Views on News from Equitymaster

Is the bubble in housing for 'real'?

Tue, 7 Sep 2010 00:00:00 GMT

Donald Trump once said "It's tangible, it's solid, and it's beautiful. It's artistic, from my standpoint, and I just love real estate". For the past few years, this has been the investment mantra for nearly every investor.... [Read More]

Nestle: Analyst meet extracts (Subscriber Feature)

Tue, 7 Sep 2010 00:00:00 GMT

We recently attended Nestl� India's analyst meet. The company is a subsidiary of Nestl� S.A. of Switzerland. It has seven manufacturing facilities in India.... [Read More]

Gold: Bubble or not?

Tue, 7 Sep 2010 00:00:00 GMT

One commodity that seems to be in a permanent bull run is gold. The shiny metal has been setting new records every other day. It is a must have in any portfolio, be it that of an individual investor, an institution or even a country.... [Read More]

These stocks up 100%. Be cautious not happy!

Mon, 6 Sep 2010 00:00:00 GMT

'Every 8th penny stock has doubled in the last 8 months', screams the headline of a leading daily. Before we go any further, it will be important to define what a penny stock is.... [Read More]

Recession is Not a Dirty Word

Mon, 6 Sep 2010 00:00:00 GMT

Most of us would agree that growth is good for an economy. In fact, we usually judge the strength of an economy by its growth rate. Higher growth rates equate to stronger economies.... [Read More]

Dr.Reddy's: US is the way forward (Subscriber Feature)

Fri, 3 Sep 2010 00:00:00 GMT

We recently had a research meeting with the management of Dr.Reddy's in Hyderabad post the declaration of 1QFY11 results to understand the future growth prospects of the company. Here are the key extracts.... [Read More]

IVRCL Infra: Conference call extracts (Subscriber Feature)

Thu, 2 Sep 2010 00:00:00 GMT

IVRCL announced its 1QFY11 results recently. Overall the results were a big disappointment. Top line was flat YoY mainly due to execution worries persisting in few of the projects. According to the management, inadequate drawings lead to execution delays and revenue losses of Rs2.5 bn ...... [Read More]

Exotic Derivatives

Thu, 2 Sep 2010 00:00:00 GMT

This is the final article in the derivatives tutorial. So far, we have looked in detail at futures and options, how they are priced, and how they can be traded. Today, we�ll take a look at some of the exotic derivatives that have come up in financial markets today.... [Read More]

The most crucial factor in valuing companies

Wed, 1 Sep 2010 00:00:00 GMT

In the previous article, we reflected on how Ben Graham points out at two major requirements of becoming a successful investor. Patience and a long term outlook.... [Read More]

Alok Ind.: Leverage risks persist (Subscriber Feature)

Mon, 30 Aug 2010 00:00:00 GMT

Alok Industries declared its 1QFY11 results. The company grew its sales and profits by 40% YoY and 45% YoY respectively. Here is the analysis of the results.... [Read More]