@Sarav can you please check how Krebs has done in last 15 years. I remember buying this stock around 2000 and gave up on it as it didn't do much
Posts in category Value Pickr
TAKE SOLUTIONS LTD- will you take it? (23-11-2015)
Yup, heard the last 2 concalls. Mgmt. seemed very optimistic.
However, to understand if the optimism is well placed, we should study more on industry from various sources/perspectives to get a well rounded view.
If you come across anything please share.
On the EBITDA front, yes we should see subdued margins for next few quarters or probably a year or 2.
It takes time to integrate a acquisition.
As highlighted by Admin and moderators please refrain from saying things such as "It may become a 5 Bagger in next 5 years from these levels."
That may cause naive investors to invest without understanding much on business/industry and that's not what we are trying to achieve at VP.
Concentrate more on providing facts and information about company/industry/competitors etc.
If you have worked on revenue/EBITDA/PAT estimates for next few years, that would be great to share i think.
Diversified Portfolio with growth target of 18-20% CAGR (22-11-2015)
Ajanta no longer looks so expensive on a comparative basis after the recent correction. I have just started adding some more after 7 months waiting for it to correct. I recommend buying some at this level.
Disclosure: Ajanta forms 30% of my portfolio, accumulating since 2 years
Amrutanjan Healthcare – Finally Waking Up After 100 years? (22-11-2015)
Ace inestor Vijay Kedia has invested in this one... If my memory is correct he is into it since beginning of 2015...
Diversified Portfolio with growth target of 18-20% CAGR (22-11-2015)
Hi,
If you are medium risk taker then you can re-shuffle your portfolio... You can invest 45% in large caps and the remaining 55% in Small and Mid cap stocks... Just make sure that you do a good research and invest in small and mid caps which can yield better returns... You can look at NCL industries a south based cement company which is an small cap... Considering the growth of AP and telengana I'm personally bullish on this one... Also the management has taken several steps in reducing their debts and is in the verge of an turn around! The Company has also posted good set of numbers in the last quarter and expected to post good set of numbers in H2 as well.
Another small cap in which I'm super bullish is Krebs bio chemicals a south based Pharma company... Co., holds 2 USFDA approved plants.. IPCA's take over will be a trigger for this one to be a turn around. You can buy on dips..
You can allocate 10 to 15% on these two. You should have enough patience.
And one more thing 22 seems to be very high number for me... If you are able to track the business of all the stocks then you should not hav a problem, if not, you can reduce it to 10 and can have a very concentrated portfolio.
Disc - NCL, Accumulating since Rs.90... Krebs, Accumulating since Rs.79.
Regards,
Sarav
Rajoo Engineers Ltd – Mfg of Plastic Extrusion Machinery (22-11-2015)
Beside company's website www.Rajoo.com the company also has website for its venture with Bausano, below is the link :
http://www.rajoobausano.com/index.html
Interesting products line, with good detailing about applications and technology alongwith brief description about the company and the JV partner Bausano Figli of Italy.
Facebook page of Rajoo is also updated regularly, one can visit and get the updates :
https://www.facebook.com/RajooEngineers/timeline
Thanks
Gulshan Polyols(GPL) – Business by FMCG and Valuation by Commodity (22-11-2015)
excellent write-up chaitu - this is a very good one that gives us all a sense of the business
I have a few questions
what happened post FY 11 - EBITDA margins plummeted 700 bps from FY 10 to FY11. would you know why ? margins over a 10 year period have ranged from 27 % to 14 %
how difficult a product is calcium carbonate to make and how critical is it to the end product - that will give us an indication of the pricing power ?
would you have a sense of how much agri commodities like corn are a function of the RM costs in total
TAKE SOLUTIONS LTD- will you take it? (22-11-2015)
You should be interested to hear the concall for the September quarter present in researchbytes.com. Management is giving 25% CAGR organic growth in the business. In next quarter we may see slight fall in margins because of Acunova integration as it's EBITA is only 10-12% currently but long term prospects remain intact as this acquisition will help them increase the client base and offer more services to the existing clients. It may become a 5 Bagger in next 5 years from these levels.
Why has holiday resorts and tourism struggled so much in India despite all seasoned investors heavily betting on it for last few years? (22-11-2015)
I think standardizing is the game changer - OYO and ZO rooms are in this business. So you exactly know what to expect - AC, 32" TV, Wifi, standard room size, free breakfast etc. OYO rooms specially is affordable and quality(from personal experience), fantastic 22 years young CEO with backing from Softbank (japan). Already between 1-5 million app downloads, 40K rooms in 140 cities, 90% occupancy.