tag:blogger.com,1999:blog-321213512012-01-21T22:10:54.475-08:00Started off as a means to capitalize the web. Dealing with my foray into value investing at present. This is the place where I maintain notes on Indian Equities, Good Companies so that I can evaluate the performance in the future.DataAlpnoreply@blogger.comBlogger271100tag:blogger.com,1999:blog-32121351.post-22658411958403308772009-02-16T06:46:00.000-08:002009-02-16T08:34:35.747-08:00

Investing in Gilts and Corporate Bonds is a good idea when you know that Interest rates would trend in a downward direction. The RBI has been cutting interest rates since the past few months. Though the interest rates have almost bottomed out, there exists a close to 400 basis points (4%) different between the corporate bonds and the Government Securities. This opens an opportunity to invest in

DataAlpnoreply@blogger.com2tag:blogger.com,1999:blog-32121351.post-48032754776997183942008-10-04T05:28:00.000-07:002008-10-04T05:44:06.213-07:00

Changes:1] Added Compact Disc. [As it fell to 48. I fell further to 39 the next 3-4 days. I should have waited :(]2] Added Mercator Lines [New fleet, long term:short term contract ration of 70:30, acquisition of coal mines and long term contracts with steel / power companies looked good.3] Added Eastern Silk as it was still cheap [PE of around 2]4] Added GE shipping.Here is my portfolio as on 1st

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-88483325952490967112008-09-02T04:29:00.000-07:002008-09-02T04:29:00.345-07:00

Changes :1] Added position in Eastern Silk2] Reduced position in ICSA3] exited from Agro Dutch at a loss ( Company had a high debt and I had invested inspite of this fact)Learnings :1. Say not to companies with debt.2. Do not expect any company to turnaround easily3. Do not buy stocks just because you have money to spare. Buy only if you find a great opportunity. Having money in your bank account

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-70804790172553776032008-09-01T09:38:00.000-07:002008-09-01T09:48:28.127-07:00

Cals refineries is in the process of setting up a petroleum refinery.It has bought second hand refinery equipment in Germany and Canada and is in theprocess of assembling it in Haldia, WestBengal. The location of the refinery on the East Coast would add $2 per barrel in Shipping costs.Negligible profits at present, and money would start flowing only after 2010.The board of directors looks

DataAlpnoreply@blogger.com4tag:blogger.com,1999:blog-32121351.post-29071684544581042692008-08-31T03:49:00.000-07:002008-09-01T21:33:56.617-07:00

It is difficult to find good companies trading at a price that fit my criteria. Nevertheless, here are a few companies I looked at:grindwell Norton - Apparent PE = 4, (Effective PE = 10) zero debt (CMP = 99)This company is into making abrasive products used in industry for machining / grinding operations. It is also into the manufacture of indistrial ceramics. It ranks 2nd in the domestic

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-28208968089054416562008-08-03T22:36:00.000-07:002008-08-04T11:27:09.958-07:00

Patel Airtemp+pointlow PE-pointbut in the business of Manufacturing Air conditioning. highly competitive industry with a lot of playersHDIL moderate PE = 8Orbit Corpmoderate PE = 8Both HDIL and Orbit Corp are infrastructure / construction companies. I'd like to look at them when they become cheaper in the coming 2 quarters.Jindal Saw+pointslow PE, into the business of manufacturing steel

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-43030849949391572292008-08-01T08:42:00.000-07:002008-12-11T05:39:57.612-08:00

Personally, I feel that money lending is a good business as it gives a steady source of income (in the form of interest from borrowers). This is one of the reasons I am planning to include one of the banks into my portfolio. With inflation showing no signs of cooling, it is possible that the RBI would continue to tighten it's monetary policy, Banks would have to raise the interest rates and the

DataAlpnoreply@blogger.com1tag:blogger.com,1999:blog-32121351.post-35520365751896778362008-07-31T09:55:00.000-07:002008-08-01T21:16:45.314-07:00

I found the following compnies listed in the Economic Times as good Mid and Small cap stocks. I noted them down and my take is that the PE's of many companies is too high to pass down my filter.- gsk consumer (PE = 14)- PVR - (PE = 20)- Bartronics - (PE = 11)- Jain Irrigation - (PE = 27)- Piramal - (PE = 21 )- IPCA - (PE = 10.52)- Numeric Power Systems - PE = 7.56, but I feel the UPS industry

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-90454487677663764182008-07-31T06:36:00.000-07:002008-08-01T07:55:16.370-07:00

Eastern Silk is involved in manufacturing of value added silk textiles. The company had made a loss of 15 crores in the last quarter and the stock got beaten down badly. The huge drop in sales from 168.96 to 31.34 crores did not look good at all. One of the FIIs (Merill Lynch if I remember it correctly) also emptied it's entire stake. Within three months, the stock fell down 60%

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-89136108551552220142008-07-30T12:37:00.001-07:002008-08-05T20:59:35.302-07:00

The reason I write this post is that even though I go through the analyst reports that are accessible for free on the internet, I do not go by their buy / sell / (whatever) recommendations. They help me with more information of the company and the factors that can affect the company.For instance, the following document recommends a dozen Midcap stocks:Edeweiss MidCap StocksBut none of them filter

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-21280279060119804692008-07-28T06:53:00.000-07:002008-12-11T05:39:58.169-08:00

With the recent market meltdown and uncertainty, I have become even more conservative about my stock selection process. I look for lower PE's, strong and simple business models, aggressive growth strategies and limited downside. Sometime amidst the market mayhem, my portfolio had returns of around -25%. I have to take some time to recheck the fundamentals, and clean my my portfolio. The Indian

DataAlpnoreply@blogger.com2tag:blogger.com,1999:blog-32121351.post-83333470464652633962008-07-23T09:55:00.000-07:002008-12-11T05:39:58.279-08:00

I like the new Money Control portfolio manager which is based on AJAX. The interface is sleek and responsive. The Fund Allocation Charts are informative. One of the features that I decided to try out is the Risk capacity and Risk tolerance assessment. They have provided a quiz based upon which your Risk Tolerance and Risk Capacity is Calculated.The tool came up with the results for me as person

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-45272500906740554912008-07-16T10:02:00.000-07:002008-08-01T21:08:42.883-07:00

Steel Sector : Price controls lifted. Possible opportunity.SAIL (CMP: 127):India Bulls Analyst Report Dated June 1 [buy recommendation at 137]http://www.business-standard.com/pdf/TU556%20SAIL%20080701.pdf+pointsDebt Equity : 0.22PE : 607 - 08 PAT growth : around 16 %Steel Prices rising85% promoter holding-pointsGovernment Control5.41 % FII holding - could lead to a further callExpansion Project

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-50522459226118535232008-07-14T13:03:00.000-07:002008-08-01T21:07:33.633-07:00

Company watch is a series of posts on the companies that I scan through when I scout for investment opportunities. Maintaining a record helps me save time in the future as that I can quickly refer to the recorded information when I come across a stock that I had already looked at.Gayatri Projects : (CMP : 203) - buy at 150Construction, Infrastructure projects.+ pointsPE : 5, BV 180, 07 - 08

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-56459729439820403002008-06-17T21:49:00.000-07:002008-12-11T05:39:58.531-08:00

Yesterday Sasken was up by 14.36 % starting from 140 and steadily rising to 160. Though I am not keenly interested in technical analysis and the fluctuations of the stock prices, I feel that it can help me time my buy and sell decisions. I mean, I could buy a stock cheaper or sell it higher. Major rise / fall in stock prices is effected by the buying or selling by the Institutional Investors (FII

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-35530284447736888492008-06-17T10:39:00.000-07:002008-12-11T05:39:58.702-08:00

I am a newbie to investing. Before investing in equities, I made sure that I had enough knowledge not to burn my hands in the Stock Market. I was impressed by Warren Buffet's lectures [youtube] and his simplicity. Some of the books that gave me a better idea of equity (secutities) are:Investment Fables by Damodaran [amazon]- This book deals gives different strategies to select stocks (PE , Book

DataAlpnoreply@blogger.com2tag:blogger.com,1999:blog-32121351.post-26845294709415975292008-04-28T10:30:00.000-07:002008-08-01T20:53:27.165-07:00

After listening to a talk at the at the Toastmaster's club GE , listening to Warren buffet's thoughts, and reading up some books, lectures and blogs in equity valuation and investments, I found investing in equity to be interesting and fun. The fact that I own a part of a company by buying it's shares gives me a sense of ownership. I look for value as well as growth companies which are trading

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-89299717781283041002007-02-13T19:40:00.000-08:002008-08-01T20:45:35.137-07:00

I have a feeling that the agriculture sector of India is underutilized and under planned. Few farmers have a proper knowledge of the supply/demand conditions, weather forecasts, government policies and the ways to avail them. Hence the idea of a Rural Information Network that will help the country utilize the agricultural resources to their fullest potential came to my mind.WHAT:1. Get the

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-71288741384092631692007-01-21T07:15:00.000-08:002008-12-11T05:39:59.277-08:00

Here are some stats of my blogs1. The geo-map overlay: The locations of the people peeking into my mind :). A major chunk of them are from bangalore.2. The Stats of the two blogsmycorpus perpetual-oblivion

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-1161521731801637622006-10-22T05:32:00.000-07:002006-10-22T05:55:31.813-07:00

Personalised Content.. The next technology Milestone?With the deluge of information available on the web and the little time that the peole have to wade through the corpus of information, personalised content will surely be the next breakthrough that the internet giants and the startups would be looking at..Personalised news[ www.findory.com] , personalised search [www.google.com], personalised

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-1161116262090603982006-10-17T13:00:00.001-07:002006-10-17T13:17:42.093-07:00

Recommender Systems - Steering Wheels!Recommendation systems are going to be the future of search.Google with it's personalised search, www.findory.com, Amazon's Collaborative Filtering, Netflix Movie Recommendation Engine, http://racofi.elg.ca/ .. and many moreThe fact that Google gives you a million results for your search is not a big thing...[water water everywhere.. not a drop to drink!]What

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-1161116081927040752006-10-17T13:00:00.000-07:002006-10-17T13:14:41.940-07:00

Recommender Systems - Steering Wheels!Recommendation systems are going to be the future of search. Google with it's personalised search, www.findory.com, Amazon's Collaborative Filtering, Netflix Movie Recommendation Engine, http://racofi.elg.ca/ .. and many more The fact that Google gives you a million results for your search is not a big thing... [water water everywhere.. not a drop to drink!]

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-1160851050265315832006-10-14T11:13:00.000-07:002006-10-14T11:37:30.280-07:00

Recommendation engine for Shops ! I am just back from buying some Sarees for my mom and some shirts for my dad..Its diwali.. I had quite a trouble finding what my mom would actually like..Firstly.. I dint have any domain knowledge [in sarees :)] I dint know what type of saree my mom would like [Kanjeevaram,Bangalore Silk, Dharmavaram Silk, Mysore Printed, Crepe silk and some other ones].

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-1160819443998600602006-10-14T02:44:00.000-07:002006-10-14T02:50:44.006-07:00

Your Earnings Depend upon the ads that are published [and clicked]..I just realised that now.. I was checking my Adsense Account to see the number of clicks on the Ads hosted on my page. I had two new clicks.. but no earnings out of them!! their eCPM was 0..In case you need to earn more money, select your content judiciously..One can centre his content around top paying keywords [also called as

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-1160767452244450622006-10-13T11:24:00.000-07:002006-10-13T12:25:34.580-07:00

My question on http://in.answers.yahoo.com on the first page of GOOGLE Search!!When the Yahoo India Answers was launched I thought.. Just another Forum..When I started using it I realised that it was something more..Unlike forums which are specific to a certain subject (say CAT, GMAT, TOEFL, GRE, etc).. Answers was more like.. umm.. different.. It gave a feeling similar to asking your friend/

DataAlpnoreply@blogger.com1tag:blogger.com,1999:blog-32121351.post-1160604191291754502006-10-11T14:46:00.000-07:002006-10-11T15:03:11.306-07:00

Content for a new Money Making website I did a preliminary research on what a website content should be in order to get more traffic.Most of the traffic that a site gets is through search engines GOOGLE, YAHOO. So if your site figures out in the top 10 (at least) results for the major queries, then your website would be a HIT. And you can have Ads on your website. Based upon this I came up with

DataAlpnoreply@blogger.com0tag:blogger.com,1999:blog-32121351.post-1160602469981766962006-10-11T14:23:00.000-07:002006-10-11T14:38:13.490-07:00

Make Money. START HEREI have been a fan of Amit Verma's blog . http://www.indiauncut.blogspot.com/ for quite some time.I had been reading it now and then for entertainment when I stumbled across a post which gave a list of top adsense earners. The post "From Google Adsense to Bling" which pointed to http://www.desipundit.com/2006/09/28/google-adsense-highest-earners/ was quite exciting.From

DataAlpnoreply@blogger.com0