- Wealth PMS
This is a summary of our 3rd AMA, on 13th June. On the CM LongTerm Portfolio What are the steps involved at CM in determining entry / exit criteria for CM LT portfolio.
Chetan: Some of the financial metrics that we look at before entering stocksROE's and ROIC's Sales and profit growth over the last 3,5 years Cash flows, with focus on CFOs Balance Sheet strength - D/E, Working capital, asset turnovers Promoter share holding
We then discuss stocks that need . . .