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Tuesday, 26 July 2011

Results Update - Shriram Transport Finance

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Good set of numbers from STFC. Profit growth has been better than my expectation. But continuous rise in interest rates is surely going to h...
Monday, 25 July 2011

Results Update - Supreme Industries, Balaji Amines

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Supreme Industries (Consolidated): Q4 2010 Q4 2011 % Growth FY 2010 FY 2011 % Growth Sales ...
Wednesday, 20 July 2011

GEI Industrial Systems - Q2 results update

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Good set of results from GEI Ind. The growth momentum continues. Jun-11 Jun-10 Growth Sales 626 503.3 24.38%...
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Tuesday, 19 July 2011

Portfolio Construction: What is the maximum percentage that a single stock should be within the portfolio?

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After having answered the first question on portfolio construction (read about it here) , the next question that came to me was about the ma...
Monday, 11 July 2011

Sintex Ind - Results Update

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Good set of results from Sintex. The growth momentum continues. Consolidate Net Sales is up from 930.9 cr to 1128.8 cr (up 21.3%) Net Pro...
Thursday, 7 July 2011

[Guest Post] Capital Allocation in a Portfolio

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This post is from Prabhakar Kudva ( http://investment-in-sight.blogspot.com ).  Capital allocation is probably one of the most important ...
Wednesday, 6 July 2011

Portfolio Construction: How many stocks should I have in my portfolio?

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The first question that I had was on the number of stocks I should be holding in my portfolio. Typically, investors are mostly over-diversif...