Can you explain a bit more?
Posts tagged Value Pickr
Introduction & Portfolio (18-12-2015)
Hi Anupam,
Seems solid portfolio with some great cos. However I have few observations:
1. Portfolio seems too diverse. (No holding with 10% or more)
2. Unitech & Lanco seems interesting in value portfolio? What’s your rationale for investing in unitech & Lanco.
Since, these are my personal views, take them with pinch of salt. 
Thanks
Companies affected by Chennai Flood (18-12-2015)
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Companies affected by Chennai Flood (18-12-2015)
There will be a few companies which could be positively impacted by the floods. I can think of auto ancillaries manufacturers , consumer appliances companies etc. Couldn’t find any reports pointing to such impact.
Pix transmissions – low profile microcap company (18-12-2015)
Hi
@ Agarwal
Here PE ratio is not the only criteria to ascertain the margin of safety..
The company made huge capex for development of niche products by availing term loan.The annual financial cost Rs18/-crores. forms major part of exps. Product wise .it is the best company in India command excellent brand value in India and abroad.
As against the market price of Rs.50/- the BV is 111.
The bottom line and top line will improve on revival of economy.
Introduction & Portfolio (18-12-2015)
Wouldn’t it be nice, if people also show cash as part of their portfolio, showing what % of their portfolio is cash? The reason is, I as a retail investor, try to have about 15% in cash always which can help in averaging on a stock later.
Nitin Spinner – textile yarn story (18-12-2015)
I am not sure if this report factors in the falling prices of texxtile yarns because of over capacity which is a clear trend over the last few months. I would be cautious about extrapolating the last few quarters ahead even if volumes hold up.
Kellton Tech AGM? (18-12-2015)
They have projected 15% QoQ growth not YoY. That’s my understanding from the interview 
May be that’s what is driving the price ?
Disc: No holding.
Portfolio check up (18-12-2015)
I am expecting 18 to 24% CAGR. My investment horizon is long term of 10 years+. Granules was bought at 85 and Repco at 220. Rest all about 6 months back at approximately current price.
Which HCV/LCV companies to benefit on banning 15 yr old trucks (18-12-2015)
http://www.dnaindia.com/money/report-india-to-ban-old-trucks-as-cities-choke-on-dirty-air-2151601
Tata Motor (PE : 16)
Force Motor (PE: 30)
Ashoke Leyland (PE: 35)
Eicher Motor (PE: 52)(Let’s try to analyze Eicher’s 2-weeler business out of the equation)
Going by the average PEs Tata Motor definitely looks a buy, but having said that I see very few new tata motor trucks around . Almost all new trucks I see in my locality are of Eicher or Ashoke Leyland.
With Eicher there are quite a few issues around like Chennai Flood, NGT order ban of diesel vehicles, lower waiting time for their motorcycles etc.
Concern with Ashoke Leyland is they already had a big run up and may correct if they aren’t able to match their 2015 performance.