Posts tagged Value Pickr
Thomas Cook India-Will it move like Warren Buffet Stock (08-11-2015)
In my opinion, growth of logistics services because of e-com is overhyped. If the e-com cos have to survive and grow, they will have to cut costs on all fronts, will have to set up many more warehouses, (perhaps shared) and move bulk of cargo by rail. Last mile connectivity will have to be provided by logistics companies. How many of them will be local players and how many will be listed players is to be seen. We can expect steady growth in business of logistics companies but nothing dramatic, I think.
KSE Limited — Interesting Business (08-11-2015)
Sir recently when in Kerala I visited there kanjigode factory extremely good excellent mangement the June qtr result was poor because there was a big ticket new raw material purchase for there new animal feed product and a huge copra purchase at a very lower price the new product for animal feed is already in market and lucky it does not come under the government price control because it is launched a milk enchanter feed and also they have launched exculsiive ice cream outlet in Tamil Nadu also and brand visibility is improving and the ice cream and coconut oil division will give a excellent result this qtr so I think with price bottoming out we can start buying before the result
Arman Financial Services Ltd (08-11-2015)
Hi Prasad,
I don’t track Capital Trust and hence can’t comment on it.
Jagran prakashan (08-11-2015)
Radio city charges highest for ads…There is an article the problems faced by radio companies…they don’t have rooms of charging high ad rates…so margin play is not there…company has to play on volumes…radiocity has already penetrated In major cities…Bangalore..delhi..ahmedabad..mumbai..etc..I agree to what warren Buffett tells…but what if all the latest news are accessed online and other local news are accessed on radios…i don’t need a newspaper…growth In radio business is negligible…but print business can have good business because of the target market being poor or low class people…but again business expansion basis volume only…i don’t see any moat here…rather than that I would invest in EIL which is a epc contractor…has a wonderful market share…dealing In petrochemicals.. Solar..fertilizers…metallurgy..infrastructure…all sectors emerging…if you want a mere 15% returns then why not invest in a large cap mutual fund…I just set my views here…I might be wrong…and I welcome views from members…this will be helpful for my growth also..thanks..
Kitex Garments Limited (08-11-2015)
I take this positively…the losing party is always going to spread news which can help them gain some votes by confusing people whom to choose…this is what rahul and Sonia Gandhi have been coming doing…i feel mgmt is positive and I feel impressed…salute to Mr. Sabu M Jacob for doing this…
Bhageria Dye-Chem (08-11-2015)
Hi guyzz,
Chemical industry of India had some bad years till 2013..2014 was the year of huge profits for this industry…There are reasons for this…regulations were passed In china during this time for strict environmental laws…this led to shut down of many chemical companies in China. Indian chemical industry used to face stiff competition from china…a pure demand supply mismatch over a period of time…a cartel was formed among these indian chemical companies like bageria and bodal..to shoot the price up ..chemical selling for 100₹ was selling for 400₹ …so not a big surprise if these companies are doing good…its the industry not the company that has improved…this can be recommended for your own portfolio…but not for your client portfolio…situation can change soon and again china can pump in back…this story is similar to that of cement hike in south India…companies like Deccan cement..ncl industries etc have enjoyed good profitability…
One thing is not sure here is when the industry will change? How far is the threat from china? I guess this is the reason why the PE is not re rated..there is no sustainable growth seen here…
Disc – not invested…
Abbott India: MNC pharma play on increased consumer spending (07-11-2015)
I believe this is because of two things:
– The target group for this loves foreign brands & tries to pay up for them
– They’re keeping entire control in the parent company’s hands so that they can drive their investing activities going forward.
Since, you’re a senior member, I invite your views on how HUL was built & what are the similarities/difference between the strategies of both these ‘brands’
Mihir Khajanchi
Need for KYC to be enforced when Forum Abuse is detected (07-11-2015)
Excellent ways to rein in the perpetual offenders.
Liked the following lines…
But the style is the same – genuine objections will be swamped – there is a organised gang supporting with data points, old reports, vomiting the same 10 points with different slants endlessly. Point is nobody has/can have the energy to match/counter these guys
Our experience has taught us it is futile and a waste of time to counter. Its more effective to educate everyone, empower everyone to watch out for these patterns and encourage flagging. If we suspect multiple patterns playing out, the best Deterrent and Expose is to immediately invoke KYC, while still giving the benefit of doubt for inadvertent mistakes, and be willing to give a decent hearing.
Usually they fall in line immediately .
Congratulations for making all efforts to protect the interests of small and novice investors.
Keep it up Sir.
Thanks & regards,
Biranchi N Panda
Abbott India: MNC pharma play on increased consumer spending (07-11-2015)
PediaSure for toddlers,
Similac for infants,
Ensure for adults,
Mama’s Best for pregnant women and lactating mothers
Glucerna for diabetics.
All under Abbot healthcare pvt ltd. Has commissioned a new plant in gujarat for india focused flavours.
Great products, great company. But not willing to share it with Indian investors.