Friday, November 12, 2010


Mr Market has become extremely optimistic in the last couple of months. Stocks of most companies are going up - some with valid reason and some just riding the optimism. This is always a trying time for investors like ourselves who look to invest in undervalued companies for the long run. Both the price to value ratio and the margin of safety for companies are near "uninvestible" levels.

However, I remain optimistic that Mr. Market will throw up some opportunities our way and I continue to look out for them. Below is the current list of stocks that I am tracking and reading up on. I hope to publish more detailed analysis on a few of them once the timing and valuation are reasonable:

1. Suzlon Energy
2. TTK Prestige
3. Hawkins
4. Blue Dart