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basant
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   Posted: 19/Aug/2006 at 10:37am |
I do not think HOCL owes any property, they have it on lease so probably they cannot sell it.Mangalam, the management "B.K.Birla" is hopeless, they would not be interested in a small company when they look at Century Textiles even otherwise timber faces a lot of problems from env and other regulatory issues so i am not sure on that one.
VSNL could be big, it is something that as you said the additional profit wil contribute directly to the bottom line and also Tatas are very serious on this one and that matters.
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manishdave
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Posted: 20/Aug/2006 at 11:30pm |
I haven't studied HOCL or Manalam but Ramesh Damani mentions about them and I think he mentioned about real estate. But again I dont know. And as I mentioned, in T/O i m interested in big industries like hotels, refining, auto, banking etc. Not small niche individual companies. I agree with you on BK Birla management.
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basant
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Posted: 21/Aug/2006 at 9:51am |
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There are reports about Titanagar Ind (CMP Rs 32.70) a turn around being in significant profit growth this year.But with paper stocks investors should be watching more of the industry cycle rather then the company.
Edited by basant - 21/Aug/2006 at 9:53am
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sun_1313
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Posted: 22/Aug/2006 at 7:08pm |
is it worth investing in triveni glass at CMP of 31?...obviously it is using oil as fuel, but crude prices are cooling down.the amarendra murder case is almost forgotten, though it is still sub-judice.with the lavish use of glass in modern shopping malls, i think the demand for glass will shoot up in the next few years....i would like to hear the views of the experts....pls reply.
regards.
adityan.
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basant
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Posted: 22/Aug/2006 at 7:25pm |
First let me clarify there are no experts here. in fact the market is such a place where you cannot have experts. It is like cricket. You could score a century in one innings and get bowled round the legs in the second one.
Now I do not follow Triven glassi but your broad logic about glass being used in shopping malls makes a lot of sense. Have you looked at Asahi India Glass their new product strong glass is as good as steel - you cannot break it manually and the company is also doing well.They are a leading supplier to all the automobile companies. in fact the next time you roll down the glass in the front seat of a car read the name on the top right hand corner. It should be Asahi India.
But Asahi is well discovered.So I doubt if you could make a killing there.
Manish could offer you some insight on Triveni Glass you have followed Triveni Glass more then anyone of us here.
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sun_1313
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Posted: 22/Aug/2006 at 10:33pm |
its ok basantji...your point is well taken. none is an "expert" in this field.and we all know the sort of advice the so called "experts" and analysts in TV have for small investors.leave that sir.
manish sir, expecting your views on triveni glass eagerly.
meanwhile basant sir, i have bought good number of rain commodities at 144...now it is going up....thanks a lot!
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sun_1313
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Posted: 22/Aug/2006 at 10:34pm |
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sorry....it was 114.
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basant
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Posted: 24/Aug/2006 at 12:43pm |
I would presume that investors playing for turn arounds are most successful when they look for the sector leaders rather then the mid sized or amall sized companies. We could be lucky in a small cap as a turn around play
As an illustration I would rather play an ACC as a turn around and be satisfied with a lesser return rather then play a Gujarat Sidhee Cement and risk my capital. This is because the probability of a sector leader filing for bankruptcy is minimum. Also as Manish pointed out cement steel shipping are sectors where the cycle HAS TO TURN not so sure with a small cap technology company.
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