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LearningToFly
Senior Member
Joined: 22/Feb/2010
Online Status: Offline
Posts: 490
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   Posted: 19/Oct/2010 at 2:25pm |
Isn't castrol little expensive at this price. The PE is 24.
Originally posted by learn2earn
Originally posted by bitu1978
It is mine Favourite too. Despite good result it is sliding nowadays . |
make most of the opportunity  |
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Success... at all cost.
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chriskb
Newbie
Joined: 10/Oct/2009
Online Status: Offline
Posts: 36
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Posted: 19/Oct/2010 at 5:28pm |
TheMatador,
SRF has run up a lot recently. Its holding company Kama Holdings (formerly SRF Polymers. It holds 4.4 shares of SRF for every share of Kama Holding) is interesting. It is going through reorganization. Wait and see if they declare dividend after reorganization.
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TheMatador
Senior Member
Joined: 09/Aug/2010
Location: India
Online Status: Offline
Posts: 100
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Posted: 19/Oct/2010 at 7:27pm |
Originally posted by chriskb
TheMatador,
SRF has run up a lot recently. Its holding company Kama Holdings (formerly SRF Polymers. It holds 4.4 shares of SRF for every share of Kama Holding) is interesting. It is going through reorganization. Wait and see if they declare dividend after reorganization. |
OK, thank you!!! But holding companies always trade at discount  . I read in blogs that SOBET films is highly lucrative business is that true and do you what's the contribution of this business.
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Keep digging...one day you will find the mineral beneath.
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amanj86
Newbie
Joined: 27/Jul/2009
Online Status: Offline
Posts: 19
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Posted: 29/Oct/2010 at 3:48am |
Originally posted by chriskb
TheMatador,
SRF has run up a lot recently. Its holding company Kama Holdings (formerly SRF Polymers. It holds 4.4 shares of SRF for every share of Kama Holding) is interesting. It is going through reorganization. Wait and see if they declare dividend after reorganization. |
Hi, i had the question, as i read from the scheme documents the shareholding patern wont change nor the capital. i had question, will the kama shareholders also get any stake in the realty company thus formed?
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chriskb
Newbie
Joined: 10/Oct/2009
Online Status: Offline
Posts: 36
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Posted: 29/Oct/2010 at 7:27am |
amanj86,
Yes, Kama shareholders will have one real estate company (the other two are really small private estates). All SRF share holdings will be directly shown (earlier promoter holdings were through subsidiaries). This flat structure should be easy to understand. If you read carefully, Kama got some SRF shares from promoters at a good discount to market prices during restructuring (have you seen such behavior of promoters anywhere else?). I am impressed with the promoters.
Disclosure: I own both SRF and Kama
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nav_1996
Senior Member
Joined: 08/Sep/2006
Online Status: Offline
Posts: 803
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Posted: 29/Oct/2010 at 11:59am |
We are paying PE of 45 for likes of Nestle's for similar growth.
Originally posted by LearningToFly
Isn't castrol little expensive at this price. The PE is 24.
Originally posted by learn2earn
Originally posted by bitu1978
It is mine Favourite too. Despite good result it is sliding nowadays . |
make most of the opportunity |
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Ankit_PermaBull
Newbie
Joined: 19/Oct/2010
Location: India
Online Status: Offline
Posts: 15
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Posted: 30/Oct/2010 at 12:53pm |
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I bought SRF at 235
My reason for buying it was that u're getting a good company at a reasonable P/E and high dividend yield
Today it has doubled its weight in my portfolio
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Swings Like A Butterfly
Stings Like A Bee
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Ankit_PermaBull
Newbie
Joined: 19/Oct/2010
Location: India
Online Status: Offline
Posts: 15
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Posted: 30/Oct/2010 at 1:15pm |
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The Dogs of the Dow is an investment strategy popularized by Michael O'Higgins, in 1991 which proposes that an investor annually select for investment the ten Dow Jones Industrial Average stocks whose dividend is the highest fraction of their price.
The following stocks have good dividend yields -
Jetking Infotrain, M. M. Forgings, Gujarat NRE Coke, Graphite India, Shiva Texyarn, Cybertech System, Flex Foods, NCL Industries, Shipping Corporation of India, GRM Overseas and Jolly Board
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Swings Like A Butterfly
Stings Like A Bee
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