Three Small Caps Stocks – Not for my Long Term Buy and Hold

1035790_pick_up_drop_off_onlyWhat do you do when stock market, and hence all stocks, are trading at a much higher price than you would be willing to pay? If you are like any other value investor or like me, then you would continue your reading and prepare your watch list. On many occasions, you would like the stock but unfortunately they are trading at a premium for pulling the buy trigger. In early December, I had shortlisted five small cap stocks for further reading. Few readers namely, arunsg, Young@market, Rutwik, Aditya, anonymous, and two more in emails presented their comments on the list. Just looking at these comments, Aegis Logistics and Numeric Power Systems seem to be preferred companies.


I completed my analysis and presented a discussion about Aegis Logistics Limited. I also liked Graphite India Limited (will present my discussion shortly). I initiated starter positions in both of these companies. So now the question is what about remaining three companies? Continue reading rest of this article…

Short Listing Five Small Caps for Potential Long Term Investments

to-do-listI am continuing to keep looking for good companies and prepare my watch list.  Keeping with this thought process; I looked at few stocks in small cap domain and applied my screening process. I have short listed following five small cap companies that I believe warrant further detailed analysis in the context of my buying objectives.


Aegis Logistics Limited, (AEGISCHEM): The company is focused in supply management of oil and gas logistics. Liquid Terminal Division provides storage and terminal facility for oil and chemical products. Gas Terminal Division provides imports, storage, and distribution of petroleum products like LPG and propane. It services are related to sourcing of product, storage and port operations, arranging road and pipeline movement, shipping, and integrated supply chain management. This is a small cap which has potential for long term buy and hold because it operates in infrastructure sector and good financial management.

Continue reading rest of this article…



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