Active TopicsActive Topics  Display List of Forum MembersMemberlist  CalendarCalendar  Search The ForumSearch  HelpHelp
  RegisterRegister  LoginLogin

Sector talk
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Sector talk
Message Icon Topic: EDUCATION Post Reply Post New Topic
<< Prev Page  of 4
Author Message
vishalkejriwal
Newbie
Newbie


Joined: 17/May/2008
Location: India
Online Status: Offline
Posts: 19
Quote vishalkejriwal Replybullet Posted: 02/Jul/2010 at 12:04pm
if you are looking for a education sector stock  than you must have Compucom Sofwre in your portfolio for high gain in short span of time.
IP IP Logged
amitdip
Senior Member
Senior Member


Joined: 28/Dec/2008
Online Status: Offline
Posts: 494
Quote amitdip Replybullet Posted: 04/Jul/2010 at 6:02am
Originally posted by j2eeprofessiona

One of the best picks in my opinion is FirstObject Technologies and its business is probably least capital intensive as it plans to do mostly stuff in the virtual world. They have curicullam right from pre-school to university level and they have host of product launches scheduled in the next six months. they have a very strong management and is extremely cheap right now. its consolidated EPS is rs 6 and is available at around 6 PE... my two cents are on this stock...


13% promoter stake not concern ?
IP IP Logged
amitdip
Senior Member
Senior Member


Joined: 28/Dec/2008
Online Status: Offline
Posts: 494
Quote amitdip Replybullet Posted: 04/Jul/2010 at 6:03am
Originally posted by vishalkejriwal

if you are looking for a education sector stock  than you must have Compucom Sofwre in your portfolio for high gain in short span of time.


Please elaborate on the edge of compucom software ?

Thanks
IP IP Logged
gary24
Groupie
Groupie


Joined: 21/May/2010
Location: India
Online Status: Offline
Posts: 62
Quote gary24 Replybullet Posted: 04/Jul/2010 at 9:41am
Yes -I'd appreciate some details on why you think that these companies are well poised to benefit from education boom in India. Many thanks.
Learning to fly ... but ain't got wings!
IP IP Logged
j2eeprofessiona
Senior Member
Senior Member


Joined: 13/Sep/2008
Online Status: Offline
Posts: 968
Quote j2eeprofessiona Replybullet Posted: 04/Jul/2010 at 9:45am
Originally posted by amitdip

Originally posted by j2eeprofessiona

One of the best picks in my opinion is FirstObject Technologies and its business is probably least capital intensive as it plans to do mostly stuff in the virtual world. They have curicullam right from pre-school to university level and they have host of product launches scheduled in the next six months. they have a very strong management and is extremely cheap right now. its consolidated EPS is rs 6 and is available at around 6 PE... my two cents are on this stock...


13% promoter stake not concern ?


not at all. they have recently done 4.5 % preferential allotment to themselves at rs 45. Secondly, they keep doing creeping acquisition from time to time. thirdly, great management, a turnaround company, intelligent acquisitions and lastly an low capital intensive operations which has potential to generate much better bottomline than any other education corp.

Look from where its coming and you would understand why i am not worried about this... and with the current price its trading at the lower end. results should be very good by the way..
IP IP Logged
TCSer
Senior Member
Senior Member


Joined: 17/Mar/2008
Location: India
Online Status: Offline
Posts: 1882
Quote TCSer Replybullet Posted: 05/Jul/2010 at 11:47pm
amit

Relaxo is rocking.

pl have a look at liberty phosphtes n khaitan fertilizers as these will be the major beneficiaries of nutrient based subsidies n are trading at low pe for march 11.


Edited by TCSer - 05/Jul/2010 at 11:49pm
IP IP Logged
<< Prev Page  of 4
Post Reply Post New Topic
Printable version Printable version

Forum Jump
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot delete your posts in this forum
You cannot edit your posts in this forum
You cannot create polls in this forum
You cannot vote in polls in this forum



This page was generated in 0.047 seconds.
Bookmark this Page