Archives: 2009 May
Detailed analysis spreadsheet – LMW
May 29th, 2009, No Comments
I typically do a detailed analysis of any company before committing a decent amount of money to the idea. I have uploaded a detailed analysis of BEL (bharat electronics) and balmer lawrie in the past. I use this spreadsheet as a checklist and template for a detailed analysis. The spreadsheet is simple (though time consuming) [...]
Are you feeling excited?
May 24th, 2009, No Comments
The last one week has seen one of the biggest spikes in stock prices. Almost every kind of stock, has recorded a big jump in prices. Those of us who were lucky or had the foresight or both in buying stocks in the last 6 months, are now sitting on decent gains and must be [...]
Analysis: Infosys technologies
May 20th, 2009, No Comments
Financials The company declared fairly good results for 2009 with a topline and bottom line growth of around 30%. The ROE has been maintained at 30%+ levels and in addition the company continues to hold almost 10000 Crs of cash on its books. The company continues to maintain one of the highest net margins [...]
Prediction comes true !!
May 17th, 2009, No Comments
I just couldn’t resist myself. I wrote in jan that the rebound would start on 22 april 2009 and then ‘predicted’ in feb that the bear market would end. Wow! I got nailed it. I got two predictions right (ok, one is a little bit off, but give me a break). I am certified guru, [...]
Anchoring and a stock sale
May 14th, 2009, No Comments
In my previous post, I referred to a situation where I started buying maruti suzuki at 500 and when the price started going up, I hesitated and am still waiting to build a full position. Although any price between 500-600 would have been good, I still ended up getting fixated with the price of 500 [...]
Are you still waiting
May 9th, 2009, No Comments
I often get a comment or email, which goes along the following lines – I have been analyzing this company and the company seems undervalued to me. Should I wait for a lower price before I start my buying? My usual response to this question is – Do you want to delay an informed decision [...]
