Recent Comments
Monthly Archives: March 2012
Avoid : S. Kumars Nationwide
20120329 SKumars is India’s leading textile and branded apparel manufacturer; owns brands like Reid & Taylor, Belmonte and Carmichael House. Cons: Twelve subsidiaries (with total assets of 988cr and revenues of 82.5cr) remain unaudited according to auditor’s report from AR … Continue reading
Long: Network 18 Media & Investments
20120325 This company has a stake in every media venture that has ’18’ in name. Two such companies are listed. Other one is TV18 Broadcast. Network 18 owns 59% of TV18. These two companies together have stakes in MTV (I … Continue reading
Purely happenstance or ahead of the curve?
20120325 Indisputably, DNA Money is one of the top financial daily newspaper supplements. Is it purely happenstance that they have recommended Cairn as a decent buy or am I for once ahead of the curve to recommend Cairn before a … Continue reading
Long – Cairn India
20120323 It is the largest private sector oil production and exploration company in India. RIL, Videocon Ind and Varun Ind are others. It is a giant business. Pros It began oil production in Rajasthan in 2010 and has produced oil … Continue reading
Long – Ajanta Pharma
20120322 There is more hope than a reliable story backing this particular pick. Nonetheless value investing for sure. It is a pharma company with licenses in Anti-malarial, erectile dysfunction and dermatology preparations. Pros It’s erectile dysfunction preparation is Kamagra. The … Continue reading
Neutral – Delta Corp
20120319 One of my friends recently suggested I should read-up on Delta-corp. Rise of poker as a weekend activity among professionals promted him to further investigate finanicials. His quick observations were rapid rise of gambling interests among our country’s youth, … Continue reading
Long: Debt mutual fund – gilt long term
20120317 This is my first blog. Here I will try to explain value investing strategies that I have tried to learn over the past 2 years or so. More about me later. Let’s begin. Late last year RBI declared publically … Continue reading
investingkitten 