Its been almost an year since I put up an update on previous posts I had made and I think it is time to bore you again. There is a lot of stuff I write, which is not stock-specific. I don't think I should bore you more with updates on that, hence I will update only about the prior stock-specific posts.
In March 2011, I had written about some amazing things that Sharp India was doing. I re-iterate that I will not touch the company's shares with a 20 ft pole.
In April 2011, I had written about Disa India and had followed it up with AGM notes on the same. The price is virtually at the same level. The company has had a coupla quarters of good performance. However, the business is lumpy and this should not be extrapolated. I am not buying the stock at present.
In May 2011, I had written about SBI's subsidiaries and had followed it up with an update. I was of the view that the stocks were not very attractive at the then prevailing market prices. Since then, the prices have dropped decently. I think the stocks will start becoming attractive on further drops. I have built a small initiating position in one of them.
In June 2011, I had written about Goodyear India. I have never had a position in the stock. The post was basically for inviting views from readers. I had some good interactions with a few people over email on the topic.
In July 2011, I had written about Kesar Terminals. The company has announced some expansion plans but has not disclosed the financial aspects of the same. Please check out the BSE announcements regarding the same. I am no longer invested in the stock.
In July 2011, I had written about Balrampur Chini using a mind-map approach. This is the first time in my 8-10 years in the market that I have looked at a sugar stock. The stock price has fallen since then and I have been steadily nibbling into it. I have left decent room to add more on further declines. I have no idea about when the sugar cycle will turn. :-)
In October 2011, I had written about Network18 Preference Shares, with a view that they were too risky for my taste. The price of the shares has appreciated from Rs.105 to Rs.122 since my post, mostly due to some interesting recent events. :-) I still maintain that they are too risky for me and I have no intention of buying the same.
In November 2011, I had written about Bharat Bijlee with a view that the time was not yet right for buying. Even though the stock LOOKED cheap, it was not THAT cheap. The price has fallen from Rs.700 to Rs.540 since my post. I will be eagerly looking into the December 2011 quarterly results to see the position of the business.
In November 2011, I had written about Triton Valves. I had analysed the company strictly on quantitative basis and it was not a good opportunity, in my view. The stock price has dropped from Rs.500 to Rs.370 since my post. I still have no intention of buying the same.
In December 2011, I had written about Today's Writing Products. I honestly have no update on the same! :-D