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]
BSE: 532796 | NSE: LUMAXTECH It is usually rare to find a good company in the auto-ancillary business. The reason is that they are capital intensive and usually the margins are low and hence they provide low return on capital. However, there are always some companies which do much better than the indutry. Lumax Auto … Continue reading Lumax Auto Technologies
The third quarter of the financial year 2013 has generally been very weak. The common problem has been the demand slowdown and the pressure on margins due to inflation and competition. In most of the cases results have been below expectations. On the positive side, these challenging times are the best times to re-structure your … Continue reading Update on Quarterly Results
Welcome 2013!!! Hello Friends, we wish you and your family a very Happy & Prosperous New Year! 2012 has been a good year for our financial markets with the sensex gaining over 25% this year and beating all other asset classes. The best thing was that the mid caps (the area we focus on) outperformed … Continue reading The Best Ideas and stuff of 2012
A brief update on some of our stocks discussed before: Sree Rayalaseema Hi-Strength Hypo (BSE Code – 532842, NSE Code – SRHHYPOLTD): We had discussed about the company’s expansion plants earlier. In the September quarter, the company has reported a good growth of 27% in turnover and the stock looks quite cheap, if it is … Continue reading Sree Rayalaseema Hypo and other 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
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…
“I read about eight newspapers in a day. When I’m in a town with only one newspaper, I read it eight times”. – Will Rogers Most of our investment ideas come small corners of the daily newspapers or the weekly magazines (or some interesting blogs). We often come across some interesting articles feeling an urge … Continue reading Best articles during the week
“Its’ the work on your desk…It’s the work on your desk. Do well with what you already have and more will come in.” – Charlie Munger Dear Friends, This post is to bring an update and review of all the stocks discussed till now. Performance till now: S.NO SCRIP NAME Date of Recommendation Price of … Continue reading Update on Q3 nos