Well, it has started to perform at a wrong time though....

 

There is a thing called peaking at the right time.....something like what a BASF did for me....it started to shoot up when everything else was falling in a heap thereby permitting me to do some sharp trades. All my gains were long term capital gains totally tax free and I was enjoying selling BASF. A castrol on the other hand performed a lot earlier than what I was expecting and more importantly,desiring, and hence disappointing.

 

I hardly complain about non-performance because I utilise that period for accumulation....something like a Voith Paper I have been accumulating for 2 years now albeit I am getting aggressive only now. Similar is the case with Ultramarine and Century Enka.

 

For me its like this....I keep a bundle of stocks and I would like just 1 or 2 bundle to perform well enough in a year's time-frame to allow me to swap into something else which I am finding more attractive. I am more happy to see my stocks maturing slowly rather than in a hurry.

 

Profit growth in the recent past is explosive. TTM EPS is 100+

 

In future it may not sustain that type of growth. GRM has come down drastically and the sector is also not liked/fancied. Nonetheless dividend yield in this stock should always be attractive.