Some new businesses I entered in the last 3-4 months
- #SISIndia - Largest provider of security solutions in India and second largest provider of facility management services.
- #GNFC- Company has leadership position in a lot of industrial Chemicals in India.

- #CoalIndia - Good dividend yields with all time lower valuation tempted me to buy it.
- #ITC - Don't think I need to talk about this.
- #Vedanta - Bought a very small holding.

Further averaged on the following holdings in my portfolio.
#KEIIndustries - The company along with the industry is growing at a very high CAGR. The same is expected to continue with some near term headwinds.
#SterliteTech - Could be a big winner if 5G story plays out well.

Also, the company is moving from being known as the manufacturer of optical fiber cable to complete data network solutions provider
#Nocil - The company is expected to face some headwinds in the near term due to slowdown in automobile sector and cheap import from other countries.

However, company has expanded its capacity of rubber chemicals and could be a beneficiary of anti-China sentiments prevailing on a global level.

#DhampurSugar - Was holding this scrap from a very high price so had to average it. Also, sugar sector is expected to do okay (not very well) in the next 1 year.
On a global level, the supply is likely to be more than the demand for sugar.

Further bought the below scrips for some windfall gains and completely exited or likely to exit soon as they don't fall within my circle of competence.
- #QuessCorp
- #cyient
- #ONGC, #IOC & #OilIndia

Companies I am stuck in.
#JindalStainless
#PrakashIndustries
#HimadriSpeciality
I bought these at a high valuation earlier, however they are likely to recover if the economy does well.