A Lion’s eye on the Bulls and Bears

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

Categories

Reflections

MOREPEN or MORE-PAIN !…..Morepen Labs (FV Rs 2) at Rs 9…Should you Hold or Sell ?….especially Deposit Stakeholders who have become Equity Stakeholders as they have been given shares in lieu of their Deposits

A Client had placed a Deposit of Rs 50000 with Morepen Labs years ago…Under a Scheme of Arrangement and Compromise,It got converted into 3313 Shares…he asked me whether he should Hold or Sell….The Price is currently Rs 9 thereabouts…so he should recover nearly Rs 30000 An emotional decision would dictate to Sell…and after reviewing the […]

MOREPEN or MORE-PAIN !…..Morepen Labs (FV Rs 2) at Rs 9…Should you Hold or Sell ?….especially Deposit Stakeholders who have become Equity Stakeholders as they have been given shares in lieu of their Deposits Read More »

Arre ‘Baba’…tu kya kar raha hai!

A Day & Night in the Life of a Naughty & Navtanki “Baba” Discourse by day…… Intercourse by night  Healing the masses by day…. Feeling the masses by night  Sandal wood (chandan) by day….. Tiger Woods by night  Missionary by day…. Missionary (ahem!) by night  Spiritual by day…. Spirited by night  Baba by day….. Black sheep by night 

Arre ‘Baba’…tu kya kar raha hai! Read More »

USA Treasuries perceived as more Riskier than Top USA Corporate Bonds !…offering Higher Yields!

USA Treasuries and Corporate Yeilds…..Have a look at this Yield table below Issuer Credit Rating Maturity Annual Yield in % USA Government AAA 2012 1.18 to 1.24 Berkshire Hathaway (Warren Buffett) AA+ February 2012 0.89 Proctor & Gamble AA- August 2012 1.12 Johnson & Johnson AAA August 2012 1.15 For the First Time ever,the USA

USA Treasuries perceived as more Riskier than Top USA Corporate Bonds !…offering Higher Yields! Read More »

Compact Disc at Rs 87.20…Fantastic Surge past few days…is it sustainable?

last June 2009,Kamal had responded on my blog requesting for a view on Compact Disc (CD)…I had promised to review it before offering a view…never got round to doing so And Now I find on March 23,2010 CD announcing to the BSE that they have got a huge US $ 82 million Animation Film on

Compact Disc at Rs 87.20…Fantastic Surge past few days…is it sustainable? Read More »

S Kumars up 18% today at Rs 57…Interesting Retail Play in 2010

On January 25,2010,I had blogged of an interesting Bulk Deal..Merrill Lynch buying S Kumars at Rs 47.60 Two Interesting Bulk Buys…Essar Oil by LIC at Rs 140 and S Kumars by Merrill Lynch at Rs 47.60 This Kasliwal company has zoomed past 18% today to Rs 57…as it has plans to unlock value with Brands

S Kumars up 18% today at Rs 57…Interesting Retail Play in 2010 Read More »

Enjoying conducting a whirlwind series of Training workshops around India currently for a leading Mutual Fund

It’s Been a Hectic schedule and I’ve nearly missed connecting flights!….I’m on a series of Training Workshops entitled ‘Focussing on Fundamentals to Add Value to a Client Relationship’ all over India for the IFAs of a leading MF Began with one in Mumbai…..just returned from Pune,Delhi and Lucknow and will be soon off to Bengaluru…to steal

Enjoying conducting a whirlwind series of Training workshops around India currently for a leading Mutual Fund Read More »

Scroll to Top