Comments on: Is it right time to Invest in Bharti, Rel Comm

By: Shabbir Bhimani

Shabbir Bhimani — Thu, 11 Nov 2010 12:33:00 +0000

Salm, When investing in a small company the only could be with either management or business fundamentals.

By: Shabbir Bhimani

Shabbir Bhimani — Thu, 11 Nov 2010 12:31:47 +0000

Will do to the extent possible.

By: Salm

Salm — Thu, 11 Nov 2010 05:15:45 +0000

Shabir,

NET WORTH (March 2010) : 1,391.08 crore ( 11% more than last year)
Quarterly results out. 20.12 crore net profit.There is small improvement in its quarterly profit when compared with June 2010 result.

Debt equity ratio: Less than 1 ( Good)
Debt profit ratio : Comes within 3 ( Good)

Compared to last year, this company has not done that great. However, it is still making profit and its current market price is far lesser than its BV (189). P/E ratio is far below than Industry P/E. These all points make this stock worth buy at this level.

The only doubt i have about this company is about its fundamental business growth. How is caustic soda market look like?

Waiting to see your comment on these.

By: Salm

Salm — Thu, 11 Nov 2010 04:58:53 +0000

Thanks for your opinion. I wonder why it is not going up becuase its price is attractive and this company making good profit as well.

To be frank, my small investment in this scrip has appreciated around 10% in one quarter. Not so bad! Shabir sir, keep an eye on this scrip. May be, this one could be one of those hidden gems! Not sure.

Salman

By: Shabbir Bhimani

Shabbir Bhimani — Wed, 10 Nov 2010 12:57:33 +0000

I don’t track that stock and so cannot comment on the management or fundamentals but it looks like this stock has not done anything in the last 1 year and is stuck is the range of 120 to 160 and so I will avoid this stock

By: Salma

Salma — Wed, 10 Nov 2010 12:25:48 +0000

Hello Sir,

Greetings!

I would like to seek your opinion about Gujarat Alkalies and Chemicals. This stock is trading at very attractive price.

Sir, what is your opinion about this one? I am holding this few and made little profit over a couple of months.

What is your view on its fundamentals and future prospects?

Regards,

Salman

By: Tılsım

Tılsım — Tue, 08 Jun 2010 09:57:44 +0000

Ashish, I do not believe in the theory that someone can create wealth for you and so I do not recommend anything in that line.

By: Shabbir Bhimani

Shabbir Bhimani — Tue, 02 Mar 2010 07:08:31 +0000

Ashish, I do not believe in the theory that someone can create wealth for you and so I do not recommend anything in that line.

By: Ashish C

Ashish C — Tue, 02 Mar 2010 04:12:09 +0000

Hi Shabbir, It goes without a doubt that you are doing a very noble and humble job of educating retail investors like us with your immense wealth of experience in the stock markets. Keep it up dude!!!

One thing i wanted to know is, would you recommend for someone to go for Discretionary Portfolio Management systems? If yes, can you recommend some good PMS with basic ticket of 5L as nominated by SEBI. I am interested in this aspect as i come from the same fiels as yours and generally time is difficult to find for analysis and would rather prefer something of this sort which offers the comfort of not having to manage the portfolio yet stand to gain on the basis of the expertise with PMS managers.