Fundamentally strong shares moving up! Excellent

Intelligent Investing · 1 Fundamentally strong shares moving up! Excellent Wed Jan 22, 2014 1:30 pm

Intelligent Investing

Senior Equity Analytic

Posts : 88
Equity Stars : 3894
Reputation : 0
Join date : 2014-01-05

Its nice to see shares like KAPI, TKYO, LIOC, TJL etc moving up rather than speculative junk

I dont mean to promote. But the shares I mention are always fundamentally strong. It saddens me to see some people going after rubbish shares in Colombo and burn their fingers - thats why I passionately mention the shares - all are backed by good fundamentals. I know that people say stuff when I post - but at least I mention only good shares. Not the rubbish junk. So even if I do mention it too many times, Im sorry that I did (I wont do it again) at least they aren't rubbish shares based on speculation. I recommended KAPI, TKYO, LIOC, TJL mostly - go check my history if you want. All great companies: 4 of the best. So I can go to sleep at night without feeling guilty.

D.G.Dayaratne · 2 Re: Fundamentally strong shares moving up! Excellent Wed Jan 22, 2014 2:05 pm

D.G.Dayaratne

Senior Vice President - Equity Analytics

Posts : 2020
Equity Stars : 8705
Reputation : 57
Join date : 2011-12-13
Location : Kotte

Central Bank and CSE management improved now in respect of stock market to certain extent

Retail buyer behavior also improved now

But there is a room for improvement

Intelligent Investing · 3 Re: Fundamentally strong shares moving up! Excellent Wed Jan 22, 2014 2:10 pm

Intelligent Investing

Senior Equity Analytic

Posts : 88
Equity Stars : 3894
Reputation : 0
Join date : 2014-01-05

D.G.Dayaratne wrote:Central Bank and CSE management improved now in respect of stock market to certain extent

Retail buyer behavior also improved now

But there is a room for improvement

I agree that they have improved, Mr Dayaratne. Much better sentiment now compared to last 2 years. Hopefully we will see ASPI 7000 soon (within 9 months)

knockknobbler · 4 Re: Fundamentally strong shares moving up! Excellent Wed Jan 22, 2014 3:47 pm

knockknobbler

Manager - Equity Analytics

Posts : 178
Equity Stars : 4282
Reputation : 12
Join date : 2013-02-21

Intelligent Investing wrote:Its nice to see shares like KAPI, TKYO, LIOC, TJL etc moving up rather than speculative junk

I dont mean to promote. But the shares I mention are always fundamentally strong.
.................
...............
All great companies: 4 of the best......

Sure, I agree ,you may be repeating these shares with good intentions and to help others also to earn a strong return on investment . (However I am not sure whether slstock is also 100% agrees with me !!!)

Nevertheless I wish to draw your attention to few basic business fundamentals ,which I consider lacking in the business model of some of the above companies.

As I believe, the business model of the company is fundamentally sound , when,

1. the earnings of the company is derived through market mechanism, ie market supply and demand , and also in competition with market players.

2. the financial interests of major shareholders ,who are represented in board of directors , are only the interest as shareholders of the company.

my opinion is,
a) KAPI, LIOC do not conform to (1) above.

b) LIOC, TJL do not conform to (2) above.

K.Haputantri · 5 Re: Fundamentally strong shares moving up! Excellent Wed Jan 22, 2014 3:53 pm

K.Haputantri

Co-Admin

Posts : 2274
Equity Stars : 8884
Reputation : 390
Join date : 2011-12-06
Age : 74
Location : Moratuwa

Realstock, please give reasons for your opinion. Just a list of shares (though they are sound shares) will be misleading. Thanks.

econ · 6 Re: Fundamentally strong shares moving up! Excellent Wed Jan 22, 2014 6:08 pm

econ

Global Moderator

Posts : 1479
Equity Stars : 8427
Reputation : 94
Join date : 2011-01-27

We need to have good exit strategy as well. now market is over bought position..

Leon · 7 Re: Fundamentally strong shares moving up! Excellent Wed Jan 22, 2014 11:32 pm

Leon

Assistant Vice President - Equity Analytics

Posts : 735
Equity Stars : 5705
Reputation : 33
Join date : 2011-08-06

Once you have good shares, even in a slight bull run you can make something out of it. You won't have to wait too long. If it starts to down in price still you can be stress free as it is a good company.

Intelligent Investing · 8 Re: Fundamentally strong shares moving up! Excellent Thu Jan 23, 2014 9:48 am

Intelligent Investing

Senior Equity Analytic

Posts : 88
Equity Stars : 3894
Reputation : 0
Join date : 2014-01-05

Leon wrote:Once you have good shares, even in a slight bull run you can make something out of it. You won't have to wait too long. If it starts to down in price still you can be stress free as it is a good company.

Yes wise words.

Thats why I back companies like TKYO TJL