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Identifying Multibaggers
 The Equity Desk Forum :Market Strategies :Identifying Multibaggers
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anandgh
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Quote anandgh Replybullet 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
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studentoflife
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Quote studentoflife Replybullet 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.
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Crimsonarcher
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Quote Crimsonarcher Replybullet 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!.
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subu76
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Quote subu76 Replybullet 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
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rohit123
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Quote rohit123 Replybullet 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
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subu76
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Quote subu76 Replybullet Posted: 27/Aug/2009 at 1:18am
Hi Rohit, How do you see the company doing going forward? Any updates from the management?
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rohit123
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Quote rohit123 Replybullet 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
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Hitesh Shah
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Quote Hitesh Shah Replybullet Posted: 30/Aug/2009 at 6:14pm
Try to mention the stock / company name in the post.
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