Indeed its good demand zone , i believe that MSS has changed from bull to bear and rallies are opportunity to exit or sell .
Posts in category Value Pickr
Motherson sumi : Recent opportunity to buy (29-09-2015)
230-239 is good support on weekly charts. It is consolidating at that level for last 10 days.
Let's see how Nifty supports the same.
Motherson sumi : Recent opportunity to buy (29-09-2015)
Actually, what I meant was the opposite (bear to sideways/bull)
3 sessions ago, MSS made a long white candle with volumes. I am under the belief that it indicates change in trend in the medium term.
The charts aren't conclusive yet but 230 seems like a good support level.
HIL – Eco (onomic) friendly way to play rural prosperity in India (29-09-2015)
I thought that they have a good brand there. Don't you think they can leverage Charminar Brand for AAC ? Also L1 orders are meant for Government, I was talking about consumer play in AAC blocks. I think there are many businesses with little moats but great brand (brands become the moat). Don't you think they can do that? I have not done any scuttle but as I was based in North India earlier and have recently migrated to Bangalore.
Varun 2020 portfolio – 2 strategies (29-09-2015)
@varvp14 just for informative purpose want to ask your view on Edelweiss. I just checked screener for it. 2 things which bothers me is Promoter Pledging [~53 %] and its D/E 7.46. Doesn't these things is a concern. Again I am asking this just for informative purpose as I am a naive and want to understand the thinking proces. Thanks in advance
HIL – Eco (onomic) friendly way to play rural prosperity in India (29-09-2015)
The problem is neither mutual funds nor FII's want to touch this stock because of the fear that asbestos is banned in all developed countries.
Also AAC blocks is a commodity with low entry barriers and no brand (read the MD & A in their AR) and is sold purely on L1.
Agree on the quality of management etc.and debt free company - but CK birla has little or no concern for shareholder value.Said all this, i had a decent run - I made 40% in about 15 months or so but I don't see the PE re-rating anytime soon here. it will take 2-3 years of consistent performance for the market to get out of this,
US based NRI’s – How do you guys invest in equity now? (29-09-2015)
Seems like lot of regulations for those who are in US now. Just wanted to know US based NRI's are building there portfolio?. I still have my old demat account but didn't do any trade once my status changed to NRI. I have been doing my investments on my family account. But now started facing tax questions as it grew bigger. Please let me know the options available for me. thanks
Skipper Ltd., distributing Power and Water, Is it a moat in making? (28-09-2015)
News Report on Upgradation of Skipper Rating by CARE:
Skipper Ltd., distributing Power and Water, Is it a moat in making? (28-09-2015)
Board Meeting on October 05, 2015 | 26/09/15 19:11
Skipper Ltd has informed BSE that a meeting of the Board of Directors of the Company will be held on October 05, 2015 inter alia to consider acquisition of a PVC plant and approving Employee Stock Option Plan.
Further, the Company has informed that the trading window of the Company will be closed from September 28, 2015 to October 07, 2015 (both days inclusive).
http://www.bseindia.com/corporates/anncomp.aspx?scripcode=538562&type1=1
ps: I have invested in Skipper today! 
My richdreamz portfolio – visit my portfolio to learn together! (28-09-2015)
Little thought on Page before I hit bed: