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Caplin Point: Sales and profits looking great…but where are the cash flows

Dear Sir, Caplin Point is engaged in the business of Pharmaceuticals – producing and marketing wide range of generic formulations and branded products in overseas markets. The company primarily focuses on the emerging markets of Latin America, Caribbean, Francophone and Southern Africa and is today one of the leading suppliers of Pharmaceuticals in these regions. Back in the day, i.e. around 6-7 years back, we used to like the numbers of the company and considered it worthy of investment; however, for…

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[New] Stock Report: High Quality and Less than 7 times earnings for the leading company

Dear Sir, Hope you are doing good and enjoying the rally in small and mid-cap stocks. Yes, after taking a good beating in 2018 and first half of 2019, the small and mid-cap stocks have started performing since late Aug’19. A lot of stocks are up 50-100% and the portfolios in general are up around 15-20%. Despite the run up, the market is still throwing some very good investment opportunities as a lot of stocks are still down 40-50% from…

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Investment Checklist – A must have for avoiding costly investment mistakes

Dear Sir, There are so many benefits to creating checklists, yet there are millions of people who never bother to make them. You know what, Pilots use checklists prior to take-off to make sure everything is functioning as it should. Similarly, surgeons also use basic checklist to help minimise errors. Same goes with investing in stocks. An investment checklist can protect you from yourself, and propel you towards investment success. When you base your purchase decisions on isolated facts and…

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