Capitalizing from this Bearish phase!

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Topic: Capitalizing from this Bearish phase!

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basant
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Posted: 20/Mar/2008 at 4:42pm

There is a bit of an uncertainity in the entire financial space so for the larger names we are not sure of the others. On the other hand companies in retailing and airconditioning have no such overhangs and should be bought.

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kvinodhan
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Posted: 20/Mar/2008 at 4:45pm

In the airconditioning space do u prefer Blue star over Hitachi.... since Mr Damani is bullish on hitachi and the co has got into commercial airconditoning phase and if we believe the retail space booms the co should benfit....

Airconditoning co how much would be the annual AMC charge.....would that be a part continous stream of revenues.....

Edited by kvinodhan - 20/Mar/2008 at 4:48pm

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basant
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Posted: 20/Mar/2008 at 5:02pm

Yes, AMC brings in service revenue and has infinite RoCE.

'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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kvinodhan
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Posted: 20/Mar/2008 at 5:26pm

U r thoughts on Hitachi Air Conditoning System....

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basant
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Posted: 20/Mar/2008 at 6:10pm

Good stock; looks cheap but the commercial segment is monopolised by Blue Star and Voltas and that is where the real money is. Consumer segment is a) seasonal and b) does not have inbuilt AMC revenues.

'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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shivkumar
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Posted: 20/Mar/2008 at 6:55pm

Originally posted by kulman

Originally posted by manishdave

In agriculture sugar is good buy. When I say sugar, it is sugar as a commodity. Sugar mill is different case. I am long on sugar future.

1. Are you trading Sugar on MCX/NCDEX (Indian bourses) or Nymex/C-Bot?

2. I love eating sweets & in our family per capita consumption is slightly higher than avearge Indian sugar consumption based on past 20 years available data. Since I'm indirectly responsible for sustaining high sugar prices, could we share profits?

I am taking another look at pharma companies - especially the kind that makes diabetes medicines....

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kulman
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Posted: 20/Mar/2008 at 7:02pm

ha ha...

I'm by the way following fitness regime, may not be as strict as Anil bhai.

Life can only be understood backwards—but it must be lived forwards

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Janak.merchant1
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Posted: 20/Mar/2008 at 12:16pm

Originally posted by deepinsight

Have you been able to get an indicator that it was time to start investing? in other words is that time now?

Hi Deep,

Saw your post just now.

Indicators for that wud mean many. But the indicators that i follow, do not come from the stock prices. Mr. market does not guide us most of the time.

Those indicators that i focus on are about business dynamics.

I M usually a patient person. If i get four ideas a year for my portfolio, that's enough.

Many times, managing directors make silly mistakes. Like diversifying in unrelated fields. Recently a co in castings industry has announced plans to make dry dock with initial capex of 100 cr. Existing capital is ard 3.6 crores.

This is not a good indicator. I am sure, u can find abt that co. And the problem is that they have not yet indicated this to BSE! Fortunately i am no longer holding that share but i know that capital market had recommended it.

Coming to your query: other words is that time now?

Frankly, i have no idea. My plan is to wait for some more downfalls! They may come. Chances are more according to what i have observed from past. And as i said i just need four ideas as i prefer concentrated portfolio. Tho it is very risky to follow this method, it suits my personality.

Best wishes to a insightful fellow TED friend.

Edited by Janak.merchant1 - 20/Mar/2008 at 12:19pm

I love my money, not my opinion. So i am ready and willing to change my opinion for the sake of protecting my money.

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