Posts tagged All News
Will SKS Microfinance recover? Is it a good long term buy now? (19-09-2015)
I can't believe RBI would put the largest MFI at a disadvantage, its borrowers wont get the benefit of low cost of funds.
How do you forsee this being played out?
How time and again India managed to come out of financial crisis (19-09-2015)
Eyes on global economies after Fed keeps markets guessing (19-09-2015)
Smruthi Organics Ltd (Turnaround Jackpot by The Ace Investor) (19-09-2015)
Copied from The Ace Investor blog, I am not claiming credit for his work.
Copied from The Ace Investor blogspot blog, I have not broken any copyright law.
The Ace Investor
Smruthi Organics Ltd
Listed on BSE: 590046Currently trading around 150 with a market cap...
Smruthi Organics Ltd (Turnaround Jackpot by The Ace Investor)
Rate-cut hopes boost markets; Volatility seen ahead of F&O expiry (19-09-2015)
Dow closes off triple digits as Fed uncertainty weighs (19-09-2015)
MOLD TEK PACKAGING—dividend plus growth (19-09-2015)
@ankitgor44 Asian Paints recently announced plans for a new plant in Karnataka - is this likely to adopt IML heavily as indicated by you earlier? What revenues (and timelines thereof) do you foresee?
Ranvir’s Portfolio (19-09-2015)
HMVL - As long as they do not have a clear cut vision for the cash in the books, the stock will continue to be mispriced. I hold it and it tests your patience. Companies holding huge amounts of cash can be difficult investments.
Bajaj Finance - could accumulate after yesterday's fall. It had run up too fast.
Generally a good selection.
Poddar Developers – An affordable housing story (19-09-2015)
@karan
Yes you are right as both the companies management has raised the concern on the future sales guidelines to flat or negative on YOY basis. But I think this good time to be contrarian and load up the stocks for the next rally when interest rates in India drop and economy starts reviving.
This two are only quality stocks with great management available in the reality space which are very less leveraged.
Poddar developers is better placed than ashiana housing owing to customer segment it addressed where there is most demand/supply mismatched.
Anticipating multibagger returns from this two companies in the future.
Disc : Invested in both the companies and together forms 5% of the portfolio