Balmer lawrie Ltd is a mini Ratna PSU. It is dealing in the business of Logistics, tour and travels, Ind packaging like steel drums, Lubricants with Balmerol brands. Balmer Lawrie & Company was started by 2 Scotsmen, Stephan Balmer and Alexander Lawrie in 1867. Today it is 148 years old company. It is maintaining good performance since long and even in difficult times, its diversified revenue streams provided adequate safety and consistency. Its logistics business will be the biggest growth factor. It is already having 3 CFS (container Freight Stations) at Mumbai, Kolkata, Chennai and warehouses at Kolkata and Coimbatore.…

Future retail was recommended earlier (Click here)at 85/-, it is now at 115. I have bought more at 115 today. I was expecting something from Future group like stake sale in its supply chain arm Future supply chain solutions Ltd, which is one of the biggest in india. But instead it has chosen to merge its business with Bharti retail. As part of the new arrangement, Future Retail's retail undertaking will be merged into Bharti Retail, while the retail infrastructure undertaking of Bharti will be merged into Future Retail. So they will merge their retail business into one and their…

Bodybuilders love foods or supplements which have high concentration of quality protein. Some of these protein diets are having 80%-90% protein content per 100 gm…you take these, do intense workouts and witness a quantum leap in the growth of muscles in your body. This Venky is one such opportunity and if taken can really provide immense growth to our investments. Everything is right about the concentration of protein (Value) in this stock…it is right at 90% to 100%. The only question is the quality of protein i.e the quality of the management of the group. Pictured (right to left): Venkatesh…

I have entered this one few days back at 49/- It is going to be the indian reply to global behemoths in Merger & Acquisitions ( Investment Banking) space like Morgan Stanley, Merrill Lynch. It was the top Indian Investment banker last year. I will post the detail study after our annual account closing and audit is over in Apr-15. I'll be free in May-15. Today Price is around 50/- (Views are personal and should not be taken as a recommendation for buying or selling a stock. Stock markets are inherently risky so kindly do your Due Diligence before investing)

This is the 4th part in the series. read the first three at the following link: Death a contemplation-1st/2nd/3rd part “I am time, the destroyer of all; I have come to consume the world”. These are not from some Movie, but these are words of Lord Krishna. Only Lord Krishna has the unique way to declare the truth in its own unique aggressive way which can at some times look quite egotist. Lord has told these in chapter 11, verse 32 of the Geeta. I find these very mysterious and so far still unable to understand the real meaning of…

Due to year end closing and audit, i am unable to post regularly. However few days back i have entered in Bajaj Electricals at 220/-. In my earlier post, i have preferred surya roshni over it due to loss incurred by Bajaj. But after delving dipper, it has emerged that for first nine months of this year, its consumer product division has posted a profit of around 117 cr, while its engineering contract business has posted a loss of 110 cr. Engineering division is showing losses due to aggressive bidding in the past. Now management has decided to bidding for…

One reader has highlighted the problem faced by Gujarat Borosil of reduced supply of Gas from Gail as it has to import high cost LNG/CNG. Yes, this gas issue was a concern since last year. This year for first nine months, total power cost is 17 cr for a turnover of Rs. 107 cr, last year it was 13 cr for 96 cr….not much difference though. But this is going to fall by big margin because of the recent fall in oil prices. Internationally Gas prices are linked with oil and unlike oil (OPEC) there is no such producers’ cartel…

Generally It takes a lot of time to study a stock…but It has happened with me many times that while final analysis of some share was under completion, it just went above the roof and finally of my buying zone. So if I am 50% confident about some stock then I’ll buy it and after final study I take the final decision. But some of my friends asked me to share those also as many of those shares have skyrocketed before I shared my final analysis with them. Like Last year I bought Shreyas shipping at 20/- and D-link at…

There can’t be any entry price for these types of companies which are in its infancy. Because if they grow as expected then there stock prices can touch the sky as happened with Avanti and SKM Egg…and by the way when we are taking this much risk by investing in these unknown and small companies, we deserve hefty gains in the range of 10-20 times. Titan Biotech is falling (or we can better say not rising as liquidity is very low even when it is falling) as its results for past 2 quarters aren’t that good with its turnover falling…

Modi wave is taking us along. He said “Swatch Bharat” and whole country lifted brooms. Big corporate houses announced big plans for bringing cleanliness in villages under their CSR activities. We are counting sanitryware companies to be the biggest beneficiaries of this (Our HSIL is doing great, it is at 415/- from our price of Rs. 90/-). But we just forget the humble cement fibre sheets because every toilet made in villages or town is going to use these. We can’t forget the rocket…E-commerce sector…which is going to create huge investments in warehousing which is also about cement fibre sheets.…