Joined: 16/Jan/2008
Location: India
Online Status: Offline
Posts: 1624
Posted: 02/May/2009 at 7:26pm
The company's performance has been really bad of late.Last year EPS growth was nil and this year it looks like EPS is going to go down like crazy.Even their Return on Equity has been falling drastically.I hold this stock but performance in the last 2 years has been anythng but satisfactory.I am disappointed as of now.The auto ancillary story is anything but dead,what i am banking on is their auto design outsourcing business that they have entered with a no. of acquisitions.If that takes off,we're in for some improvement in their business.
Joined: 06/Apr/2008
Location: India
Online Status: Offline
Posts: 49
Posted: 02/May/2009 at 1:49am
as Buffett says dont look in the rear view mirror it is not more than a reference. auto sector is at its life time low. it is opportunity for every one for every one to grab it and am sure that it will be ignored by everyone other than few geniouses
Joined: 21/Mar/2008
Location: India
Online Status: Offline
Posts: 5
Posted: 07/May/2009 at 9:01pm
Can anyone tell me about RJ's purchase of Viceroy Hotels.
From what I know he purchased this somewhere in 2005 at a price upwards of Rs.60. The stock has lost value ever since and the company has gone nowhere.
Can anyone shed some light on the idea behind the investment?
Joined: 05/Mar/2009
Location: India
Online Status: Offline
Posts: 14
Posted: 08/May/2009 at 4:26pm
AUTOLINE MUST HAVE BEEN GREAT CO TO INVEST IN DURING BULL RUN WITH 400% EPS. BUT RECESSION SEEMS TO HAVE HIT THE COMPANY RIGHT FROM THE FIRST QTR OF FY 08-09, IF THE COMPANY IS GOOD, WE WILL SEE IT BOUNCE BACK, TILL THEN THERE ARE MANY MANY GREENER PASTURES AROUND. RJ'S PORTFOLIO NEED NOT BE FOLLOWED BLINDLY, WITH ALL DUE RESPECTS TO HIM. OF COURSE ONE CAN TRACK THE STOCK RATHER THAN PUTTING GOOD MONEY INTO IT.
Joined: 05/Mar/2009
Location: India
Online Status: Offline
Posts: 14
Posted: 08/May/2009 at 4:56pm
as of july 2007, these are supposed to be RJ's unquoted investments. Not sure if it is true. This could aid decision making about sectors which RJ feels bullish about, or felt so in 2007.
Innovassynth Technologies (45% subsidiary of listed company - Futura Polyester)
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