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December 2014

True Sensex Blood Advice for Indian Equities !

Leave a Comment / Chuckle !, Classic Quotations, Inspiring and Motivating, Investing Approaches, Investing Themes, INVESTOR MISTAKES, Reflections, Sensex / By

Here’s some True Sensex Blood Advice for Indian Equities !

“Stop worrying about what can go wrong, and get excited about what can go right”

No Point cribbing Retail Investors did  not participate in the Rally now and then !

Who or What stopped them ! ~ Surely Bad Experiences & Overcaution !

But then those who live in the past are condemned to repeat it and limit their future !

Here are a Few Inspirational Quotes that convey that Past has Past !…most are direct,some subtle and some cynical…..applies to Life but can apply to the Fear to Tread Indian Equities too

“Life can only be understood backwards; but it must be lived forwards.” ~  Søren Kierkegaard

“You realize that our mistrust of the future makes it hard to give up the past.” ~ Chuck Palahniuk, Survivor “Yesterday is gone. Tomorrow has not yet come. We have only today. Let us begin.” ~ Mother Teresa “The past is always tense, the future perfect.” ~ Zadie Smith “Unfortunately, the clock is ticking, the hours are going by. The past increases, the future recedes. Possibilities decreasing, regrets mounting.” ~ Haruki Murakami, Dance Dance Dance “I have learned that if you must leave a place that you have lived in and loved and where all your yesteryears are buried deep, leave it any way except a slow way, leave it the fastest way you can. Never turn back and never believe that an hour you remember is a better hour because it is dead. Passed years seem safe ones, vanquished ones, while the future lives in a cloud, formidable from a distance.” ~  Beryl Markham, West with the Night “We are products of our past, but we don’t have to be prisoners of it.” ~Rick Warren, The Purpose Driven Life: What on Earth Am I Here for? “You spend your whole life stuck in the labyrinth, thinking about how you’ll escape one day, and how awesome it will be, and imagining that future keeps you going, but you never do it. You just use the future to escape the present.” ~ John Green, Looking for Alaska “Sooner or later we’ve all got to let go of our past.” ~ Dan Brown, Deception Point “The past is never dead. It’s not even past.” ~ William Faulkner, Requiem for a Nun “Study the past if you would define the future.” ~ Confucius “The past can’t hurt you anymore, not unless you let it.” ~ Alan Moore, V for Vendetta “My past is everything I failed to be.” ~ Fernando Pessoa, The Book of Disquiet

“People are all over the world telling their one dramatic story and how their life has turned into getting over this one event. Now their lives are more about the past than their future.” ~ Chuck Palahniuk, Invisible Monsters read more

TAP GAP Poser end 2014 ~Which Indian Company will be a Big Share Price Winner in 2015?

38 Comments / Inspiring and Motivating, Investing Approaches, Investing Themes, Reflections, Sectors, Sensex, STOCKS, TAP GAP, VALUATION / By

Announcing TAP GAP Poser end 2014

:roll: Which Indian Company will be a Big Share Price Winner & Wealth Creator for Investors in 2015?

2014 has been  a spectacular year for Indian Equities with the Sensex gaining 29% from an opening of 21222 on January 1,2014 to close at 27351 on December 12,2014  with 12 trading days to go yet in the year.It hit an all time and 52 Week Intra Day Closing High of 28822 on November 28,2014 and has corrected nearly 1500 points in the last fortnight on OIL Prices leaking relatively rapidly to below US $ 60 a barrel…losing 40% in six  months from levels of US $ 100 in June 2014

BJP swept the General Elections in May 2014 and heralded in Mr Narendra Modi as the Prime Minister and the Markets soared in great expectations that the policy paralysis would quickly be resolved .The NDA Government has completed 200 days in office and 2015 will be their real year of test

In a similar TAP GAP Poser end 2013 you guys responded brilliantly and suggested 58 scrips that you’ll thought will be the 2014 Winner  ….Three gauravblog hampers were given and one or two are now destined to be given in the first week of January 2015 for that Scrip that has moved the highest in 2014 but did not feature in the three winners list

Alpha Geo  from Sandeep Gahandule ( at Rs 445 up 585% !) & YBrant  from Anand (Rs 47.70 up 581% !) are in competition at the top to see who closes out 2014 with the highest gains…Last Month they were even higher than they are today !

Now Tell me which one you think can give great gains in 2015 and win attractive prizes if they are selected as Winners by me

Certain Guidelines to follow 

  1. Only an Individual over 18 can participate
  2. There is no Entry Fee ! ~ How could there be any !
  3. Respond with your Choice of Scrips (Preferably Just One but Not more than Three)
  4. Give a brief fundamental reason for each Selection ~ not more than a small paragraph for each 
  5. The Investment Price should be the Current Market Price
  6. Give a Target Price in 2015 for your Selection
  7. Any Selection based on Technical Analysis will not be considered  and neither will any Sell Recommendation 
  8. Respond by December 31,2014 Midnight IST  ~ may extend the deadline into January 2015 to get in more responses
  9. Please respond on this Blogpost and not on my email so all viewers can have access to your response
  10. Before December 31,2014,you can change your Selections any number of times you wish.Your Last Response carrying your Selections will be considered as Final on deadline expiration  with your earlier selections being ignored    
What is at Stake ! :lol: For the First Prize Winner
  1. A gauravblog Hamper with some lovely Goodies ~ regulars should know what’s in the hamper ~ or simply click on the TAP GAP  navigation heading in the Menu above to get a sense of past Posers and Responses and Winners and what they got in the Hamper ~May announce more than One Winner just to live the Joyous Christmas Spirit of Giving out more than One Hamper ! ~ only of course if I get many responses
  2. Free Annual Subscription to our Plan H worth Rs 5000 of our Scrip Sanctuaries ~ Web Protection Plans From The Wildlife In This Jungle Of Indian Equities ~ will give you access to our SCRIP SELECT Module on our website www.jsalphaa.com

:-) Other Winners,if announced, will receive gauravblog hampers 

:-D All Winners will be Invited for A Super Dinner in Mumbai in January or February 2015 so we can meet and greet and eat and enjoy each others company in person and discuss where Indian Equities are heading and debate whether being a Genius and being Married are mutually exclusive ! ~Outstation Winners should perhaps consider it a value or growth investment to come into Mumbai for this Dinner ! 8-)

Who Shall Decide the Winners?

Who Wins,will be decided solely by me !

You may yet turn out to be a Winner even if not announced by me as one !

Oh ! and in all Fairness,if there is a Response of a Scrip that I have not chosen as a Winner and that Selection goes on to top the Gains in 2015 over and above the Selections I have chosen as Winners ! then at the end of 2015 this Responder too will be a Winner and get a gauravblog hamper from me ! :oops: ~ He or She may get the privilege to gloat “I told you so !” and I promise I shall apologise and be suitably embarassed ! ~ The rider here is that although there may be many such Responses that win over those I declare as Potential Winners in 2015 ,only one of such Response Winners,it being the Highest Gainer from such Responses,who will be entitled to the Hamper read more

HOV Services drops below Rs 130 even as it tries to clarify to a Minority Shareholder

3 Comments / Blogs, Controversies, Corporate Governance, Information Technology, Insider Trading, Interesting News Sightings, Investing Approaches, Investing Themes, INVESTOR MISTAKES, Reflections, SEBI, Sectors, STOCKS, VALUATION, When the Heart Explodes through the helpless Mind / By

This must be my fifth or sixth post on HOV Services ! but this is an important update

Important Update Wednesday,December 10,2014 

This is Courtesy a Minority Shareholder to who the Company’s CFO replied by email on his specific queries…am reproducing the reply verbatim below and then raising questions on this

” Hello …..,

Reference your below mail pl note as under

1)      At the time of merger the major stakeholder in SourceHOV was paid off and hence that proportion of share gets reallocated to other existing  shareholders. Hence the holding percentage went up from 26.13 % to 44.82 %. . The valuation does not change

2)      The stake sale  is still on . we expect the entire process to be completed by 31st March 2014.

3)      As mentioned earlier the valuation of 44.82 % also remains same at US $ 95 Million.

Hope the above clarifies your queries.

Thanking you “

As usual more questions are raised from such replies 

  • Who Paid of the major stakeholder ? How Many Shares and for how much ? 
  • If SourceHOV itself paid off  from the new Debt as was stated by them as one of the applications for assuming the new line of credit of US $ 1.1 b ,then was this not a BuyBack and were the shares not cancelled and Equity Capital reduced consequently  or  was this proportion of shares,as HOV Services states above,  reallocated to other existing shareholders?if so, then in what proportion was this done or was in same proportion of their holding pre merger or post merger ? And was this done free like a Bonus  or did these shareholders pay for the shares  and if so how much did they pay? and how was this payment funded by HOV LLC …or do you mean the stake increase to 44.82% is a direct result of reducing the Equity Capital by the same quantum of  shares held by the majority shareholder who were paid off in the merger? 
  • If the stake sale is still on you must mean March 31,2015 ! and not 2014!?
  • Explain how could the Valuation of a post merger 44.82% stake be the same as that of a pre merger 26.1% stake  on the proportion of shares of  the majority shareholder being reallocated to existing shareholders as the company states above  ? Please clarify how many shares did HOV LLC hold in SourceHOV pre merger and now holds post merger and after paying out the majority shareholder and reallocating their proportion of shares to existing shareholders of SourceHOV ….in any case this must call for a fresh Valuation of SourceHOV post merger and post such a reallocation ! 
  • Were the Shares purchased from the majority shareholder actually reissued or transfered to existing shareholders or does HOV LLC now too holds the same number of shares in SourceHOV that it held premerger and as enquired above their stake has gone up to 44.82% only because SourceHOV Equity Capital has bee reduced  ? 
    • read more

    HOV Services down to under Rs 140 ! ~ Is Company leading Investors up the Garden path !

    6 Comments / Blogs, Controversies, Corporate Governance, Holding Companies, Information Technology, Insider Trading, Interesting News Sightings, Investing Approaches, Investing Themes, INVESTOR MISTAKES, Reflections, SEBI, Sectors, STOCKS, VALUATION, When the Heart Explodes through the helpless Mind / By

    HOV Services down to under Rs 140 !

    Many have been worriedly enquiring what’s happening here !

    Some want to buy more !

    Further Exposure is Foolhardy and assuming More Risk in the Wake of Inadequate and Non Disclosures from the Company & it’s Promoters.Corporate Governance Issues are raising an ugly head

    SEBI & BSE & NSE must take the company and it’s promoters to serious task for keeping Minority Shareholders in the Dark on many issues that keep cropping up

    Read my recent and even few years old blogs on the HOV

    So if you are Holding HOV should you exit even at a loss ?…..my sense is to wait and not panic…the trading volumes are heavier than normal  today on BSE & NSE but not alarming…yet

    The enhanced stake of 44.82% in US based merged entity SourceHOV is the underlying Asset

    So what happened to the US $ 95 m proposed sale of the pre merger stake of 26.1% held in SourceHOV ! that was cleared by minority shareholders in the recent postal ballot ! ?

    And how was this enhanced stake funded !?

    The Drop today looks like a panic reaction to suspicion that the Deal will now not go through and/or the enhanced stake was funded by Debt

    Should not a higher Stake in a merged entity that boasts of over 16000 Employees across over 85 centres with a turnover of over US $ 900 million and now one of the worlds leading and largest Transactions Processing Service be more valuable than just US $ 95 m !?

    Hope it does not result in shareholders who swore by the Company  begin swearing at it  on a realisation that they are being led up a garden path !

    SEBI,BSE & NSE make the Company Disclose more and not just accept and file away the recent notification for the stake enhancement

    HOV is testing Shareholders…clearly not an appropriate selection for many who begin sweating on a 20% + fall

    What I express on my Blog is what I feel strongly and genuinely about.It is not specific advice or solicitation to buy or sell a specific stock .

    I strongly advice those who read and follow my blogposts and act on what I express to do so at their own risk and judgement and preferably after seeking counsel from their investment advisors

    Jeena Scriptech Alpha Advisors ~ A Stellar 3x Sensex Equity Portfolio Performance

    1 Comment / Inspiring and Motivating, Investing Approaches, Investing Themes, Nifty, Reflections, Sensex, VALUATION / By
    Jeena Scriptech 2013- 2014~ A Star 3x Sensex Performance in Clients Equity Portfolios

    Wow ! we have exceeded Clients and even our Own Expectations from end 2012 to November 2014

    Sensex & Nifty have climbed @ 50% in @ Two years and Returns in Clients Equity Portfolios have been over 2x and 3x these Sensitive Indices!

    This is  on Delivery Basis & without any Derivative Play ! …and we don’t guarantee even 1 % returns

    As we say three key reasons for such an outperformance across Risk Profiles & Portfolio Size

    1. Clients unflinching faith in us
    2. Kind Markets
    3. Superb Fundamental Stock Selections picked up early

    Of course we missed quite a few ! but let’s not get Greedy here !…and I’m sure quite a few out there have a great Story to tell on the returns they have made these past two years !

    Though 2015 and  beyond looks highly promising it will be a challenge to match or even surpass this performance in one or two years

    Some of the Selections that we picked on the Ground Floor & rode all the way up the Skyscraper were

    1. Firstsource
    2. National Buildings Construction Co
    3. Thinksoft (now SQS India BFSI)
    4. HOV
    5. Sterlite Tech
    6. Pennar Ind

    Such Gains has even inspired a Conservative Client to say ” Get Aggressive !”

    We have had to calm them down saying that the discipline of Asset Allocation is vital to protect wealth while growing it

    You Guys need fundamental help with your Equity Portfolios simply connect with us ?

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