Tag: Medicare

2

Getting influenced by others….

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In an earlier post I had mentioned that 3 shares fell into a theme for me – good companies went into bad times (eps was down), realised its mistakes and took corrective action. The 3 shares were Essel Packaging, Cholamandalam Finance and Themis Medicare. I have no clue WHY, but Themis Medicare went up from […]

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1

Greece, Portugal, Thailand risks not yet priced?

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OK Thailand is not in the same category as Greece and Portugal..but if the Red Shirts continue…then the recovery of Thailand will take a beating… Feels good to say …’I said it here first’….as channels would have said..see my posting of 22nd April. The White Man had NOT PRICED in the default or even the […]

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