boni

Indian Stocks Have Banner Week

The IFN Portfolio :

finance.yahoo.com/p;_ylt=Aqb2Xk7nwXeCJRN5...

Infosys Needs to Diversify Out of Body-Shopping

I agree with the author's reasoning. With the strength, brand and financial muscle that Infosys has it can potentialy become the products power house from India. Some how it has not yet happened.

The title is missleading. May be a cheap but succesful attempt to get readers :-). Staff augmentation (body shopping) is not an area infosys is working on. It usually works on fixed bid packaged services delivery. There might be a sizable chunk that is billed at time and material. Clients are fast moving out of this model.

Indian Stocks Have Banner Week

IMO, the best way to invest in India for an US investor is through IFN. Not only that it is trading at a 12% discount, it has a decent dividend yield. IFN also buys back 5% of its outstanding shared on a semi annual basis right at the NAV. Which is a definite bargain when the fund is trading at a discount.

I am invested in IFN. Since I did not trust the NAV calculations of CEF, I painstakingly constructed a Yahoo Finance portfolio of all IFN holdings. The strength of the mix is amazing and the fund managers are doing a spectacular job. For example today, when the BSE is down 1%, IFN's NAV increased by 0.4%. Currently the total holding's value is tantalizingly close to 3Billion!

Indian Stocks Have Banner Week

IMO, the best way to invest in India for an US investor is through IFN. Not only that it is trading at a 12% discount, it has a decent dividend yield. IFN also buys back 5% of its outstanding shared on a semi annual basis right at the NAV. Which is a definite bargain when the fund is trading at a discount.

I am invested in IFN. Since I did not trust the NAV calculations of CEF, I painstakingly constructed a Yahoo Finance portfolio of all IFN holdings. The strength of the mix is amazing and the fund managers are doing a spectacular job. For example today, when the BSE is down 1%, IFN's NAV increased by 0.4%. Currently the total holding's value is tantalizingly close to 3Billion!

Syntax-Brillian: Misinformation and False Rumors Run Amuck

Have you ever stepped in to Circuit City's TV section?, Or even an easier step , have you taken a look at the TVs sold by CC online?, I have. The fact is Olevia was never a prominent brand neither on its shelves nor on its online gallery. In fact I remember seeing only a single model of Olevia in CC online. So what effect could possibly be there for a news that CC is DROPPING Olevia?. I would say NONE. The issue that worries me most (I am a long) is that BRLC tried to slip through FCC a very large number of TVs w/o digital tuners. That, while may make business sense for some crooked reasons does not make any ethical sense. Olevia is a brand that has gained its place in the HDTV world through its un paralleled customer support. They are prompt and innovative. But trying to sneek a large number of TVs past FCC w/o digital tuners and selling those to cosumers with a misleading label that reads 'HD Ready' is near criminal. It gives me chills on the quality of management team. If I have learned anything from my investing mistakes in the past is that the most important differentiator for a small fast growing company is the morality and quality of its management. If you read the actual FCC memo that fined BRLC with 3 million in fines, you will see how creepy a game the management played. I am still staying long on BRLC one because my current loses does not make sense to quit now, and two its TVs are great!, and customers love them. (I own one.). I also believe firmly that a consolidation is due in the mid price range HDTV market. With Westinghouse, Vizio and BRLC being the lead players in the US.

One aspect that worries me is that, there are more than 10 exceptional quality LCD TV manufacturers in China and Taiwan. If they enter the US markets in the near future it could be a bloodshed.

Syntax-Brillian: The Bears' Latest Folly?

Mark, you proved to be an idiot. Don't worry I am worse positioned because I was convinced by your ill researched and plunked my hard earned money into this sucker. Learnt a huge lesson!!