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  #2001 (permalink)  
Old 28-07-2014, 01:44 PM
kkseal kkseal is offline
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Finally sold PERSISTENT (also pared IPCA further) Bought my fav in cement JKLAKSHMI Time to add wt to cyclicals wherever traction.

First foray has been on asset value

Originally Posted by kkseal View Post
NMDC- Profits may not grow for a few qtrs but great on cash parameters (8000Crs of Cash 4000Crs of FCF Zero debt 25k crs reserves) Valuation wise too don't think anyone will get the company at 100/shr (or lower). Considering it's idle/other assets it's already below replacement value.

However HINDZINC & GMDC disappointed somewhat.
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Last edited by kkseal; 28-07-2014 at 01:48 PM.
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  #2002 (permalink)  
Old 28-07-2014, 08:03 PM
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Multibaggers: Midcaps that can rally 80-150% in long term

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  #2003 (permalink)  
Old 28-07-2014, 09:27 PM
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looks like some inditrader (fundamental analyst) contributing here writes for moneycontol

am i correct?
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  #2004 (permalink)  
Old 28-07-2014, 10:00 PM
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Not me
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  #2005 (permalink)  
Old 29-07-2014, 11:15 AM
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Originally Posted by whatsinthename View Post
looks like some inditrader (fundamental analyst) contributing here writes for moneycontol

am i correct?

Are you spying on me
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  #2006 (permalink)  
Old 30-07-2014, 01:47 PM
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INDOCO Remedies...

Good nos. expected from DRL.
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  #2007 (permalink)  
Old 30-07-2014, 01:52 PM
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Turn in telecom. After IDEA, BHARTI too posting good nos.
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  #2008 (permalink)  
Old 31-07-2014, 03:53 PM
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Originally Posted by kkseal View Post
INDOCO Remedies...

Good nos. expected from DRL.

INDOCO - Nice diversified portfolio Strong niches 2 Goa facilities getting FDA approval However i wouldn't bet on more than 35-40% growth even for only the nxt yr Mkt seems to be factoring in higher.

DRL - Good results as expected 25 PE entirely justified (even margins have reached 25% this qtr).

BHARTI - 400 quite easily.
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Old 01-08-2014, 02:46 AM
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i knew it was U aaj aap pakad mein aa gaye!

Originally Posted by praveen taneja View Post
Are you spying on me

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  #2010 (permalink)  
Old 01-08-2014, 10:06 PM
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DHANUKA Agritech - Practically debt free Return ratios in the 30s SGR 25% (TTM 35%+). Nice asset-light biz model Conservative mgmt 16% OPM (among top decile in the sector, barring Monsanto). 50Crs OCF 30Crs FCF Capacities to nearly double in nxt 2yrs.

A little pricey But may not go below 400. 1yr tgt would be around 575. 2yrs even 750 possible.
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Last edited by kkseal; 02-08-2014 at 03:07 PM.
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