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Topic: Pankaj 72's portfolio

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kumardiwesh Senior Member Joined: 26/May/2008 Location: India Online Status: Offline Posts: 721	Posted: 09/Oct/2008 at 12:12pm
	Markets may fall by any percentage. I don't know. But we won't get these good companies at cheap prices, except in these markets. I've said I may be wrong. I don't want to get into an argument with you. I absolutely respect your views and also realize that I'm just a novice.
	"History does not tell you the probability of future financial things happening" - Warren Buffett
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kumardiwesh Senior Member Joined: 26/May/2008 Location: India Online Status: Offline Posts: 721	Posted: 09/Oct/2008 at 12:14pm
	By the way, Lloyd's equity will be diluted. So EPS growth won't be 33% or whatever you mentioned.
	"History does not tell you the probability of future financial things happening" - Warren Buffett
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pankaj72 Newbie Joined: 06/Oct/2008 Online Status: Offline Posts: 14	Posted: 09/Oct/2008 at 4:40am
	Dear Kumardiweshji ,masterji,and Basantji I respect both of your view points.Kumardiweshji may pl. give further give information on the equity dilution of lloyd electrics and its growth prospects.Basantji has also mentioned about 68 times pe for 2010 earnings. Is there something which I dont know about the company?My basis for byuing into this company was: 1)Price to book value 2)Its presence in Indian railway and likely push to turnover due to Garib Raths and other AC coaches 3)Increase in Commercial refrigeration 4)Consisitent past earnings 5)Decrease in Copper prices thereby reduction in production cost of copper tubes. Pl. guide. Edited by pankaj72 - 09/Oct/2008 at 4:41am
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pankaj72 Newbie Joined: 06/Oct/2008 Online Status: Offline Posts: 14	Posted: 09/Oct/2008 at 11:03am
	Bh. Shipyard is witnessing steep fall. I understand the conversion rate for FCCB , due in December 2008 is Rs.505/-.What will be the impact on the company?What is the status of shipbuilding companies in view of overall slowdown in demand and fall in prices of crude oil? Is it over for companies like BH. Ship?How the company should be valued now?
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subu76 Senior Member Joined: 25/Feb/2008 Online Status: Offline Posts: 5709	Posted: 10/Oct/2008 at 3:34pm
	Like for everything else there is a lot of bad sentiment about shipping right now. Baltic Dry Index (measure of shipping rates) is taking a hammering.
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pankaj72 Newbie Joined: 06/Oct/2008 Online Status: Offline Posts: 14	Posted: 14/Oct/2008 at 4:31pm
	thanks for giving viewpoints.day before yesterday, booked losses in lloyd electrics and added 75 shares of icsa @ 150. Quite a good advantageous move after following the discussion here.
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