Borosil Glass Works approves buyback of equity shares @ 2500
Posts tagged Value Pickr
Vivek Gautam Portfolio (11-09-2015)
Thanks for sharing your portfolio. Have few questions
Syngene - Was it a IPO allocation or a buy from open market?
Syngene - Looks like a great company. Did you buy it as a 30% compounder or a multibagger idea?
Vidhi - What are the growth triggers for this?
Thanks.
Prof. Sanjay Bakshi’s Lecture link (11-09-2015)
The thought process on the lecture * prejudices of Mr market* was excellent, though I must say the presentation could have been better. It seemed as if the prof was just reading out from a book...
Vivek Gautam Portfolio (11-09-2015)
Hi Vivek
Good to know ur churn, could you also explain your rationale for investment in these companies?
Particularly keen on VRL Logistics (how do u envisage its prospects with GST still a distant dream..), Omkar Speciality and Garware Wall Ropes
Rest could be good calculated bets. If i had to replicate ur investment themes apart from the rest maybe would have chosen Navkar Corp, Astec Lifesciences, Jubilant Lifesciences and Welspun India/ Kitex
Regards
Sreekanth
Vivek Gautam Portfolio (11-09-2015)
Posting after sometime.Holding on to most of the stocks except for Astral on which I fully booked the profit recently.
The recent additions have been
1) Strides Aroclab
2) Control Print
3) VRL Logistics
4) Syngene
5) More of PI industries@520-729
6) More of Avanti Feeds @1660
7) Vidhi Dyestuff
8) Omkar Spec Chem
9) Marksans
10) Garware Wall Ropes
Nearly 75-80% of portfolio is in stocks comprising of Avanti,Shilpa,TCS,Mayur,Repco,Aurobindo,Ajanta,PI,Page,Premco,OCCL,CCL,Kaveri.These are compounders & constitute my core PF IMO.
I hv been trying to invest in quality smallcaps which hv low mktcap vs opp size and can thus be a multibagger hence boosting the PF.
God has been kind & with help of friends here and over last few years these smallcaps invested earlier like Avanti,PFS,Premco,OCCL has given good return. Lets see how this year investment in these smallcaps work out.
Akme I hv taken as my investment in a start up to be looked after few years.LOL
Have booked profit in PFS,Ambika,DHFL,GRUH,welspun Ind etc.
Views invited on these picks.
NCL Industries – Resumption of growth? (11-09-2015)
Thanks...yes i did look at NCL, Your hypothesis is right. I am optimistic on cement space in general. I was looking at cement companies from that region due to lot of infra work will come due to split in Andhra Pradesh.
Granules India Ltd (11-09-2015)
Today's management interview - http://www.moneycontrol.com/news/business/see-20-revenue-growthfy16-granules-india_3029561.html
Metformin (forms 27% of revenue currently) capacity is being increased nearly 4-folds.
Disc: invested
Intellect Design Arena PICK for 2015 (11-09-2015)
HI all,,,
Had a look at this company ..the story seems to be going good.. but few questions come to mind..
1.. their biggest vertical and the one showing most growth is IGTB( transaction banking) and the reason is the market itself is expanding , Banks are spending more on transaction banking suites.
My understanding is they are integrating their IGTB product with banks incumbent core banking systems( correct me if i am worng)
What is stopping other well placed competitors( Infosys,TCS,Temenos,etc) from developing similar offerings?
And how well they are placed against their top competitors in this space :ACI ,Fundtech,Bottomline ??
2.The core banking software market seems to be mature, with lot of well entrenched competitors. And intellect's product at the best is Top 5.
See http://www.gartner.com/technology/reprints.do?id=1-2GD9K69&ct=150525&st=sb&elqaid=582&elqat=2&elqTrackId=6231b676966146b98f4480ebeda1e2d7
3. Inusrance and RTM products yet to gain traction .
So how confident are we that the growth will come for 4-5 years.? for a shorter time frame 3-4 quarters , i think they have lot of deals in pipeline which will give growth.
NCL Industries – Resumption of growth? (11-09-2015)
So it seems that the "mutual understanding" is still intact. Whether they can maintain this for a year or two remains to be seen.
Aurobindo Pharma (11-09-2015)
Hi @drrakesh
I was Searching the orange book of Pharma and for below two months found below approvals for Aurobindo Pharma:
TELMISARTAN
CETIRIZINE HYDROCHLORIDE
ALPRAZOLAM
RALOXIFENE HYDROCHLORIDE
ENTECAVIR
IBANDRONATE SODIUM
OMEPRAZOLE
Could you please help me in below points:
How to get Estimated Market size as you have mentioned for Raloxifene Hydrochloride in your post.
Also how much competition is there.
Regards,
Kapil