tag:blogger.com,1999:blog-4899103722933689680.post4851626334261336214..comments2024-02-27T11:21:48.313+05:30Comments on Beating The Dalal Street............: My bad calls.........Rajeev Desaihttp://www.blogger.com/profile/13770541646082106675noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-4899103722933689680.post-65411669585691391592011-11-13T00:07:32.143+05:302011-11-13T00:07:32.143+05:30Vishnu,
I am not sure about the business line.I do...Vishnu,<br />I am not sure about the business line.I donno anything about it....Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-60619176839059515302011-11-13T00:04:52.381+05:302011-11-13T00:04:52.381+05:30Dear Rajeev
What you think about Agre developers....Dear Rajeev<br /><br />What you think about Agre developers....Is it a long term pick?<br /><br />Vishnu R Nairvishnuhttps://www.blogger.com/profile/15469795733336815063noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-33448129559173101192011-11-12T20:47:23.667+05:302011-11-12T20:47:23.667+05:30Dear Editor( Dalal Street Investment Journal),
I t...Dear Editor( Dalal Street Investment Journal),<br />I thanks for your kind words.<br />I am trying to help and serve small investors in whatever way I can with all my experiance in stock market through this blog.<br />Thanks once again for the wishes.......Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-30830083118459382992011-11-12T19:09:00.297+05:302011-11-12T19:09:00.297+05:30Sumit,
All the parametres you wrote are correct bu...Sumit,<br />All the parametres you wrote are correct but the eq dilution is due to adding of Quippo and Quippo merger is positive for the Co.<br />The NP is down because of the higher rate increased by the RBI.<br />The Quippo value is still to be unfold and will take time to show in the bottomline.<br />They have also a stake in Bhashar Solar and also taken over DPSC from DII's.<br />Read my full detail report on SREI Infra which I gave here.<br />It is not all eq, sales, np..etc ...one should be also able to find out the value that can unfold in future......Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-90460104779879246482011-11-12T13:11:48.377+05:302011-11-12T13:11:48.377+05:30Dear Rajeev,
Browsed though your post "My b...Dear Rajeev, <br /><br />Browsed though your post "My bad calls" would like to appreciate your faithfulness. <a href="http://www.dsij.in/" rel="nofollow"> Equity Market Research </a> is a very big subject, one should focus on Technical and Fundamental analysis to become an experts. <br /><br />Your blog is excellent resource for learners, keep posting, Dalal Street Investment Journal Wishing you all the best for your future en-devours.Dalal Street Investment Journalhttps://www.blogger.com/profile/16585726594102082854noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-75699931471131907442011-11-12T13:02:34.976+05:302011-11-12T13:02:34.976+05:30Hi Rajeev,
Just for learning purpose, I took up t...Hi Rajeev,<br /><br />Just for learning purpose, I took up the case of SREI. I am still an amateur but just trying to see if I can put the points that you gave on top to practicality.<br /><br />SHP: 46.22 - not changed since the last 3 qtr (OK)<br />FII: MAR 13.37, JUN 14.17, SEP 14.3 (GOOD)<br />Revenue: MAR 161.58, JUN 225.42, SEP 264.65 (GOOD)<br />NP: DEC 50.81, MAR 23.15, JUN 33.29, SEP 7.96 (SUSPECT)<br /><br />Profit curve is like my engineering semester results ;) Fluctuating. Now, is this a bad sign?<br /><br />Also, their latest announcements have been mostly listing of new equities! Doesn't this mean more dilution? and which could be bad?<br /><br />The last time I heard you talking of SREI, it was still positive, so probably I am wrong somewhere or may be taking the points of you post little too literally.<br /><br />Currently I am holding SREI at close to 30% loss which was due to their bonus shares.<br /><br />Kindly correct my understanding.<br /><br />Cheers,<br />SumitAnonymoushttps://www.blogger.com/profile/09987329409920826648noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-4619979218855022092011-11-07T19:15:32.495+05:302011-11-07T19:15:32.495+05:30no problem, sharing your thoughts pls guide us reg...no problem, sharing your thoughts pls guide us regularly.it happensLeohttps://www.blogger.com/profile/10563646098675705369noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-6336347345040171672011-11-06T19:01:05.933+05:302011-11-06T19:01:05.933+05:30Hi Manoj,
That is the reason why market is not dis...Hi Manoj,<br />That is the reason why market is not discounting Venus at par with other Pharma Co.<br />50 eps and stock trading at 200! means a Pharma Co with a huge bottomline is quoting at what 4 P/E?<br />Venus management has problems in recent past not able to pay the FCCB and they were on verge of default but that was averted as they somehow managed it.<br />I would still bet on Venus as I feel market will take note of it sooner or later and will get adequete discounting.....Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-73765464134737512842011-11-06T17:20:37.246+05:302011-11-06T17:20:37.246+05:30hello rajiv ji,
i was just reading venus remedies ...hello rajiv ji,<br />i was just reading venus remedies annual report , and i was surprised to find that the promoter has pledged 19.6 lkh shares. whereas total no of equity shares are 91 lkh, so promoter holding is 30 percent which means that out of total promoted shareholding of 27 lkh promoter pledged 20 lkh whats ur take on that. do u thk that being a businessman you will care for a company in which u have just 7 lkh shares out of 91 lkh.<br />sir plz threw some light so that i can learn from ur experience.manojhttps://www.blogger.com/profile/12329929016000946811noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-20761662883633822412011-11-06T16:50:07.630+05:302011-11-06T16:50:07.630+05:30Murali,
No, Ennore Coke comes from Shriram gr and ...Murali,<br />No, Ennore Coke comes from Shriram gr and that is ofcourse a very reputed gr.Likewise in Rathi Steel also the small stake raise from promoters makes it a good candidate.<br />What I meant my bad call is the price it was recomended and price it is now.Moreover some stocks has failed to deliver as well like Allied Digital, Ennore Coke on bottomline front.<br />But all my readers needs to write down the 5 points that I have written down here and try to follow the rule of selling any stock if it goes down by 15-20%.Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-18964941661062153132011-11-06T11:53:34.998+05:302011-11-06T11:53:34.998+05:30Dear Rajeev,
Rathi steel management has raised th...Dear Rajeev,<br /><br />Rathi steel management has raised their stake by adding 1 lakh shares , though a small qty.The fundamentals has not changed since its more or less making same amount of profits but with increased outgo on interest rate.<br /><br />Same way Ennore coke has not given better result but is it not a Shriram group company which will succeed finally ? Share holding pattern of the management has kept increasing last 2 qtrs.<br />Then why are you telling these are bad calls.<br /><br />Any justification or change in your outlook. Or just the price slaughtering has pushed you to brand it as bad call?<br /><br />Regards<br />Muralikmhttps://www.blogger.com/profile/15029062685347331417noreply@blogger.com