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porinju veliyath stocks: Be selective now, if you feel a particular stock is too overpriced, book profit: Porinju Veliyath

“Rather than getting bothered much about the exuberance, there are some companies which have gone much beyond its fundamentals or justifiable limit. I definitely agree. That is where you have to do capital allocation and move to stocks or businesses still available at very reasonable valuation or stocks that are still underpriced.” ....

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porinju veliyath stocks: Over the next 3-5 years, what could be good compounders in making? Porinju Veliyath answers

“The largest two holdings in our portfolio are Tata Communications and Raymond. Raymond has moved from Rs 3000 crore to now around Rs 14,000 crore market cap. Similarly, in Tata Communications, we continue to hold all our stocks and we have been buying till very recently. However, we are ready for 10-15% correction in both the stocks.” ....

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