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Posts in category Value Pickr
NCL Industries – Resumption of growth? (17-11-2015)
Checking the price online shows this data. One need to track this only biweekly basis to see the trend. Since this is the first time this site is checked lets take the current rate as base rate
http://www.materialtree.com/building-materials/cement/53-grade-cement?dir=asc&mode=grid&order=price
Wockhardt – A story with twist and turn (17-11-2015)
Anyone tracking has idea when is the concall?
Torrent Pharma Ltd (17-11-2015)
Torrent Pharma gets UK regulator booster
http://www.thehindubusinessline.com/markets/stock-markets/torrent-pharma-gets-uk-regulator-booster/article7884359.ece
Lloyd Electric & Engineering Ltd (LEEL) (17-11-2015)
I have talked to one of my relative who has been working in this field and as per him the products of LLoyd are good in quality and he himself has two at his home.
However I do agree that this industry is highly competitive but than the same holds true for Blue Star ,
Voltas and Whirlpool but still their valuations compared to LLoyd are quite high.
But one negative that I noticed is (I am talking about Gurgaon Specifically) that only One shop had Signboard of LLoyd in the Sadar Bazar Electronics Market and you need to search for that.
Whereas Sony,Samsung,Whirpool were all over the place.
So this distribution network problem i have noticed in Gurgaon however not Sure about other Cities.
In My Hometown in Rajasthan their Distributor is in the main market with a Good Advertisement however there also it only present at one place .
Regards,
kapil
Torrent Pharma Ltd (17-11-2015)
Hi Hitesh,
I have been a silent reader in this forum and trying to contribute wherever possible with my little knowledge. I am really thankful to all the senior members for sharing their wisdom. In particular I went through your portfolio thread and I believe you should now be writing a book on investment (if not already) 
My Query - In the Pharma space I am holding Shilpa and Granules (5% each) and I have been looking into Torrent for a while. What would be your take in the right order of long term value creation starting highest - Torrent, Ajanta and Anuh. Particularly interested in the growth potential. Anything else that you would suggest to look into? I am also keen on MPS though I may have missed the train earlier.
Rain Industries – An oversold de-leveraging play (17-11-2015)
Rain is going to make a sudden move when the actual global businesses start to break even and the debt bonds are repaid.
Deepak Fertilizers and Petrochemicals (17-11-2015)
Good post,
Disc: I hold the stock from the IPO days.
The big triggers are govt. regulated, if it does, there is huge value to be unlocked. These guys are powerful business and political men. All your hypothesis and arguments are capped due to regulations and Farmers issues
Thomas Cook India-Will it move like Warren Buffet Stock (17-11-2015)
thanks for the perspective.
As investors, we rather have the Driver locked down for a certain period of time - a classic demonstration of the alignment in the IT sector - a sector where EBIDTA margins rarely go beyond 5% here is Ajit who believes we can get 8% margins - additionally he has been able to attract sellers willing to sell - to him. I agree this deal leaves a bit of after taste - but lesson learnt and course corrected, hopefully.
Disc: Invested