I sold 30% of remaining stocks of NATCO pharma.
The proceeds went to buy following
SEAMEC - looks attractively priced after the deep correction from 140 level to 103. All vessels are deployed so expect a bumper quarter from them. It will shoot up and reach 160+ easily after next quarter result.
SELAN - the woes of falling crude oil price is having its impact on Selan. I feel oil might correct and reach upper 40s, Selan would reach 275 or so. This would be attractively priced and as crude settles around 60, it would give good profits.
Persistent - Next year in May it will complete its 25th anniversary. Company is debt free and making good profits. Expect good dividend/bonus or split.
Force - Expecting the revenues to quadruple in 5 years, price will catch up during that time. Expect it to emulate Eicher Motors and be next multi bagger.
The proceeds went to buy following
SEAMEC - looks attractively priced after the deep correction from 140 level to 103. All vessels are deployed so expect a bumper quarter from them. It will shoot up and reach 160+ easily after next quarter result.
SELAN - the woes of falling crude oil price is having its impact on Selan. I feel oil might correct and reach upper 40s, Selan would reach 275 or so. This would be attractively priced and as crude settles around 60, it would give good profits.
Persistent - Next year in May it will complete its 25th anniversary. Company is debt free and making good profits. Expect good dividend/bonus or split.
Force - Expecting the revenues to quadruple in 5 years, price will catch up during that time. Expect it to emulate Eicher Motors and be next multi bagger.
