The MoneyVidya.com Blog - Latest Comments

Re: Ratio analysis primer : Part 1

financialratioanalysis — Fri, 06 Nov 2009 01:03:42 -0000

Great information on financial ratios. Ratio analysis is an excellent method for determining the overall financial condition of your small business. They are also very useful for making comparisons between your business and other businesses in your industry. Ratios are useful to so many groups because they provide benchmark measures and help clarify or answer critical financial questions about organizational performance.

Re: Ratio analysis primer : Part 1

financialratioanalysis — Fri, 06 Nov 2009 01:02:59 -0000

Re: PortfolioEdge - an alternative approach to portfolio allocation

swingtrading3 — Wed, 28 Oct 2009 03:15:22 -0000

Nice one. I have stumbled and twittered this for my friends. Others no doubt will like it like I did.

Re: 5 star analysts becoming rarer on moneyvidya.com

p4bhai — Sat, 10 Oct 2009 11:42:19 -0000

i like..

Re: Lehman - unknown to the next generation

swingtrading — Mon, 28 Sep 2009 08:15:47 -0000

Nice one. I have stumbled and twittered this for my friends. Hope others find it as interesting as I did.

Re: Calls for Wed 15th July by MoneyVidya.com’s top investors

mlgreen8753 — Thu, 24 Sep 2009 15:48:57 -0000

I got a pick for you. Mentor Capital (MNTR). I am optimistic about their future stock prices due to the interest they have in Quantum Immunologics, which you can read about here.

Re: Understanding Demat and Trading account relationship

tradeanup — Mon, 21 Sep 2009 19:11:59 -0000

Relationship of DMAT account to Stocks is same as that a Bank account has with Cash.
Bank account = holds cash balance, we can withdraw/depost cash.
DMAT Account = holds stocks, we can withdraw stocks to pay to someone who has bought them from us, or deposit stocs when we buy it from someone.
DMAt accounts may also gets stocks deposited directly as a result of IPO allotment, bonus, split announcement by company.

Happy Trading

Re: S&P Pan Asia Dividend Aristocrats

john191 — Sun, 20 Sep 2009 00:22:47 -0000

Loved to read your blog. I would like to suggest you that traffic show most people read blogs on Mondays. So it should encourage bloggers to write new write ups over the weekend primarily.
regards
sears parts

Re: Calls for Thursday,28th May by MoneyVidya.com’s top investors and traders

dipanwita — Mon, 14 Sep 2009 08:50:25 -0000

Type your reply...

Re: Calls for Thursday,28th May by MoneyVidya.com’s top investors and traders

dipanwita — Mon, 14 Sep 2009 08:49:21 -0000

buy kfa at current price target 55/-

Re: Performance

rohit — Fri, 04 Sep 2009 11:17:06 -0000

Hi silver
i am not sure how the return is calculated ..i am assuming it must be a plain average. the computation is done by a moneyvidya formulae ..i dont have access to the formulae

Re: Performance

tipguy — Thu, 03 Sep 2009 10:10:12 -0000

Rohit,

There is a perceived notion that moneyvidya.com site is oriented toward traders and speculative stock picks. The long term value focused investors do not have any role to pay here. However, I believe it provides an excellent platform for all types of investors to be rated among the peers on a community basis. Yes, it would help to have a feature that allows removal of stocks at a future date. Although, I think that needs to be bounded by some aspect otherwise there will be a tendency of not closing winning position to keep ratings/returns higher.

Congratulations on the performance. It does show that ideas discussed on your blog are highly rated by an independent platform. It gives an independent rating to your ideas. Everybody touts their own horns, but there are very few to demonstrate it like you did.

Best Wishes,
TIP Guy

Re: Performance

silver — Tue, 01 Sep 2009 18:29:26 -0000

rohit how is this 69% calculated ? Is it a plain average of all the returns of your picks ?

Re: Performance

rohit — Mon, 31 Aug 2009 11:07:33 -0000

Hi silver
i am not taking any offence from your comment. i really mean that an 8 month outperformance is not really statistically significant.
your understanding of how i have calculated outperformance is correct ...the moneyvidya portfolio- index return during the same period is around 20%. ofcourse this keeps changing on a daily basis.
i personally consider a 2-3 yr performance or more to be significant in terms of outperforming index. shorter time periods can be due to luck - both good or bad

Re: Performance

silver — Sun, 30 Aug 2009 19:03:14 -0000

@rohit, don't misunderstand me. I am only trying to understand how did you calculate relative performance. Our outperformance?
Is it simply that BSE Index in timeframe returned X
You returned Y.

Y-X = outperformance i.e 20%

Re: Performance

jagoinvestor — Fri, 28 Aug 2009 11:44:59 -0000

@Rohit

Good job :) .

Manish

Re: Performance

rohit — Fri, 28 Aug 2009 08:31:46 -0000

Hi silver
the index is BSE index. the outperformance is for the period jan09 to current date.

however the above outperformance is not meaningful. an outperformance for an 8 month period can easily be a fluke.

regards
rohit

Re: Performance

silver — Wed, 26 Aug 2009 19:40:34 -0000

@rohit how can you say that the dummy portfolio has beaten the index by 20% which index?
I am not trying to challenge you here, just wanted to get more insight on the performance.

Kudos to you for such a good performance.

Re: When to sell ?

omnetimage — Tue, 25 Aug 2009 08:14:09 -0000

i'm going to use this trik on my website : www.omnetimage.com

Re: Suzlon - Hawa Ka Jhoka?

Charu_Gupta — Fri, 21 Aug 2009 00:08:55 -0000

Hey,

Thanks a lot for the informative post. I hope it answers the worries of various investors. Since the time i wrote this blog i have only been receiving negative news. One of the concerns which came across is the bad management. Some of my friends know some insiders in the company and they feel that the Management has been repeatedly taking decisions not in favor of the company. Please share your views on the management other than Mr Tulsi R Tanti.

Also you said that the share is trading at 40...well its trading at 80 right now and was in the range of 40's only during March (that too for a very short while!).

Looking forward to gain more insights.

Regards,
Charu

Re: Suzlon - Hawa Ka Jhoka?

A climate conservationist — Thu, 20 Aug 2009 15:00:44 -0000

Dated 21th August 2009

The demand for wind energy is INFINITE !!!
Very soon there is going to be some sort of a global legislation calling for a ban on thermal coal based and also gas based power plants. Thereby implying that a substantial capatalization currently deployed in companies like NTPC, Reliance Power, TATA Power, Adani power etc will shift to wind energies like Suzlon and Indowind Energy. Coal based power generation plants are adding to carbon emissions, adding to ash pollution and also depleting the already scarce water recourses.

Have you ever wondered why Adani Power got a thums down on ITS listing today and that Reliance Power has gone substantially below its issue price ... ANSWER: Because smart money is slowly moving out of thermal based power generation plants. The smart investors are intelligent enough to understand that the coal based power plants will need a minimum of 3 to 4 years to constructed and commissioned and by that time there would already be enough global threatening voices calling for a total shut and permanent dismantling down of such plants. In the last one year China has shut down more than 330 thermal coal based power generation plants and before 2020 USA has vowed to have at least 20% of its electricity from wind energy.

As of now in terms even Azim Premji of Wipro is talking of diversifying only into Renewable Energy as per his interview in CNBC TV18 a week back ... Why ? Because he is an intelligent man and that he knows Wind Energy is the absolute future.

After a very vast review of literature I come to the conclusion that today 20 August 2009, irrespective of its Rs 13000 crore debt the Rs 2 paid up share of Suzlon needs to be valued at a price of over Rs 500. So why is Suzlon moving near price of Rs 40 per share ... because the people are fools ... and they do not understand that WIND ENERGY is the priority of the world today.

I am a scientist and as per my mathematical analysis including complex algorithms (equations) for every 1 mm rise in the height of sea water there is going to be an associated one foot rise in the future high tides. About a 20 days back, that is in the month July 2009 people had gathered in a picnic mood at India Gate Mumbai to witness the highest tide of the century the said tide being 4.25 meters high, and at that time the sea water was only 2.5 inch below the parapet of india gate. By next year July with the polar ice melting fast due to global warming the sea water would rise by at least 3 mm, thereby implying that during the high tide in July 2010 the lobby of Taj Mahal and Oberoi Hotel in Mumbai would be at least 3 feet under water intermittently for 7 to 8 hours. Next year or the year next when cities like Mumbai and New York start to submerge is water at least during the high tide then CNBC TV 18 would invariably be devoting 4.5 hours out of the 5 hours to only companies involved in Renewale Energy like Suzlon and Indowind energy. A few days back I heard on CNBC TV18 the CEO of Mozer Baer saying that they are making active steps to enter Renewable energy.

CONCLUSION: Sell all your shares related to thermal power such as NTPC, Reliance power, Adani Power, TATA Power, GVK and invest the proceeds as follows:
80% in Suzlon
20% in Indowind energy

... Why? The good will value of the technical know how in wind energy which has been acquired by Suzlon and Indowind Energy is much more than the total existing capitalization of these companies. Suzlon is down to Rs 40 from Rs 1300 only for its blade cracking problem, but I thing that this is an asset and not a problem to Suzlon because they have learnt the hard way and obviously they shall not commit this mistake again. Further it takes 12 large trucks to transport each wind mill like the one made by Suzlon and in such a scenario other companies like Vesta and GE can never take Suzlons market share in Asia.

Also within one year from now that is by Aug 2010 you will start hearing the ominous rumblings from global bodies such as the UNO and the developed countries that all countries need to dismantle their thermal coal or gas based power plants, come what may be the consequences. In such a scenario would you like to keep invested in companies like NTPC, Reliance power, Adani Power, TATA Power. Well I would rather take my money out of these companies right today and I would rather start going short on these companies each time the share value of any of such company goes up. However I shall so arrange that am able to maintain my short position for at least 3 years.

One more thing, time will show that Tulsi Tanti of Suzlon will never sell his holding in Hansen given the choice ... that is why he is looking towards divesting in SeForge.

ULTIMATE CONCLUSION: If Suzlon is able to divest in SeForge and show a Q2 net profit of even Rs 50 crore (after accounting the servicing of the rest of the existing debt) its share value will cross Rs 500. And I firmly believe that in Q2 2009 (just wait till Sep 2009 when the Q2 results are announced) you shall see a Q2 net profit of about 150 crore.

Re: Big Flix vs. Seventy MM - and the winner is… Big Flix?

ppramods — Thu, 20 Aug 2009 03:17:56 -0000

I am using Seventy mm for last 3 months .

I had opted for unlimited movies (though you get only 1 movie a day why they call it so?..I dont know) Overall its ok , but the problem is if they are strict enough for 1 movie a day...they should take responsbilty of non delievery, DVD problem, server problem , website error...whatever.....

If they claim to be oldest DVD rental org.....they should be the most responsible in the business they are in.

Which I dont think they are!!!

Considering the scope of growth in India, they should either offline stores ....or....be responsible to admit the errors.

What do you say haan?

Re: What did the bear market teach you ?

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Re: Results review – LMW, Ashok leyland and Hinduja global

Shirish Patel — Wed, 12 Aug 2009 11:53:47 -0000

Re: First indication of weakness or Correction ? - No Quick Conclusions

Shirish Patel — Wed, 12 Aug 2009 11:53:16 -0000