Archives: 2009 October
Some more rejected ideas !
October 27th, 2009, 2 Comments
Now that I have managed to irritate some of you, by rejecting stocks which you hold, let me push it still further J Torrent cables: Erratic performance in the past. Loss in the current year and some years in the past. TRF ltd: Negative cash flow. High accounts recievables being funded by supplier debt Bharat [...]
Changing Gears
October 16th, 2009, 2 Comments
The period from Oct 2008 – Mar 2008 was a no brainer period – as long you could suppress the sinking feeling of watching your holdings drop everyday. As I had gone through a similar phase (though longer, but equally mind numbing) in 2001-2003, I was better prepared emotionally to deal with it. I had [...]
Analysis – Sulzer India
October 6th, 2009, 2 Comments
About Sulzer india is a 200 Cr company in the business of mass transfer technology (mixers, separation column etc) for industries such as refineries, chemicals, gas processing etc. The company is a subsidiary of Sulzer chemtech AG. The parent also has a fully owned subsidiary – sulzer pumps. Sulzer india has received technology support from [...]
Getting it perfectly – Wrong !
October 1st, 2009, 2 Comments
I managed to achieve perfect timing this time. It managed to sell exactly before the fundamental performance of VST and India nippon turned around. I wrote the following post on the two companies and my key reason for exiting the two stocks was stagnation of their fundamental performance for the last 2-3 years. VST reported [...]
