PSP Projects

PE was reasonable.

Buy PE of 17.71 is less than 10 years PE median of 18.55.

Earnings have been increasing since 2016 but down in 2021.

Return on equity is good at 31%.

Companies debt is ₹79.84cr with ₹196.85cr cash.

The market cap of the company is ₹1,440cr.

Buy date: 22-Jan-2021

Qty: 25   Buy Price: ₹400    Buy EPS: 22.58   Buy PE: 17.71

Q4 results were not released and the current EPS 20.54 is down -9.03% from my buy EPS. I will add if the share price falls by 10%.

The price of the stock is down -0.19% from my buy price.

Disclaimer: The video is for educational purposes and for my friends and family. 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.

HCL Technologies

Reasons for buying are

PE was ok could have chosen a lower entry.

Buy PE of 20 is more than 10 years PE median of 17.23.

Earnings have been increasing since 2011.

Return on equity is good at 20%.

Companies debt is ₹5,092.00cr with ₹11,965.00cr cash.

The market cap of the company is ₹2,57,947.44cr.

Buy date: 25-Jan-2021

Qty: 10   Buy Price: ₹974.25    Buy EPS: 48.7   Buy PE: 20

Q4 results were released on 23rd April and the current EPS is 41.07 down by -15.67% from my buy EPS. Received dividends of ₹160.

If the stock falls 10% to ₹876 from my buy price, the Buy Price/Current EPS will be 23.72 so I will not add to current holdings but if the stock falls by 20% to ₹779 I will add as buy price/current eps will be less than 20.

Disclaimer: The video is for educational purposes and for my friends and family. 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.

KRBL

PE was reasonable.

Buy PE of 12.32 is more than 10 years PE median of 10.51.

Earnings have been increasing since 2012.

Return on equity is ok at 13.45%.

Companies debt is ₹495.71cr with ₹58.39cr cash.

The market cap of the company is ₹4,777.24cr.

Buy date: 29-Sep-2020

Qty: 34   Buy Price: ₹286.81    Buy EPS: 23.27   Buy PE: 12.32

The price has fallen by 10% but EPS has improved so added 10k worth of shares

Buy date: 10-Dec-2020

Qty: 39   Buy Price: ₹251.5    Buy EPS: 24.82  Buy PE: 10.13

The price has fallen by 20% but EPS has improved so added 10k worth of shares

Buy date: 22-Dec-2020

Qty: 43   Buy Price: ₹229    Buy EPS: 24.82   Buy PE: 9.22

The price has fallen by 30% and  EPS has only fallen by -2.38% so added 10k worth of shares.

Buy date: 01-Feb-2021

Qty: 50   Buy Price: ₹197.89   Buy EPS: 24.82   Buy PE: 7.97

Q4 results were not released.

The price of the stock is down -14.26% from my average buy price. I will continue to hold and add until EPS goes down drastically. I like LT Foods too but debt is on the higher side will enter if it looks attractively priced.

Disclaimer: The video is for educational purposes and for my friends and family. 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.

Oracle Financial Services Software

PE was reasonable.

Buy PE of 17.48 is less than 10 years PE median of 23.

Earnings have been increasing since 2016.

Return on equity is good at 26%.

Zero debt company with ₹4,496.81cr cash.

The market cap of the company is ₹30,233.95cr.

Buy date: 01-Feb-2021

Qty: 3   Buy Price: ₹3,194.70    Buy EPS: 182.76    Buy PE: 17.48

Q4 results were released on May 4th and the current EPS is 204.89 up 12.11% from my buy EPS.

The price of the stock is up about 9% from my buy price and received a dividend of ₹600.

Disclaimer: The video is for educational purposes and for my friends and family. 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.

Srikalahasthi Pipes

PE was reasonable.

Buy PE of 5.90 is less than 10 years PE median of 6.81.

Earnings were lackluster.

Return on equity is at 7.14%.

The debt of the company is ₹533.34cr with ₹363.00 cr cash.

The market cap of the company is ₹870.69cr.

Buy date: 01-Feb-2021

Qty: 67   Buy Price: ₹145    Buy EPS: 24.54    Buy PE: 5.90

Q4 results were released on May 4th and the current EPS is 22.22 down 9.45% from my buy EPS.

Bought it as stock is trading at low PE they had a loss in Q1 2020 if they can profit in Q1 2021 the EPS will increase and even if it trades at 10 year PE median I possibly can see an increase of 25%.

The price of the stock is up about 28% from my buy price.

Disclaimer: The video is for educational purposes and for my friends and family. 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.