DMART IPO VIEWPOINT

DMART IPO making a lot of nosie, people on street  are chasing it , which is also popular due to renowned investor RK Damani as part of promoter group.

Definitely​ a well structured business model,  but looking at price its too expensive to bet money on it. I still think so renowned investor as part of promoter group...  why would he or he's team would comeup with so high p/e ? Rather he should have brought the price with reasonable p/e .. keeping win win situation for company and public creating an example for others to follow.


This will definitely openup at high price on listing but will fall below the ipo price in next 2 years timeframe when the earnings doesn't meetup the expectation of people chasing it.

For me the best price to bet money on it would be in the range of 100-130.

End of season sale will go off soon.........

Grab the opportunity  to buy quality companies  as end of season sale will end soon.

Note: don't be in rush to buy anything which is cheap , not all cheap product long last, hence buy quality companies which are currently running at discount price.


The sector which I think will zoom in up coming 3 yrs will be,

Farming - we are currently running out of  quality food product  which needs  to be addressed .

Infrastructure development which includes transportation  for better connectivity with least time.

Technology  for better living and security.

and  the one which is on the top of all this  "EDUCATION"

Strides Shasun Ltd

Its time to Stride !! 

Short Note: What is real secret to making money ?

Answer : Listen to your heart and execute it.

In India Employer needs to learn to pay as well as care for its employees ?

Its being 70 years of Independences but even today the concept of slavery still exists.

Leaving few companies in India most of the employers always wants to hire employees who can work with less income per day.
And most of  them try to increase profit by saving their employment cost.
The other reason for  employees slavery is bcoz of themselves, our education system  and family environment has always taught the same.
Well this will not help them to last longer anymore.

My view

Employer needs to think and enhance their pay grades on yearly basis , looking at the current situation.
This will help them  to make better profit as employees's happiness is directly proportional to their attitude towards work.
The reason this article is written here bcoz  this is one of the method I use for finding companies for investment.

Example for such companies in India are:
HUL ( Hindustan Unilever Limited )
ONGC (Oil and Natural Gas Corporation)
SBI ( State Bank Of India)
 and many more.............


Above three was in my mind so I have noted here , this doesn't mean I am recommending to buy shares for this companies.

Quote : When roots are strong enough doesn't matter how strong the wind blows my tree will be steady.

Why I don't believe in any analyst and TV shows ?

• They always talk about sensex and index , which I never look at it while buying or selling stocks.

• They keep changing their statements.

• Will sensex or index falling means consumers will stop watching TV , movies , eating ? will consumers stop spending ?

• They always try to predict the future value  of stocks or index . I don't believe in Prescience.

• They never talk about product quality and its consumer base of companies . How can one know that the company's stock will  zoom without knowing its product and its consumer base.

• If you really want to make money then stop believing on talks made on TV shows and stock analyst and start believing in yourself.

• This formula will take time to work and when it starts working  all you need to do is sit tight to it.

• Patience is the key to unlock the door for making big money.

Why not to worry about Infosys and KPIT

Both companies had faced bad times and has overcome it.
Just management lowering earning guidelines doesn't mean they have lost their execution potential.
Such guidelines varies from quarter to quarter.

While having a discussion regarding this companies someone asked me their earning are lower than estimated which means the stock will not run as they are expecting.

I ask one simple question to them :

 Who  is given the earning estimate for this companies ? Analyst ? brokerage houses ? TV channels ?

Do you guys  really believe in Analyst ? Brokerage houses ? TV channels ?

Have you ever came across any Analyst ? Brokerage house ? TV channels ? apologizing when their estimate goes wrong ?

so ask yourself ? is it really something wrong within the companies ?

Apply the formula :  Buy when others fear and Sell when others are greedy.