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Portfolio Check Up
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prashantmohta
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Quote prashantmohta Replybullet Posted: 15/Aug/2009 at 3:22pm
smartcat how bajaj electricals and astrageneca pharma looks.


Edited by prashantmohta - 15/Aug/2009 at 3:30pm
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deveshkayal
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Quote deveshkayal Replybullet Posted: 15/Aug/2009 at 6:58pm
Have you also looked at AIA Engineering and REC ??
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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smartcat
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Quote smartcat Replybullet Posted: 15/Aug/2009 at 7:34pm

We have a thread on Bajaj Electricals here - looks OK, and I would buy at about half the current market cap. From the business point of view, it would have been a good stock if its 'project division' contributed more to the topline and bottomline.

Azim Premji likes investing in stocks like Astrazeneca, Wyeth etc. That's what I heard!
 
Checked AIAEngineering.com - business looks difficult to understand. What exactly do they do?
 
REC:  Don't know much about how REC works but I would prefer buying asset owners (power producers) rather than financers.
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subu76
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Quote subu76 Replybullet Posted: 15/Aug/2009 at 2:17am
Yes, A few transactions can cause wide variances (unrelated to fundamentals) in the prices of low cap stock. It's important to hold one's nerves.
 
Recently i read that the best part of the returns of both Walter Schloss and Sonkin has been by buying on the way down and selling on the way up.


Edited by subu76 - 15/Aug/2009 at 4:34am
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Hitesh Shah
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Quote Hitesh Shah Replybullet Posted: 19/Aug/2009 at 10:36pm
Originally posted by Hitesh Shah

Smartcatjee, if you are interested I think there was a buy call on Dewan Housing by Motilal Oswal yesterday on Moneycontrol.

I too like the focus on the "middle class" but the report mentioned a concern related to exposure to HDIL.


More on HDIL here. Shocked
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smartcat
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Quote smartcat Replybullet Posted: 19/Aug/2009 at 10:48pm
Hmm.. Wadhwani will feel right at home among my Adani, Ambani and Biyani stocks
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chimak10
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Quote chimak10 Replybullet Posted: 20/Aug/2009 at 11:41am
What happened sir.............no new stock introduced......?????

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Hitesh Shah
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Quote Hitesh Shah Replybullet Posted: 20/Aug/2009 at 11:54am
Here is the reason.
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