Tuesday, June 12, 2012

Wockhardt represents a unique low risk high gain potential investment in the Indian Pharma space. It is quite amazing to notice that Wockhardt (CMP RS 865) which is one of the top 10 pharma companies by profits and having one of the highest Return on equity should be quoting at such abysmal valuations. In comparison to its peers it is quoting at nearly 40-50% discount making it a low risk investment.

Given the fact that its turnover is over Rs 5000 crore and has enviable margins of +30%, its only time that the market starts re-rating this stock. On the basis of our conservative estimates we would expect the stock to rally and cover the valuation gap with its peers implying a nearly 70-100% appreciation from current levels over the next 12-18 months.

Further we would not be surprised if Wockhardt were to sharply surprise to the upside on its performance beating our own estimates.

http://bit.ly/MFyqlD

Wednesday, June 6, 2012

Glenn Neely examines several social manias including d current "end-of-world" predictions linked 2 d "end" of d Mayan calendar. Mr. Neely offers specific mkt predictions 4 2012.

http://www.neowave.com/company-interview-may2012.asp

Tuesday, June 5, 2012

Raw wool (13.15%) castor seed (13.15%) & CWO (13.05%) gace d best yields in NSEL. Addnl info

http://on.fb.me/Mc0X1N

http://bit.ly/M6Iq3D

Saturday, April 14, 2012

Gr8 +ve step. But is it not in Israels interest to come to a compromise. With US power on the decline its only matter of time that the Arab world would focus on Israel. And with the Arab world right now divided and opposed to Iran what better time than to destroy Iran. So i guess we should hope for the best and prepare for the worst. War will continue to remain a high decibel event in 2012.

http://winningtrades1.wordpress.com/2012/02/27/burning-oil-geo-politics-of-the-war-against-iran/
Gr8 +ve step. But is it not in Israels interest to come to a compromise. With US power on the decline its only matter of time that the Arab world would focus on Israel. And with the Arab world right now divided and opposed to Iran what better time than to destroy Iran. So i guess we should hope for the best and prepare for the worst. War will continue to remain a high decibel event in 2012.

http://winningtrades1.wordpress.com/2012/02/27/burning-oil-geo-politics-of-the-war-against-iran/