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Topic: Smartcat - Portfolio Checkup

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chimak10
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Joined: 30/Aug/2007
Location: India
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Posts: 1540

Posted: 24/Aug/2009 at 11:37am

Now i am not going to follow smartcat.......i though you were dreamer........ but here you are following Graham and whatnot..........and giving all these gyann.......

Traitor........

I was ready with my shovel to DIG.....DIG....DIG........I bought a brand new one.........but now........i will dig it for myself.

On a serious note how do u feel about JP Ass.

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smartcat
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Joined: 29/Mar/2007
Location: India
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Posts: 4243

Posted: 24/Aug/2009 at 11:46am

Graham huh?

JPA has the second highest weightage in the portfolio, and I'm still not sure about exit strategy for this stock. Based on market cap perhaps?

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prashantmohta
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Joined: 23/Jul/2006
Location: India
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Posts: 1074

Posted: 25/Aug/2009 at 3:46pm

Glodyne Technoserve Limited

smart cat pl go thru this

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PKB2000
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Joined: 11/Aug/2006
Location: India
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Posts: 1453

Posted: 25/Aug/2009 at 3:50pm

Originally posted by smartcat

I say, take the money off the table and run. And then wait for your time to enter the game again (after X years, not 3 or 4 months)

Should they sell ABAN LLOYD too the stock was supposed to be 10000 by the end of 2009 (startung from end 2007) is not it?

I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso

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smartcat
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Posted: 25/Aug/2009 at 4:00pm

I got out of Aban Loyd at a pretty good time, but I'm pretty sure I invested the proceeds into something that probably went down more than Aban! Ditto with DLF too.

Basically, I have paid my "tuition fees" to the Market Guru, and wouldn't like to repeat that mistake again.

No idea about Globdyne

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smartcat
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Joined: 29/Mar/2007
Location: India
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Posts: 4243

Posted: 26/Aug/2009 at 4:11pm

Bought Page Industries - no connection with the recent dividend yield small caps I have been buying. Jockey just happens to be a brand that lots of people use and stick to. Page is available at a P/E of 20, dividend yield of 2.6% (excellent, for such a high P/E stock) and a market cap of Rs. 700 crores.

Got the money for Page after selling Vishal Retail and Glenmark Pharma.

Glenmark is okay but its revenues and profits are unpredictable. Vishal Retail is my life's first "reverse 10 bagger" - bought at Rs. 716 and sold at Rs. 64

. Whoever said "Buy Low and Sell High" will be rolling in his grave when he hears this.

Lessons Learn't:

- Look at debt before buying and compare the interest costs with that of revenues and profits.

- Look at brokerage earnings estimates, but do not give much weightage to them. That is, high earnings estimates should not be a reason to buy.

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basant
Admin Group

Joined: 01/Jan/2006
Location: India
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Posts: 18403

Posted: 26/Aug/2009 at 4:35pm

Welcome to the world of "Business Model Investing"!

'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in

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hit2710
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Joined: 15/Jun/2009
Location: India
Online Status: Offline
Posts: 4013

Posted: 26/Aug/2009 at 7:44pm

Originally posted by smartcat

Glenmark is okay but its revenues and profits are unpredictable. Vishal Retail is my life's first "reverse 10 bagger" - bought at Rs. 716 and sold at Rs. 64

. Whoever said "Buy Low and Sell High" will be rolling in his grave when he hears this.

Lessons Learn't:

- Look at debt before buying and compare the interest costs with that of revenues and profits.

- Look at brokerage earnings estimates, but do not give much weightage to them. That is, high earnings estimates should not be a reason to buy.

Glenmark seems to be digesting a lot of bad news recently. Maybe a Contrarion pick at current levels??? I wonder. Too much doubts and pessimism about the stock.

Stockmarket is a weird place. For every person who buys a stock there is a person who sells it and both think they are very smart.

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