Saturday, November 18, 2006

Stock Idea:: Harrisons Malayalam

I've bought into this stock. It owns large plantations in South India, is part of the RPG group. South india is where I see property prices zooming in the future- it's far safer and has a much better political environment as compared to the rest of India. The stock is trading at a P/E of 2.2 inspite of this being an asset heavy business. The entire business is presently worth about 150 crores.
..What do you think it should be worth? Visit their website to see their acres under cultivation.

Friday, November 17, 2006

Death is Nothing at all

Death is nothing at all

I have only slipped away into the next room

I am I and you are you

Whatever we were to each other

That we are still

Call me by my old familiar name

Speak to me in the easy way you always used

Put no difference into your tone

Wear no forced air of solemnity or sorrow

Laugh as we always laughed

At the little jokes we always enjoyed together

Play, smile, think of me, pray for me

Let my name be ever the household word that it always was

Let it be spoken without effort

Without the ghost of a shadow in it

Life means all that it ever meant

It is the same as it ever was

There is absolute unbroken continuity

What is death but a negligible accident?

Why should I be out of mind

Because I am out of sight?

I am waiting for you for an interval

Somewhere very near

Just around the corner

All is well.

Nothing is past; nothing is lost

One brief moment and all will be as it was before

How we shall laugh at the trouble of parting when we meet again!

Canon Henry Scott-Holland, 1847-1918, Canon of St Paul's Cathedral

'The King of Terrors', a sermon on death delivered in St Paul's Cathedral on Whitsunday 1910, while the body of King Edward VII was lying in state at Westminster:

published in Facts of the Faith, 1919

Monday, November 13, 2006

another milestone

Reached another milestone in my portfolio. First stock to touch 100% gains - ORG Informatics. As I write this, it is up about 104%. Cheers,

Saturday, November 11, 2006

Portfolio Milestone

One of my stocks has crossed the 75% mark - a new milestone post crossing the 50% mark. It's about 86% higher than my acquisition price right now. Not bad for the past 4 months.

I'm working on a new idea. Have started buying and will post details once I have bought as much as I need. It's in a sector which I have not yet invested in but one that is close to my heart.


If not debt, then equity?

Given that my last post discourages entrepreneurs from raising debt apart from a few specific cases namely:- 1. Very high ROCE low risk bus...