6 Figure Trader - Big Fan of @TheVivekSinghal - ๐ Tracking operator activity in value investing stocks | ๐ง Insights, not advice | ๐ Not SEBI registered
I am aggressively adding these stocks for the next bull run. Generally, capital market stocks and the mid-cap and small-cap indices perform well during bull markets. I researched this for myself, but I thought it might help all of you as well. Aim for a 30%+ target on all.
@VishalDorge@TheVivekSinghal@ExtraClassIndia It seems that distribution is happening, with operators handing over all stocks to retailers. Iโve seen the same pattern in all railway and hot stocks.
I am aggressively adding these stocks for the next bull run. Generally, capital market stocks and the mid-cap and small-cap indices perform well during bull markets. I researched this for myself, but I thought it might help all of you as well. Aim for a 30%+ target on all.
Right now, you may be in circumstances you donโt like. ๐ง๏ธ
Still, create a small place in your daily routine ๐ฑ๐ where you do what you truly love ๐โจ
For me, that loved corner is
the quiet journey of wealth compounding ๐น๐
and exploring my inner world ๐งโโ๏ธ๐
UK oil is down by 50% since the 2022 Russia-Ukraine war. Companies that rely on crude oil as a raw material have suffered the most. The next cycle may be a turnaround, so don't be in a hurry to sell those stocks.
#UKOIL#crudeoil
As for IT, it depends heavily on global cues. With the current situation, the Fed may start cutting rates. Maybe after 2โ3 cuts, we enter. Iโll post updates.
Buying just because it fell is the worst strategy.
Still bullish on #FMCG ,... IT might come next.
I get this Question daily:
"Why aren't you buying IT?"
or
"When will you buy IT?"
I follow a simple trading approach.
I ask 2 things before any trade:
Read the Thread ๐งต
1. Why will it go up? (Any global, political, or economic reason?)
2. What chart pattern or strategy supports the trade?
This helps me reduce holding time and catch momentum thatโs why my CAGR keeps growing YoY.
FMCG Sector Outlook
The next 4 months are packed with festivals:
Ganesh Chaturthi
Dussehra
Navratri
Diwali
I'm expecting high demand for all FMCG companies.
The recent tax cuts will act as a catalyst for growth in this sector.
Holdings:
#NESTLEIND#COLPAL#DABUR#HINDUNILVR
Key Fundamentals:
Sales growth: 6%
Profit growth: 96%
Highest-ever reserves
Lowest-ever borrowings
Consistently profitable company
Note: This is not a buy or sell recommendation. Please do your own research. This analysis is for educational purposes only.๐
๐น Currently holding: 53.93 lakh shares worth approximately โน13.90 crore (at cost price).
๐น This operator has consistently bought #JPPOWER shares around โน8, โน10, and โน13 levels.
On Nov 1, 2022, @TheVivekSinghal explained all the reasons and gave a #PNB target of โน200.
He said it could reach the target within 2 years.
In my view, this is the best time to buy PNB for the โน200 target.
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@eshanclasses@TheVivekSinghal From what I see, there's a shift from traditional banks to small finance banks (SFBs) for fixed deposits. In the next 3โ4 years, I believe more people will prefer SFB FDs. As for NPA concerns, books are getting cleaned up, so I'm bullish. DYOR..... this is not a buy or sell call.