Posts in category All News
Is it worth investing in small caps (06-07-2024)
Frankly, I would have never invested in saner moments in any share whose PE is more than ROCE. So, it goes for both Vintage Coffee and CCL.
But then, every investor dreams of stumbling upon a turnaround company. First time I bought it at 48 It went down to 22 too (52 weeks low is 17.35), but then I should not have sold my original holding when I got rights at 12. Shortage of funds was the reason.
So, my holding is up 18% now for my pains. As per the Screener* “Debtor days have improved from 84.7 to 60.4 days.”
But I still have hopes of this share. I have just checked and it is at 52 high. The CCL has not done so well.
But honestly, I have never compared Vintage and CCL.
PGIL-Sleeping Tiger about to Roar (06-07-2024)
started digging pearl global since earning yield is good with relatively low P/E. However found a few red flags:
- Tax rate is consistenly low across years.
- Debt to Equity ratio is on the higher end. And at this debt level company has paid out dividend couple of times.
- Although operating at low cost centers NPM lingers around 3-5 %. Is there any potential for this going up further?
F&O Query: Should you buy or sell stock derivatives? (06-07-2024)
Samhi Hotels – Turnaround with Tailwinds (06-07-2024)
When management said Debt to ebitda they are referring to long term borrowing only which is 1560cr as of now.
Correct me if I’m wrong