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Posts in category Value Pickr

Shree Hari Chemicals – Get 18cr Cash & Business for free (02-12-2015)

This will be risk in this business (short term / long term). But if company is listed since 1992 doing same thing for so many years now, and Modi's Make in India is to happen - then I dont see closure of business. There can b closure of factory in worst case and Shree Hari can move to Gujarat state - mai baap for all factories to b opened (may chemical factories in Vapi (Gujarat) ).

Buffet - "Buying the stock at that price was like picking up a discarded cigar butt that had one puff remaining in it but available at free of cost" for Shree Hari

But also true is - (not for Shree Hari) - "Buying quality business at fair price is far better than buying average business at discounted price" for Kaveri Seeds / NMDC / GMDC / Vardhman Acrylics

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Vinati Organics (02-12-2015)

Please do not upload reports on VP that are not freely available in public domain. Geojit BNP report post has been deleted. What you do privately or on emails is not our concern, but how you conduct yourself on VP is!

Please see VP guidelines on respecting intellectual property. By uploading reports (on VP Forum) that are not for free circulation, you are violating the authors intellectual property and the rights associated with the document.

Please do not solicit such reports on the forum either. That is also violating VP guidelines.

And when a report is publicly available, it is better to provide a link to the document from the original author/site rather than upload at VP

Thank you for co-operating.

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Trending Sectors for 2016? (02-12-2015)

Sorry, don't know. My educated guess - numbers are based on total MCAP of public listed Indian companies i.e. not just limited to NIFTY and/or Sensex stocks. Reason?

  1. Exhaustive 40+ sector categories; many more than NIFTY coverage.
  2. Pharma sector 7.88% weightage for 2015 translates to ~7L cr India Pharma MCAP (i.e. 7.88% of ~90L cr India total MCAP). Sum of Sun, Lupin, Cipla, DRL, Cadila, Auro, Glenmark, Divis, GSK, Torrent, Alembic, Ajanta, Shilpa, etc. MCAP comes to ~7L cr.

Data would have few grey entries, understandably e.g. Piramal - Should it be counted in Pharma, Finance or Real Estate?

@vml, this chart is really interesting and useful. Appreciate if you can share how these numbers are calculated - i) coverage width, ii) snapshot of a particular date of year or average, etc? Thanks in advance.

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Agro Tech Foods – A small cap MNC foods FMCG (02-12-2015)

Key Risk is poor sales growth .3 year Sales CAGR : 2.54 % : 5 Years 3.18% :10 years -2.31%
They will suck your money out in a v polished manner thro' opportunity loss of capital and when you exit in frustration the stock will go up based on some non earnings trigger

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Vinati Organics (02-12-2015)

Geojit BNP- Vinati Organics Ltd Q2FY15 Result update.pdf (502.0 KB)

Attached the BNP report. Hope this helps.

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Socially Responsible Investing? (02-12-2015)

was in a similar discussion on another forum after the announcement of liquor ban in Bihar

personally, despite being a teetotaler & non smoker, i couldn't let go of the investment opportunity that ITC presented (when it was ₹10 paid up) (do not hold any, sold long ago)
there's plenty of things one could consider for ethical investing and what one considers as ethical
you could look at the BSE Shariah for Shariah compliant investments
read up on usury banking, it is intersting

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Socially Responsible Investing? (02-12-2015)

was in a similar discussion on another forum after the announcement of liquor ban in Bihar

personally, despite being a teetotaler & non smoker, i couldn't let go of the investment opportunity that ITC presented (when it was ₹10 paid up) (do not hold any, sold long ago)
there's plenty of things one could consider for ethical investing and what one considers as ethical
you could look at the BSE Shariah for Shariah compliant investments
read up on usury banking, it is intersting

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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 (02-12-2015)

for an experienced investor, transient multibagger is a synonym for "Greater fool" concept.
how long does the transient last!?
good move by the admins. such pains are necessary to keep the "Value" & "Pick" parts of the forum intact.
i think there should be a template for new threads with combo boxes etc for questions like disclosures with options such as -"invested in last 1 week", "forms x% of portfolio" etc.

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Shree Hari Chemicals – Get 18cr Cash & Business for free (02-12-2015)

My sources tell me that the price of H-Acid have dropped from Rs. 1600-1800 till last year to Rs. 300-400 in the current year.
Plus most of the sales are made outside the books.
Plus there are pollution norms and most of these companies are not complying with the norms in the true sense of the word - just managing the situation
These are the negative points.

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Any PSU bank worth investment? (02-12-2015)

many of those companies are cases of fraud and mismanagement, even if the Banks bring in a new management after SDR, those businesses will never see previous highs
also the positive of debt recast of the power discoms seems to be factored in, it'll only allow the banks to extend new facilities to discoms and will take a while with States already facing budgetary pressures

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