Q->Bro your screener data is really helpful..just read a tweet abt Navin fluorine & GMM investment... I wish if you could share few companies for a long term ..5 to 10 yrs period..it will be really helpful
Me-> Thank you.
I have been active on twitter for less than 2 months so if you just go through my past tweets you will surely find something useful.
Posted portfolio based on my screening technique. You may study them for long term investment -
Sharing my Personal Experience,data collected from Annual Reports,Ambit & other free sources available on internet.
Not a Recommendation! Just my analysis & facts for Educational Purpose.
4-5 yrs ago, I smelled aroma of daal-makhani at office, my American colleague was having Madras Lentils, I was little surprised. He introduced me to Tasty Bite. His family/kids love them for its mild taste & creamy texture. 60sec microwave in a BPA free pouch(convenience)
An Indian Colleague (next to him) had his cupboard full of them. He is strict vegetarian & holds a high position at Temple. He even doesn’t buy milk with fish oil (most of milk in US is fortified with fish oil for Omega-3 & DHA). He talked with me in length about Tasty Bite.
Q - @Coolfundoo, i came across your handle which is full of excellent info. Just wondering, could you please evaluate Mphasis Ltd and Essel Propack? Both these companies are run by private equity players.
Q- Are they good companies for 7+ year hold? Would appreciate ur views. Thanks.!
Me - Just going to state some facts & financials. Not a recommendation.
Me - Mphasis Quality is Good (Not V.Good), Valuation is Attractive, Financial Trend +ive
No Solvency issue
No Creating Accounting with Financial No.
Last 5 yrs - Steady Rise in Revenue, EPS, ROE, ROCE, Cash from Operations, Free Cash Flow
Last 5 Qtrs - Decent OPM, PBT, PAT
FOREVER Stocks - 12Apr2020
Good ROCE, ROE over Period of Time
Manageable debt (including Contingent Liabilities)
Good Interest Coverage Ratio
Reserves more than Debt
Decent Sales vs Trade Receivables Ratio
Decent Sales per Capital Employed
Decent Cash from Operations vs Net Profit Ratio
+ive Free Cash Flow & Operating Cash Flow Over Period of Time
Decent EPS & Cash Flow growth rate (Latest)
+ive Net Change in Cash (Latest)
+ive EPS (Latest)
+ive Dividend Adjusted PEG
Other Income low compared to Net Profit
Stable Promoter Holding
Decent Expected Quarterly Sales Growth
Expected to give better Quarterly Operating Profit & Sales compared to same Qrtr Last Year