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FINANCIAL CHRONICLE™ » FINANCIAL CHRONICLE™ » What companies to look at...

What companies to look at...

Go down  Message [Page 1 of 1]

1What companies to look at... Empty What companies to look at... Sat Jul 27, 2013 6:21 pm

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics
Just some recent posts with only positive sides of analysed companies made me write this tiny piece of advice if u guys wanna follow.. I saw some ppl have only 1 view for their shares.. They see only shiny clouds.. But companies can or cannot have core competencies and every company has pros and cons if we read between the lines of annual reports and do some research. Why? becuz all these companies operate in some industry where there can be short term/long term issues.

Look at plantations for example, every 2 years it has this 'wage hike' drama.. Big companies like KGAL, KOTA, NAMU may survive but for others there may be problems reporting higher EPS. Then rainfalls might hinder rubber crop. Ont the other hand the same rainfalls might assist hydro plants to up their revenue..

When u deal with shares, its better to look at the companies that have competitive advantages that others hardly can match.. And when u buy its better to buy leaders as well as emerging leaders..

1. Superb customer relationships
2. Strong know-how and in n outs of their business, product line, etc...
3. Products with added features and strong competence that stand out from the competition
4. Innovative, energy-efficient products, solutions and services
5. wide production network
6. Ability to cater to growing markets
7. Knowing their competitors well and especially their strength.

The above is only a very brief list.. Others I hope, will add more value..

Well the idea is; Even with dark clouds, u should try to see the silver linings.. If there ain't, forget it..
For example, loss making companies forever wont make losses, when they hit bad, we need to find their core competencies that can make them up again.. If they dont, we should not waste our time in future magic that directors can do. If they diversify, that's again something to look at.. Then again the industry they diversify may matter.. This is where we think of buying before others do..

2What companies to look at... Empty Re: What companies to look at... Sat Jul 27, 2013 7:42 pm

pathfinder

pathfinder
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
Good one Small, I like to add,
1.Economic outlook of the country
2.Political stability of the country

3What companies to look at... Empty Re: What companies to look at... Sat Jul 27, 2013 9:40 pm

stocks hunter


Manager - Equity Analytics
Manager - Equity Analytics
Yes I'm agreeing with u. but like to add something more. Not only when the companies are not performing we should look at that company searching positive things. Best is when the entire mkt is in a subdued situation, to me it is the best time to select best value stocks at cheaper prices.

as u said I can remember I invested in UAL couple of years back around Rs 48 levels. It came down sharply from Rs 120 levels if I'm not mistaken due to a loss they reported in one Q. This was due to one off claim they paid due zunami  tragedy. when all were selling I bought it knowing that is only a one off settlement. within 8 months I managed to sell it well above Rs 105 levels with a good profit. yes its a good strategy.  

When it come to plantations don't under estimate some companies like NAMU and KGAL. Because they will not affect much for wage hikes since those are rubber companies. On the other hand NAMU is well diversified. SLR deprecation will give a positive impact for these companies. 

These companies will deliver above average results in future and we can see their share prices touching new high levels very soon. These two companies are trading @ a discount  presently.

4What companies to look at... Empty Re: What companies to look at... Sat Jul 27, 2013 10:39 pm

malanp


Senior Manager - Equity Analytics
Senior Manager - Equity Analytics

Text book investing and share market investing are two different things.

5What companies to look at... Empty Re: What companies to look at... Sat Jul 27, 2013 11:13 pm

Redbulls

Redbulls
Director - Equity Analytics
Director - Equity Analytics
Thanks Smallville for the educative article.

@malanp wrote:Text book investing and share market investing are two different things.

Of course. Main point in text book investing is how we comprehend others experience.

6What companies to look at... Empty Re: What companies to look at... Sun Jul 28, 2013 3:28 pm

smallville

smallville
Associate Director - Equity Analytics
Associate Director - Equity Analytics
@stocks hunter wrote:

When it come to plantations don't under estimate some companies like NAMU and KGAL. Because they will not affect much for wage hikes since those are rubber companies. On the other hand NAMU is well diversified. SLR deprecation will give a positive impact for these companies. 

These companies will deliver above average results in future and we can see their share prices touching new high levels very soon. These two companies are trading @ a discount  presently.

Good points overall.. We have to clearly find the issues whether those can repeat and if not we should consider catchin those falling knives if our researches are well done..

I've taken the plantation industry for an example.. However, these companies are well managed and certainly have competitive edge.. The plantations are generally come up with cyclic results.. Few qtrs bad, few qtrs good.. So we need to really find out their performance if we need to invest..

7What companies to look at... Empty Re: What companies to look at... Sun Jul 28, 2013 6:38 pm

pathfinder

pathfinder
Senior Manager - Equity Analytics
Senior Manager - Equity Analytics
@smallville wrote:

Good points overall.. We have to clearly find the issues whether those can repeat and if not we should consider catchin those falling knives if our researches are well done..

I've taken the plantation industry for an example.. However, these companies are well managed and certainly have competitive edge.. The plantations are generally come up with cyclic results.. Few qtrs bad, few qtrs good.. So we need to really find out their performance if we need to invest..

If you look at the BFI sector, certain strong counters had over reacted to gold issue and giving chances to buying at cheap  Very Happy certainly they will shoot up once the real bull comes  cheers

8What companies to look at... Empty Re: What companies to look at... Sun Jul 28, 2013 6:59 pm

stocks hunter


Manager - Equity Analytics
Manager - Equity Analytics
Just think about the some of the major players in 2009 rally. GARN,TAFL,CINV,BRWN,LCEY etc......

They went to very high levels and now trading almost close to or below NAMU and KGAL share prices. That means their delivery is consistence or improving day by day.

My idea is not all the plantations. But preference goes to NAMU and KGAL. still I like NAMU since its more diversified than KGAL.

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