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Topic: Stocks for 2011

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numcru
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Joined: 24/Jan/2011
Location: India
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Posts: 267

Posted: 03/Mar/2011 at 5:25pm

[QUOTE=podaraditya
@numcru - Whats you basis for the calculation of 4% CAGR ?? [/QUOTE]

If I had taken the timeline 2031-2037 I would have got 12%CAGR.

Including the bear market of 2019-2031- a 12 year period drags down the CAGR as the Sensex may not show any return in the above mentioned period as opposed to the 6 year bull market. (just like 2013-2019).

-66 and 93

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numcru
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Joined: 24/Jan/2011
Location: India
Online Status: Offline
Posts: 267

Posted: 03/Mar/2011 at 9:29am

My local cable operator gives me CNBC TV18 transmits it in Channel 63. As you know from my signature 66 and 93 are the odds when India won (or will win) in the 1983 and 2019 World Cup. Kapil Dev lead the team in 1983 (K,A,D,E gives 2,1,4 and 5=12) when we won. Suresh Raina (also gives 12) when the odds will be 93 to one and when we will win the Cup. Of course the future is just conjecture. As I was saying it was just the inspiration for me to know Information Technology (I,N, T and E) together with Real Estate (R, E,E and s) gives 15 just as in the 2003-2008 gives 15 gave phenomenal returns to investors.

In 2013-2019 and 2031-2037 it gives 18 just as Oil Exploration (gives 18)Like Reliance Industries, BPCL, Assam Co. together with a Rakesh Jhunjhunwala company (which I do not recollect) will give phenomenal returns when India discovers huge oil and gas reserves. We will be using the nomenclature of Oil Exploration Cos in the same breath as Real Estate (in 2003-2008).

Just another insight!

-66 and 93

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sbkv
Groupie
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Joined: 07/Jun/2010
Location: India
Online Status: Offline
Posts: 42

Posted: 03/Mar/2011 at 11:31am

Jubilant Industries listed on (Feb 14th, auspicious date ?) which was formed by demerging the Agri & Performance Polymers division of Jubilant Life
Website: http://www.jubilantindustries.com/
Financials : http://www.jubilantindustries.com/financials.html

Company should do sales of around 600 Crore for FY11 & net profit of around 40-50 crore. Its a zero debt company & has some great brands(in adhesives & Agri business) & is the largest PVA player (used in chewing gum) & No.1 VPL(used in automobile tyres & conveyor belts) player in India . They also manufacture IMFL(Indian Made Foreign Liquor) products for the various established brands in India, engaged in liquor business. Capacity is 100,000cases/month for IMFL

Management team /board seems competent & Jubilant group has been a wealth creator (Jubilant Life, Jubilant Foodworks). CEO , Mr. Ananda Mukherjee, is a gold medallist from IIM Calcutta

Board : http://www.jubilantindustries.com/board-of-directors.html

I feel markets haven't understood Jubilant Industries businesses & is treating it like a plain vanilla Chemicals company when its an agri play with some great brands,Jivanjor is India's 2nd largest consumer adhesive brand(look at Pidilites valuations!!) & Ramban(Agri) is widely recognised( look at Coromandel International)Moreover valuarions are cheap its net current assets(including loans & advances) is around 150 crore & entire market cap is around 160 crore!
Ofcourse data about company is limited including Cash flows & future growth driver(Agri is more profitable than Perfomance Polymers) but i feel this one is worth a second look & could turn out to be a hidden gem.

Could admin put this a new"Jubilant Industries" thread as i don't have permission to start new threads.

Disc: I have a small stake & I am planning to pick up more if it falls further/as & when i can increase my conviction on this story

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rdyn
Senior Member

Joined: 09/Nov/2010
Location: India
Online Status: Offline
Posts: 442

Posted: 04/Mar/2011 at 3:08pm

Originally posted by sbkv

Jubilant Industries listed on (Feb 14th, auspicious date ?) which was formed by demerging the Agri & Performance Polymers division of Jubilant Life Website: http://www.jubilantindustries.com/Financials : http://www.jubilantindustries.com/financials.htmlCompany
should do sales of around 600 Crore for FY11 & net profit of around
40-50 crore. Its a zero debt company & has some great brands(in
adhesives & Agri business) & is the largest PVA player (used in
chewing gum) & No.1 VPL(used in automobile tyres & conveyor
belts) player in India . They also manufacture IMFL(Indian Made Foreign Liquor)
products for the various established brands in India, engaged in liquor
business. Capacity is 100,000cases/month for IMFLManagement team /board seems competent &
Jubilant group has been a wealth creator (Jubilant Life, Jubilant
Foodworks). CEO , Mr. Ananda Mukherjee, is a gold medallist from IIM
Calcutta Board : http://www.jubilantindustries.com/board-of-directors.htmlI
feel markets haven't understood Jubilant Industries businesses & is
treating it like a plain vanilla Chemicals company when its an agri
play with some great brands,Jivanjor is India's 2nd largest consumer
adhesive brand(look at Pidilites valuations!!) & Ramban(Agri) is
widely recognised( look at Coromandel International)Moreover valuarions
are cheap its net current assets(including loans & advances) is around 150 crore & entire
market cap is around 160 crore!Ofcourse data about company is limited
including Cash flows & future growth driver(Agri is more profitable
than Perfomance Polymers) but i feel this one is worth a second look
& could turn out to be a hidden gem. Could admin put this a new"Jubilant Industries" thread as i don't have permission to start new threads.Disc: I have a small stake & I am planning to pick
up more if it falls further/as & when i can increase my conviction on this
story

We already have a Jubilant thread and its buzzing there. U can put it there.

http://www.theequitydesk.com/forum/forum_posts.asp?TID=2624&PID=164695#164695

My aim is to read each and every post on TED!

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rdyn
Senior Member

Joined: 09/Nov/2010
Location: India
Online Status: Offline
Posts: 442

Posted: 04/Mar/2011 at 3:16pm

@numcruji - Selan?

Although, I dont buy into numerology, it is an interesting find. I was watching the movie 'Knowing' starring Nicolas Cage on Star Movies and reading ur notes makes me think of this dialogue.

"You have all these uncircled numbers
with no sequence to them.

I mean, Numerology,
Kabala, Pythagorean cults,

...there are systems that find meaning in numbers..

My aim is to read each and every post on TED!

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barla
Senior Member

Joined: 15/Sep/2008
Location: India
Online Status: Offline
Posts: 779

Posted: 04/Mar/2011 at 4:08pm

Originally posted by podaraditya

@numcru - Whats you basis for the calculation of 4% CAGR ??

On divine insight which only a few can master and numcru is one of them.

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numcru
Senior Member

Joined: 24/Jan/2011
Location: India
Online Status: Offline
Posts: 267

Posted: 04/Mar/2011 at 4:11pm

[QUOTE=barla]

Originally posted by podaraditya

@numcru - Whats you basis for the calculation of 4% CAGR ??

On divine insight which only a few can master and numcru is one of them.

[/QUOTE]

That's a great complement coming from a contemporary of Basantji.

The Godrej calculation was awesome.

-66 and 93

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barla
Senior Member

Joined: 15/Sep/2008
Location: India
Online Status: Offline
Posts: 779

Posted: 04/Mar/2011 at 4:32pm

Originally posted by numcru

[QUOTE=barla]

Originally posted by podaraditya

@numcru - Whats you basis for the calculation of 4% CAGR ??

On divine insight which only a few can master and numcru is one of them.

That's a great complement coming from a contemporary of Basantji.

The Godrej calculation was awesome.

[/QUOTE]

Boss you cant compare apples and oranges. I am very poor in accounts. Never studied it in college or school.

But I try to learn about some stocks. I have done okay and hope to do better.

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