Summary: Voltas at present levels is a good buy, irrespective of the present macroeconomic situation. I believe that the stock has taken a good hammering in the last one year because the market has been too emotional about it. In other words, the market was probably expecting too much and so thought it eventually got […]
Summary: Electrosteel Castings at present levels is a good buy, irrespective of the present macroeconomic situation. If the situation turns better, this company is going to give decent returns. Personally, this company has been one big turkey in my investment portfolio from the last year, but this failure has taught me something that is far […]
Summary: I had recommended Nilkamal as one of the attractive players in the Plastic industry, but upon closer analysis I believe it is not a safe bet for immediate future but is a good bet for longer future. The company’s shares have been pounded lately because its retail segment has taken long to take off […]
Summary: It is difficult to find out which specific company will end up being a great ivestment, but it is possible to find out a group of companies in an industry which are definitely more preferable investments than others. For Plastic industries, these companies are about 10-12 in number and their names are: Company […]
Summary: Filatex’s shares have gained pretty decently in the last few weeks, and much more than the market. Upon analyzing, one can find that it had got more to do with the regular ups and downs of the market and little else. The company is a very risky proposition for a lay investor to enter, […]
Summary: Precision Wires knows how to make money consistently, but is slave to the copper prices and its accounting policy. Moreover, the company’s interest expenses are about to increase due to recent Cap Ex projects it under took. Despite these two risks, the company’s stock is valued on the lower side and unless there is […]
Summary: Munjal Showa is at its 52 week high right now, but still looks attractive. That cannot be said about many companies in the market. The reason for the same is that the company has a history of consistently high performance and is simply repeating its history! Personally, I wanted to check if it is […]
Summary: The present situation of Balaji is a product of two opposite forces. You pick one and you know whether to invest or not. 88% of the stock price is the cash the company owns. That makes the stock VERY cheap. But there is a contingent liability that can take the whole company down. That […]
Summary: Praj is in WOW shape in terms of its financial condition, but the stock price is already reflecting that fact. The price is decently good despite very poor last FY. The present stock price, thus, DOES NOT give much margin of safety and so one has to realize that one is investing in this […]
Summary: I believe BEML is NOT a great value pick at current levels because even though it has sound fundamental, it does not have sufficient margin of safety. Personally, I have unrealized losses in the scrip and based on this analysis right now I believe I do not have much more downside at this moment. […]
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