@Mantri: Superb analysis. Hats off to your clarity and indepth study to identify red flags so specifically.
Great learning for all fellow members.
Posts tagged Value Pickr
Forensics and the art of triangulation (01-09-2015)
POKARNA LTD ( Stock opportunities ) (01-09-2015)
Hi @sumi00, 2015 Annual Report (page no 114) states about the loans and advances from the related parties under Unsecured:
2015 2014
Loans from Directors 3548.21 3810.27 – –
Inter Corporate Deposits 4250.40 4250.40
So out of Rs.200 crores long term borrowings,Rs.78 crores are from the promoters.
Ambika Cotton Mills (31-08-2015)
@drvijaymalik– sir i do read your blog. its one of best writings out there. its so nice to see u on valuepickr. your inputs will be highly helpful.
Hitesh portfolio (31-08-2015)
I dont track vakrangee or force motors or guj auto gears so not able to comment on those.
Hitesh portfolio (31-08-2015)
Muthukumar,
I am usually fully invested in markets. Occasionally when I do hold cash it is just plain cash and I dont transfer the amount to either FD or liquid funds. When an attractive parking space is there I put in the cash into the parking stock till the next good opportunity presents itself.
About Torrent figures, I dont have any immediate guesses for the fy 16 numbers but overall am impressed by q1 numbers.
Regarding technicals I dont specifically use any single parameter or moving avg etc. I use broadly recognisable patterns which I trust more than indicators or individual parameters.
Granules India Ltd (31-08-2015)
thanks @mparadkar. The initiation report is incredibly small! just 2 page excluding tables. Don’t know why they have wasted these two pages too. 
My Portfolio – Need Suggations from Value Members (31-08-2015)
Thanks for your prompt reply. Its surely a buy in my list. Can you also suggest 2 more share keeping my current PF in mind pls
Thanks in advance
P.S. – Am not looking for tips but a guidance to learn the art of picking right stock 
My Portfolio – Need Suggations from Value Members (31-08-2015)
Any price any amount is good for Gruh if you have an investment horizon of atleast 3-5 years. A small suggestion never wait for a quality stock like gruh to fall as quality stocks rarely fall or come to your buy price.If you like the business just get in see the temporary price fall but in long run you will always come out as winner.
My Portfolio – Need Suggations from Value Members (31-08-2015)
Dear Das,
Thanks for feedback, I look forward to add more good stock in PF and alter if needed. Gruh and PI are in my radar, whats the good level to enter in these scripts.
Thanks
My Portfolio – Need Suggations from Value Members (31-08-2015)
Thanks for feedbac Saji.
Sarla have –
- Some great products line and only company in India who produce Nylon 66.
2.Wide distribution across globe. - US expansion will also give them additional capacity in coming quarters and an edge.
I am not looking for current pure numbers but on business model/ products and have confident it have enough leg room to grow 2X in by FY17 exit.
Comments pls