tag:blogger.com,1999:blog-7004453.post4444864321718038594..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: A bear case on IT companiesRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger18125tag:blogger.com,1999:blog-7004453.post-75877332788596434612010-10-25T05:27:35.014+05:302010-10-25T05:27:35.014+05:30Hi sandy
had looked at rolta in the past ..was not...Hi sandy<br />had looked at rolta in the past ..was not very confident of the management and so gave it a pass<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-69337104516211584962010-10-25T05:26:39.253+05:302010-10-25T05:26:39.253+05:30Hi moneyparadise
agree with your comment ..but it ...Hi moneyparadise<br />agree with your comment ..but it is not easy to time the purhcase<br /><br />hi dhiraj<br />i have not looked at sterling..have not competence in biotech ..i currently hold FDC which is a bit undervalued ...you can find the analysis on my blog<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-69507080856988193832010-10-25T05:24:11.669+05:302010-10-25T05:24:11.669+05:30Hi anon
i understand the predicament you have ..pa...Hi anon<br />i understand the predicament you have ..patience is essential ..sometime its better not to put money in the market in overvalued stocks to make a quick buck as the risk is too high<br /><br />either keep looking for cheap stocks and invest in them if you can find some or else be cautious and do nothing.<br /><br />unfortunately no easy answers here :)<br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-7859893135248539752010-10-25T05:21:51.746+05:302010-10-25T05:21:51.746+05:30hi rayhaan
unfortunately there is never a risk fre...hi rayhaan<br />unfortunately there is never a risk free way of making money in the market.<br /><br />what is the thesis on the arbitrage situation ..can you email it to me ? rohitc99@indiatimes.com ?<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-44483798371197993682010-10-25T05:20:40.122+05:302010-10-25T05:20:40.122+05:30Hi neeraj
you hit the nail on the head ...thats th...Hi neeraj<br />you hit the nail on the head ...thats the precise word for my long post :) ...no MOS on infy<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-63384872081907943332010-10-25T05:19:42.829+05:302010-10-25T05:19:42.829+05:30Hi anurag
i looked at hexaware in 2007-08 after th...Hi anurag<br />i looked at hexaware in 2007-08 after they had the forex / derivative fraud. as i was holding enough IT stocks ..did not buy further. but i think it was quite cheap then<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-9019646153258882712010-10-25T05:17:59.330+05:302010-10-25T05:17:59.330+05:30Hi mkd
welcome to small group of conservative inve...Hi mkd<br />welcome to small group of conservative investors :) ..people like you and me look like clueless fools during such raging bull markets. <br />i would rather look like a fool for some time than lose money by speculation<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-61031627184045923882010-10-25T05:16:40.273+05:302010-10-25T05:16:40.273+05:30Hi ranajit
i had looked at zensar sometime back an...Hi ranajit<br />i had looked at zensar sometime back and came close to buying it. havent looked at it since then ..will do so<br /><br />hi anon<br />no i havent uploaded any analysis for apaints in google groups. i seems fairly if not overvalued as of now. havent bought it for sometime<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-40908707572065683442010-10-24T11:36:15.246+05:302010-10-24T11:36:15.246+05:30Yes, valuations are quite high but still there are...Yes, valuations are quite high but still there are some single digit p/e stocks like rolta. It is trading at a 52 week low with p/e of around 7. It seems worth investigating.Sandeshhttps://www.blogger.com/profile/15100675915376841803noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-1705446693917338352010-10-22T15:49:13.055+05:302010-10-22T15:49:13.055+05:30looking for a good pharma stock
please suggest, h...looking for a good pharma stock <br />please suggest, have been looking into sterling biotech seems good but want your opinion. <br />regards<br />dhirajAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-92088804480045376342010-10-22T01:21:59.689+05:302010-10-22T01:21:59.689+05:30IT and software stocks are expected not to perform...IT and software stocks are expected not to perform well in the cue of the stronger Indian rupee. it is a difficult time for the US dollar to remain strong against maximum traded currencies. and same is true with Indian rupee in the current market conditions. if some want to make money from these IT stocks please wait for while, these will fall. that time would be right time buy IT stocks.The Money Paradisehttps://www.blogger.com/profile/07225219545398180222noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-13076269941423859792010-10-21T17:15:59.860+05:302010-10-21T17:15:59.860+05:30Hi Rohit
Agreed that stocks r looking overvalued ...Hi Rohit<br /><br />Agreed that stocks r looking overvalued and even streched in somecase. What I am strugling with is that there is a constant inflow of cash (salary) and desire to make returns on it, there are not many fixed income instruments which will give decent returns (10% post tax)...so how does one earn returns...am strugling to find avenues to invest in which look safe...any thoughtsAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-23456852440290533312010-10-20T16:34:09.511+05:302010-10-20T16:34:09.511+05:30hi rohit ,i guess u r right, i.t. Co's are ind...hi rohit ,i guess u r right, i.t. Co's are indeed having stretched valuations, although there must be a few undervalued 1's out there. Wish there was some SAFE way to make money off this situation in India. <br />P.s. So what are ur views on d pioneer distilleries 'arbitarage'? And yeah, 4give me but i luv listening to d views of my favourite bloggers on the stocks i'm investigating....:)rayhaannoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-52651759030257283242010-10-20T16:24:55.257+05:302010-10-20T16:24:55.257+05:30I agree..
valuations for stocks like Infy discount...I agree..<br />valuations for stocks like Infy discount a very rosy future..<br />however, if the future does not turn out to be so rosy, the valuations (and stock price) will take a hit..<br />in effect, no MOS at current valuations<br />cheers!<br />NeerajNeeraj Marathehttps://www.blogger.com/profile/03486291069433987277noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-26525354855027796182010-10-20T14:00:56.717+05:302010-10-20T14:00:56.717+05:30Hi Rohit,
I hold Hexaware and planning to get int...Hi Rohit,<br /><br />I hold Hexaware and planning to get into 3Iinfotech.<br />Any thoughts on these two stocksanuragsayzhttp://anuragsayz.blogspot.com/noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-75031100231778718582010-10-20T11:47:57.035+05:302010-10-20T11:47:57.035+05:30Most large cap have been "richly" valued...Most large cap have been "richly" valued for quite some time now.<br /><br />I have been pretty much of the same view for quite some time and accordingly not only sold my holdings but even dabbled a little in buying PUT options.<br /><br />Ofcourse not only have I looked like a fool, but even lost some money to support the thesis :-(<br /><br />However said that, it seems extremely risky to be in IT stocks due to uncertainity in global environment and the already sky high valuations.<br /><br />The feeling is that if any risk materializes or system shock happens, it will not be a slow grind down for IT like 2007, but maybe more like a bungee jump of 2008.<br /><br />For a PE to contract from 30 to 10-15 can happen faster than some people think.mkdnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-83421534715136406372010-10-20T10:04:45.717+05:302010-10-20T10:04:45.717+05:30Hi Rohit,
Have you uploaded valuation sheet for a...Hi Rohit,<br /><br />Have you uploaded valuation sheet for asian paints on google group?<br />How do you find the stock now?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-13883856467431516362010-10-20T08:20:17.988+05:302010-10-20T08:20:17.988+05:30Hi Rohit,
I was wondering if you have any thou...Hi Rohit,<br /> I was wondering if you have any thoughts on Zensar technologies. From my valuation perspective, it seems undervalued. It's been improving revenues for the past few years. It's cash position is pretty good and it's a zero debt company. The co. also bought back shares in Jan 2010 for Rs 165.<br /><br /> Wondering if you have taken a look at it?Ranajitnoreply@blogger.com