Sure. I will after 24th Sept.
Posts in category Value Pickr
Shaily Engineering Plastic (19-09-2015)
@remonc, No one claim that Shaily is going to double their supply to IKEA. But one of the company may immensely benefit from IKEA entry in India should be Shaily Engineering because of their strong relations with each other. Apart from IKEA, shaily has many other areas to explore the opportunities.
Comparison about Supreme Industries: Supreme is world class company that we cannot compare to Shaily. (Even their product ranges are not matching). Then where we have to invest that is purely individuals calls after understanding the fundamentals and future opportunities of the firms. I feel Shaily made a strong foundation all ready, now it is time for grow up more faster than others.
MOLD TEK PACKAGING—dividend plus growth (19-09-2015)
@ankitgor44 Asian Paints recently announced plans for a new plant in Karnataka - is this likely to adopt IML heavily as indicated by you earlier? What revenues (and timelines thereof) do you foresee?
Ranvir’s Portfolio (19-09-2015)
HMVL - As long as they do not have a clear cut vision for the cash in the books, the stock will continue to be mispriced. I hold it and it tests your patience. Companies holding huge amounts of cash can be difficult investments.
Bajaj Finance - could accumulate after yesterday's fall. It had run up too fast.
Generally a good selection.
Poddar Developers – An affordable housing story (19-09-2015)
@karan
Yes you are right as both the companies management has raised the concern on the future sales guidelines to flat or negative on YOY basis. But I think this good time to be contrarian and load up the stocks for the next rally when interest rates in India drop and economy starts reviving.
This two are only quality stocks with great management available in the reality space which are very less leveraged.
Poddar developers is better placed than ashiana housing owing to customer segment it addressed where there is most demand/supply mismatched.
Anticipating multibagger returns from this two companies in the future.
Disc : Invested in both the companies and together forms 5% of the portfolio
POKARNA LTD ( Stock opportunities ) (19-09-2015)
Thanks - can someone figure out how many sq. ft pokarna has sold last year - I am trying to triangulate the entire thing by looking at yield per sq.ft and RM cost per sq.ft and compare it with caeser stone and hopefully the results will give me more conviction either way.
Ranvir’s Portfolio (18-09-2015)
Very Good price points in most of them. Look at either city union bank in today's fall or Shriram City union finance just in case you wish to switch over from karur Vyasa. I believe though I have rights to be proven wrong that DB corp is a much better business run by a very able management and in the right areas. Its valuations are on your side. Nalanda Capital - the most prolific investors I believe in India - I rate them over RJ have huge investments in it. Study it before buying HMV.
IT, Agrochemicals and consumer durables as sector should be there in every portfolio.
Varun 2020 portfolio – 2 strategies (18-09-2015)
Update -
Added Care ratings in today's fall and started nibbling into Havells India though only small position. Will look into next week if I can accommodate it in the portfolio after studying over weekend.
Getting to feel to add more in Delta Corp at current levels.
Markets and portfolio did well this week and both moved exactly in tandem and neck to neck with each other. Next week I guess should be a rough ride initially.
Food for thought -
Great investors and the history have taught us to buy into fear,, greed and pessimism. There are few stocks available at throw away valuations and are run by good management with decent growth and financial metrics as well as long tenure. They are not going to run out of business and slight change in temporary setback might lift them to skies.
South Indian Bank
DB Corp
KPIT cummins
First Source Solutions
TV today network
Tata Motors
How many of you are buying them?
Prof. Sanjay Bakshi’s Lecture link (18-09-2015)
I guess one should not judge a book by its cover. If you want to know what I meant just read the transcript.
Ranvir’s Portfolio (18-09-2015)
Hi Varun.....Im posting my entry prices so as to put things in better perspective....
STOCK AVG ENTRY LEVEL
YES BANK 490
KVB 460
EMAMI 600
MARICO 290
JYOTHY LABS 220
TORRENT PHARMA 870
JB CHEMICALS 225
IPCA LABS 700
JAGRAN PRAKSHAN 135
GCPL 1200
BAJAJ FIN 2980
Disclosure-
Have been continiously increasing my exposure to non banking stocks so as to bring down
my banking exposure. Currently on my radar are- DEEPAK FERTILIZERS AND CHEMICALS
HINDUSTAN MEDIA VENTURES
GCPL( although expensive)
GODREJ INDUSTRIES