About 56℅. Stellar results
Posts tagged Value Pickr
Ramco system (06-11-2015)
Yet another stellar results from Ramco Systems. More details in http://corporates.bseindia.com/xml-data/corpfiling/AttachLive/1885F10E_478C_4EC3_A445_3EB72F8FBF9F_181825.pdf
Discl: invested
Ajanta Pharma (06-11-2015)
I am hoping that US business will come from their Dahej plant.
Disc: Invested since long with ~15% of my portfolio.
Hawkins Cooker : When it will move in line with TTK (06-11-2015)
I expect full year eps to be 71 with a dividend of Rs.60.Traditionally Hawkins has enjoyed PE superiority over TTK . Sales jump must start happening from Q3 onwards.Co seems to me to be on right track.
Need for KYC to be enforced when Forum Abuse is detected (06-11-2015)
Respected moderators/admin
In full agreement with your thought process on brand and on small investor protection.
Can i give 2 suggestions ?
1.All new introductions can be “ranked” or “rated” by knowledgeable Seniors say on a scale of 1-5 with 1 being good idea and 5 being “suspect idea” . This rank should appear in all posts on the right side displaying “Value Pickr idea rank ” . This ranking should be dynamic based on new data.Benefit is this will alert newbies more rather than trying to engage with the poster in a data war which as you said might not be achieving your purpose of investor protection.
2.All new introductions should have disclosure on not just % of holding but also on his/her acq cost and on strategy(ie when the poster will sell – ie will he sell the next day if scrip hits upper circuit ).
Thanks for listening
REPCO home finance – another Gruh in the making? (06-11-2015)
Repco has one of the best ROA in the sector.
ROE = ROA X Leverage
Once Repco’s leverage goes up, it’s ROE can go up to Gruh level.
Disc: Invested.
Realtime Alerts for BSE Corporate announcements (06-11-2015)
Hi Manish,
Please try to get password using forgot password link. If you still face issue let me know.
Arvind infrastructure: Godrej Properties in the making? (06-11-2015)
Porinju has again bought 1,30,000 shares of Arvind Infra for his Equity Intelligence PMS at 6th November.
http://porinjuveliyath.in/2015/11/05/equity-intelligence-buys-more-arvind-infra/
Realtime Alerts for BSE Corporate announcements (06-11-2015)
Hi Kunal,
Can you try now. If you still face issue please let me know.
REPCO home finance – another Gruh in the making? (06-11-2015)
What are the views on Repco vs Can Fin Homes ??
I understand that they both lend to different sections but my question is why is Repco commanding higher valuations than Can Fin since both are growing at same pace. ROE is also 14-16% for both.