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Posts in category Value Pickr

Steel Strips Wheels Limited – Attractive Valuations (22-12-2015)

ya true..agree with you

I made a comparison with the two peers -

SSWL reports good performance compared to both peers on EPS/ PE/ PEG/ OPM/ NPM fronts.
Sales are big concern for me. Sales for the peers have grown - for wheels at 4.59% and Enkei at 25% last year. What is the problem in SSWL? Topline growth has to be there for long term growth. ROE and ROCE are also somewhat a concern (almost similar to the peers).

The recent orders bagged by the company can really change the outlook - but am I correct on this?

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Torrent Pharma Ltd (22-12-2015)

USDFA regulations hit prospects fo Sun and Dr Reddy's

Interesting question here would be - what are the manufacturing practices/standards that are being questioned from USFDA? If so, why would the investors flock to the smaller companies? Why can they maintain better operational standards? Simply because of the size of the operations?

PS: This piece of news is generic to the Pharma Industry

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Is there any good on-line library to borrow books related to investing (22-12-2015)

Great Collection and recommendation. Many thanks.
I will add few more to this exhaustive list
1. FIASCO by Frank Partony, its on gimmics of wall street (Recommended by Charlie munger)
2. Understanding Micheal Porter by Joan Magretta
3. The little book of behavioural Investing by James Montier
4. The little book that still beats the market by Joel Greenblatt
5. You can be a stock market genius by Joel Greenblatt
6. Deep Value by Tobias E. Carlisle
7. Buffett: The making of an American capitalist

and many more. Have fun filled learning :grinning:

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Morepen Labs – a believable turnaround story (22-12-2015)

Dangerous stock to be invested in.
Surprisingly the stock has been a 15 bagger in 2 years irrespective of such a terrible balance sheet.
How can people get so inspired by the turn around story that it still is intact at an excessively overstretched PE=312.78
If investors keep pumping in money blindly like this definitely its debt will continue to reduce but is that doing to do any good?

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My long term portfolio (22-12-2015)

Thanks @vijayM and @giridesh3 .

yes , the weight on pharma is quite high as i am quite bullish on small cap , well managed pharma companies due to the patent expiries in 2017 and more so on granules as it has least USFDA worries . i did not find time to look at the recent observations (3) on granules recently an shall do it this weekend.

the other sector i believe will grow in a country like india is HFCs and well managed companies shall have a great time for the next 3 years at least. that is why the weightage on these two sectors.

willing to add shilpa and repco on dips. suggestions invited ....

two shares tracking closely and shall add when fully convinced ;

  1. oriental carbon and chemicals

  2. kitex garments.

there is a thread on both the above shares which i have read , but inspite would like suggestions if any..

Thanks

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Steel Strips Wheels Limited – Attractive Valuations (22-12-2015)

Management quality is probably worth looking if you are looking at a structural growth story..this looks like one of those mispriced one and has to be treated accordingly..
PS - disclosure given above

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Automated Stock Analyzer (22-12-2015)

Many thanks. Will take this up.

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Automated Stock Analyzer (22-12-2015)

EVA Basics


http://www.investopedia.com/terms/e/eva.asp

EVA Example.xls (177.5 KB)

By Intrinsic value- i mean a section which clearly shows valuation/share by graham, dividend growth, PE, DCF in one place so that a range of valuations can be seen.....eg. airtel valuation range 250 to 350 per share against current price of 320.........something like this

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Introduction & Portfolio (22-12-2015)

Best way is to know from your network. That is value of groups like ValuePickr. Also read 5 year ARs and see if they walk the talk and level of disclosers etc. E.g. except couple of companies many Pharma companies do not disclose adequately.
But best way is still from other knowledgeable people. Scuttlebutt approach works best.

In India the management quality is most important variable in my own experience. My attitude now is... there are more than 5000 companies listed. I can always find few high quality business with decent management and decent valuation. We are spoilt for a choice in Indian market. Never lower your standards. It is not needed :relieved:

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Is there any good on-line library to borrow books related to investing (22-12-2015)

I am not going to cover Ben Graham books. I am assuming you know all that because you are part of ValuePickr :grinning:

  1. The most important thing by Howard Marks
  2. Margin of safety by Seth Klarman
  3. Peter lynch books
  4. Essays of warren Buffet
  5. Warren Buffet way by Hangstrom
  6. Private Capital by Guy Thomas (Strongly recommended for private investors)
  7. Both Books by Bruce Greenwald
  8. The Manual of Ideas
  9. The art of value investing
  10. Financial shenanigans
  11. Creative cashflow accounting
  12. Money masters of our time by john train
  13. Competitive advantage and competitive strategy by Michel porter
  14. Accounting for value by Stephen Penmen
  15. The devil takes hind side
  16. The 52 week Low formula
  17. Contrarian investment strategies by Dreman
  18. Common stock uncommon profits by Philip Fisher
  19. The five rules for successful stock investing by Pat Dorsey
  20. What works on wall street

......and so many more.....

Enjoy reading and learning some thing new every day.... till very end!

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