Joined: 01/Jan/2006
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Posted: 19/Jul/2010 at 9:16am
Originally posted by dipankar66
Is Voltas still that interesting? Or we should replace it with something else and keep Blue Star only?
Valid argument.
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Joined: 01/Jan/2006
Location: India
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Posted: 20/Jul/2010 at 9:31pm
Cement is a tough business to run and even tougher to own!
'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
Joined: 19/May/2010
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Posted: 20/Jul/2010 at 9:47pm
What about having a good logistic/Transport company...I thinks as FDI in multibrand retail has open up by indian government, we should bet on a good logistic/Transport company...what is your view on this basantji??
Fear can hold you prisoner. Hope can set you free....
Joined: 02/Oct/2007
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Posted: 20/Jul/2010 at 12:06pm
Mahindra Lifespaces, perhaps. The management is steadily improving performance by developing SEZs in collaboration with state governments. In the outskirts of the new SEZs, company is constructing houses for those coming to work at the SEZs. ML has low debts in its books, but each SPV carries its own debt. But with the land tied up, there are assets to back the debt.
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