We had discussed about Poly Medicure and their plans to become a major global Medical Disposable player. The article highlighted about their expansion plans ahead and target to be a 300-400 Cr company by 2013. We had discussed the stock @ Rs 100 (adjusted 1:1 bonus) and the stock price has tripled to Rs 315 … Continue reading Poly Medicure – Dream Run
“In the next three to five years, our focus will be on safety devices market. We are expecting our revenues to grow from Rs 135 crore to Rs 300 to 400 crore by 2013” – Rishi Baid, executive director, Poly Medicure Ltd We recently discussed about Poly Medicure which is one of the biggest exporter … Continue reading Poly Medicure – Aiming to global medical devices market
Poly Medicure is one of our favourite small cap stock which has carved out a niche for itself and has grown well over the last few years. The company is the one of the biggest exporter of IV Safety Cannulae and other healthcare disposable products. This business segment is always growing and with development of … Continue reading Poly Medicure
2014 has been an eventful year. At the macro level, we had a new government, an enthusiastic new leader, a great bull run… and at the personal level, we attended many more AGMs, read more books and met many great intellectual minds in the investing world. We had the highest ever visitors on both Dalal-Street … Continue reading Reviewing 2014
We are happy to share that we have got a mention in the April issue of Money Today Magazine.
Welcome 2014! Dear Friends, Dalal-street team wishes you & your family a very Happy & Prosperous New Year! 2013 has been a great year for markets, especially the mid cap area we focus on. The best thing about markets has been that it has focused on quality and rewarded companies with good balance sheet, business … Continue reading Happy New Year 2014
We wish all our readers a very Happy & Prosperous Deepawali. May Goddess Laxmi shower her blessings, and Lord Ganesha shower happiness on all of us. Samvat 2069 ended on a wonderful note as the Sensex hit an all time high. We recommend our readers to take part in the Muhurat Trading session on this … Continue reading Happy Deepawali: Samvat 2070
“management’s indifference and shareholder negligence both worked on Warren’s behalf, for the fewer folks came to the show, the more valuable would be whatever knowledge he could wrest from the company.” – from The Snowball where WB talks on the importance of attending AGMs There is a lot of fear in the markets and several … Continue reading Updates from quarterly results and AGMs
Markets have undergone a lot of correction (more visible if one considers the mid/small cap space), and though the economic indicators are not good and there is lot of uncertainty, but these are the times to plant the good ideas and make a strong portfolio for upcoming years. For the last couple of years, most … Continue reading NMDC and other updates
“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]