tag:blogger.com,1999:blog-7004453.post5953558636443325168..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: Active patienceRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger28125tag:blogger.com,1999:blog-7004453.post-48070033927723474062017-03-18T07:36:19.217+05:302017-03-18T07:36:19.217+05:30Bear market in last 3-4 years? You are kidding. La...Bear market in last 3-4 years? You are kidding. Last bear mkt was in 2008. 'Not bull" doesn't mean bear.V K Ramaswamyhttps://www.blogger.com/profile/13119892716952845634noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-85445792869934118202014-12-08T17:04:15.660+05:302014-12-08T17:04:15.660+05:30Hello,
whats your view on HB stock holding sir.Hello,<br /><br />whats your view on HB stock holding sir.Anonymoushttps://www.blogger.com/profile/13740052456347207181noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-36169664781463437662014-12-07T15:36:33.583+05:302014-12-07T15:36:33.583+05:30A few months before i sold cipla,aarti drug & ...A few months before i sold cipla,aarti drug & aurobindo pharma & taken position @infra stocks but ---- my conviction i am holding it.Arbindhttps://www.blogger.com/profile/16153034088897386021noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-2873664817773653192014-12-05T09:59:30.713+05:302014-12-05T09:59:30.713+05:30Hi Rohit,
Thx for the response.I too dropped the ...Hi Rohit,<br /><br />Thx for the response.I too dropped the idea of investing into Deepak Fert...Gas supply overhang,takeover of MCF,unnecessary venture into real estate etc is too much for me to handle.and to top it all they have not made much headway with Desai Fruits.<br /><br /><br />Regards <br />AnuragAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-72879816646524365922014-11-30T15:57:18.188+05:302014-11-30T15:57:18.188+05:30An extremely well-written piece. Only one thing is...An extremely well-written piece. Only one thing is not clear - if one is fully invested why will he wait for a downcycle? Switching is a continuous process and does not require patience. People wait for the perfect pitch only to buy or sell.tanmoynoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-59087479896238731872014-11-29T12:12:52.074+05:302014-11-29T12:12:52.074+05:30Well, Rohit Ji,
I cannot write thesis because I n...Well, Rohit Ji,<br /><br />I cannot write thesis because I need to gain more experience to do that but whatever little I can say about 'Ashok Alco' and write here is this:<br /><br />Into products manufacturing and trading which is used in Tiles business. Quartz and others.<br /><br />PE = 3.75,<br />PS = 0.1, <br />PB = 0.99,<br />RoCE= 29%,<br />almost debt free. <br /><br />Good growth with margin is visible but wanted to know if these are sustainable or not.<br /><br /><br />--<br />Thanks,<br />SatyaSatyahttps://www.blogger.com/profile/12968338289991194501noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-69725508694944891732014-11-29T09:53:15.793+05:302014-11-29T09:53:15.793+05:30It's a pity most people don't get this - &...It's a pity most people don't get this - "For those of you who like me, cannot do any of the above – keep faith and hope. This too will pass. The skies will turn dark again, and they will be gloom and doom. You will get your chance then :-)"<br /><br />I have asked so many people - "If you are in the market to buy shares, why do you want the stocks to go up??" Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-58958021257295736182014-11-28T23:47:53.474+05:302014-11-28T23:47:53.474+05:30Hi satya
never seen this company..whats the thesis...Hi satya<br />never seen this company..whats the thesis ?<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-22756691273850633402014-11-28T23:47:28.731+05:302014-11-28T23:47:28.731+05:30Hi shailesh
sure , there is always a bear or a bul...Hi shailesh<br />sure , there is always a bear or a bull market going so one can always do something if one chooses too ...to each his own.<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-12707307008378728602014-11-28T23:45:26.135+05:302014-11-28T23:45:26.135+05:30hi vikas
thanks for your comment
rgds
rohithi vikas<br />thanks for your comment<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-67344802367537410582014-11-28T23:45:04.601+05:302014-11-28T23:45:04.601+05:30Hi prashant
i personally dont want to look for bub...Hi prashant<br />i personally dont want to look for bubbles ..just focus on good companies which i hold or looking for and the rest will take care of itself.<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-79857929355120746132014-11-28T23:44:08.309+05:302014-11-28T23:44:08.309+05:30Hi viquar
thanks for your comment
rgds
rohitHi viquar<br />thanks for your comment<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-71012867995351391432014-11-28T23:43:40.496+05:302014-11-28T23:43:40.496+05:30Hi vj
thanks for the comment
Hi anurag
I looked a...Hi vj<br />thanks for the comment<br /><br />Hi anurag<br />I looked at deepak fertilizer in the past and did not find it to be an attractive business, so just passed it<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-26836115537255756342014-11-28T23:42:37.484+05:302014-11-28T23:42:37.484+05:30Hi madhu
thats true we are not alone ..but we are ...Hi madhu<br />thats true we are not alone ..but we are surely in a monority :)<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-8862038162367664032014-11-28T23:42:09.164+05:302014-11-28T23:42:09.164+05:30Hi impaddi
thanks for your comment
rgds
rohitHi impaddi<br />thanks for your comment <br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-51412594263421788132014-11-28T23:41:47.316+05:302014-11-28T23:41:47.316+05:30Hi abhijeet
thanks for the comment. have replied t...Hi abhijeet<br />thanks for the comment. have replied to your email<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-65473947580998532812014-11-28T23:41:19.481+05:302014-11-28T23:41:19.481+05:30Hi shaji
i think avoiding the news channel is alwa...Hi shaji<br />i think avoiding the news channel is always a good idea to reduce the noise :)<br /><br />rgds<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-4543284731766426362014-11-28T23:33:57.819+05:302014-11-28T23:33:57.819+05:30Please give your view on Ashok Alco-chem.
--
Th...Please give your view on Ashok Alco-chem. <br /><br /><br />--<br />Thanks,<br />SatyaSatyahttps://www.blogger.com/profile/12968338289991194501noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-46857147282273834912014-11-28T17:18:00.274+05:302014-11-28T17:18:00.274+05:30Bull market gives plenty of sell opportunities a...<br />Bull market gives plenty of sell opportunities and hence is as important as bear market which gives lot of buying opportunities.<br /><br />Bull market gives reason " why to BUY" which can be leveraged in bear market and Bear market gives us reasons "why to sell " which can be leveraged in Bull Market . <br /><br />We need appreciate Market cycles and keep awake in both cycles for these clues . So No family soaps for me ...<br /><br />Regards <br />Shailesh <br />www.crazyinvesting.blogspot.inShaileshhttp://www.crazyinvesting.blogspot.innoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-45590788971752858742014-11-28T12:08:40.843+05:302014-11-28T12:08:40.843+05:30Love the Term "Active Patience" :-)
As ...Love the Term "Active Patience" :-)<br /><br />As always..nuggets of wisdom..thank you.Vikas Ranahttp://www.ourpursuitofperfection.comnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-64340697250201733432014-11-27T18:46:37.623+05:302014-11-27T18:46:37.623+05:30yes Rohit like you i am also fully invested and lo...yes Rohit like you i am also fully invested and looking for new opportunity. But to take advantage of this bull phase we have to find out where the bubble is?Prashanthttps://www.blogger.com/profile/10336257914013765156noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-38419080103314556112014-11-27T14:58:24.663+05:302014-11-27T14:58:24.663+05:30Extremely good article, Rohit. Very good advice fo...Extremely good article, Rohit. Very good advice for trigger happy investors. Anonymoushttps://www.blogger.com/profile/16046275627403736953noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-37917574034038629212014-11-27T09:40:05.808+05:302014-11-27T09:40:05.808+05:30Hi Rohit,
Brilliant is the word....and very refre...Hi Rohit,<br /><br />Brilliant is the word....and very refreshing too.....the Punch lines made my morning:))......have you ever analysed Deepak Fert....I know there are issues but the track record is good and the high divi payout can give some cushion in case of violent fluctuations.....olanning to buy some below Rs.115....If any view pls share<br /><br />Regards<br /><br />AnuragAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-14887948237206985512014-11-27T09:37:27.213+05:302014-11-27T09:37:27.213+05:30One word. Brilliant.One word. Brilliant.vjnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-27206945834817832802014-11-27T09:30:03.159+05:302014-11-27T09:30:03.159+05:30Nice article, Rohit.
It's nice to be reassure...Nice article, Rohit.<br /><br />It's nice to be reassured in these times that you're not alone :)Madhunoreply@blogger.com