Thanks Bengaluru~Intense & Interactive Participants at the Workshop

A Lovely Saturday invested in… Thanks Bengaluru~Focused Group of Intense & Interactive Participants at Saturday’s Fundamental Stock Selection -Value vs Price Workshop

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Warm Feedback from all & yes next time will endeavour to make it over two days

Great Spread…of participants from Delhi,Dubai,Kerala & Chennai & Bengaluru….& of  Lunch too ! 🙂

There were so many companies queried…time being the essence,could answer only a few,like is Welspun Ind worth now after being decimated to half as US ‘Target’ pulled out supplies….if you apply some of the valuation & price dynamics covered  as well as on the flash drive given to you,you would get some conviction in your views…will surely guide you on them

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Book Review for Outlook Business :100 Baggers~by Christopher Mayer

Hey ! my book review of Christopher Mayer’s ” 100 Baggers : Stocks that return 100-1 & how to find them “  now features online on Outlook Business....just also happily observed that  Stock Select for 2016  published in December 2015 is trending  online as the No 1 most popular read on Outlook Business this year !….surely because  Stock Select for 2015 ,Shemaroo @ Rs  159 given in December 2014 has rocketed over 100% inside a year & a half to current Rs 325+ levels …quite aware that if this year’s Select does not Click in the years ahead that ‘100 baggers’ will be read without the 1 !    🙂 

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Equity Meltdown~Pulling out or Putting In!?

Equity Meltdown~Pulling out or Putting In!?

Answer this to define yourself ~ your Investment Mindset now &  your Risk Profile in general  ?

The Question should be surely in your Mind right Now as continuing Global Meltdown forces India Meltdown too with the Nifty & Sensex sinking over 3.3% today to go sub 7000 & 23000 respectively ~ down 23% in 11 months from the highs of  9119 & 30025  in the first week of  March 4,2015

Had warned you’ll in December 2014 that 2015 will be Volatile & Vulnerable and reiterated it several times in 2015….stated that 2016 looks more ominous

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Essar Oil Delisting is Over or is It !? ~ Glitch or Golmaal !?

Essar Oil Delisting is Over or is It !? ~ Glitch or Golmaal !? 

Yesterday at 3.30 pm was the cut off time for all shares to be tendered in the Essar Oil reverse book building on BSE & NSE

The First criteria for the delisting endeavour to be considered successfull is that  at least a minimum number of 92,569,408 Shares be tendered  in valid bids from the 142489858 Equity Shares being 28.54% of the public shareholding that could

At  Closing 3.30 pm on Monday,December 21,2015  BSE & NSE showed aggregate cumulative bids for 101143045 shares

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Featured for second year in a row in Outlook Business for Stock Pick of 2016

 

Hey ! Check My Pick for 2016 in  the Special Edition of Outlook Business for December 2015 that features Stock Pickers & their One Pick for 2016 ~ it’s on the stands now and  is free online on the above link

Last Year in December 2014 I had been featured as One of the 10 and my pick Shemaroo for 2015 at Rs 159 had surged 102% to Rs 321+ and currently as  of December 18,2015  a year later yet quotes strong up 70% at Rs 270 .Here’s that blast from the past  link  ~ this in a year  2015 where the Sensex & Nifty are about to close the year down 7%

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Essar Oil surges to Rs 200+ on SEBI Order for Delisting~5 Questions for SEBI!

Essar Oil surges to Rs 200+ on SEBI Order for Delisting ~ 5 Questions for SEBI !

Essar Oil again seems to be getting away !

SEBI should have shown some muscle and teeth and independence in ordering  either :

  1.  Compulsory Delisting of Essar Oil for the all the continuing  Corporate Governance Issues it keeps raking up heedless to minority shareholders concerns and even other warnings! or
  2. Delisting only post announcement of Price at which Russia’s Rosneft is negotiating under an understanding written agreement to acquire a 49% stake in Essar Oil ~ what’s the hurry by Essar Group to delist Essar Oil now before they announce Rosneft Deal price !

Instead Essar Oil Promoter Company,Essar Energy has received what it sought from SEBI …a relaxtion on timelines of two months from the date of  November 6,2015 the SEBI Order  for the voluntary delisting and  Five days instead of two days for the despatch of documents  to shareholders and permission to delist

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