Stock Market for Beginners Blog
The Stock Market for Beginners Blog is my mini-journal about my investing journey. It keeps you informed on following: • new web pages about stock analysis, stock research, stock screen, or new investing basics • other postings or news about stock investing in India (like the latest wealth creation research!) • some of our special learnings/ past (mis)adventures that you might otherwise miss! To subscribe to my Stock Market for Beginners Blog (no e-mail necessary), right-click on the orange RSS button (see bottom buttons to the left) and then paste the URL into your RSS reader. Or click on the Google, My Yahoo!, My MSN, Newsgator, or Bloglines button if you keep a personalized home page there. Enjoy... hope you find this as informative and enjoyable as I have, putting this up! If you like my blog, please vote for it below
Stock Screener tools and tips HQStock Screener tips to create screens that make practical sense. Variety of proven screens - O'Shaughnessy, T. Rowe Price, Geraldine Weiss, Benjamin Graham, Peter Lynch, Cash Rich, Low PE, High Yield. Permalink -- click for full blog post "Stock Screener tools and tips HQ" Quality Small Cap India companies?Quality Small Cap Stocks. You might have wondered how one can research such stock ideas in India stock market? Check out how ValuePickr stock screener shortlists quality small cap Indian companies. Permalink -- click for full blog post "Quality Small Cap India companies?" Geraldine Weiss Stock Screen - uncovering high-quality, undervalued stocksGeraldine Weiss stock screen marries a conservative, blue-chip investment style with a value approach, using dividend yield as a guide to value. Manjushree Management Call | 30 Jan 2010 | In-depth Stock Research | AnalysisManjushree Technopack is a leader in the PET bottling industry. Sales tripled in last 5 years while EPS went up 8 times. Some questions to Manjushree Management to understand the business better. Manjushree Technopack | A promising micro cap stockManjushree Technopack stands tall in the Indian plastics packaging industry. Marquee clients, superior margins & returns and a clean balance sheet. Worthy of your attention! Permalink -- click for full blog post "Manjushree Technopack | A promising micro cap stock" Understanding Free cash flow (FCF)Companies with high Free Cash Flow (FCF) coupled with high RoEs, this is the sweet spot - excess cash and the ability to earn a high return on it. Learn how to use FCF in your stock analysis. Permalink -- click for full blog post "Understanding Free cash flow (FCF)" Market Entry Exit Strategy | Statistically informed look at CNX NIFTY PE levelsA market entry exit strategy based on a statistically informed look at valuations! The Nifty traded in a PE range between 10 and 28+ for last 10 years. Today, Nifty PE is over 22. Time for caution? Opto Circuits Management Call | 24 Sep 2009 | 10 more questionsOpto Circuits Management Call, Sep 24 2009. Why Opto's competitive advantage is sustainable? Why the recent equity dilution is EPS accretive? New developments and other strategic initiatives. Stock Market Terms | Stock Market GlossaryUseful resource page for stock market terms. Learn more on how you can practically use these stock terms to evaluate and analyse companies on a range of useful metrics. Permalink -- click for full blog post "Stock Market Terms | Stock Market Glossary" Growth Stocks Screen | Creating an effective growth stock screenGrowth Stocks screen looks to identify businesses with high-quality, sustainable growth -firms growing faster than the economy, enjoying above-average and increasing growth for a number of years HDFC Bank |Stock Research |1QFY10 updateHDFC Bank continues to perform solidly. The FY09 and the recent June FY10 quarter results firmly reinforce its reputation. High RoE and RoAs and a NIM consistently over 4% set it apart. Permalink -- click for full blog post "HDFC Bank |Stock Research |1QFY10 update" ICICI Bank | Stock Research |1QFY10 updateICICI Bank. The Slide continues even as it is reportedly trying to change tack –shunning aggressive growth to increasing CASA deposits to paying attention to NPAs. Not much is working, though! Permalink -- click for full blog post "ICICI Bank | Stock Research |1QFY10 update" Growth Mindset or luck: what makes people rich?Growth Mindset guys believe basic abilities are developed through dedication & hard work; brains & talent are just the starting point. Creating a love of learning & resilience-essentials for success. Permalink -- click for full blog post "Growth Mindset or luck: what makes people rich?" Stock Market Crash 2008 | Have we absorbed the lessions?Stock market Crash lessons – have we absorbed? willingness to ask questions, being skeptical, less greedy and more mindful of risk – before subjecting one’s wealth to the vagaries of booms & busts. Permalink -- click for full blog post "Stock Market Crash 2008 | Have we absorbed the lessions?" Bharti Airtel - MTN | Less of more vs more of lessBharti Airtel chairman Sunil Mittal’s willingness to own a lesser stake in a larger company rather than a much larger stake in a much smaller company sets him apart from several other entrepreneurs. Permalink -- click for full blog post "Bharti Airtel - MTN | Less of more vs more of less" Stock Market Articles | Selected India Stock Market articlesBest stock market articles? Don’t worry if you don’t have the time. This section will bring you our selection of thought-provoking, interesting articles appearing in Indian business media, every week. Permalink -- click for full blog post "Stock Market Articles | Selected India Stock Market articles" Esab India | Quality Small Cap stock | Add to your watchlist!Esab India is probably the most promising of the Quality Small Company low PEG stock screen shortlist. Debt free, high RoAs & RoEs over 40% and a FCF/Sales over 7% underscores its competitive edge. Quality Small Cap Stocks Screener| Shortlist 14-July-2009Quality Small Cap Stocks. You might have wondered how one can research such stock ideas in India stock market? Check out a shortlist at the SPH Quality Small cap stock screen (14 July 2009). Permalink -- click for full blog post "Quality Small Cap Stocks Screener| Shortlist 14-July-2009" Cornerstone Value Stock Screener | Stocks selection| 14-Jul-2009Cornerstone Value Stock Screener looks for large companies with strong sales and cash flows, with the highest dividend yield. Based on O’Shaughnessy’s 1996 Bestseller “What works on Wall Street”. Systematic Investment Plan (SIP) |Advantages & Good time to start a SIP?Systematic Investment Plan (SIP) – What are the advantages over lumpsum investing? Is it a good time for starting a SIP? Investing in Stocks |Need to learn the ropes |How do I start?I'm considering giving investing in stocks a shot, but need to learn the ropes. Can you give some tips and advice on how to start? Investing for kids |What is the best investment plan for a child's careerInvesting for kids. I wanted to invest money on some funds for my son’s (10 months old) career. Can you suggest me what are the plans suited for me? I am ready to invest 1lakh rupees. Growth Investing Basics | How to invest my money for growth with securityIs growth investing for me? I want to invest my money for growth (with security). Please suggest me where can I invest my money? Investing Basics | 7 steps for newbies to invest in a SIP PlanI am a novice trying to learn Investing Basics first steps. What are the exact procedures one totally ignorant person should follow to invest in a SIP? Investing Basics |How should I invest to accumulate 50lakhs in 10 years ?I am 41. I have an investing basics query. Income is 6 lakhs per year. I pay LIC premium of 1.2 lakhs per year. How should I invest to accumulate 50 lakhs in 10 years? Where to Invest |Asset Allocation |Portfolio diversificationWhere to Invest? Learn asset allocation basics, and tailor to your investment profile. Decisions you make here will have by far the greatest impact on your investment portfolio’s performance. Permalink -- click for full blog post "Where to Invest |Asset Allocation |Portfolio diversification" How to Invest |Return requirements |Risk tolerance |Your Investment profileHow to Invest? Devise your investment strategy. Find out how your investment profile plays a crucial role in helping you meet your investment goals without exceeding your tolerance for risk. How to Invest |Understand Return and Risk |Risk Return analysis |DiversifyHow to Invest? First, understand basics of return and risk, with the trade-offs associated with each investment asset class. Learn to use diversification as a means of mitigating these risks. Understanding Stock Market | Our Stock Performance ReviewUnderstanding stock market vagaries and looking to benefit from it? We are certainly getting better! Check out our 3month performance review! Permalink -- click for full blog post "Understanding Stock Market | Our Stock Performance Review" Andhra Bank | Stock Research | 5yr Stock AnalysisAndhra Bank Consolidated 5yr performance is an interesting mixed bag! Good cost-efficiency and NPAs but gradual decline in NIMs. High RoEs but available at 0.77xBV and high Yield of over 7%. Permalink -- click for full blog post "Andhra Bank | Stock Research | 5yr Stock Analysis" Punjab National Bank (PNB) | Stock Research | 5yr Stock AnalysisPunjab National Bank Consolidated 5yr performance is commendable. Stable NIMs, good RoA and RoE record, and manageable NPA levels. It is catching up fast with the private banks. Bank of India | Stock Research | 5yr Stock AnalysisBank of India Consolidated 5yr record shows strong Balance Sheet growth, high margins and profitability in the last couple of years. Sharp declines in CASA deposits may be of some concern. Permalink -- click for full blog post "Bank of India | Stock Research | 5yr Stock Analysis" India Private Banks | Rising Contingent Liabilities | AnalysisContingent liabilities snapshot of leading india private banks throws up some questions – how significant is the rise in exposures, how’s the impact on valuation, and quantum of losses provisioned for Bank of Baroda | Stock Research | 5yr Stock AnalysisBank of Baroda Consolidated 5yr performance looks good! Conservative derivatives and forward exchange contracts exposure, great cost-efficiency performance, with decent margins and return ratios. Permalink -- click for full blog post "Bank of Baroda | Stock Research | 5yr Stock Analysis" 10 questions for Opto Circuits management |In-depth Stock Research | AnalysisOpto Circuits - latest update on 10 probing questions to Management. Mr. Vinod Ramnani, MD shared his thoughts and answered everything that we posed in this candid interview. We ran out of questions! Private Banks India | Comparative Stock AnalysisCompare Private Banks in India. This quick-check analysis and comparison of leading private banks throws up the best and the worst managed banks; also allows you to drill down to 5yr trends. Permalink -- click for full blog post " Private Banks India | Comparative Stock Analysis" Yes Bank | Stock Research | 5yr Stock AnalysisYes Bank 4yr performance presents a remarkable record - industry best RoE (18.34%), the most cost-efficient (29.5%), with the lowest net NPAs (0.09%) coupled with the highest growth record. Permalink -- click for full blog post "Yes Bank | Stock Research | 5yr Stock Analysis" Personal Finance News and ArticlesKeep yourself updated with the latest Personal Finance news and articles - budgeting, investment, insurance products, questions and answers. Permalink -- click for full blog post "Personal Finance News and Articles" Indian Mutual Funds NewsKeep yourself updated with the latest Indian Mutual Funds news and articles - AMC news, new launches, fund performances and updates on existing schemes. Permalink -- click for full blog post "Indian Mutual Funds News" Stock Market News | India Stock Market NewsKeep yourself updated with the latest stock market news, company and business news, and the Indian economy in general –from leading business dailies and the web. Permalink -- click for full blog post "Stock Market News | India Stock Market News" State Bank of India | Stock Research | 5yr Stock AnalysisState Bank of India Consolidated 5yr performance is an eye-opener! It has one of the best records on cost-efficiency, RoE beats HDFC Bank, and currently available at less than consolidated Book! Permalink -- click for full blog post "State Bank of India | Stock Research | 5yr Stock Analysis" Axis Bank | Stock Research | 5yr Stock AnalysisAxis Bank Consolidated 5yr performance shows improvement on most parameters - Managing NPAs, Financial Leverage and NIMs while maintaining above-average growth. Certainly deserves a closer look. Permalink -- click for full blog post "Axis Bank | Stock Research | 5yr Stock Analysis" ICICI Bank | Stock Research | 5yr Stock AnalysisICICI Bank Consolidated 5yr performance shows a drastic falling margins trend - a case of the gambit of too fast growth - coming apart? Permalink -- click for full blog post "ICICI Bank | Stock Research | 5yr Stock Analysis" HDFC Bank |Stock Research | 5yr Stock AnalysisHDFC Bank - quick-check stock analysis step 1. These metrics serve as a starting point for seeking out quality bank stocks. Permalink -- click for full blog post "HDFC Bank |Stock Research | 5yr Stock Analysis" India stock market | Sector stocks | Compare stocksIndia Stock Market: Useful resource page for sector stocks, sector issues & analysis guidelines, peer comparisons, investor checklists, as also in-depth research on sector-specific stocks. Permalink -- click for full blog post "India stock market | Sector stocks | Compare stocks" Compare Bank Stocks in India! Where are the best pockets of value?Compare Bank Stocks in India: A quick check template identifies Yes Bank and Axis Bank as best-value possible contenders for further in-depth analysis (Mar 2009) High Dividend Stocks | BSE SensexHigh Dividend Stocks: Sensex - The top 10 highest yielding Sensex stocks. Find out why it may make sense to invest in the Dogs of the Sensex, in current markets. Permalink -- click for full blog post "High Dividend Stocks | BSE Sensex" Dogs of the Dow - the most successful investing strategy in bear markets?The Dogs of the Dow stock screening strategy is regarded as one of the most successful investment strategies of all time. Evidence suggests the success rate is higher during bear markets. Economic Value Added (EVA) analysis for Indian Companies 2008The Stern Stewart Economic Value Added (EVA) survey India 2008. 265 companies improved EVA, not all delivering shareholder wealth. However, all companies that created shareholder wealth improved EVA! |
