Fundamentally, KS Oil looks good for long term...robust revenue growth, better margins then peers, still not very leveraged balance sheet are some of the positives...At a current PE of 14, the stock has upside if the markets remain positive...A growth rate of above 14% is very likely for the Company in the next few years...
Yes I would completely agree with your point of view..The defn. of long term has changed with time and one should look to book profits when decent gains have been made...
However, one can keep one or two stocks in the portfolio which can be game changers for the portfolio...in the sense that their business grows multifolds in a 3-5 year time span...If this risk with relatively small companies pays off then returns would be amazing...of course not easy to pick to next reliance or infosys...but its a gurantee that there would be at least a dozen such companies out there...
Surely picking next infosys is not an easy task, forget infosys picking next aban is tough. Differentiating them only in terms of respect they earned. The tough part is that even if you pick it, will you have patience to hold it till it becomes a multibagger?
Yes I think thats not an easy task...often we get impatient with a stock only to find that it surges after we have sold off our positions...
I think if one really can identify even one such stock then it is really worth it to develop that patience and wait for the real action in the Company and stock...I doube if today's investors (including me) have that patience...
5 comments:
Fundamentally, KS Oil looks good for long term...robust revenue growth, better margins then peers, still not very leveraged balance sheet are some of the positives...At a current PE of 14, the stock has upside if the markets remain positive...A growth rate of above 14% is very likely for the Company in the next few years...
Definitely its a long term buy as well, but I hate when the gains which I am sitting on... slips!!
Yes I would completely agree with your point of view..The defn. of long term has changed with time and one should look to book profits when decent gains have been made...
However, one can keep one or two stocks in the portfolio which can be game changers for the portfolio...in the sense that their business grows multifolds in a 3-5 year time span...If this risk with relatively small companies pays off then returns would be amazing...of course not easy to pick to next reliance or infosys...but its a gurantee that there would be at least a dozen such companies out there...
Surely picking next infosys is not an easy task, forget infosys picking next aban is tough. Differentiating them only in terms of respect they earned. The tough part is that even if you pick it, will you have patience to hold it till it becomes a multibagger?
Yes I think thats not an easy task...often we get impatient with a stock only to find that it surges after we have sold off our positions...
I think if one really can identify even one such stock then it is really worth it to develop that patience and wait for the real action in the Company and stock...I doube if today's investors (including me) have that patience...
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