you can download Tasty bites mindmap as example from here https://www.dropbox.com/s/6iki04rcye2b0gy/Tasty%20Bite%20Mind%20map.pdf?dl=0 and xmind format from here
Posts tagged Value Pickr
Realtime Alerts for BSE Corporate announcements (22-10-2015)
Superb sunil..I subscribed to this long time ago. I thought this was provided by bse :-)..
Many Thanks
My mistakes with the stock market (22-10-2015)
Hi,
I have only 1.5 years of market experience and i'm learning day by day:
My mistakes:
1: Biggest mistake, i bought my first stock when it was hitting everyday low and low and accumulating more in loss.
Era infra: first bought 400@40 and keep on adding in down, currently i have 3000@18(Average price).
currently holding it in the hope that atleast i can get atleast theinvested money back, i dont know i'm right or wrong in this case of holding this loss making stock.
I bought this stock without any analysis, just it was on 52 week low so i bought it and then on tv CNBC they were saying to buy so bought more and then to make the average price, i added more.
After this i got one chance to get it out when the stock came back to 33 but with the greed i didnt sell and the result is it is 85% loss now,
still holding, not daring to book the loss.
Mistake learned:
1: Dont follow tv and media or any recommendation or friend recommendation.
2: dont by 52 week low stocks, just because they are 52 week low
3: if a stock is going down and the fundamental is also not good then dont average your price, sell the stock and book loss and come out of it.
4: Do a thorough analysis, still i'm not able for this but trying to learn.
5: Earlier buying stocks on low pe and high EPS only, dont do it.
6: Dont follow the price fluctuation day by day, do th stock check on weekly basis.
7: dont have more then 10-15 stocks in your portfolio.
8: money allocation to all your stock should be followed..still i'm not doing it and need to learn.
9: have patience: before i was buying and selling frequently , net i'm in loss
10: Better to follow SIP for good stocks.
11: always have some case, when market corrects buy good stocks more and hold.
12: Don't be greedy and don't afraid.
Many mistakes committed and learning is in progress.
Read Good books and learn and learn from all the seniors and from others mistakes.
Thanks
Mahesh
My mistakes with the stock market (22-10-2015)
Ted is a defunct forum now, earlier it was used to be very active stock discussion forum.
POKARNA LTD ( Stock opportunities ) (22-10-2015)
Though there is a risk of Chettinad cutting supply to Pokarna but I see risk and reward hugely in favor of investing in Pokarna. I will increase my stake tomorrow. The only thing now left is the cleansing of Balance Sheet, which is messed up due to related party transactions and their cloth business (atleast this was the case when I checked last time).
POKARNA LTD ( Stock opportunities ) (22-10-2015)
Caserstone is a big fish and it seems they are in trouble. That means better scope for and chance to penerate into B2C model.
no wonder why Ashish Kacholia has increased the stake in Sep Q as well.
Gulshan Polyols(GPL) – Business by FMCG and Valuation by Commodity (22-10-2015)
Can anyone clarify why the tax rate is so low historically, unable to understand. @Chaitu_1614
My mistakes with the stock market (22-10-2015)
Hi,
What is TED here?
Lactose India – Unique Play on Lactulose & Contract Manufacturer for MNCs (22-10-2015)
Hi Mahesh,
As mentioned, game changer for the company is Kerry agreement & Lactulose (capacity 2400MT/annum).
Impact of Kerry agreement will be partially in FY16 and fully in FY17. Similarly Lactulose plant will come on stream in FY16 and will be ramped up in FY17 and FY18.
Lactulose accounts for 55-60% of capex incurred (Rs 30cr). Next 2 years (FY17 & FY18) will see impact of capex incurred over past 3 years (FA - on stream increased from Rs 28cr in FY14 to Rs62cr in FY15...hence impact will come now). Also, capex of Rs 10cr has been done through client funding (Kerry and Sanofi) which will help higher return ratios.
ROE & ROCE will be high when numbers will come over next 2 years. Just to give sense...last 4 quarters EBIDTA has been Rs 6.7cr (this without any significant benefit of capex). EBIDTA can jump to Rs 16cr and Rs 25cr in FY17 & FY18 respectively.
My sense is Lactose India can do EBIT of close Rs 12cr & Rs 21cr respectively in FY17 and FY18 while PAT could be near Rs 7.5cr and Rs 13cr in same period.
These are my estimates Mahesh based on Capex done and limited interaction with management (in AGM).
POKARNA LTD ( Stock opportunities ) (22-10-2015)
Impressive! If Pokarna is the only player for quartz in India then we are in here for a bumper results.
Do you know any other company which supplies stone and granite to US from India?