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?
After doing case studies on ONGC and IOC, we chose another company from our Dead Monk’s Portfolio for case-based analysis. But before we get down to details, just have a look at the 2 graphs given below. One shows increase in…
Our last case study on ONGC & analysis of 9 year old investment in its IPOhad us exhausted. 🙂 And with 1600+ words, even our readers were exhausted. 🙂 We even received a mail asking us to reduce the size of our…
Some time back, we did a post on ONGC’s dividend history. Since, we hold this stock in our long term personal portfolio as well as Dead Monk’s Portfolio, we thought we could (or rather should) give it a deeper study.…
Note - I have written about Pricing (Over & Under) of IPOs in detail recently. You might want to read that article - Why are IPOs Overpriced and come in Rising / Bull Markets?If you are reading this post, chances…
Some time back, we did a post on power of doing nothing in stocks markets. We still stand by our view that when investing for long term, Doing Nothing can actually work in favor of investors. But wouldn't it be nice if…
As soon as we read this, we had a feeling of Déjà vu…Déjà vu, according to Wikipedia, is the phenomenon of having the strong sensation that an event or experience currently being experienced had been experienced in the past.You must…
Clariant Chemicals is one of India’s leading specialty chemicals company. It holds leadership positions in pigments, textile chemicals, leather chemicals etc. In stock markets, its a well respected company which is held by a lot of long term investors. The…
ONGC is an Indian oil exploration company majority owned by government of India, i.e. it’s a PSU. As a stock, it has a very long history of dividends. It’s a company with solid business model and has highly reliable cashflows.…
Note: This article was originally published in 2012 and has been updated with the latest numbers as of 2021. Do you want to hear the updated story of the Rs 10,000 invested in Wipro in 1980? A story that has…
Read More The Great Indian ‘Wipro Multibagger’ Story (Updated 2021)
HUL is an example of a great business. It has a portfolio of famous FMCG brands that every Indian uses atleast once a day. Who wouldn’t recognize Lux, Lifebouy, Kissan, Rin, Surf, Axe, Close Up, Dove, Fair & Lovely, Sunsilk…
Read More Hindustan Unilever Ltd (HUL): A good business is not always a good stock
Vedanta controlled Cairn India has declared its maiden dividend of Rs 5 per share (of face value Rs 10). In April 2012, Cairn India had approved its dividend policy, which aimed at payout of around 20% of its annual consolidated…
Read More Cairn India: A dividend stock to buy for long term?
