With all due respect, it will be more helpful for other members if the reasons for avoiding it are specifically quoted rather then stating that friends adviced to avoid it.
Just in the spirit of constructive discussion and adding value 
Regards.
Posts in category Value Pickr
Sintex – Improving Sales & Profitability (18-10-2015)
NCL Industries – Resumption of growth? (18-10-2015)
Sure Nikhil. Appreciate your view. For me too it is an opportunistic bet. Its just that say for e.g. if NCL would have been trading at EV/tonne of say 100-120$ and EV/Ebitda of say may be 8-9 then despite good earnings visibility there might not be much scope of appreciation and less valuation comfort.
But I do get your point and either ways there is some money to be made here
Regards.
Profit lies where noone is watching: some turnaround plays (18-10-2015)
I think you should also consider corporate governance issues in these firms. People have burnt their hands in the past, hence they avoid these kind of companies.
Top 5 Picks – optimistically, for the next 50 years (18-10-2015)
Your picks looks quite logical. Be reminded that majority of the PSU's have only destroyed wealth in the past although they have high moat or monopoly sometimes. Also, with these companies there is always an issue that govt will suck their cash away by giving some foolish reasons or doing any foolish things (e.g. amalgamation, acquiring debt laden company at higher valuation etc.)
I think in terms of corporate governance PSU's are very risky. Key points to think of:
- Promoter is not steady (read govt. changes every 5 years or even sooner!!)
- Cash is sucked given high govt deficits
- Employees have no incentive to work efficiently (they never get fired or promoted to higher level if they underperform or overperform respectively)
My Portfolio – Dhina (18-10-2015)
I think you should look at their website to get the idea of it. It's name is cyient.com Also one of the biggest driver for the growth in future could be the aircraft maintenance business which they acquired recently (Frank and Whittney). It is a high margin tech business for which there are very few companies in competition. If they make that big then sky would be the limit for the company.
Styrolution ABS – MNC due for rerating (18-10-2015)
the market for ABS and SAN is mainly split between Styrolution and Bhansali Engineering Polymers (BEP).
BEP came out with its quarterly results yesterday, which has shown operating profit jump more than 100%. Best of all, operating margin jumped from 1.88% to 6.44% yoy.
If Styrolution can mirror the same results , we can see a repeat of the 1st quarter performance here. This will give us an EPS of ~ 20 for 6m.
Also, traditionally September has been a strong quarter for the company.
Lets wait and watch.
Sintex – Improving Sales & Profitability (18-10-2015)
But it is not a chennai company
Profit lies where noone is watching: some turnaround plays (18-10-2015)
Do you have any updates/information on the Dahej TDI plant of GNFC ? Q1 losses this year were almost the same as q1 of last year in that plane. when do you expect it to turnaround?That is the key to the numbers turning around i guess as other divisions of the compnay are consistently profitable. Wouldbe great if you share any insights on it.
Century Ply – Khusiyon ka rangmanch (18-10-2015)
From first hand experience. In Laminates, Century still has a long way to go. Its an also ran and doesnt have either variety or quality.
Plywood mein Century seems to be leading by a nice margin.
Need to check a few facts. Where do organised sellers of ready made furniture buy their plywood from. Going ahead a lot of furniture buying will be done through ready made shops.
Hitesh portfolio (18-10-2015)
IT(service based) Pharma(Product based). The Quantum and intensity of Govt and its Agencies interference differs. However the point of cheap and better healthcare is promising. As I said Fingers crossed.