@suns Bennet Coleman having a stake is no positive in itself. Infact it could be more a negative because of most of the places i have seen their name going up. They famously used to subscribe to Karuturi Global shares in preferential allotment at 5x the market price in 2010. See where it has got them. Apart from TOI, if you see some fundamental change happening its ok but Bennet Coleman should be irrelevant in your analysis. That i can say from my personal experience
Posts in category Value Pickr
Bloom Dekor- A plywood and lamination microcap (19-10-2015)
Just for the records, Bennet Coleman had a stake in now bankrupt Vishal Megamart and Edserv SoftSystem. They are very liberal if the company is ready to give them a stake in lieu of advertisement and don't analyze companies strengths and weaknesses.
Cafe Coffee Day – Will you Date? (19-10-2015)
this is good for all those promoters who can't create value on their own and start suffering when the tide turns
Kitex Garments Limited (19-10-2015)
also debt reduction is appreciable
Kitex Garments Limited (19-10-2015)
Good results . Growth in NM and EBITDA Margins. Cash and ash equivalents have improved by another Rs 40 cr.
Kitex Garments Limited (19-10-2015)
Q2 results just came out
http://corporates.bseindia.com/xml-data/corpfiling/AttachLive/BCB8C2DF_B260_46AC_8D38_02B3792F1A36_134645.pdf
Fabulous EPS and net profit numbers
Sudheendra’s Portfolio (19-10-2015)
Hi
85 % of my current portfolio is in 15 stocks as - Ajanta, Avanti, Shilpa, PI, Page, Kitex, Symphony, Control Print, Cera, Repco, MPS, Anuh Pharma, Mayur Uniq, Premco Global, Atul Auto. The allocations are anywhere between 3-8%.
I have 1-3 % allocations to stocks like Torrent Pharma, Granules, Ambika, Kaveri, Pokarna, Ratnamani, TCPL Pkg, Chamanlal Setia.
My goal is to reach a consolidation level where 85% allocation will be in top 10 stocks and remaining for smaller(1-3 %) allocations. I an trying for this consolidation but not yet there completely.
Regards,
Sudheendra
Sudheendra’s Portfolio (19-10-2015)
Any updates on the PF Sir?
Thanks!
Jugal
Payment Banking – Disrupting Banking (19-10-2015)
In the gold rush, people selling shovels made more money than the gold diggers.
similarly, people providing IT solutions and backup mintainance will make more money than the banks itself.
Consider Aurionpro.
http://www.aurionpro.com/services/enterprise/mobile/payments
Open the link for more details on their expertise and client list.
Payment Banking – Disrupting Banking (19-10-2015)
In my opinion both of them are too big to have an impact on their P&L in short run.