Greetings!

 

No doubt Yes bank is a good medium to long term bet.

But removing Suzon is a wrong move.

 

I think you are thinking  too much for the short term performace. Suzlon is a story of a next decade and may take time to  evolve.

 

What you will do if crude touches $120 or even $170 in the next 8-10 months? How you are going to hedge your portfolio....with financial stock?

 

Suzlon is about renewable source of enegry. Few "goras" are worried about high debt component on B/s, but i think, one needs to look out for long term. As your signature says.....you can't read suzlon by its B/s or quarterly numbers.

 

Any takers for my view?

 

It is tough to take 10 year views on companies that are still in the emerging stage. Who could have taken a 10 year view on ENRON in 1994 and lived peacefully till date? This comparision with SUzlon is more anecdotal then real in nature.But it does indicate the problem of playing commodities through companies vis-a-vis the commodity themselves on a long term basis..

 

 

BTW it is nice to have you with us. Would appreciate if you could introduce yourself on this thread "Let's Introduce ourselves"