Stocks for the long and short term portfolio

DSK on a long term fundamental basis does not have high profitability. Its long term ROE average is less 2%. Negative Cash flow from Operations in many years. Negative FCF. Poor Interest Coverage Ratio.

Its because of these factors its stock price is low compared to its book value.

http://craytheon.com/financials/fin...ios_margin_chart_trend.php?company=DSKULKARNI

Why do you want to gamble with such stock?

DSK is making a huge risk play with their Dream City launch in Pune. 1 BHK flats go to 80L (including maintenance charges etc).

Its a flip of a coin really - the next few years may see resources locked for them.

What are the views on their NCD? Interest rates look appealing, but the overall picture looks risky. Btw, ICICI Direct does not have it in their site for some reason.

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THANKS FOR REPLY.
those who know me - have seen call on EIL, just dial.

Many yrs back when i used fundamental , i went personally to Arvind mills office to talk , same is Atul , Siemens .
Data has to be undersood first hand.
once i play in Ruchisoya - thats my pure technical play , RETURN decides to stick to TA.( six months doubling - i got av 40% ,as i use partial profit booking)
Since all of U r mature ,have knowledge like CFA-(reminding from my end AS project manager)
RULE OF CONSTRUCTION COMPANY IS DIFFERENT .
wish u all the best

Hi jamit, Einstein and others who are participating in the discussion... I discovered the thread a couple of days ago while browsing through TJ after a long time... Looks like you and others are doing some excellent work with the Fundamentals...

So, here's my small contribution for you and your fellows... I wrote this program to download the Annual Reports from NSE... It's a command-line program (sorry, didn't do the GUI), but works well and shouldn't be too intimidating (for basic usage with sensible defaults) for someone who hasn't used command-line programs before...

Link to download: https://www.dropbox.com/s/8x1qjz6ceyre50f/AnnualReport.zip

There's a Readme file included for quick summary and advanced guidelines along with tips for someone new to command-line programs.

If you are on Windows, use the annual_report.exe file to aggregate the links to annual report and download them. (Although no one is stopping you from downloading Python 3.4, installing the 3rd-party modules and running the python script directly - as I outline in a couple of posts after this one)

If you are on Mac/Linux, use the annual_report.py script to run the commands. But first make sure to install all the 3rd party modules. Run, to install them. (Google if you face any problems).

Then, create a "download_symbols.txt" file in the same folder (there is "all_symbols.txt" included for sample) containing the NSE symbols you are interested in and run the following for basic usage:

The program doesn't re-download the file if it already exists. So, I recommend not to delete the zip files that are downloaded.

Enjoy, thank you and keep going on!

After downloading I got message AnnualReport.zip is malicious and chrome has blocked it, why is it so ?

Wow!! I don't know why did Chrome block the file. It blocked for me as well. Surely, when I am making the source code available, I wouldn't create a virus, a trojan, a malware or a backdoor in it.

Assuming you are on Windows, and you don't trust enough to use another browser to download, extract and run the *.exe file (I would admit, I wouldn't if I were in your place), I recommend to take the difficult route if you still want to use the application:

1. Download Python 3.4 - https://www.python.org/ftp/python/3.4.1/python-3.4.1.msi

2. Install it with all the default settings - but make sure you enable "Add python.exe to path" option while installing.

3. Press Win + R, type cmd, press Enter.

4. Execute:

5. Install 3rd-party modules:

6. Re-download that zip file using a different browser (or, go to Downloads page in Chrome and recover it from there). Just don't use the exe file as you don't want to. Run the program as:

Let me know if you are stuck somewhere. I guess you would be..

Good to see you after a long time. Hopefully you will continue actively; the WW thread seems deserted in your absence

Hopefully Auropharma will moveup- if Fundamental still working.

If it goes down -2% , then market is bearish.

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Compare to June;2013- profit up 300% .

Let me see Friday how market react to it.

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Nifty is 80 pt down, with advance/decline =0.25, very negative
Auropharma- positive 1% , so good for 1month trade, target 780 within Aug'14