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Posts tagged Value Pickr

Sugar Cycles: 7-8 years of losses followed by 2-3 years of super gains! (23-11-2023)

Shortage of sugarcane, drought-like situation, the divergence of sugarcane for fodder and agitations by farmers for pending FRP will have a huge impact on Maharashtra’s 2023-24 sugar season which starts on Wednesday, November 1.

This year, 14.07 lakh hectares of total sugarcane area will be available for crushing and production of 88.58 lakh tonnes of sugar is estimated. The area under sugar cultivation has decreased by 6 per cent compared to last year. Last year, 211 sugar mills produced 105 lakh metric tonnes of sugar. Deficit rainfall in many parts of the State has resulted in drought-like situation and demand for fodder is on the rise.

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Investing Basics – Feel free to ask the most basic questions (23-11-2023)

Hi there,

When do you prefer a company with 2% to 6% profit margin over another with 20% plus margin?

Dixon for example, but many other examples can be given.

Thanks

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Kiri Industries: Loan reduction and demand surge (23-11-2023)

(post deleted by author)

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Deleted post – Marine electricals @63 and Today 90+ [ 40-50days] (23-11-2023)

We have to follow certain rules while opening a thread. While we can introduce a business in our own way, certain things have to be mentioned in the thread. You can check some threads to see those different ways, if you have not already.

If you still have the original content of your posted thread, check if it matches the requirements of the forum.

90+ 40-50 days in your title is against the forum rules. There exist trading threads where you can post your FA and TA thesis, but not while introducing a company, and certainly not in the title.

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INOX Wind (23-11-2023)

I watched the last few interviews given by Devansh Jain to media houses. One thing that stood out was that he never fails to stress the anticipated growth in the ‘next couple of quarters.’

On one hand, he sounds extremely optimistic about the sector; on the other, he places an overemphasis on just a quarter or two.

Sure, order book visibility will emerge with time, but I just wanted to check with others if I’m missing something. Perhaps I’m reading too much between the lines.

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What is your real return? (23-11-2023)


I had similar thoughts like you at one point and the general advice of 50% equity and 50% debt for young earners didn’t appeal to me much. I think when the portfolio is small, and when you are starting out, 50-50 makes a lot of sense. Gives one a lot of peace of mind.

However, if you look at a 1CR+, do you need 50% of the same in debt? Especially if you are living way below your means and retirement (or lack of employment) is 10+ years away? I don’t feel that way. I think one could go for 70% or 80% into equity. The assumption is that you know what you are doing and is willing to sit through (and buy more) during drawdowns.

Emergency fund, short term and medium term goals are outside of the above math.

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Ion Exchange (India) Limited (23-11-2023)

I am analysing Ion exchange result. The ROE and ROCE is very good for the company and PE is in good range, not too over valued.
company has a consumer product business which is consistently loss making.
the chemical business is the cash cow. I am not sure, why company is not taking steps on the consumer business. it is in loss since 2014.
i need to analyse further. Have not taken any position yet. but curious.

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Prataap Snacks Ltd – Set for a crunchy bite! (23-11-2023)

some big guy buying it

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Midhun’s Investment journey and Space to organize investment ideas (23-11-2023)

image

An interesting article on alternate to Lithium ion batteries developed by battery maker Northvolt .

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What is your real return? (23-11-2023)


Value research can import data from many traders tradebook and show you XIRR and some interesting data. That’s the one I use. Give that a shot – https://www.valueresearchonline.com/my-investments/

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