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 […]
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 […]
Whenever the receptionist in our office wears a pink dupatta, equity markets go up by at least 50 points. I have no clue whether you would buy shares based on something like this. However, now I am being offered shares of Talwalkar (the fitness people) priced at a price-earning ratio of 44. The logic? Subra, […]