Summary: Despite Europe hogging all the headlines in the financial world, there are significant developments that are happening in USA and China that are impacting our daily investment decisions. These impacts have to be studied and analysed in case an investor has to make decisions regarding his/her future. Ignoring these will be highly risky…. […]
Summary: FDI in retail is not the solution to the policy paralysis that we are seeing in this country. On contrary, it is symptomatic of the fact that we believe that we have the biggest rug in the world under which we will shove all our dirt and that we will never have to smell […]
Summary: If one studies the European Union as if it were a dysfunctional joint family, one would know what to make of the present European mess. This article does precisely that and concludes that there will be sometime before things start looking rosy for the region and that is a bad thing for the rest […]
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: Free Cash flows are the most important measurement of the operating earnings of a company. Calculating them is easy, provided an investor is willing to look at the right place for the information. In an earlier article, I had mentioned that that an investor has to invest in a company assuming that he/she 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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