A reader aged 45 had the following query. Though he asked the question on Stable Investor’s Facebook page, I thought it would be a good idea to share it with loyal website readers to know their views. …
Read More Mailbag: I am 45 years old & want to accumulate shares of good companies for next 20 years
Tata Investment Corporation Ltd (TICL) is an interesting company. I have personally liked this company for its simplicity and its dividend payouts. And having a Tata brand attached to it does not hurt anyone. 🙂 This company can be one of…
Read More TATA Investments available at 50%+ discount to its NAV!! Should you buy?
The markets are falling. Experts all over are painting the picture of India’s economic future with dark colors. People around you are selling shares and stopping SIPs in mutual funds.So what exactly is happening? We tried answering this question in…
I recently read Rohit Chauhan’s post titled ‘Facing Despair.’ For those who don’t know him, Rohit is a very capable Indian value investor with a decent track record. Many issues covered his post are also going through my mind. So…
Read More What’s happening to stock markets, economy & your portfolio?
No. We are not talking about your ability to suffer. We are talking about your portfolio’s ability. But how can we use the word ‘suffer’ for investments? Are these alive?How is your portfolio's ability to suffer and survive?Just assume that…
From a high of 185 in January 2013, IDFC has grinded down to 128. That’s a fall of close to 30% for a large cap financial institution. We like IDFC as a good long term portfolio pick. So this 30%…
Disclosures: No positions in Infosys. Sometime back, Infosys came out with its Annual Report. And since I had no positions in the company, materially speaking I am not affected by it. But since Infosys has a lot of negative sentiment going around it, I…
Read More If you are a Infosys shareholder, then you should read this…
We are students of the Capital Protection School of Thought*, which is built on the thought that "Return OF Capital is more important than Return ON Capital".* There is no such school in real life :-)You might feel that if our prime motive is…
JustDial is an online Indian search engine. The company is coming out with an IPO with a price band of Rs 470 to Rs 543. To voo retail investors, it is offering a 10% discount and a safety net, which would be triggered in case…
We are in process of making an annual assessment of our Dead Monk’s Portfolio. In our last post, we tried to questioning portfolio structure. We eventually arrived at a conclusion that Core-Satellite structure has worked for us and we are…
Almost an year back, we came out with our strangely named portfolio – The Dead Monk’s Portfolio. For those who don't know about the origin of this name, we suggest you read this. Though one year cannot be referred…
Everyone remembers the bloodbath on Dalal Street in January 2008. But what panned out over the next one year was something which changed lives of many people who had the courage to take bets on great businesses. With markets trading…
Read More A look at major Indian stocks during the bottom of 2009 stock market crash
Here is the second and last part of our analysis of SAIL. You can read the first part here – Part 1.We take up an analysis of P/E & EPS Expansion (& Contraction) of SAIL in this post.The Blue blocks…
In one of our previous posts, we mentioned that we avoid highly cyclical stocks. The reason being that we are not good at evaluating cyclical businesses and because these businesses have unpredictable earnings and cashflows. Instead we prefer sticking with…
Read More Is it a good time to buy / accumulate shares of SAIL – Part 1
We received a question in comment section of our last post on selecting 10 stocks to buy in next market crash. The question asked was very simple, but relevant... “Why do you guys choose such simple filters for shortlisting…
Read More Mailbag: Why do you choose such simple criterias for shortlisting stocks?
