Rajeev Desai
Feb 23, 2025Private Post
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In Indian stock market for over 30 Yrs. Not SEBI registered or not registered anywhere in the world. AS PER SEBI GUIDELINES-- I CAN'T GIVE BUY/SELL/HOLD CALLS. I CAN'T GIVE TARGETS. I want to write that , this is a mentorship platform. If you want to buy stock I discuss, do it at YOUR OWN RISK. For any queries to this site, Silce, write here, contact@slice-app.io
I may prove wrong, but I feel somewhere the bottom is near.
Because most of the stocks has corrected more then 50% and stocks can't
keep correcting till 90%!
Stock which has corrected, whose sales and Earnings are good and in Dec Qr also showed
good earnings and has gone down over 50%, one should start accumulating them.
If stock showed good results in Dec'24, which I feel is good show, on bad economical growth,
we have to just imagine, what performance they will give when Government spending will go up,
as per Budget!!
So stocks with good earnings in Dec '24 and corrected 50% or more, and on the top of that P/E went below 20 , like P/E below 15 , one should just Buy them....
Because we see the Sales Growth, the Earnings growth , and due to correction valuation has come down,
then it become a Buy. It is common sense thinking!!
Such type of Bear Market gives excellent opportunity to accumulate good stocks.
I gave a call of Jyoti Ltd on Twitter on 22nd June 2024 , at Rs 70.40
In this carnage, who bought Jyoti Ltd at that price is not in Loss!!
Jyoti Ltd : CMP : Rs 70.40
1. Decades old Co.
2. In Water/ Sewerage, Power sector.
3. In Thermal, Hydel, Nuclear and Solar Projects.
4. Manf SwitchGear. Seperate Div for that.
5. Manf Pumps of diff kind.
6. Manf Electronics &Control System( Relay Division ).
7. Manf Rotating Electrical Machines.
8. Manf biggest width height of Pumps.
9. In Naval And Marine.
10. Had debt but taken care of. Do your own DD.
11. Excellent results.
12. Co has turned around big with Sales and Np both up. Just don't read. Check yourself the Mar results!!
One can't get a stock which is in so many sectors. Keep counting the sectors.
Again like many of my pick, Jyoti Ltd is not discussed till now by anyone here.
Take your call.
Do your DD.
I have discussed why I liked Jyoti Ltd.
Read my points and everything 3-4 times.
I don't use Cash Flow, CAGR, EBIDTA,ROE,RONW, MOAT,SW