Also mostly out of Vaibhav too
Posts tagged Value Pickr
Nitin Spinner – textile yarn story (26-08-2015)
Hi,
Interesting POV. Calling it a cigar butt. Graham felt that a cigar butt was something worth a puff or two. And his idea was to sell it either in 3 years or with 50% profit. Wondering whats your cigar butt strategy, considering 50% profits from the stock must've come long ago. Curious. I've tried cigar butts, but in india they are mostly manipulated stocks in my opinion, so 50% profit is a good time to say goodbye to them.
India Advantage Portfolio (26-08-2015)
Hi golden star , nie list of stocks. It would be even better if you could read the major points that you found on the balance sheet and AR of all these stocks. Or else it would just be a one liner dicussion
Hitesh portfolio (26-08-2015)
Gujrat automotive gears seems to be agood company as it has all the operating parameters well in place . The OPM, CAGR, NPM are all improving. But the intention of new promoters are doubtful. Why would a promoter take out cash from the company and loan it to himself ?
Ambika Cotton Mills (26-08-2015)
Similar to rental or leasing companies but those companies enjoy superior margins when their tide turns in favour
ValueQuest moat fund portfolio (26-08-2015)
He doesn't hold 2 out of the the seven business listed in Intelligent fanatic slides and those are Eicher & Astral. Source: his tweets 
Ambika Cotton Mills (26-08-2015)
Newbie here. I think the core question is - why are the results bad? Without knowing much I have jumped to the assumption that it could be because of global slowdown and therefore reduction in demand for Cotton...does anyone know what is the true reason? Thanks.
High dividend yield stocks (26-08-2015)
Dividend is basically a safe heaven, but also we need to know how will the company make profits in order to make the dividends also is therr any exapnsion plan in place , in case there is then the money would be diverted there.
Also its better to check the past history of dividend payouts of the pat few years.
overlal as explained above by fellow boardsrs, in case one is worried and want to bve in a relatively safe haven , then FD would be a better place or start an SIP in the companies that you have an opinion that will grow
Alembic & Alembic Pharma (26-08-2015)
Thanks Hitesh for a lucid explanation of the impact of the latest approval.
The market seems to be considering abilify as an one time earning. Now another big approval in their fold the earnings should grow more homogeneous way.
Only thing left now is their own front end team in US, which they are already building. So their margins will improve going forward. This will ensure that the lumpiness in earnings due to the nature of generic business will reduce to certain extent.
Nitin Spinner – textile yarn story (26-08-2015)
Went through AR 15 -my big worry was that OCF has plummeted from Rs 86 Cr in FY 14 to Rs. 40 Cr. odd in FY 15 primarily on the back of increasing debtors, inventory. On top of it, there is a Rs. 196 Cr. loan taken to build out capacity.
Normally a company that takes such a huge loan ought to be more prudent on debtor management and not let cash flows slip - I hope it was a "Snapshot" issue and will wait to see BS in sept.
When I look at cash flows to debt ratio, it looks quite worrisome - I can only hope it's a temporary issue and the mgmt is cognizant of the same.
Yet another thing I observed was how soon the law of diminishing returns catches up in a commodity business - more and more capital goes in and lesser and lesser profit comes out.
I am invested in it as a cigar butt and watching it closely.