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Harmit Kamboe's  Instablog

Harmit Kamboe
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I am an online marketing professional with more than a passing interest in the stock market. I still believe in the "buy and hold" and "go long" strategies. They work, if of course you buy at the right time and the right price (or close to it). I am of Indian origin and lived... More
My company:
Investing With India
My blog:
Investing With India
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  • Investing in Daal (Lentils, Pulses etc)
    So we have all heard about the agricultural story and how emerging markets are moving up the value chain and need more protein. In addition to meat, lentils are a great source of protein especially for vegetarians (think India in addition to Middle East where pulses are consumed). Lentils are a staple part of the diet (in the emerging market as a whole) and the country despite being a major producer is not able to able to overcome supply side constraints on both production and distribution sides. 
     
    Refer to charts at http://wapedia.mobi/en/Lentil
     
     
    Agriculture in India, over the long term may be severely challenged due to rapidly dropping water tables and urbanization. Even if India meets the agricultural challenges, India will remain an importer in the immediate future.
     
     
     
     
    Why Alliance Grain Traders?
     
    1.      They provide value-added processing of pulses and buy lentils, peas, beans and chickpeas from farmers around their 24 facilities located in the best pulse growing regions in Canada, the United States, Turkey, Australia and China and ship them to over 85 countries around the globe.
     
    Value added processing covers the following function - Alliance Grain Traders state-of-the-art production facilities features production lines for cleaning, sizing, splitting, colour-sorting and packaging a full line of lentil, chickpea, pea, bean and canary seed products.
     
    2.      Strong management with a dividend paying stock that has experienced a bit of a pull back. Investor presentations can be seen at http://www.alliancegrain.com/investor-relations/presentations.html

    The stock trades on the Toronto Stock Exchange - http://finance.yahoo.com/q?s=AGT.TO


    Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.
    Mar 15 10:26 AM | Link | Comment!
  • Canadian Supplier to The Tata Nano
    CV Tech group of Quebec has supposedly been talking to Tata Motors about supplying the automatic transmission for the Tata Nano according to a report in The Times of India - http://timesofindia.indiatimes.com/city/ahmedabad/Tata-Motors-in-tie-up-talks-with-Canada-firm/articleshow/7273401.cms
     
    The Nano has been a bit of a sales dud in India so far. If you think the trend may end up being reversed then CV Tech group - http://finance.yahoo.com/q?s=CVT.TO  may be an interesting play to look at.   


    Disclosure: I am long TTM.
    Tags: TTM
    Jan 13 2:17 PM | Link | Comment!
  • Making Movies A Bit More Realistic
    Question
    How can movie theatres squeeze out more revenue from each seat?

    Answer
    Make the movie going experience even more immersive. A case in point is Quebec, Canada based D Box Technologies - www.d-box.com/


    Value Proposition
    While not quite the sci-fi future of virtual reality, D Box seems to have quite a unique niche when it comes to gaming, home theatre systems and movie going. Imagine being pitched and feeling the tremors and shakes as the celluloid action unfolds.

    Cinema goers may well fork out the extra dough for watching the movies on D-Box seats. Please refer to this link for a users review of the seat - www.marketnews.ca/content/index/page?pid=5602

    Apart from movies, the large gaming market, home theatre and perhaps even the simulator markets could be decent targets.

    Test Case
    For a small company, D Box has been able to tie up with some large studios and cinema chains in Canada, USA, Japan and Netherlands. Their web site lists all out the number of seats and additional details.

    Pricing
    They just did an equity offering at 65c (business.financialpost.com/2010/11/16/d-.../ and business.financialpost.com/2010/12/14/d-.../ ) Canadian and the stock trades around this price. So if you feel this could be the next IMAX coming out of Canada, it may be time to jump onto the band wagon. finance.yahoo.com/q?s=DBO-A.V

    I was looking for a stock that would let overseas investors play on India’s appetite and love affair with the movies when I came across D Box Technologies.

    Disclosure: I am long IMAX.
    Tags: IMAX
    Jan 04 9:48 AM | Link | Comment!
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