tag:blogger.com,1999:blog-344555102011-12-15T08:43:35.469+06:00Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.comBlogger271100tag:blogger.com,1999:blog-34455510.post-30938088427249627952009-01-09T18:11:00.002+06:002009-01-09T18:36:17.026+06:00

Mr.Raju came out on Wednesday and shocked the corporate world with his admissions.I still remember the day couple of quarters ago when Satyam had come out with the results which was supposed to be very good and the markets reacted negatively on the stock.When asked by the media about the market reaction to the results Mr.Raju was very upset with the market.so why was he upset?The market in its

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com4tag:blogger.com,1999:blog-34455510.post-26513229181203132242008-09-26T20:00:00.000+06:002008-09-26T20:22:20.564+06:00

The pain in US continues with the death of marquee investment banks.Who would have thought a few months back Meryll Lynch,Lehman Brothers would no longer be in the World financial landscape.However the world moves on.The players have got fewer and the only question one is forced to ask is whether they will learn from past mistakes.History says they will not.So in future also bubbles will get

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com0tag:blogger.com,1999:blog-34455510.post-9561547711213848102008-08-11T18:16:00.000+06:002008-08-11T18:25:44.117+06:00

This is the question that is uppermost in most investors mind.While the macros are still unclear there are clear indications that the US Macros are getting worse by the day.The drop in Oil prices is a clear indication that the growth is slackening in the largest consumer market.While the drop in Crude Oil prices is good for economies like India how the slowdown in the developed markets will

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com0tag:blogger.com,1999:blog-34455510.post-28219097619612065622008-06-17T15:11:00.000+06:002008-06-17T15:33:54.152+06:00

Equity as an asset class has taken quite a beating over the past 2 quarters.FII's have withdrawn over $5 billion USD over the last six months and the selling has not abated.So the question is whether India will see its first net withdrawal in the calender year 2008 after the FII investments were opened up over 15 years ago.There have been various theories floating around saying that India is the

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com0tag:blogger.com,1999:blog-34455510.post-10604229987256194212008-03-19T16:22:00.000+06:002008-03-19T16:37:25.919+06:00

The Stock markets across the world has been seeing turmoil over the past few weeks and the Indian Markets have shaved off 30% from the peaks it reached in Jan 08. The damage has been worse in the broader markets where individual stocks have seen erosion in market caps to the extent of 50% or more.The question in everybody's mind is where do we do from here?What should the long term investors do?

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com0tag:blogger.com,1999:blog-34455510.post-342809271644942922008-02-25T19:25:00.000+06:002008-02-25T19:30:49.491+06:00

Post the listing of Teledata informatics the prices have come down to Rs.20.The listing of the other two companies will happen in the next 10-15 days. The interim dividend for all the three companies will be announced in the first week of April 2008. I Still reiterate that the combined entity will give good returns for the investors.The basic premise is that the fundamentals of the company are

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com0tag:blogger.com,1999:blog-34455510.post-69505053777041695442008-02-25T19:20:00.000+06:002008-02-25T19:24:58.633+06:00

Subsequent to the sharp dip in the stock markets it is strongly recommended to buy the following shares from a long term perspective:1.NTPC2.ITC3.HEG4.ISMTAll the above shares have corrected reasonably and offers significant value at current levels-CMP of current date:25th feb 2008. All the above mentioned shares will give a minimum return of over 25% over a 12-18 month period.

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com1tag:blogger.com,1999:blog-34455510.post-85223473000693579892007-10-18T15:14:00.000+06:002007-10-18T15:27:14.267+06:00

This stock has been discussed threadbare in various message boards in the past.The recommendation to buy comes from basically the following pointers:1.The dilution in the promoter stakes has been due to the aggresive accquisition strategy adopted by the company in the past.The dilution has also been higher due to the low price prevelant for the stock in th past.2.The demerger of the company into

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com2tag:blogger.com,1999:blog-34455510.post-58772313252412606502007-09-14T13:40:00.000+06:002007-09-14T13:58:57.137+06:00

Over the past few weeks the central banks and the markets across the world have been struggling with the sub prime mess that blew up in USA.Let us first understand the basic economic theory of growth and then get down to the current problem.It has been clearly laid down in economic theory that the fundamental basis for growth is savings and invesment in productive areas of the country.In certain

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com1tag:blogger.com,1999:blog-34455510.post-12638620184272261252007-08-07T18:34:00.000+06:002007-08-07T18:42:05.605+06:00

The Indian Seamless Metal Tubes Limited was promoted in 1977 by a group of technocrats to produce specialized seamless tubes in India. Beginning with an installed capacity of 15,000 metric tons per annum, ISMT commenced production in 1980 with the installation and commissioning of an Assel mill in technical collaboration with Mannesman Demag Meer of Germany. Subsequently, in 1990 the production

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com1tag:blogger.com,1999:blog-34455510.post-38934723841671527442007-07-19T11:36:00.000+06:002007-07-19T11:47:10.821+06:00

Shetron is one of the leading manufacturers of metal cans for the food and dry cell battery jackets/components.The company is expected to be a key beneficiary for the growing global demand for packaged foods.The company has a dominant 85% market share in Dry cell battery jackets.The company is focussing on increasing its export market for metal cans for food packaging.The dry cell battery jackets

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com0tag:blogger.com,1999:blog-34455510.post-89798530155843620582007-03-23T14:22:00.000+06:002007-03-23T14:43:03.379+06:00

There has been a comment that the posts in this blog has been infrequent.I do agree on this point.The idea behind this blog was to share picks which can create wealth in the long run.I am of the firm belief that trading is a zero sum game.The only way wealth can be created is to invest with a long term outlook and ride the company's growth.Therefore i am forced to post only when i find value in a

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com4tag:blogger.com,1999:blog-34455510.post-34665486312066183672007-03-20T14:14:00.000+06:002007-03-20T14:24:12.163+06:00

After a correction of over 2000 points in the sensex most of the investors are questioning whether the "INDIA STORY" is still intact.World over if you have seen a country goes through a inflexion point in its history and my firm belief is that "INDIA's time" has come now.Of course there will be blips and the markets would give corrections and periods of euphoria but the more one sees around the

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com1tag:blogger.com,1999:blog-34455510.post-78760458332463014822007-03-20T14:09:00.000+06:002007-03-20T14:14:44.341+06:00

There have been some comments on the postings made in this site.1.Valuations-While i do take the point that valuations is the most important element in deciding whether the pick is good or not this site is primarily intended to give leads to long term investors to do further work in the companies listed and decide for themselves whether to invest or not.However i do take the point positively and

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com1tag:blogger.com,1999:blog-34455510.post-1171543640189406002007-02-15T18:37:00.000+06:002007-02-15T18:47:20.520+06:00

HEG ltd is the largest Indian Manufacturer of graphite electrodes which is used in Electric arc furnance to manufacturer speciality steel.The usage of electric arc furnance route to manufacture specialised steel is growing as percentage of total steel produced in the world is growing year on year.There have no new manufacturer of graphite electrode in world after HEG set up its facility near

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com2tag:blogger.com,1999:blog-34455510.post-1164616237185560222006-11-27T14:17:00.000+06:002006-11-27T14:30:37.560+06:00

In this entire bull run two of the sectors which have been totally ignored for some reason or other is Textiles and Paper.Though some of the reasons have been fundamental in nature i think the bear run in these stock to a large extent has been overdone.Textiles happens to be one of the largest contributors to the GDP and also one of the largest employers in the organised sector.Post the Quota

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com2tag:blogger.com,1999:blog-34455510.post-1162882182045105522006-11-07T12:35:00.000+06:002006-11-07T12:49:44.420+06:00

Indian Hume Pipe Co is engaged in India's infrastructure development specifically in the field of Water infrastructure.With an increasing population and development of all infrastructure the area of water management is set to grow at a rapid clip in the years to come.The company makes custom designed pipes for water industry,irrigation,sanitation,sewage system and solid waste managment

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com0tag:blogger.com,1999:blog-34455510.post-1160737226808228702006-10-13T16:50:00.000+06:002006-10-13T17:00:27.090+06:00

Today the Sensex closed at a all time high.What does this mean for an average retail investor?-Nothing in my view.Does this give u the impression that we are an in a secular bull market from the lows of June 2006.The answer is a big NO.If u are to look at an portfolio of most of the investors it would show a depreciation from the levels of May 2006.It goes to show that every new upward movement

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com2tag:blogger.com,1999:blog-34455510.post-1160479568571343622006-10-10T17:25:00.000+06:002006-10-10T17:26:08.946+06:00

3i Infotech promoted by the ICICI group is a interesting mid cap IT player.It is both a products as well as a services company.It is involved in Banking,Manufacturing,Retail and Insurance verticals.Products and services approximately contribute equal amount to the turnover.The company has an interesting portfolio of products in the areas of Banking,Insurance,Anti-Money laundering areas (remember

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com0tag:blogger.com,1999:blog-34455510.post-1160117867812182202006-10-06T12:57:00.000+06:002006-10-06T12:57:48.086+06:00

This recently started private sector bank has been promoted by Shri.Ashok and Rana Kapoor.The Bank has no legacy systems (no past baggage!) so it created a totally differentiated model in the Banking Industry.The bank has focussed on fee based business and in sunrise sectors or sectors with least banking penetration like Food & Agriculture,Retail and private wealth management solution where it is

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com0tag:blogger.com,1999:blog-34455510.post-1159862889961842332006-10-03T13:48:00.000+06:002006-10-03T14:08:09.980+06:00

Clariant Chemicals (India) Ltd is a MNC in the business of pigments,Leather chenicals,Textile chemicals,speciality chemicals and other agri intermediates.Recently the company merged Vanavil Dyes,Clariant India and two other companies to form this company.The company is a global leader in most of the products it is involved in. For the quarter ended June 06 the company recorded a turnover of Rs

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com2tag:blogger.com,1999:blog-34455510.post-1159425010018877582006-09-28T12:08:00.000+06:002006-09-28T12:30:10.026+06:00

ITC is in the business of tobacco,Hotels,Paper,Biscuits and a host of other business.The company is using its free cash flow generated from its existing business to aggresively expand its Non-Tobacco business.The company is building new hotels,expanding its paper boards and printing business and also aggresively growing in its biscuits business.Imagine in a business dominated by Brittania for

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com1tag:blogger.com,1999:blog-34455510.post-1158918405341177682006-09-22T15:19:00.000+06:002006-09-22T15:46:45.350+06:00

Over the past few years with profileration of TV business channels and the compulsory announcement of quarterly results by companies everyone has been flooded with analysts talking about quarter on quarter growth of sales,profits etc.In fact the quarterly numbers of Infosys (which normally heralds the earnings season) is virtually a festival of sorts in some business channels and the market

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com1tag:blogger.com,1999:blog-34455510.post-1158757430210149162006-09-20T17:28:00.000+06:002006-09-20T19:03:50.263+06:00

Investment LogicNTPC is the largest producer of power in the country.As everybody is aware there is a continous shortage of power in this country.So the company would never be in a situation of finding it difficult to sell its finished products for a long time to come.If the country continues to grow at 8% plus then the requirement of power is expected to continue to grow.The problem lies in the

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com2tag:blogger.com,1999:blog-34455510.post-1158673650590481242006-09-19T19:40:00.000+06:002006-09-19T19:47:30.603+06:00

GAS AUTHORITY OF INDIA:One of the navratnas of Indian PSU's this company is involved in exploration,transportation and retailing of natural gas.For the year ended 06 the company clocked a turnover of Rs.16000 crores and a net profit of Over Rs.2000 crores.On a equity of Rs.845 crores the eps is over Rs.25.The company has created a huge infrastructure for gas transmission across the country for

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com0tag:blogger.com,1999:blog-34455510.post-1158574012494453282006-09-18T15:41:00.000+06:002006-09-18T16:06:53.420+06:00

Continuing with the process to choose/select a stock which can over a period of time create wealth for an individual there is another example i would like to give:Bharati Airtel.As the mobile telephony market picked up in India it was obvious to anybody walking down the street that mobile telephone users were growing in leaps and bounds.People started putting their mobile telephone numbers on

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com1tag:blogger.com,1999:blog-34455510.post-1158321368137934992006-09-15T17:40:00.000+06:002006-09-15T17:56:08.146+06:00

At a time when the sensex has touched the highs in May 2006 and then the subsequent fall to a low of 9000 levels in June, investors in the indian market have been confused whether this is the time to invest in the stock markets.Though market timing is the most difficult thing to do (in any market) all analyst are giving various targets for the individual stocks and the index for the short term or

Shridharanhttp://www.blogger.com/profile/07537967703062376063noreply@blogger.com1