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Topic: Organised Retailing Boom: Applying Pick Axe theme

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Author	Message
kulman Senior Member Joined: 02/Sep/2006 Location: India Online Status: Offline Posts: 9319	Posted: 24/Dec/2006 at 6:57pm
	Yes, AIDC space is likely to benefit in a big way. But I've some very negative feedback on Bartronics' management. It is also believed to be linked to the notorious Sujana Group from Hyderabad. Please do your own due diligence before buying into Bartronics. Caveat: I've exited Bartronics entirely with reasonable profits recently and I may be wrong about my views.
	Life can only be understood backwards—but it must be lived forwards
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nikhil090 Senior Member Joined: 06/Nov/2006 Online Status: Offline Posts: 1344	Posted: 24/Dec/2006 at 8:59am
	Dear Kulmanji, Can you pls highlight the reason which makes you so negative about the management of Bartronics? Incidentally, they are also from the IIT-IIM lot.
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BubbleVision Senior Member Joined: 05/Aug/2006 Location: India Online Status: Offline Posts: 3142	Posted: 24/Dec/2006 at 11:18am
	Nikhil....Kulman has posted his Bartronics management report on this page
	You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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kulman Senior Member Joined: 02/Sep/2006 Location: India Online Status: Offline Posts: 9319	Posted: 25/Dec/2006 at 8:03pm
	Nikhil jee BubbleVision has already posted relevant link. About your comment "...Bartronics? Incidentally, they are also from the IIT-IIM lot." all I can say is that there are exceptions to the rule, aren't they? As an example, visit this link....and then think it over!
	Life can only be understood backwards—but it must be lived forwards
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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 25/Dec/2006 at 8:12pm
	Goodness gracious what an exception.Good one really!!!
	'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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nikhil090 Senior Member Joined: 06/Nov/2006 Online Status: Offline Posts: 1344	Posted: 25/Dec/2006 at 10:55pm
	Thanks for the explanation and the link. I would try to find out a little from the management,if they oblige and then take it from there.
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vivekkumar_in Senior Member Joined: 19/Sep/2006 Location: United States Online Status: Offline Posts: 606	Posted: 27/Jan/2007 at 12:09pm
	I understand Pick Axe theory.. But I am wondering if there are ways to get part of the main business which is more predictable..
	Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies. P Lynch
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ramki830 Groupie Joined: 01/Jan/2007 Location: India Online Status: Offline Posts: 76	Posted: 27/Jan/2007 at 10:02am
	Pick Axe Theme in Investing is generally ignored by mainstream stock analysts and investing houses, but it really has worked wonders last many years... consider these 3 examples: 1. LMW, the maker of Textile Machinery - it has given more returns than all those many listed textile makers why? the post 2005 quota removal has meant max business for LMW... garment making comes only after making garment machinery... 2. Manugraph India, a maker of newspaper printing machinery has benifitted by recent boom in news paper market.... 3. And Take Sobha Developers which grew itself by building nice Office complexes for Infosys... I think we have barely scratched the surface. Let us examine more pick axe themes, esp those not yet understood by the market...
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