Skip to main content

Posts

Showing posts from October, 2017

PAGE INDUSTRIES - WITNESSING THE MARATHON IN REALITY (From Rs 580 to 20k)

Still no question of selling this gem

FOCUS INVESTING & MY LONG TERM STOCKS (2017)

STRUCTURAL BULL RUN - It's just the start It has been an excellent year since our P.M Sri Narendra Modi, was on a mission to free this country from corruption and make it a better place to live. How successful he has been, that time will tell, but his ideas and clear cut vision, to make India a better economy, has yielded fruitful rewards, visible from various reforms like Demonetisation and G.S.T. Where most fools, are busy on pulling him down on this, we rather have been smart enough to take this opportunity to invest in market for long term and have gained very well. The structural shift that Indian economy is going through is radical, and any one who does not see that, or keeps his eyes closed will miss out on a block buster extravaganza. "Indian Economy is like a speeding truck, don't come in front, it will kill you"                                             ...

PANASONIC CARBON (Debt Free + Market Monopoly)

Pananasonic Carbon (Debt Free & Monopoly) Low Equity Zero Debt Cash Balance-80 crores (Bonus Candidate) PE-22, Industry PE-95 Reserves- 70 crore ROCE-25 RONW-17 Consistent dividend payer High profit margin business Panasonic Carbon is sole manufacturer of high standard carbon rods in India and a leading manufacturer in the world. Strong Promoter Group (Japanese giant Panasonic) Worlds largest supplier of primary consumer batteries, it is looking to double exports by making India a major hub. Company exports half of its turnover and is looking to increase the ratio,66% revenue comes from exports. Buy - 590-630 Target - 1500