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Portfolio Check Up
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kulman
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Quote kulman Replybullet Posted: 02/Sep/2009 at 3:49pm
Hmm... okay.

So i would be taken for a ride in new vehicle during next visit to
Bengaluru. Good!
Life can only be understood backwards—but it must be lived forwards
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tigershark
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Quote tigershark Replybullet Posted: 02/Sep/2009 at 9:56pm
do not forget to remove the metallica and tracy chapman cd from the chameli before selling her off! they r more valuable than your new car.the i20 disel fully loaded at 7lacs is a peach of a car.
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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smartcat
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Quote smartcat Replybullet Posted: 03/Sep/2009 at 1:30am
On the outside, my expectations from natural capsules is quite reasonable (20% stock price growth/annum plus 5% dividend yield) - but deep inside, I'm expecting the market to give it a mcap of atleast Rs. 100 cr in another 3 to 4 yrs.  
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somu0915
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Quote somu0915 Replybullet Posted: 03/Sep/2009 at 1:36am
Natural Capsules is indeed a wonderful pick. Truly unique business model with lot of durable advantage.
Thanks for mentioning this stock. However I could not find the annual reports. Does any one have the same and mail them to me?
my email: [email protected]

Also does anyone know any large player in this area? Who are the major competitors of natural capsules.
I think this sector/company deserves a new thread.
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basant
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Quote basant Replybullet Posted: 03/Sep/2009 at 7:24am
Please do not provide your email you get a lot of prospective Nigerian  aunties whose husbands have left them for the heavens with tons of money under instructions to pass it to anyone whose email ID is freely available on the net!Wink

Instead of @ write [at].



Edited by basant - 04/Sep/2009 at 3:55pm
'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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subu76
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Quote subu76 Replybullet Posted: 04/Sep/2009 at 2:47pm
Ya...these guys have these auto crawlers...which harvest email ids from the web......
 
I think they would have caught on with the [at] trick by now. Tongue


Edited by subu76 - 04/Sep/2009 at 3:29pm
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Hitesh Shah
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Quote Hitesh Shah Replybullet Posted: 10/Sep/2009 at 8:37pm
Originally posted by Hitesh Shah

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


Even more on HDIL here Shocked Shocked Shocked  . Are you still holding Dewan Housing?
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Mohan
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Quote Mohan Replybullet Posted: 10/Sep/2009 at 8:50pm
A friend of mine was offered a sweetner of financing from DH if he bought a house from HDIL.  This is nothing new as far as this group is concerned.
From everything I see and hear about the mgmt, they are using both companies to fill own pockets first.



Edited by Mohan - 10/Sep/2009 at 8:51pm
Be fearful when others are greedy and be greedy when others are fearful.
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