Hi All,
Any updates from the AGM yesterday?
Posts tagged Value Pickr
Cupid Ltd – Helping the world play safe! (25-09-2015)
No Krishna, I will not be able to go. Would appreciate if you could give us an update here on how it went & the key take aways. Thanks.
Cupid Ltd – Helping the world play safe! (25-09-2015)
Dear @RajeevJ: Are you coming to Cupid AGM on Monday ?
Clariant Chemical (25-09-2015)
Should i invest in this stock at this level..?
Varun 2020 portfolio – 2 strategies (25-09-2015)
Varun,
I'm also keen on Edelweiss, though its been many months since I've had a look. From what I made out, they have poured a lot of money into expanding various businesses including the insurance business. Margins could improve significantly going forward. Need to understand individual businesses.
Hidden gem – Kriti Nutrients Ltd – Edible Oils (25-09-2015)
Kriti Nutrients Limited is an India-based company. The Company is engaged in the solvent extraction of soya beans. It has a state of the art manufacturing setup, which includes solvent extraction plants, vegetable oil refinery, lecithin plant, effluent treatment plant, fluidized bed boilers and an in-house tin and jar manufacturing facility. It uses soya bean seeds to manufacture a product range. Its product range includes refined soya bean oil, Superhypro meal, defatted soya flakes and lecithin used for human consumption, cattle feed, poultry, aquaculture, confectionary, dairy product, industrial applications and pharmaceutical preparations. It also manufactures refined oil, textured vegetable protein and full fat soya flour. Its plant is located in Industrial Area No. 3, Dewas in Madhya Pradesh, with an area of approximately 60520 square meters. Its plant comprises of an Alfa Laval refinery, ion exchange R.O. plant for water purification, fluidized bed boilers and treatment plant
- Market Cap.: ₹ 72.24 Cr. Current Price: ₹ 14.42 Book Value: ₹ 5.68
- Stock P/E: 10.53 Dividend Yield: 0.69% Face Value: ₹ 1.00
Promoter holding 66.06%
Revenue = 95.12
Net Profit = 2.01
EPS = 0.40
Cash EPS = 0.51
OPM % = 5.00
NPM % = 2.12
Net Cash Flow mar14 = -0.03
Equity Capital = 5.01
Total Liabilities = 65.50
Fixed Assets = 34.37
Other assets = 30.88
Total Assets = 65.50 cr
- Company has a good return on equity (ROE) track record: 3 Years ROE 16.06%
- Company has been maintaining a healthy dividend payout of 18.07%
Sound management; Promoter/CEO is head of Indore Management , While seeing overall and fundamental it is a good long term bet for real investor.
Please share your views pros/cons of the same.
Kesar Terminals and Infrastructure Ltd (24-09-2015)
Thanks a lot for updating us all. Really appreciate it.
Varun 2020 portfolio – 2 strategies (24-09-2015)
I leave you today with a quote from Howard Marks
"Efforts to reduce fundamental risk by buying higher quality assets often increases valuation risks, given that higher quality often sell at elevated valuation metrics. "
I always almost tends to get attracted to stocks like Page, Eicher, Bosch, HDFC, Astral, Mayur, Gruh.... and the list goes on, only to get reminded by the two quotes one mentioned above and one mention below. The below one is myself edited version of Charlie Munger.
Always stay rational and inculcate a contrarian thinking for reasoning at least and long term wealth creation approach as irrationality and stupidity of others will eventually help you.
Stock Idea to ponder over - Edelweiss Financials
Virat Crane Industries Limited (VCIL) – sure shot multibagger (24-09-2015)
Virat Crane came out with it's Annual report, which was quite insightful. Here's the link:
http://www.bseindia.com/bseplus/AnnualReport/519457/5194570315.pdf