We discussed Indag Rubber recently and the stock has done quite well in a challenging environment. We recently visited 3 companies to get a better understanding of them – 1. Indag Rubber 2. P I Industries 3. MBL Infra. The meetings went on well and all the three companies are optimistic. Here are the key … Continue reading Management Meet–Indag Rubber
In these volatile times, I’m happy to see some of our companies doing quite well and the stocks getting the due re-ratings. It just re-enforces your faith in the fundamentals and markets. We had discussed about Smruthi Organics on 4th April, 2011 at price of 135 and had provided an update recently. The company has … Continue reading Quarterly Result Updates and new idea [Indag Rubber]
“Market rewards you as per your perception about the market. If you treat it as a gambling den, it will prove a gamble for you” – Vijay Kedia The results season is here and we are again busy tracking them. For those who still don’t use the alert feature in the Screener, we would highly … Continue reading Updates on latest quarterly results [Q4FY13]
During the past few weeks, we have been on the move to attend the Annual General Meetings (AGMs) and meet the companies we have been tracking. A lot of effort has been in re-understanding the companies and preparing proper questionnaires to get a bigger and longer term picture. We are in process of preparing detailed … Continue reading Updates from the company visits & AGMs
The annual results are coming out and it’s a good time to re-evaluate the portfolio and also start considering what lies ahead for FY13. Here is an update on the performance of some of our ideas: Gujarat Reclaim Rubber: We had first discussed about this idea at 875 levels and provided multiple updates. The stock … Continue reading A review of FY12 Results [Updates]
When the majority were bearish, the markets surprised them by giving a strong upwards swing. Most of the stocks prices have improved by about 20%+ in less than a month. This is why it is always advised not to time the markets. Rather than remaining on sidelines, one should target companies doing well and yet … Continue reading Q3-FY12 Result Updates
Quarterly results are good to introspect the stock ideas we are invested into. We review the performances to stay with winners and switch out of stocks where the companies are not performing as per expectations. It is heartening to notice good performances by most of the companies we are invested into. Gujarat Reclaim: – The … Continue reading Results season – Hits and Misses
Dear Friends, Wish you and your family a very very Happy & Prosperous Deepawali!!! May Laxmi Ji shower her blessings and Ganesh Ji his happiness on all of us. On this auspicious day, do participate in Samvat 2068 – Muhurat Trading session from 4:30 – 6 pm. Our Muhurat picks are: Nesco (560) Avanti Feeds … Continue reading Welcoming Samvat 2068…
It is important to re-evaluate the portfolio and weed out non-performers, or the stocks in which the story is not developing as expected, or switch to new ideas which look cheaper or have more value than others. We have exited from couple of our ideas over last few days: 1. Jocil – Initially discussed @ … Continue reading Portfolio shuffling…
Its results season again and a good time to monitor and shuffle your portfolio. Like we used to have exams earlier, similarly its result time for the stocks we invest into. In the mid/small cap space hardly 10-15% of the companies have come out with their numbers. Till now the results have generally been on … Continue reading Quarterly & Annual result update…