Gujarat Themis Biosyn

Reason for buying:

PE is reasonable but above 10 year PE median of 11.59.

Earnings have increased for the last 3 years.

Operating margins are good.

Return on equity is good.

Debt is low at 8cr and cash of 2cr.

Threat of companies solvency is less, Altman Z-Score is 11.36

 

Buy date: 05/12/2021

Earnings have already been released for Q4.

Buy Price: 288          Qty: 34         Buy EPS: 20.78        Buy PE: 13.85

In the hindsight, I have bought it at a high price.

Addition: 05/25/2021

The price has fallen by 10% and earnings have not fallen so I have added.

Buy Price: 259          Qty: 38         Buy EPS: 20.78        Buy PE: 12.46

I do not have a target price or stop loss, will probably check on the selling part at PE of 30 or above.

Disclaimer: The video is for educational purposes for my family and friends. I am not a financial advisor and do not consider it as buy or sell. Taking advice from a random guy on the internet is harmful to your portfolio. I do not do a deep analysis of stocks I buy them just as a hobby.

How I track my expenses

 

Google Portfolio Tracker

 

May 30 Week stock update

 

My mutual fund journey

My mutual fund journey isn't great so far with meager returns, I have invested previously in Franklin dynamic PE FOF and Franklin ultra short term bond fund, which did not give great experience and FOF did not give good returns. My investments in passive strategy were good but I have panicked and impulsively sold them in Aug 2020, I have adopted a strategy to invest in direct stocks but my strategy does not need so much cash, and keeping them in debt NPS did not seem right so shifted that money to Morningstar managed portfolio although I have opted for a balanced portfolio.

My expectation is to have an overall return of 8%. My EPF does give a tab above this rate now I just have to keep my nerves with rest and ride out the next storm to achieve 8%.

April stock portfolio

I have added Chaman Lal Setia Exports, Panasonic Carbon India Co. Finolex Industries, and Cupid. LIC Housing Fin. dropped 20% from my buy price and added 10k. Manappuram Finance dropped 10% so added 10k.

Total investment = ₹5,66,250

Value at the end of April 30th = ₹6,56,261

Value at the end of April 30th = ₹6,48,035

if invested in BSE 500

The chart is from Morningstar when I compare it with Bse 500

US Stocks:

Added Biogen, Vertex Pharmaceuticals, and NVR. I add $150 as an initial investment for foreign stocks.

You can find my Indian and foreign stock trades in stock trades.