Originally posted by basant
I like Tulsiyan for his details not the recommendations though. he has an uncanny habit of knowing everything about the companies he follows.He was stumped in sugar we all know how much he tries to defend his picks there. |
Mr. Tulsyan os a big fam of reliance... infact a bit too much... he recommended RPL when it was near 85 and said that it will close at about 115....it was on the day of listing.He also recommended exit from Great Eastern shipping when it didnt get necessary approvals for demerger from ONGC.So, although he appears very precise in his analysis but if you mix precision with biasedness, what you get is biased precisely.
I beleive in stocks, we tend to become very casual with our behaviour and talks. I remember having a very negative opinion about Educomp all the while even as Mr. Basant was lisiting its positives.... and just see how I was hopelessly wrong. Although I dont keep any biases in my head while evaluating, I do suffer from a lot of short-comings. Nautankilal had once emphatically said that Bharti will be in double digit when it was 236-240, and look at how he was wrong..... sometimes we tend to miss something, but thats because of our ignorance. However, with Mr. Tulsyan, he tends to miss because of his biasedness.... and thats why I beleive his stock advice has to be further analysed to get a better picture.
As far as Amara Raja Batteries go, the only cause of worry is lead prices... also their dealership network is noway near as good as exide....as far as eastern India and calcutta is concerned. However, with such an excellent parentage as Johnson Controls, Amara raja has all the potential to be a wonder-stock...
Edited by basant - 14/Apr/2007 at 11:47pm
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Timeline seems fishy as bullishness coincides with recovery of the 600 point fall. Now he's a raging bull. 
