I would disagree here. Bilcare is up by more than 50% from the Feb/March lows. So it is performing much better than the market.
Pharma is a very scalable field for indian companies - they are the most cost competitive around the world (with China). The feedback on Bilcare's packaging solutions is very good. They are the leader in this space in INdia. Their packaging solutions are innovative and provide ease of use to the companies and are more durable. Besides that they have entered into an area of Clinical trial research which is an opportunity which will scale up over the next 3-5 years.. The space has tremendous potential and Bilcare may be the one to play this on.
The biggest hindrance to analyse this company is that no information as such is available on their website. NO annual report/quarterly results nothing.. Similar to the case of prime focus. But my sense is that it is a good company doing very well and moving into new scalable areas..
hv been an avid reader of ur threads and have learnt a lot from ur threads on pantaloon...
jss wanted to check / kno if these are also in his portfolio ..
aptech ltd
bhushan steel...he acquired 10 lac shares ..
prime focus ( did he exit after ipo)
regards
Krishna
You are right Krishnaji, RJ has 2.4% stake in Bhushan Steel as on 31st March,2007...he has been allotted at Rs.190...
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
Basantji,can u update RJ's portfolio as on 31st March.Most of the companies must have filed latest shareholding pattern by now...
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Posted: 13/May/2007 at 11:03pm
Would check and do it!
'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
Mid-day which RJ bought around Rs 50 two and half years back is still hovering his acquisition price...RJ failed in media stocks.
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Posted: 20/May/2007 at 10:29am
... and he is candid enough to accept that he missed the best ones!!!
'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
You cannot post new topics in this forum You cannot reply to topics in this forum You cannot delete your posts in this forum You cannot edit your posts in this forum You cannot create polls in this forum You cannot vote in polls in this forum
Here's why members would love to be a part of theequitydesk.com
Equity Desk focuses on why to buy shares and invest in share rather than what to buy.
Live discussion forum wherein members can discuss the current Indian share Market trend,
BSE Sensex or the Nifty Index.
Have huge cache of information on Indian and World Share Market.
Analysis of Indian stock market, Global events, Investing insights, portfolio
management strategies and thoughts,
Meet investors from round the globe check their investing strategies share experiences and learn
for their experiences on stocks and shares, evaluate opinions on investing in India.
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
IP Logged
