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Topic: Industries to be avoided....

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manishdave Senior Member Joined: 05/Aug/2006 Location: India Online Status: Offline Posts: 1371	Topic: Industries to be avoided.... Posted: 20/Aug/2006 at 11:40pm
	We all talked about different points but center point was how to make money. This is about how not to loose. I would put certain industries where i dont know anybody who made lot of money. 1. Textile: In textile even W Buffet didn't make money and he says his worst investment is Berkshire. Before anybody jumps in for Himatsinghka let me tell you that it is more designing company and less textile company. 2. Dyes and pigments Does anybody remembers any name the went up a lot and stayed there? i can name many bankrupt companies on otherside. 3. Electronics manufacturing: We won't talk abt Videocon as somebody can say that it is management problem. But what abt. TVS Electronics? Again BEL is more technology comapny. What I am talking here is simple manufacturing company.
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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 20/Aug/2006 at 11:57pm
	I am not sure if any one has made money in paper stocks here in india. We do keep having these occassional bursts in West Coast and Ballarpur but over a period of 10 years I am willing to bet if any one has made a more then 10% annualised return. Has any one made money in the aviation sector across the world on a consistent basis. Edited by basant - 20/Aug/2006 at 12:36pm
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reema Groupie Joined: 15/Jul/2006 Online Status: Offline Posts: 42	Posted: 21/Aug/2006 at 9:02am
	Single one man shows have always been disastors. Pritish Nandy, K Sera Sera - Ram Gopal Varma Mukta Arts - Subhas Gahi Before you start debating about Balaji let me inform you that over a period of 5 years Balaji has delivered an annual return of 20% which when compared with the index return of 32% looks modest.
	You should try to add wealth not multiply it
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Vivek Sukhani Senior Member Joined: 23/Jul/2006 Online Status: Offline Posts: 6675	Posted: 22/Aug/2006 at 8:41pm
	Basant, I disagree with you on paper....In India, we simply lack good paper companies. Ballarpur was plagued by fights within the company and I am very hopeful of a very decent performance of ballarpur given the results that came out.West Coast was never an attractive play, given that its management is not interested in stock market activities.JK Paper can be a dark horse, if they manage to keep their earnings in tune with their capital growth.ITC is not a proper company to be discussed here.
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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 22/Aug/2006 at 8:57pm
	I am not an expert on paper so i cannot argue with you on this but broadly the Indian paper manufacturers are all family run businesses. ARe you sure that over a period of 10 years any of the paper manufacturer has delivered more then 15% return per annum?It would come as a surprise to me if they have.We are taking a historical perspective here.
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Vivek Sukhani Senior Member Joined: 23/Jul/2006 Online Status: Offline Posts: 6675	Posted: 22/Aug/2006 at 9:04pm
	West coast paper on 30-08-1996 closed at 60.50.after considering dividends annualised returns comes out to be greater than 10 p.a. Ballarpur is down from where it was at that time. JK Paper didnt exist then.
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manishdave Senior Member Joined: 05/Aug/2006 Location: India Online Status: Offline Posts: 1371	Posted: 22/Aug/2006 at 9:53pm
	India has structural disadvantage in paper industry. We don't have enough forest/forest land. Brazil/Indonesia/Canada have cheap raw material. Brazil is best as it has right climate, enough water(amazing Amazon) and cheap labor.
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prosperity Senior Member Joined: 01/Sep/2006 Location: India Online Status: Offline Posts: 546	Posted: 19/Sep/2006 at 4:00pm
	Summary is to AVOID - 1. Paper 2. Textile 3. Dyes and pigments 4. Electronics manufacturing
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