scripcd=500257&qtrid=94.00 Quarter ending :June 2017 holding 46.7% by promoters
    http://www.bseindia.com/corporates/shpSecurities.aspx?scripcd=500257&qtrid=95.00 Quarter ending :September 2017 holding 46.8% by promoters

    And then we see insider trades on 28th and 29th of November.

    Screen Shot 2017-12-01 at 10.42.51 AM.png
    Source ValueReasearchOnline.

    Again this isn't any kind of recommendation for Lupin but is sharing of information available in the public domain.
     
    shabbir, Dec 1, 2017
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  9. chaitanya_mella

    chaitanya_mella Contributor

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    I have been searching for their latest coffee can updates. Any specific links?
     
    chaitanya_mella, Dec 1, 2017
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  10. shabbir

    shabbir Administrator Staff Member

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    shabbir, Dec 1, 2017
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  11. chaitanya_mella

    chaitanya_mella Contributor

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    chaitanya_mella, Dec 1, 2017
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  12. shabbir

    shabbir Administrator Staff Member

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    Ideally there should not be churn and the review should be quarterly to check the quarterly results of the companies.
     
    shabbir, Dec 1, 2017
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  13. nirajshah

    nirajshah Champion

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    You are a rockstar in researching companies @shabbir

    Sent from my Micromax Q385 using DIY Technical Analysis mobile app
     
    nirajshah, Dec 3, 2017
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  14. abhijitupsc

    abhijitupsc Contributor

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    What is this portfolio all about? I have not heard about coffee can portfolio. Can anyone please enlighten?
     
    abhijitupsc, Dec 4, 2017
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  15. shabbir

    shabbir Administrator Staff Member

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    The good place to start will be via this book https://shabbir.in/the-unusual-billionaires/

    Though it is now 1 year old but the process is good enough to still read it.
     
    shabbir, Dec 4, 2017
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  16. abhijitupsc

    abhijitupsc Contributor

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    abhijitupsc, Dec 4, 2017
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  17. shabbir

    shabbir Administrator Staff Member

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    I haven't read it but has added it to my wishlist. When I read it, will definitely share my view.
     
    shabbir, Dec 5, 2017
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  18. abhijitupsc

    abhijitupsc Contributor

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    abhijitupsc, Dec 8, 2017
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  19. shabbir

    shabbir Administrator Staff Member

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    Screener.in
     
    shabbir, Dec 8, 2017
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  20. abhijitupsc

    abhijitupsc Contributor

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    I think screener gives average data for RoE and sales and not individual year's data.. Sorry to bother.

    Sent from my Redmi Note 4 using DIY Technical Analysis mobile app
     
    abhijitupsc, Dec 9, 2017
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