Anjani Portland Cement

Reasons for buying:

Buy PE was reasonable at 11.54 and above 10 years PE median of 10.71.

Earnings have increased 5 times from 2015.

Return on equity is ok at 27.4%.

The market cap of the company is ₹1,025.33cr.

Zero debt company with ₹186.46cr in cash.

Buy date: 10-Oct-2021

Qty: 24 Buy Price: ₹406 Buy EPS: 35.17 Buy PE: 11.54

The price of the stock is down about -23.89% from my buy price. I will stop buying when EPS drops to 20.3.

Price dropped by 10% and added 10k worth of shares. The EPS is down by -15.38%.

Buy date: 15-Nov-2021

Qty: 27 Buy Price: ₹365.00 Buy EPS: 29.76 Buy PE: 12.26

Price dropped by 20% and added 10k worth of shares

Buy date: 23-Nov-2021

Qty: 33 Buy Price: ₹302.00 Buy EPS: 29.76 Buy PE: 10.14

The company's operating segments include cement and power plant. The company generates maximum revenue from the cement segment.

Buy date: 14-Feb-2022

Qty: 35 Buy Price: ₹284 Buy EPS: 25.48 Buy PE: 11.14

Buy date: 11-May-2022

Qty: 41 Buy Price: ₹241.95 Buy EPS: 25.48 Buy PE: 9.49

Sold the stock since EPS has fallen to 3.1

Sell date: 12-Aug-2022

Qty: 160 Buy Price: ₹211.55 Buy EPS: 3.1 Sell PE: 68.24

Beekay Steel Industries

Reasons for buying:

Buy PE was reasonable at 6.32 and below 10 years PE median of 7.38.

Earnings have increased 5 times from 2014. The stock is worth keeping for the long term.

Return on equity is ok at 15.66%.

The market cap of the company is ₹816cr.

The debt of the company is ₹88.56cr with ₹40.43cr in cash.

Buy date: 7-Oct-2021

Qty: 23 Buy Price: ₹420 Buy EPS: 66.45 Buy PE: 6.32

The price of the stock is up about 2.15% from my buy price.

Update 26-Nov-2021

The price of the stock dropped by 10% and bought 10k worth of shares.

Buy date: 15-Nov-2021

Qty: 26 Buy Price: ₹374.95 Buy EPS: 73.8 Buy PE: 5.08

The EPS has increased by 11.06%. The 5-year average revenue growth is 9.69%.

Beekay Steel Industries Ltd is engaged in the business of producing steel products. It operates in the business segment of Rolling of iron and steel. Its products include sections including flats, rounds, squares, RCS, hexagonal, octagonal, and trapezium; Bright Bars including flats, rounds, squares, and hexagonal; Structurals including angles, channels i-beams, and h-beams; TMT bars and coil springs. The company derives revenues primarily from the sale of manufactured goods, traded goods, and related services.

Mallcom (India)

Reasons for buying:

Buy PE was reasonable at 13.37 and above 10 years PE median of 12.68.

Earnings have increased 5 times since 2015.

Return on equity is good at 22.42%.

The market cap of the company is ₹406.01cr.

The debt of the company is ₹35.91cr with ₹26.60cr in cash.

Buy date: 01-Oct-2021

Qty: 15 Buy Price: ₹650 Buy EPS: 48.58 Buy PE: 13.37

The price of the stock is down about 0.13% from my buy price.

It manufactures, exports, distributes personal protective equipment. It derives a majority of revenue from outside India and for this reason and the line of business is the main reason why I bought it.

Gulf Oil Lubricants India

Reasons for buying:

Buy PE was reasonable at 13.71 and below 10 years PE median of 23.42.

Earnings have increased 3 times from 2015.

Return on equity is good at 24.54%.

The market cap of the company is ₹2943.44cr.

The debt of the company is ₹197.95cr with ₹495.6cr in cash.

Buy date: 27-Sep-2021

Qty: 17 Buy Price: ₹580 Buy EPS: 42.29 Buy PE: 13.71

The price of the stock is up about 0.57% from my buy price.

The company manufactures, markets, and trades lubricants and greases used in automotive and industrial industries.