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deveshkayal

  1. I guess Sesa Goa/GMR Infra will soon replace Suzlon in Nifty. Both the companies are 2x market cap of Suzlon and are heavily traded
  2. Samir Arora's Helios Strategic Fund posted a marginal gain of 0.63% in July underperforming the Sensex which was up 8% during the month
  3. Rakesh Jhunjhunwala bought 2,03,000 shares (1.69% stake) of Rallis India on 7th & 10th. He now owns 6.31% in the company.
  4. Blue Star promoters bought 1,61,200 shares on 4th Aug from the open market.Good way to utilise dividend money!
  5. Strange that some people dont know to value banks. For them,everything is P/E. Banks core business is lending not earning fees/commission
  6. According to the Annual Report,Punj Lloyd bought 2.2 lakh Great Offshore shares @ 547 which means they sold at a LOSS to ABG Shipyard
  7. Eighteen of the 30 Sensex companies have reported their results so far, with 15 beating analysts’ expectations. FY11 EPS of 1060 anyone ??
  8. Pharma is the only sector where top-down approach dont work.
  9. Samir Arora's Helios Strategic Fund posted a gain of 2.9% in June and 27.4% in May
  10. Singh’s Win to Boost ‘Seductive’ India, Duggal Says http://bit.ly/CDR8g He got it all RIGHT!!
  11. Only 25 shareholders attended Tech Mahindra's AGM. Why bcoz shareholders went to other AGMs where "food packets" were given out.Disgusting
  12. Sundaram BNP Paribas AMC View: Time for a Reality Check http://bit.ly/15N5nw
  13. ChrysCapital exits Axis Bank..They sold off some Shriram Transport Finance as well...
  14. PM to head Cabinet Committee on Infrastructure,wants more Nandan Nilekani's in the governance
  15. Warren Buffett: "A friend said to me about leverage, 'If you're smart you don't need it, and if you're dumb, you got no business using it.'"
  16. Billionaire Investor George Soros buys 4.79% stake in Educomp during the June quarter
  17. Just like Planning Commission there should be Implementation Commission headed by a person as capable as Montek Singh Ahluwalia...
  18. Most of the companies r raising funds thru QIP to repay debt.Wonder what will banks do with that money since they hv ample liquidity already
  19. Aberdeen embraces the buy-and-hold approach http://bit.ly/1agdhN Interesting!
  20. Materials sector is one where there is no brand value, a factor that can produce sustainable excess returns on capital: Aberdeen