(post withdrawn by author, will be automatically deleted in 24 hours unless flagged)
Posts tagged Value Pickr
US based NRI’s – How do you guys invest in equity now? (01-10-2015)
(post withdrawn by author, will be automatically deleted in 24 hours unless flagged)
REPCO home finance – another Gruh in the making? (01-10-2015)
NIM is function of leverage as well. I will look at RoA for judging the quality of business.
NCL Industries – Resumption of growth? (01-10-2015)
That's a positive for early buyers like us. Such reports help company visibility to the market. Expect the average volumes to increase gradually
TAKE SOLUTIONS LTD- will you take it? (01-10-2015)
Came across a blog posting on this company recently -
https://alphainvesco.com/blog/take_solutions_stock_recommendation_september2015/
Disc: not invested
Page industries (01-10-2015)
a small observation. recently i was in a mall in bangalore. it was a weekend. spent about 15 mins in a jockey store checking out things. to my surprise, the billing counter was occupied all the time. i had to wait for more than 5 mins in the q to mine billed. at the same time, there were so many other stores like Allen solly, peter England ( not comparable. but still saying) with hardly any footfall.
Unichem laboratories ltd (01-10-2015)
sorry about talking about stock price performance. this has crossed 300 despite repeated bad results. trading at a pe of 44. ( may not be fair to value based on pe considering that earning depressed. but still). this really puzzles me.
Hitesh portfolio (01-10-2015)
Thanks Hitesh. The footwear business seems to be a drag. Once that revives they will have better days.
Regards,
Raj
Hitesh portfolio (01-10-2015)
I dont track natco so dont have any views on it.
Hitesh portfolio (01-10-2015)
Thanks Hitesh for sharing your wisdom 