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Cera Sanitaryware eyeing 30-32% market share over the n

Dear Readers, As you must be aware that Cera Sanitaryware Ltd is our Alpha Recommendation for Jan’11, so we and our members have a vested interest in the stock. Even as the Indian ceramic industry is reeling under high costs, Cera Sanitaryware is looking ahead. The sanitaryware player is bullishly looking at acquisitions and retail expansion. Vidush Somany, Executive Director, Cera Sanitaryware listed out his plans in a recent interview. Some of the highlights of the same are as below:…

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Updates from the concall of Sanghvi Movers and the upda

Dear Members, We attended the conference call of Sanghvi Movers Ltd, our Alpha recommendation for Aug’11. Sanghvi Movers directly caters to the crane requirement of varied sectors like Power, oil and refinery, Wind power, cement, etc. The management indicated 22-24% growth in top line for FY 12 over FY 11, however they also mentioned that economic scenario is grim. The policy action on the front of various issues like land acquisition, coal linkages, etc is lacking which is hurting investment…

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Ever considered buying out a listed company? Here’s you

Dear Readers, This could be an interesting investment opportunity for you if you are a High Net worth individual (explained later on). Well, even if you are not, you may still consider buying the stock as such value buys do not remain a value buy for long. As Charlie Munger says, the markets are quite efficient, if not completely efficient as suggested by efficient market theory. (Note: This is not a recommendation to buy or sell. We are just sharing…

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Try and fail than fail to not try at all

Dear Readers, Many of the entrepreneurs at the Nasscom Product Forum in Bangalore on Wednesday morning had waited for years to listen to Vinod Khosla: About his famous Fail Strategy; what keeps him ticking even 30 years after he founded Sun Microsystems; why heâd rather try and fail than fail to not try at all. And it was worth the wait. Khosla, founder of Khosla Ventures, rarely speaks at conferences. In the whole of last decade, he said, one of…

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