Wishes for the new year

Hi rohit, happy new year . Wishing u all the luck 4 having fun with mr. Market. One quick question: how does one analyse conterversial companies selling at fantastic discounts to sales with extremely low p/e ratios n gr8 track records say like temptation foods? Eagerly awaiting ur opinion , Rayhaan

Hi Rohit,Wish a very happy and prosperous new year to you and all fellow readers of this blog.mkd

Hi Rohit,wish you a very happy new year (and prosperous too..)to your and your family-Rathin

Hi Rohit and fellow readers,Wish you and your loved one a very happy and prosperous new year 2010!~Sachin

Sir, One request going forward would be if you could explain DCF method of finding fair value using some company as an example.Thanks

Happy New Years to you. Like and respect your post.Cheers!Dilip

hi saif, mkd, elamber, rathin, sachin, anon, vic, dilip and othersa happy and prosperous new year to you toorgdsrohit

Hey Rohit,wish you and your family a very happy and prosperous 2011!Best,Vidyanshu.

Thanks, Wish the same to u and ur familyThxAneel

hi victhanks. wish you and your family a happy new year toorgdsrohit

dearest rohit, happy new year.hope u r enjoying urself and partying hard while i'm busy flunking my first semester exams….LOL…:pAnyways i couldnt help noticing the money matters situation…the co. Is selling at a p/e of 3 , b/v of 1.8 and has zero debt(which means, i believe that i can hold riskier assets as well as hold them for longer period with less severe consequences than an average nbfc/financial institution).it will not be too much of a stretch 2 consider dat it effectively rules the debt market.it is involved in bond trading, debt syndication etc and was about to launch a home loan division.Due to the recent LIC scam, it 's board has ( showing great presence of mind and the fact that despite key officials in jail , money matters has a shot at surviving), blocked the money receieved from the recent QIP in term deposits (445 crore), while the company trades for 417 crore approx!(note:it had issued quite dilutive warrants which seem pretty unlikely to be exercised before the due date in march hence i've not entered them in2 d analysis)In short, i believe this is an oppurtunity worth investigating subject to a few key questions-Q.will the company be able to continue the activities which fuelled its spectacular growth? (most likely, whoever heard of a co. Being banned from the securities industry?)Q.the kind and extent of penalties to be imposed on the company(i mean ,yeah it was a 2000crore scam but co. Have gotten away with paying much less for much more. Also as a soon-to-be rusticated first year law student, i'm quite sure majority of the pain will be borne by the persons involved,i dont think the court is going to penalise the shareholders?) Hopefully i havent missed out anything important(if i have please tell me)Eagerly awaiting ur views and also the views of the readers(a.k.a rohit's fans..;))of this blog.P.s you might have heard of geoff gannon's international value investing post by now. Please please please send a post and for once let there be an indian entry for once !