Appreciate this !! People generally declare there entry but they don't disclose there exits.
Posts in category Value Pickr
GRUH Finance – mini HDFC (20-10-2015)
Kitex Garments Limited (20-10-2015)
Q2 topline is indeed lower but lets see how Q3 and Q4 pan out because they have maximum sales in that period and also Mr Jacob said that they are book for whole year and eyes sales of 600 - 650 crores.
Moreover lets see how lameze brand and it's own brand 'Little star ' picks up.
Kitex Garments Limited (20-10-2015)
Botton line alone is not enough in my opinion. Top line growth has been very low and it appears unlikely that they can report 600Cr of profit this financial year looking at this trend. If it is so, then the valuation is pretty high
Varun 2020 portfolio – 2 strategies (20-10-2015)
lucky you, the above stocks all turned into multi baggers. Well you will make a living I guess out of the fortunes you made this bull run. 2014 was yours
Kitex Garments Limited (20-10-2015)
Kitex Oct 15 result.pdf (1.4 MB) This seems like that dividend payout is also coming on an interim basis. I like the result and I find that they are in line with last year and precious quarter. Expected a better top line, yet the bottom line is enough to please us and EPS is close to 6 rs per quarter now.
Skipper Ltd., distributing Power and Water, Is it a moat in making? (20-10-2015)
AGM held on 23 Sep'15 minutes link :
http://www.moneycontrol.com/livefeed_pdf/Oct2015/AGMMinutes.pdf
Screener.in: The destination for Intelligent Screening & Reporting in India (20-10-2015)
I have been a great fan of screener.in and have been using it quite some time. I would like to bring to your notice after recent modifications some variables like market capitlization 10 years ago,Mcap 5 years ago,and historical PE 3yrs 5yrs are missing.It would be very helpful if you could incorporate the same in the new screener.in.
Byke hospitality – Truly asset light? (20-10-2015)
Bought at 159 levels and roughly constituting 6% of my Portfolio.
GRUH Finance – mini HDFC (20-10-2015)
I have been posting frequent updates on Gruh thread. So i think Disc would be inline.
I have sold all my Gruh holding, roughly 5% of PF today. Held the position for over 4 years now from roughly 50 odd levels.
The move is motivated by the decision to take a part of my PF out of market and contribute towards closure of my own home "gruh" loan (so more of a personal reason). Hence, no meaningful comments from my side on Gruh valuation, which has been already been discussed extensively in the thread.
Kitex Garments Limited (20-10-2015)
Doesn't the poor sales growth bother anyone. Management clearly stated 2Q sales growth YoY would be better than 1Q.