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A Lion’s eye on the Bulls and Bears

“In India, companies may fall sick, but promoters rarely do!”

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June 2009

Rajesh Exports at Rs 46…should you import into it ?…this is a reply reproduced as a Blog for better dissemination, to Gautam Agarwal’s response in yesterday’s Classic Diamond Blog

Dear Gautam, Rajesh Exports is in a different league all together…It’s a Premier Trading House…..It’s sales are Rs 10000 crs ….It’s market cap is over Rs 1100 crs at Rs 46 share price…..It’s book value is Rs 33 as on 31/3/2008…Face Value is Rs 1….In FY 08 it earned Rs 200 crs on a topline …

Rajesh Exports at Rs 46…should you import into it ?…this is a reply reproduced as a Blog for better dissemination, to Gautam Agarwal’s response in yesterday’s Classic Diamond Blog Read More »

Classic Diamonds at Rs 16 with Book Value at Rs 56….Should you Buy ? Think Twice….this blog inspired by Response of Dr Sudeep

Dr Sudeep has responded on my recent Sesa Goa blog and requested to throw some light on Classic Diamonds as it’s available for Rs 16 while the Book Value is Rs 56 Well,Dr Sudeep…here’s my take on Classic Diamonds The Company was set up in 1986 and is run by a Father & Son Bhansali …

Classic Diamonds at Rs 16 with Book Value at Rs 56….Should you Buy ? Think Twice….this blog inspired by Response of Dr Sudeep Read More »

Just heard some Insipid advise for RPL from ‘Experts’ on UTVi just now!

Two ‘Experts’, one Fundamental and the other Technical were on a Viewers Q & A show right now on UTVi…A viewers question came forth on RPL…”I have brought it at Rs 154,what should I do ?” Both these ‘Experts’ went into detail on the merits of holding RPL for a One Year Hold !…Insipid Stuff…Guys ! RPL …

Just heard some Insipid advise for RPL from ‘Experts’ on UTVi just now! Read More »

Afridi Powers Pakistan to it’s second consecutive T-20 Cricket World Cup Final

Just witnessed a Semi-Final where Professionals lost out to the Passionates ! What a Win !…A few minutes ago Pakistan shocked favourites South Africa in the semi final of the ICC Cricket T-20 World Cup…They will now feature in the Finals at Lords on Sunday…their second consecutive Final in Two World Cups Pakistan won the …

Afridi Powers Pakistan to it’s second consecutive T-20 Cricket World Cup Final Read More »

Stay with Sesa Goa…even Accumulate it on Declines….Very Ambitious Plans ahead

50 Million Tonnes sales in three Years Time…that’s Sesa Goa’s ambition…It’s doing just under 20 Million right now…More on this later When Sesa Goa notched a record Profit of Rs 633 crs in Q1 of FY 09,I was excited and expected the Company to cross Rs 3000 crs PAT in FY 09….However as the Global …

Stay with Sesa Goa…even Accumulate it on Declines….Very Ambitious Plans ahead Read More »

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