Volatile times. Needs high conviction and patience!

Few ideas which came across recently, as the overall market become highly volatile.
1) Aimco Pesticide at 54 Rs is a good pesticide / agrochemicals play.
2) Sarup Ind at around 110 is good retail plus asset play.
3) Emmessar Bio at 19 can be a dark horse having very unique and futuristic products.
4) Allsec at 25 can be look forward at IT space.
5) International comb at 270, covered by various analysts can also be look forward for infra / asset play.

All these stocks falls under micro cap category and needs strong conviction and patience.

Disclaimer: I'm neither an analyst nor can boast of high performance investing career.  The stock listed in this blog is for my personal monitoring and learning.

The Most Important Book (Thing)!

Recently I finished reading a wonderful book named "The Most Important Thing" by Howard Marks. It is really one of the most important book written on investing. The chapters dedicated to Risk is awesome and a must read and re-read. Same about the concept of second level investors. The book pours out the immense experience of Mr Marks in a very simple manner. Written in a simple language this is a must read for all investors - beginner and experienced. Highly Recommended!

Aaditya's Blog

My son Aaditya started writing poems and stories since 2011, when he was five years old. Now today his blog is created and he shared his poem written in 2012. The link to his blog is
http://Aadithyanair.blogspot.in
Please have a look. One will enjoy the innocence and originality of a uncorrupted mind.☺

Some Interesting Companies Now (Market is near All Time High)

Some Interesting Companies which can be looked forward from long term view:-
1. Arrow Coated Products (Rs 430) A very unique company with strong lineup of patents.
2. Vidhi Dye (Rs 17.10) Though lot of hype created around it recently, another unique company
3. Orient Beverages (Rs195) Already up from Rs 30 levels within few months but association with Bisleri can still be a long term value creater.
4. Godavari Drugs (Rs 45) Another unique and under reseached company.
5. SKM Egg (Rs105) Another unique product company just like Vidhi and Arrow coated. Already recommended by many blogs at various levels from 12 to 60.

And in addition to above SML (Rs 840) and Poddar developer (Rs 1050) seems interesting.

Another Good Book about Stock Market Investing - With Indian Reference

Read another book of Investing. Not just another book, but by our own Ace Investor Mr Basant Maheshwari titled "THE THOUGHFUL INVESTOR". A great book with some real great insights and author's own personal experience in stock market. Through this book we can really relate ourselves to Mr Buffet's style of investing.
Author shared his experiences which help a beginner to identify long term 'compounding machines'. The chapter on P/E expansion and contraction (26), Analysing secular growth stocks (38), and the explanation why some companies like HDFC twins, Nestlé, Page etc. command premium and refuse to come down itself give the return on investment (Cost of book).
A must read and collector book for every Indian investor.