Yes agree with you. I have read this somewhere. Can you help me with the logic why cement companies are not valued basis PE.
Posts in category Value Pickr
Deccan Cement : Dull company.Dull business.Big wealth creation opportunity (10-11-2015)
Amol Chavan - I agree with you completely. But i see not much growth in deccan which i see in other cement companies. Deccan is more or less steadily growing Q on Q. No doubt it has increased its EPS and operating margins to a certain level. Panyam in comparison to deccan has almost doubled its EPS in June compared to march quarter. As more and more positive news comes about Panyam - release of pledged shares and doubled EPS sustained for sept quarter also, repayment of debts, etc. stock will command more price.
I am purely betting from a medium term perspective. I am not interested in keeping deccan or panyam for long term in my portfolio. 
Wim plast (10-11-2015)
Wim Plast reported pretty decent numbers. Volumes were up slightly. Revenues were down because of steep fall in input prices.
Ebitda margins were up 400bps YoY.
Healthy set of numbers. Stable.
Disc- Holding.
Cheers everyone.
Neil
Vinati Organics (10-11-2015)
Everything looks great about the company however I believe people are getting scared due to ageing Mr. Saraf and new management being able to step up and deliver on the promises.
Especially with a large capex around the corner, not sure how the performance would continue from hereon. Also they have stopped doing concalls etc which is another concerning area if they are hesitant about something.
Discl: Tracking position
Hawkins Cooker : When it will move in line with TTK (10-11-2015)
IMO they don't have an option to go for volume led model. Working cap mgmt. will be too much of a distraction for them
Premco Global — Narrow Fabric (A critical component for inner wear) (10-11-2015)
Any clue about Today's closure of 20% upper circuit? Only justification for such rise could be from Vietnam capacity expansion/ announcement of new client addition comparable to Hanes in my opinion.
Discl: Invested and have purchased in last 6 months
Boom before Bust – when does the bubble burst? (10-11-2015)
Hmm, may be I didn't put my thoughts clearly. We already have threads where the basic premise is to take some decision based on the current state of the market, like http://forum.valuepickr.com/t/nifty-pe-crosses-24-a-statistically-informed-entry-exit-model/1214 My idea behind starting this thread was to record cliched events (like in a journal with mutliple authors) which are reminiscent of middle/late stage bull markets without making any predictions/recommendations (observe rather than act, much like meditation) based on any such event, e.g.
- When every idle conversation leads to some discussion of the state of stock markets.
- Your close friend whom you were preaching to buy a blue chip stock, preaches you about the latest multibagger.
- Predictions of Nifty/Sensex 2x in 2 years, 5x in 5 years come out from known brokerages (2,00,000 by 2020? who knows?)
- Leading daily newspapers (not the business news) start featuring financial news on the front page.
Moderator, please remove this thread or change the description in the first post if it seems like a duplicate.
Phoenix lamps – rising up from the ashes? (10-11-2015)
Sure, Sorry but I am not so regular on forum so bad habits 
Will do from next time.
In this case, I owned Phoenix at the time of AGM and I don't hold any now.
Boom before Bust – when does the bubble burst? (10-11-2015)
I have a disconnect with this. The components of the nifty are now mostly has-beens .
The following are definitely either on their way down, or are staring at stagnant numbers for the near future
- reliance
- sun pharma
- m&m
- all the psu banks
- vedanta
- bhel
- tisco
- hindalco
- dr reddy
since the basket itself is wobbly...using it as a guiding tool may not be the best strategy.
Boom before Bust – when does the bubble burst? (10-11-2015)
Hi,
Perhaps this link is helpful. It's a comparison of Nse earnings, when investment is done at different P/E.
http://www.stableinvestor.com/p/state-of-market.html?m=1
My suggestion would be to stay invested, though trying to time the market may appear tempting.
Warm Regards,
S