Star Cement: Is it Worth Investing Now?

Scrutinising Star Cement's Recent Outstanding Performance, Current Valuation, and Investment Prospects The stock of Star Cement gained 10.54 per cent on 22 Mar. 2024 – and closed the day at ₹232 per share – making a new all-time high. The stock now trades at ₹230.60 per share. One-and-a-half years ago, in Sep. 2022, it was … Continue reading Star Cement: Is it Worth Investing Now?

L G Balakrishnan, Oriental Carbon, Associated Alcohols

This post discusses the investment prospects of L G Balakrishnan & Bros., Oriental Carbon & Chemicals, and Associated Alcohols & Breweries. Convergence The Past One-year Performance of L G Balakrishnan & Bros. illustrates the Importance of Margin of Safety in Stock Investing In April 2023, when we previously discussed it, we were bullish on the … Continue reading L G Balakrishnan, Oriental Carbon, Associated Alcohols

Disparity in Markets

The Disparity between Stock and Money Markets: A Cause for Concern This week was an eventful one. On Tuesday, the IMF in its Jan. 2024 World Economic Outlook (WEO) update, revised upward the world economic output growth to 3.1 percent – 20 basis points higher than projected in its Oct. 2023 outlook. India’s GDP growth … Continue reading Disparity in Markets

A Quality Stock, But at a Premium Valuation

Control Print’s Recent Performance Analysis & Investment Stance Update Control Print has reported better earnings growth and profitability for the past two years. Its stock price performance over the past two years reflects this improved profitability. The stock has gained 17 percent in 2022 and 150 percent in 2023. We first discussed ‘Control Print’ in … Continue reading A Quality Stock, But at a Premium Valuation

A Sceptical Perspective

Navigating Uncertainty: The Outlook for Indian Equities in 2024 India Outlook 2023 was a great year for the Indian stock market. All key market indices are at their all-time highs now. Nifty 50 is up 20 per cent for the year. The midcaps and small caps outperformed with gains of 46 per cent and 55 … Continue reading A Sceptical Perspective

Let Go of Your ‘Losers’

You invest your money in the stock market to achieve superior returns and you do that by finding quality stocks and constructing an efficient portfolio. It is unrealistic to expect all stocks in your portfolio to perform equally well. The best you can do is to ride the winner stocks (that gives superior return) and, … Continue reading Let Go of Your ‘Losers’