Archive for September, 2010

There are many times when we get attracted to companies with fast growth in reported sales and earnings. And when such companies also generate high ROAs and ROEs and are available at single digit P/Es (with no debt and reasonable cash in Balance sheet) it is a potential multi bagger in waiting. The figures for […]


I am happy with the performance of most of these companies in my portfolio. I intend to sell Gujarat Reclaim and Patels Airtemp once they reach their intrinsic value which I feel is around Rs 140-160 for Patels Airtemp and ~2000 Rs for Gujarat Reclaim. Gujarat Reclaim was a borrowed idea from http://www.dalaal-street.com. I am […]