Ok thanks and when will the delisting happen?
Posts tagged Value Pickr
Byke hospitality – Truly asset light? (22-09-2015)
http://www.hospitalitybizindia.com/detailNews.aspx?aid=21944&sid=41
A hospitalitybiz article on Byke suraj plaza inauguration plus its MICR/weddings focus.
Motherson sumi : Recent opportunity to buy (22-09-2015)
Sharp downward journey of Motherson Sumi started on 6th Aug. We need to find out what changed after this date. Maruti & VW impacted MSS only from 21st Sep.
Duke Offshore – Hidden Gem? (22-09-2015)
Mr. Avik G. Duke has been the Managing Director of Duke Offshore Limited since April 12, 2010. Mr. Duke serves as the Chairman of Duke Offshore Limited and has been its Whole Time Director since July 27, 2009. He joined the company in 2008 as an additional director and in 2009 the shareholders wanted him to become whole time director. Prior to this he was VP marketing at Chateau D’Óri a winery based out of Pune. Since the time Avik joined Duke the company turned around and has been making profits before which the company was making losses.
Avik had remuneration of 1.5 lac p.m. in 2009 which now stand at 2.25lac p.m. albeit nearly 10% of the total profit for the year. But, his father George who was MD in 2009 had remuneration of 3.00 lac p.m. Thus, induction of Avik has trimmed down those costs now.
The turn around was marked in the year 2008 even though the global economy was going through slowdown.
So, we can see that Avik is upto something big and hopefully it materializes.
Couldn’t find Avik’s educational qualifications.
Adjournment of AGM appeared strange. I don’t know anybody who attended the AGM
Regards
Krishna
Talwalkars Better value Fitness Ltd – Good fundamentals (22-09-2015)
Hi @vnktshb,
I liked the way you made your point. I also liked the info on number of health clubs and the growth. May I request to know how you got the data neatly tabulated the way you presented it? Was it from a site? Which one? I saw the FY15 annual report and didn’t find the info tabulated there (although the numbers would be strewn across the pages). Thanks in advance.
How to calculate Intrinsic using DCF with EPS method (22-09-2015)
HI All,
I am a novice and following VP forum. I have seen various members of this forum which uses DCF with EPS to come up with stock price. I know there are underlying issues in the calculation but I just want to learn this method for knowledge purpose.
Can someone please explain me with help of an existing listed company in our stock exchange.
Thanks in advance
Sunny
Need serious Help with my portfolio should I stay Invested or pull out (22-09-2015)
Pull out of certain stocks, but do not pull out of the market. My advise is to invest a little money and buy hard copies of some of these books (believe there is a seperate thread on this which you might want to check out as well) and spend some time reading and digesting them.
- One up on wall street – peter lynch
- Thoughtful Investor – basant maheshwari
- Remnisences of a stock operator – jessie livermore
- Common stocks uncommon profits – phil fisher
- Psychology of human misjudgement – charlie munger (available on youtube)
Its very important that you learn from these setbacks and stay invested for the remaining part being a better investor. To get there in my opinion you need to read and re-read some of these books and most importantly make money on atleast one stock (atleast a two bagger).
Need serious Help with my portfolio should I stay Invested or pull out (22-09-2015)
My 2 cents:-
- GMDC/NMDC – Currently iron ore prices are around their lowest in a few years due to lack of demand from China and dumping of surplus inventory at very cheap prices. I have no way of ascertaining if and when they’ll normalise. Commodities tend to react very dramatically both ways and you must have deep insight to stay ahead of the game in such businesses.
I myself am invested in NMDC and still regretting it. (Looking to take the dividends and start selling small allocations)
- Kaveri Seed – No expert on that business. At current price and previous track record of company, seems attractive to me. Invested at even more than your holding price. I plan to remain invested for the near-medium term.
And that covers 62-63% of your portfolio – wow! You obviously wanted to bet big and reap handsome rewards 
Anyway – I believe there are some quality names as well in there such as Repco, Axis Bank, etc. But PF allocation is very important and you may be learning it the hard way currently.
If I have to sum up my advice for you in 1 line –
Only sell if you believe you didn’t do enough due diligence the first time when investing in these businesses or the business environment has changed completely since your purchase. All other times – ignore the volatility and get away from looking at day to day fluctuations of stock prices.
Need serious Help with my portfolio should I stay Invested or pull out (22-09-2015)
Totally agree though PF names may differ from one individual to the other. Stick to bluechips. Dont think about the initial losses that you will incur during this rejig. Consider this as the tuition fee paid to Mr. Market.
Every senior member here would have had a phase where he would have paid this tuition fee.
These ~1% allocations in your PF are not going to help the overall returns of your PF in anyway. Hypothetically, even if Tata motors in your current PF were to double from 439 to 880, your overall PF returns will only increase by ~2%
Read a lot before you start with your PF building next time.
Thanks,
Ravi S
Need serious Help with my portfolio should I stay Invested or pull out (22-09-2015)
I missed a point you can think of PI industries to replace kaveri seeds as growth in PI will be more robust.