Smartcat - Portfolio Checkup

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smartcat
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Joined: 29/Mar/2007
Location: India
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Posted: 18/Nov/2009 at 4:11pm

Lanco Infra is better than some of the other power plays because they do EPC too. They build their own power plants plus bid for other contracts. So their revenues/profit growth will be smoother than pure asset plays. JP Associates is another example of (EPC player + asset owner)

No idea about Torrent.

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nikhil090
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Posted: 22/Nov/2009 at 1:16pm

Smartcat: What is your expectation about this year EPS for Zydus wellness?

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smartcat
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Posted: 22/Nov/2009 at 10:05am

No expectations but 20% growth every year is what I would be happy with.

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nikhil090
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Posted: 22/Nov/2009 at 10:36am

Very conservative indeed.. They should do more than 20% per year with better growth in profits..

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smartcat
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Location: India
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Posted: 22/Nov/2009 at 10:39am

I tried their face wash and the tube just doesn't get empty.

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nikhil090
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Posted: 23/Nov/2009 at 3:35pm

Good for consumers - bad for investors !!!

I hope somewhere both of them converge..

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

Posted: 23/Nov/2009 at 6:11pm

Originally posted by smartcat

I tried their face wash and the tube just doesn't get empty.

Probably you should try cleaning your whole face not just the cheeks Wink

'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
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Posts: 4013

Posted: 23/Nov/2009 at 6:18pm

Originally posted by smartcat

I tried their face wash and the tube just doesn't get empty.

How much tube will a cat (be it smart or not) need for cleaning its face? No wonder it doesn't get empty.

And on top of that it doesn't need to clean its face daily like all stupid humans.

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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