The number of people who advise investors to invest in Index funds is now increasing. Of course many of them are victims of the Great American media program. As long as Prashant Jain, Naren Sankaran, Nagnath, Sukumar are managing funds for me for a 2% fee why should I ‘index’ my portfolio? There are many […]

Read More →

Markets fell by 240 points yesterday and has fallen 230 points already today. For people like us markets means sensex! Markets are driven by 3 factors – Earnings of the companies, the future expectations (price-earning ratio) and the liquidity in the market. In the current market earnings are at their peak – the next couple […]

Read More →

Cholamandalam Investment and Finance Co. Ltd. (CIFCO) has done a great deal from the shareholders point of view. They had brought in DBS as a partner by issuing fresh shares to them at Rs. 140 a share. Now DBS has exited at Rs. 90 per share. It looks unfair on DBS but the relationship was […]

Read More →

There is a fantastic group in South India – the Murugappa group – for me they have made money. That is a good test of management. I have been an investor in EID Parry, Cholamandalam Investment and Finance, Carborundum Universal and Coromandel Fertilizers. All these have been in my portfolio for long periods of time. […]

Read More →

  After saying so many things about my blunders, let me tell you the companies where I made some money too! Lest you think of me as a bumbling idiot…and let us see if there is a pattern. The companies which earned my family nice money are Coromandel fertilizers, Hindalco, EID Parry, Tata Motors, Cummins, […]

Read More →

Partial booking of Profits is a MUST! – my broker’s favorite statement! I seek to invest in dividend yield stocks, believe in Buffet’s theory that “a share should be bought forever” and at the same time a proponent of booking partial profits on a winning position. Especially if a small-cap stock is up significantly, locking […]

Read More →

There are many people wondering whether this is a bear rally or a bull rally. Unfortunately only with time can one say whether the recovery will be V shaped, U shaped or L shaped! There are many fantastic signals to say that this is a bull rally. ONe is the sharpness/ shrillness of the ‘pyt’s […]

Read More →