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You are right - predominantly a railway focused business. But Bio-toilets, solar and project engineering are the new businesses while Railways is the core activity of the company. new biz was to contribute 35% to turnover in fy 15 up from 2%. not sure it did.

Now With Swachh Bharat Abhiyan, the company remains highly optimistic for future of its bio-toilets. Though bio-toilets were introduced three years back but the product is yet to be popularised in a big way. Stone India got its first major order of bio-toilets from Delhi Development Authority (DDA) for 200 parks in Delhi about a year ago.

So this is where bio toilets fit in. So gents its got nothing to do with railways, tanks etc. Railways not involved to benefit either sintex or stone

Funny the way the discussion was progressing

 

because,

lol i was taking it along because that post was well - no comments, intolerance is real
when goodstocks posted, he specifically cited BIO toilets & the site is under construction https://www.experisindia.com/temp/stone_enbiolet/
if it is just about portable toilets, Sintex has a good product, hence the reference, but whoa!

 

bought very very small quantities of MOIL, OIL, eClerx - like real small 5-10 shares (more like an SIP)

 

Sometimes Its best that some discussions are nipped in the bud itself. Else i dont have to educate you how meaningless they become. But then you will get branded as being rude, autocratic, stifling others opinions etc etc

 

bought Bombay Burmah, sold Lux - decent ~ 40% returns

Dec 18 - added Indiabulls Ventures, looking at Noida Toll Bridge (some appreciation & dividend yield)

another of my fav Neitzsche quotes

 

All global mkts in red

 

Railway budget is approaching .Can buy and hold

 

The only stock from this portfolio I know anything about is Axis Bank. Should do very well in the long term but will undergo balance sheet stress in the short term, which will be a buying opportunity.

 

difficult times ahead

ye i was considering the play up to Railway Budget trade but those stocks had a decent run

getting refund from the recent IPO applications, will be trading

@good stocks take a look at Integra Engineering (formerly Schlafhorst Engineering) BSE: 505358
it was primarily a textile engineering firm but now has presence in different verticals including railway control systems

 

SRHHYPO @69 appears to head to 100 levels

 

bought Tide Water Oil, Castex, Trent, Gammon Infra
sold Bombay Burmah, BF Investment

 

Cordscables could make bullish moves -now at 45

 

CAPRIGLOBAL could be a good long term bet @181

 

What is logic Sir for each stock?

 

Tide Water Oil is finally considering a bonus and split. It's a good business with good brands and global presence. Very small equity. Company fended off takeover bid by Standard Greases. Didn't buy because of the earlier open offer, so worth paying the premium after everything settled.

Castex is a bet that there's a business and the management can turn it around.

Trent - Westside, Star Bazaar - Tata Group company, finally moved on price front

Gammon Infra - betting on asset sales by Gammon and debt troubles easing

Srouta, please don't call me Sir

 

CMP of Tide Water Oil is

 

Hi Mahesh,

Thought I'd share my change of plans regarding PSU Banks & particularly dividend play. RBI has asked em to cut/stop dividend payout and focus on reducing/restructuring NPAs. SDR is also a short term way out unless the Banks can find a real buyer for the businesses. More slippages are inevitable.

It makes business and regulatory sense, but it'll be interesting to see if the Govt has its way.

Only hold SBI now, which isn't my purchase. For dividends, I'm going with other PSUs.

 

If you have to choose finance stocks choose NBFC like CAPF, Repco (see report of IIFL that Repco is 'safe as house') instead of taking risk with high NPA PSU Banks.

 

@good stocks your picks look like good trading bets, didn't trade in any of them yet because the price rise in many cases before you post in here is considerable

sold Castex @ ₹14.50

@Srouta Mukherjee I'm "attached" to banks. Despite all said and done, I'll be again buying em after Q3/Q4. In financials, I'm being more adventurous and taking the plunge into unlisted securities.

Thought about investing in some of the multi baggers discussed in here and everywhere, but I don't think there's much money left on the table. They're all trading at premium valuations.

 

29 Dec nice movement in Tide Water & Trent

bought Allcargo & Snowman

sold TISCO

30 Dec bought Linde India, BASF