VP is not the platform where you should expect people to come and guide on what to buy and what to sell, it is not a recommendation site. It is a platform that is meant for collaborative equity research. Please desist from posting such requests.
Posts in category Value Pickr
Byke hospitality – Truly asset light? (04-12-2015)
If you check this link it is owned by byke hospitality http://www.tripdeal.co.in/home
If you CAN’T BOTHER to research/present a BALANCED view with decent RISK assessment, you have NO RIGHTS to start a thread on that business (04-12-2015)
Just want to add
Consider also the implications of free-format writing in our digital world where whatever you post here at VP is picked up by search engines, 5000-6000 emails go out every week, other sites like (fake) rakesh-jhunjhunwaala sites and others pick up the posts and advertise
So actually Admin (though harshly sometimes) is probably doing us all a favour by preventing free-format but potentially damaging posts from getting wider circulation (and archived forever for posterity) and protecting each of our individual digital reputation and audit trail. Think the implications of the manner of a "Transient Multibagger" post (like this one) floating all around that gets traced back to you.
We all are are responsible for our own individual digital reputation getting built up post, by post.
We all need to be very very careful of what we post, how we post, for our own sake - forget VP reputation if you like.
If you CAN’T BOTHER to research/present a BALANCED view with decent RISK assessment, you have NO RIGHTS to start a thread on that business (04-12-2015)
Much water has flown over in last few days.
And it's really great to witness again the quality of folks we keep attracting at VP. This thread again is an example of a quality VP thread - that has effectively put all cards on the table - on both sides, so all of us can come away wiser from the spat. Great thoughts and great skill shown by many in cutting through the clutter on a complex issue.
As Hitesh says, its time to move on. But I can't help adding 2 points, hopefully crisply
- I am with Subash on VP no more being the completely open, freely-collaborating time, challenging fun-time, and great learning-curve time we had from 2010-11-12
How we wish we could go back to those carefree times! Every VP Old Timer would love to be back there. Unfortunately the child has grown up, and finds the adult world "shackling" him in. He realises there are no free lunches, in life. Responsibility & Accountability has to be handled like an Adult. He has to think twice, thrice before posting 
2.Credibility Questions - Ayush & Me face this the most - being the public face of VP
a) Isn't a Disclosure "I have significant investments" a complete farce in the light of VP subscriber base today. For any popular/prolific poster at VP - that's actually an advertisement. Any decent writer packages a good stock story well, posts at VP with nice disclaimers, more often then not, we see stocks spurting
b) Management Q&As - implies proximity to Management & Insider Information - started getting levelled against us from 2012. The first time we heard this was from a very senior functionary in BSE! To take care of UPSI (unpublished price sensitive information) apart from publishing at VP, we have been persuading company Managements to also put up the Q&A at company websites. Happy to report MPS has put up VP Q&A on its website
3.Most veterans/well wishers have been warning us for last couple of years, that VP can be in real danger of getting closed down. Is it really worth all the trouble? Why carry on with this double-edged sword hanging over you?
We at VP - the top 20 Contributors - when we met at Goa last June - decided unanimously to continue. Though everyone admitted it would be a far easier life (no hassles job) to continue what we are doing within this fab group, if we did not write at VP :).
We all wanted to continue VP - the idea of open-source investment collaboration was just getting strong roots. We had all grown in this way, there were miles to go. The only way to continue was of course to adopt Guidelines that ensure checks and balances, and get Admin to enforce them. And adopt a Code of Conduct for ourselves in the true letter & spirit of SEBI Guidelines - refrain from writing (read advertising) when you are transacting buying and even selling - it cuts both ways!
The other option - total freedom: VP closing down??
That is the stark reality. That is the gravity of the matter, however much we try to wish that away
Kesar Terminals and Infrastructure Ltd (04-12-2015)
clearance from railways haven't come though all work seems to be finished. quite possible that management is waiting to formally start operations from the fourth quarter.
they are renting out the warehouses as has been indicated in the AGM but start of formal ops will be announced only when clearance comes from the railways.
I don't further info on the financials apart what was shared post-AGM.
Introduction of GST would be a big plus for Kesar terminals.
disclosure: holding full quantity and adding on dips.
How to go long with leverage? (04-12-2015)
One disadvantage with leveraging with Futures is profit from F&O is treated as business income and taxed at 33%. With long term capital gains at 0%, lot of profit in Futures is taken by tax man.
Another disadvantage is rollover costs. Also how much margin you keep aside for the future position decides the risk/reward. Or one day loss of 10+% can wipe you out.
I have not calculated the costs/tax etc. but feel that leveraging with loan and buying in cash/delivery is better option. If we manage to get personal loan or any other loan at 14% and invest in stocks like HDFC Bank to make 20%, it'll add up in long term. Also we can hold position when stock falls drastically and pay off loan with salary/business income. In 2008 like fall, futures position will wipe out the portfolio if used excessively.
If you CAN’T BOTHER to research/present a BALANCED view with decent RISK assessment, you have NO RIGHTS to start a thread on that business (04-12-2015)
don't see why people need run around starting threads unnecessarily. there are threads for many good stocks here that are still under valued. coat-tail investing can also be very rewarding.
Kitex Garments Limited (04-12-2015)
i want to buy kitex holding for 6 month is it right time i think coming q on q performance will be good promoter have also indicated .i was not comfortable about promoters other co kcl .but in last concall they cleared all so ....i can remain invested for 2 -3 years also.
Trending Sectors for 2016? (04-12-2015)
That chart is no longer a part of the current iteration of the website. Will try to come up with something more detailed/useful in a few months. Sorry
@ishandutta2007 : It's all percentage of the entire market cap. So stocks may have corrected across certain sectors but other sectors may have corrected more - it's relative.
This may not show in the data, but my understanding is that Realty usually does well in the fag-end of the bull-market (early bear market) where investments move from financial to physical assets.
Tree house education and accessories ltd. – Potential candidate for improvement in RoE (04-12-2015)
please any one can guide me what should i do now.i have bought tree house shares @ 166.75 it stands @ 22.23 of my portfolio. my thought to buy this was buy in panic and that day Goldman sach bought @166.45.i am not comfortable now because promoter is selling ...i can wait one or two years also .i am having good profit but cant understand z learn entry and promoter exit .tree house have compelling ratios .what is consolidation in view of retail investor.