yes i to had same feeling of not to apply after reading all above.
as i said earlier "rakesh junjunwala is invested in the name of rare enterprises".
he always make investments in the name of rakesh junjunwala and rekha junjunwala and trading bet"s in name of rare enterprise.
Posts in category Value Pickr
Cafe Coffee Day – Will you Date? (11-10-2015)
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (11-10-2015)
i say so confidently Brazil is having problem last year also drought .Brazil have more then 45% world market share so ...and i don't think this market link prizing will be beneficiary to this dept laden sugar cos. they will survive only nothing else....
Support for fresh portfolio building – Thanks (11-10-2015)
Hi
Thankyou for this detailed explanation but I know this all
before making statement. I have bought kaveri at 100 as well as 800. My
resentment is only in using very strong words like wealth destruction.
It should be used in context of only those companies which in long term
destroys wealth like jaypee etc. Its just a quarter and being a low
liquidity stock and a big investor wanting to get out the stock has
dived in.
Remember wockhardt , it didn't take years to come back
from 400 levels to 1500 even though resolution had not been dine on
USFDA. still if u feel my statement is wrong or has hurted you than I am
very sorry. But I sincerely wish lets not create panic and fear in
minds of investors by using strong words.
Awaiting positive feedback
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (11-10-2015)
hi ..TUR (pigeon pea) rates were @ 2100/-q two year back because of low rate farmers were forced to switch to other crops.now rates are 12000/-q .so the cycle changes very fast were is crude oil now .
this year or next year sugar cycle will turn if not this year then it will be sharp drop in stocks prizes and after turn of cycle sharp recovery to...but when it will drop there may be more shree renuka"s same mill will be shut for ever.
GRUH Finance – mini HDFC (11-10-2015)
Hi Hitesh,
NHB to launch over 80 new housing finance companies
Do you think this will be threat to the current HFC's like Gruh, Repco?
Neo Corp-Growth Machine in Technical Textiles(CAGR 45%)! (11-10-2015)
@hafizul88
hi, thanks for your explanation.
i haven't done any research on this. you know better since you have gone thru the details.
will wait for some debt reduction or improvement in Debt / sales ratio.
High dividend yield stocks (11-10-2015)
Yes, you are right. It doesnt fit perfectly in the high yield stock category. It was a nice opportunistic bet for me though.
Avanti Feeds (11-10-2015)
Please refrain from giving directives to others.
You can only disclose if you are holding, buying or selling.
Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (11-10-2015)
@Chintan
i agree. the linkage of cane prices to sugar will be a clear positive , will bring stability and predictability to the business.
The sugar companies have been demanding same for long and the govt knows about this but at the end of the day its a political decision. Lets see.
Avanti Feeds (11-10-2015)
Please refrain from making such sweeping comments. Avanti thread has been full of such news pieces and comments and yet the stock is a ten+ bagger.
Look at the data of US imports posted above where india share of shrimp imports has gone up alot. IMO we should wait for company results.