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Opportunity in the current turmoil

Discussion in 'Fundamental Analysis' started by abhijitupsc, Jul 24, 2019.

  1. abhijitupsc

    abhijitupsc Contributor

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    Considering the drawdown we are going through, Shabbir sir,have you added anything or you are just playing a waiting game??

    Sent from my SM-J810GF using DIY Technical Analysis mobile app
     
    abhijitupsc, Jul 24, 2019
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  2. shabbir

    shabbir Administrator Staff Member

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    Yes. I am planning to add Take Solutions to my portfolio. I have a slow approach in adding as things are not looking to v shape recovery.
     
    shabbir, Jul 24, 2019
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  3. sethuramcbe

    sethuramcbe Responder

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    sethuramcbe, Jul 31, 2019
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  4. nirajshah

    nirajshah Champion

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    nirajshah, Aug 1, 2019
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  5. shabbir

    shabbir Administrator Staff Member

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    Yes.
    Great but remember ROCE is only 13% which is touch lower than I like it to be.
     
    shabbir, Aug 1, 2019
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  6. laveshdixit

    laveshdixit Responder

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    @shabbir, I would be really interested to know how you evaluated this company.
     
    laveshdixit, Aug 22, 2019
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  7. shabbir

    shabbir Administrator Staff Member

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    It is a niche business in the IT sector and that is one of the reason for me to get into it. Very unique expertise and player. Can demand better rates which is in the OPM.

    Have you gone through my investment and business checklist?
     
    shabbir, Aug 23, 2019
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