A Lion’s eye on the Bulls and Bears
“In India, companies may fall sick, but promoters rarely do!”
Monday Musings ~ Of Tennis Tussles and Ping Pong President’s ! & Insider Trading ! ~ the Price we pay for Democracy ! Of Tennis Tussles…. All India Tennis Association (AITA) has ‘cunningly’ announced just one Men’s Doubles team for the Olympics ~ Leander Paes and Mahesh Bhupati when they know the bitterness and animosity between […]
This is not a Morgan Stanley Bashing Intent ~ More to continue to caution Investors from following the ‘Big’ Blindly A Year Ago in May 2011 Morgan Stanley was exciting everyone predicting a Sensex of 30000 inside 18 Months while I disagreed stating it will seek 16000 soon ! ~ it was at 18500
FY 12 Performance ~ An Easy First Impression to Have ~ ‘Sell Your Wife & Buy the Stock ! ‘ One Can actually Buy this Full Company Out at just a little over One Year Profits ! as Market cap is just Rs 550 crs and FY 12 Consolidated PAT was Rs 461 crs !
One Line Snap Observations on Results of Havells & Pipavav & Cheviot & Suprajit Engineering _______________________________________________________________________________ Havells @ Rs 550 ( FV Rs 5) ~ Electrical Equipment ~ 52 wk High/Low Rs 616/Rs 313 “Babu Moshai ! You can’t take my Fans away from me “ ~ FY PAT up 20% + at Rs 370
Rohit has inquired ~ Shasun Pharma @ Rs 115 ~ Now in Reverse Gear from a Meteoric Rise inside Months ~ Methinks it’s Prudent to Exit and Book Profits in this Fun Run…Rohit,seeking further exposure ,even for the long term is not advisable Shasun Pharma was just Rs 38 ( FV Rs 2) in December
Nitin asks about ~ Tide Water Oil (TWO) at Rs 6750 and Shree Renuka Sugars (SRS)at Rs 25+ at subdued Sensex and Nifty levels of sub 16200 and 4900 respectively My Views on these two Scrips are contrasting….. TWO continues to be solid despite some margin stress,while SRS has disappointed greatly and eroded by 70%