Author |
Message |
anandgh
Newbie
Joined: 21/Jun/2009
Location: India
Online Status: Offline
Posts: 4
|
 Posted: 21/Jun/2009 at 12:35pm |
am unable to post. Can someone tell me about Micro Technologies, its PE is just about 1x. and a good growth potential...
|
AG
|
IP Logged |
|
|
 |
|
studentoflife
Senior Member
Joined: 06/Mar/2009
Online Status: Offline
Posts: 313
|
 Posted: 24/Jun/2009 at 7:07pm |
You see if you actually book losses using stop losses of 25 -30 % half of the equity deks portfolios would be sold.
In my humble opinion we should book losses only if the underlying business scenario /cash flow situation has changed drastically/or we have a cheaper stock to buy/or you need money yourself.
|
IP Logged |
|
|
Crimsonarcher
Senior Member
Joined: 05/Oct/2006
Location: United States
Online Status: Offline
Posts: 355
|
 Posted: 09/Jul/2009 at 6:03pm |
Looking at the portfolio, it clearly shows that diworsification never works. What you might gain in one, you would lose in the other. So better to stick to a few stocks at good levels, and also get out if fundamentals deteriorate. I dumped good stocks like jindal steel and power and got into unitech and lost a lot of money in the crash. So i think there are different stocks for different seasons. So get in and out as seasons change!.
|
IP Logged |
|
|
subu76
Senior Member
Joined: 25/Feb/2008
Online Status: Offline
Posts: 5709
|
 Posted: 09/Jul/2009 at 6:29pm |
Originally posted by anandgh
am unable to post. Can someone tell me about Micro Technologies, its PE is just about 1x. and a good growth potential... |
Anandgh, what is the basis of your conclusion on growth?
Does Micro Tech have some unique capabilities? It seems to be a reseller of products from Rad for the most part.
It's a net-net so the downside might be limited though.
Also very decent promoters who do stock buybacks and pay dividends.
Edited by subu76 - 09/Jul/2009 at 7:05pm
|
IP Logged |
|
|
rohit123
Newbie
Joined: 27/Aug/2009
Online Status: Offline
Posts: 13
|
 Posted: 27/Aug/2009 at 11:52pm |
This is my first post ,so Please forgive if i cross the line I am a newbee
This company is good , products majorly in the security domain -lost mobile ,.....
But the concern is the demand needs to be picked up to even reach a respectabl P/e of 8 I have some qty ttl 3% in the same
|
IP Logged |
|
|
subu76
Senior Member
Joined: 25/Feb/2008
Online Status: Offline
Posts: 5709
|
 Posted: 27/Aug/2009 at 1:18am |
Hi Rohit, How do you see the company doing going forward? Any updates from the management?
|
IP Logged |
|
|
rohit123
Newbie
Joined: 27/Aug/2009
Online Status: Offline
Posts: 13
|
 Posted: 30/Aug/2009 at 5:47pm |
Subu Ji
I dont have any updates from Managemen , but for product per say -the products are for security which awareness & usage is low ,but if started which I feel will be there , But major growth will come only once Auto OEMs started installing their all their products a feature
Any how their results are good 20 Crores to 290 crores sales in last 6 year ,EPS from 4 to 64 rs ,Reserves 190 Crore .mcap is 170 crore , so getting the company almost free with potential of future growth
Semior Memembers , please correct my understanding of picking companies as I have just started lerning I hold 1 % of portfolio in the same
Edited by rohit123 - 30/Aug/2009 at 5:47pm
|
IP Logged |
|
|
Hitesh Shah
Senior Member
Joined: 12/Oct/2008
Online Status: Offline
Posts: 3656
|
 Posted: 30/Aug/2009 at 6:14pm |
Try to mention the stock / company name in the post.
|
IP Logged |
|
|