valuepickr has given a hope when I am struggling to understand whom to trust and whom not to trust in this investing world. Learned a lot from each one of you including you Subash. Sad to see such a comment.
Posts tagged Value Pickr
Cigniti Technologies – Aspiring to be Number one player in SW testing space (01-12-2015)
I am very new to VP as a poster, but grew up as an investor reading posts from persons like Subash, Hiteshbhai, among others. Someone said that you are the average of the five persons who most influence you. As a VP reader, you are one of those persons. It is really painful to read your posts of today. Please let someone know the reason for change in your attitude towards VP. Open discussion could resolve many differences.
US based NRI’s – How do you guys invest in equity now? (01-12-2015)
@manjunath_kb yes you can open PIS account when you are in USA, contact your Banker for the same. They will help you out. and After opening PIS account, link the PIS to trading account. All the KYC doc should be verified by Embassy.
Pranab
Cigniti Technologies – Aspiring to be Number one player in SW testing space (01-12-2015)
It is quite sad to see sarcasm on this forum.
This forum has helped thousands of investors in their learning and growth.
The purpose is to learn, share and grow and respect each other's views.
The job of admin is to ensure VP culture and ethos are being followed..this is not just another Internet forum. Infact, I can't see another similar forum in this entire world.
Remarkable job by VP team!
Thank you so much for your selfless job!
Cigniti Technologies – Aspiring to be Number one player in SW testing space (01-12-2015)
It is really sad to see old timers like you behave in this manner, making job of Admin more painful & frustrating.
TAKE SOLUTIONS LTD- will you take it? (01-12-2015)
R&D Assessment by IDC over the last few years which is the key focus for Mgmt.
2013
> Either not part of assessment or lost ground to competitors.
https://www.accenture.com/t20150523T032807__w__/mz-en/_acnmedia/Accenture/Conversion-Assets/DotCom/Documents/Global/PDF/Dualpub_6/Accenture-IDC-Health-Life-Sciences-Research-Development-IT-Outsourcing.pdf
2015 report yet to be published.
Sales and Marketing
Does not pertain to the Pharmacovigilance segment which deals with Adverse events
Sales and Marketing - ITO
https://www.imshealth.com/files/web/Global/Tech%20&%20Apps/Nexxus%20Commercial%20Application%20Suite/IMSH_IDC_ITO_excerpt_2015.pdf
Sales and Marketing - Strategic Consultant
http://idcdocserv.com/HI258970e_Accenture
Below segments are being de-focussed by management.
Manufacturing and SCM assessments
2013
ITO Vendor Assessment
https://www.wipro.com/documents/IDC-MarketScape-worldwide-life-science-manufacturing-and-supply-chain-ITO-2013-vendor-assessment.pdf
Strategic Consultant Vendor Assessment
https://www.accenture.com/dk-en/~/media/Accenture/Conversion-Assets/DotCom/Documents/Global/PDF/Industries_2/Accenture-IDC-Life-Science-Manufacturing-Supply-Chain-Strategic-Consulting-2013.pdf
BPO Vendor Assessment
http://idcdocserv.com/HI259302e_Accenture
Strategic Consultant Vendor Assessment
http://idcdocserv.com/HI259357e__Accenture
Top Preferred Life Science Technology Vendors for 2015
http://idcdocserv.com/HI255788-_2
If you CAN’T BOTHER to research/present a BALANCED view with decent RISK assessment, you have NO RIGHTS to start a thread on that business (01-12-2015)
Wow! Take a bow @hrfacebuk
We couldn't have exemplified (any better) how to bring "balance" to a discussion, or the "intent" behind our interventions ...the way you have.
Thanks for taking the Trouble. Much appreciated.
If you CAN’T BOTHER to research/present a BALANCED view with decent RISK assessment, you have NO RIGHTS to start a thread on that business (01-12-2015)
Harshad Bhai,
IMHO, admin/moderators or other members with good intentions aren't saying that detailed & complete analysis should be done before posting, neither the expectation is that one should know everything.
An incomplete analysis with gaps (many gaps) can also present a balanced view [presenting risks (atleast basic risks), objective/reasoning behind one's purchase, intention/view type of holding or place it occupies in the portfolio].
Also RISKS are not only business risks etc., but we can also simply state the points that we might not have considered or were not able to get information on (as having not given thought to these points itself maybe a risk).
The point that is trying to be conveyed is that each member especially a member who understands markets a bit more needs to be cognizant of who is the audience in the forum as well. Not everybody in the forum is equipped to understand risk factors on their own and there may be members who might just get carried away by what is written (without giving much thought to what is not written). Admin's point should also be considered in the light of from whom the comment or post is coming from, as admin expects more from an old timer or a new member who has been responsible till now. Admin knows that such member can put in a basic balanced view maybe without putting much efforts and hence it is being encouraged.
Let me try to address this with the help of a small example of the Kellton thread itself. The information could have been presented in a different manner as below to make it more balanced and could have covered maybe basic or bare minimum risks.
Risks/Points to be cautious of:
Stock price volatility - The stock has appreciated a lot in the past XX months and can be very volatile as it has seen many upper/lower circuits. Same maybe the case in future and therefore stock is not for somebody who can't digest volatility.
Promoters - Promoters have good qualifications but I haven't been able to get their past track record in their previous business ventures and hence their past record in running a business is unknown.
Business - Many (almost) all IT companies boast of similar businesses/capabilties that Kellton talks about and hence it is difficult to differentiate between Kellton's business (stengths, etc.,) with the competition.
Valuations :
Trades at XX TTM PE which looks high but expected earnings growth is high or XX% hence at a 1 year forward basis it doesn't look expensive.
Invesment objective/view - I have brought this company as a play where I see fast earnings growth to reflect in the stock price and not as a core fundamental investment idea. It is more similar to a earnings based momentum trading pick that I might exit at any time. However any views that can help build a stock story are mosty welcomed.
Disclaimer :
I don't understand this business very well and hence can comment only on the overall industry/business prospects of these segments in general and not on Kellton's performance/prospects in these segments.
Acquisitions - Need to dig more on how these acquisitions might have benefitted (or otherwise) the company. [Nobody expects details on this front as not everybody (a novice/new member) might be able to understand this (i.e. valuations at which acquisitions were done, margins of acquired companies, etc,.,), but atleast a note of the same can be made by stating something like above, so that readers know that this is a point that should be considered].
I have just given a very basic example using some of the existing points from the initial thread itself of how things could have been presented in a different manner.
I hope this attempt gives a bit more clarity on what is being tried to conveyed.
Kind Regards.
If you CAN’T BOTHER to research/present a BALANCED view with decent RISK assessment, you have NO RIGHTS to start a thread on that business (01-12-2015)
Thanks for responding on this important topic.
Congratulations on being a well-informed investor capable of deciding for yourself.
To think that well-informed investors like you represent the bulk of VP readership is a complete fallacy. There are close to 11,000 VP subscribers today. There is Trust and there is Credibility among newbies and learners flocking to VP in greater numbers every day who form the bulk of the readership. Compared to this totally there may be only about 500-600 folks who post at VP.
Not many may appreciate this but we consider the UN-INFORMED INVESTOR as our first and biggest RESPONSIBILITY.
Since you have responded with your valid viewpoints (on what can limit the lack of workable ideas), we fully expect you to act responsibly and also respond to the earlier response to post from Harshadbhai - about lack of effort to take forward valid inputs from other members, take-it or leave-it attitude, and irresponsible/speculative remarks while justifying valid objections to the story.
Why should we condone such irresponsible behaviour that violate the Core of VP ethos and learning culture, that has taken years of painstaking effort and diligence to build up? Don't you think there is a much greater risk of deteriorating quality of discussions at VP, if we do not intervene firmly??
Cigniti Technologies – Aspiring to be Number one player in SW testing space (01-12-2015)
@adminph2, grossly disappointing with such tolerant attitude to this thread. Can admin please be true to himself and close/delete this thread as well 