Thursday, 29 December 2022

12 Power Finance Corp

The stock came up on the HDY screen and I will hold it for longer and hope the company pays dividends.

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Buy date: 29-Dec-2022

Qty: 581 Price: ₹137 EPS: ₹53.55

Div. Yield is 9.12%

Dividends are consistent since 2007 except in 2019.

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Buy date: 11-May-2022

Qty: 91 Price: ₹109.85 EPS: ₹52.01

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Buy date: 06-Jan-2022

Qty: 81 Price: ₹122.95 EPS: ₹49.41

The reason for owning a dividend-paying company is dividends can be used as cash flow and very few people hold stocks forever, I want to be in those very few. There will be few losses because of the company going bankrupt since I am investing only 1% in single stock the losses will be minimal. Basically treating investment in companies as buying a house and expecting them to pay rent every year. The best investment I have made so far is my house which pays rent every month so trying to convert investments into rent-paying assets.

Monday, 26 December 2022

11 GTPL Hathway

The stock came up on the HDY screen and I will hold it for longer and hope the company pays dividends.

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Buy date: 26-Dec-2022

Qty: 805 Price: ₹124.2 EPS: ₹17.54

Dividends are consistent for the last 5 years

Friday, 23 December 2022

10 Monte Carlo Fashions

 The stock came up on the HDY screen and I will hold it for longer and hope the company pays dividends.

***

Buy date: 23-Dec-2022

Qty: 156 Price: ₹636.4 EPS: ₹56.25

8 GHCL

 The stock came up on the HDY screen and I will hold it for longer and hope the company pays dividends.

***

Buy date: 23-Dec-2022

Qty: 200 Price: ₹497.05 EPS: ₹113.15

7 Visaka Industries

Reasons for buying:

Buy PE was reasonable at 9.27 and above 10 years PE median of 8.9.

Earnings have increased 3 times from 2012.

Return on equity is good at 19.55%.

The market cap of the company is ₹1,096.23cr.

The debt of the company is ₹115.49cr with ₹116.81cr in cash.

Buy date: 6-Oct-2021

Qty: 15 Buy Price: ₹657 Buy EPS: 70.87 Buy PE: 9.27

The earnings have increased by 1.28%. I will stop buying when EPS falls to 32.85.

Buy date: 18-Nov-2021

Qty: 16 Buy Price: ₹591.00 Buy EPS: 71.78 Buy PE: 8.23

The stock came up on the HDY screen and I will hold it for longer and hope the company pays dividends.

***

Buy date: 23-Dec-2022

Qty: 165 Price: ₹424.8 EPS: ₹58.03

Visaka Industries Ltd is a manufacturer of Roofing sheets and Cement sheets. It also manufactures Fiber sheets, Industrial sheets, FIber cement, corrugated sheets, Fiber cement sheets, and Roofing sheets. The company's activities are organized into two operating segments namely. Building Products and Textile Synthetic Yarn. Building products division products asbestos sheets, accessories used mostly as roofing material and non-asbestos flat sheets and sandwich panels used as interiors. Its synthetic yarn division manufactures yarn out of blends of polyester, viscose, and other materials which go into the weaving of the fabric. It generates maximum revenues from the building products segment. Geographically it derives a majority of revenues from India.

6 Sanofi India Update

Reasons for buying:

Market Cap: ₹13,602 Cr (Bluechip stock)

Debt to Equity: 0.05

Return on Equity 5Y Avg: 23.83%

EPS - 5Y Growth: 29.46%

Price-earnings to growth (5Y): 0.47

5Y RoE Consistency - Sustained without losing 20% in any year

Buy date: 4-Apr-2022

Qty: 1 Buy Price: ₹7,400 Buy EPS: 410.06

Buy date: 10-May-2022

Qty: 1 Buy Price: ₹6,660 Buy EPS: 450.22

Buy date: 23-Sep-2022

Qty: 1 Buy Price: ₹5,908.95 Buy EPS: 425.08

The yield is 3% and paid dividend continues with good fundamentals so added more.

Buy date: 23-Dec-2022

Qty: 12 Price: ₹5833.85 EPS: ₹251.88

Will continue to add when a stock falls 10% as long as the ratios remain the same. The stock would take a long time to pay, it lost 20% since I bought it in April.

Sanofi India is a drug manufacturing company that focuses on a range of therapeutic areas, including Diabetes, Cardiology, Consumer Healthcare, Hospitals, Central Nervous systems, and Anti-Histamines. The company's diabetes presence includes oral anti-diabetic products and insulin. The consumer healthcare area also maintains a nutraceutical portfolio. The company's export markets include Germany, the U.K., Australia, and Russia. The company utilizes strategic partnerships as a component of its growth strategy.