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pravchaw  Praveen Chawla

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  • jisare 2014-09-11 00:55
    Any view on pete miller moving to DNOW?
  • darranoc 2012-05-03 15:59
    pravchaw : Hi Darran - I find the site quite useful for looking at what the top investors are buying and/or selling.  Its good for getting ideas. I am from Cana Thanks, Barclays is one that could go either way, there is an impact continuing to affect the uk retail bank profits linked to the mis selling of payment protection insurance. The new chief exec of the retail bank seems like a good leader, Ashok Vaswani, he has a target of doubling profit before tax in his division ...
  • darranoc 2012-04-29 12:05
    Hi Pravchaw, I have read a number of your posts and you seem a switched on guy. I am from the UK and have recently signed up for the premium service on here,  I know Tesco well as I worked for them for about 15 years before moving to Barclays.  The business is very well run but they started to strip too many hours out of stores.  I would bet they will recover strongly though from the recent dip. Do you use the excel download option on the site when a ...

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All pravchaw's Activities

  • pravchaw commented on Christopher Batts's article 07-28 17:38
    Aflac – Is USA the new Japan?
    Is USA the new Japan? The U.S. might be nothing like Japan in most areas of comparison, but the medical insurance market is an exception. In 1961,...
    View all 4 comments
    pravchaw 07-28 18:38
    • Sorry, I did not mean to be abrupt - my criticism was meant to be constructive.  Since AFL writes a majority of insurance contracts in Japan I think there are regulatory and business reasons to keep the investments in Yens.  They have to match investments with future liabilties.

      I don't think Japan's socialized medical system is like the US - in fact its more like Europe, Canada, Australia etc. 

      AFL mainly sells cancer insurance in Japan - why it suceeded there and not other countries is related to cultural and psychological reasons which may not be easily duplicated.

      http://qz.com/114832/aflac-japan-cancer-insurance/
  • pravchaw commented on Christopher Batts's article 07-28 09:06
    Aflac – Is USA the new Japan?
    Is USA the new Japan? The U.S. might be nothing like Japan in most areas of comparison, but the medical insurance market is an exception. In 1961,...
    View all 2 comments
    pravchaw 07-28 10:06
    • So you are saying the AFL can duplicate its sucess in Japan in the US without providing a solid rationale apart from brand name.  Not sure what ACA has to do with it?  Not much meat in the article.
  • pravchaw made a stock note of $YUM: over-valued 07-26 11:31
    $YUM: over-valued
    Comment
  • pravchaw made a stock note of $ADM: Undervalued. Good growth. 07-26 06:34
    $ADM: Undervalued. Good growth.
    Comment
  • pravchaw made a stock note of $TSX:CSE: high div 07-25 19:22
    $TSX:CSE: high div
    Comment
  • pravchaw commented on Activewits's article 07-25 07:44
    Say No To Lifelock As A Customer And An Investor
    Summary A FTC complaint was recently filed against Lifelock There's an outstanding lawsuit by a former whistleblower executive Stay away from...
    View all 1 comment
    pravchaw 07-25 08:44
    • Good article.  Life is too short to waste on stocks with red flags (unless you are shorting them).
  • pravchaw commented on BramdeHaas@twitter's article 07-25 05:57
    Why World Fuel Services Is A Bargain Below $50
    World Fuel Services is a $3.44 billion company. I first learned about this company by reading the research material put out by Horizon Kinetics,...
    View all 3 comments
    pravchaw 07-25 06:57
    • Thank you.  I agree we can assume about 10% growth going forward and the discount rate should be a bit lower say about 8%.  This would give about 25% margin of safety.  I think acquring the shares in the low 40's would be a good opportunity.  Gurufocus EPV calculations give the value in the high 30's which may be too conservative given the company's growth opportunities.
  • pravchaw commented on BramdeHaas@twitter's article 07-24 19:00
    Why World Fuel Services Is A Bargain Below $50
    World Fuel Services is a $3.44 billion company. I first learned about this company by reading the research material put out by Horizon Kinetics,...
    View all 1 comment
    pravchaw 07-24 20:00
    • Enjoyed the article.  Do you have some idea as to how much runway the company has in terms to acqusitions i.e. can it keep on increasing volume for a long time?
  • pravchaw commented on Nicholas Kitonyi's article 07-24 18:45
    Manchester United Is A Bargain Pure Sports Play
    Manchester United (MANU) is up roughly $5 from the 2012 listing price of $12 per share at the New York Stock Exchange. This represents about 42% gain...
    View all 1 comment
    pravchaw 07-24 19:45
    • Sorry, but you have done no analysis apart from listing some news.  How do you justify the stock price?
  • pravchaw made a stock note of $TSX:PSK: study bs. Good div. 07-24 09:03
    $TSX:PSK: study bs. Good div.
    Comment
  • pravchaw commented on Thomas Macpherson's article 07-23 09:16
    The Overreaction Hypothesis
    DISCLOSURE: We are long SWI In 1863 during the battle of Gettysburg, Union general Daniel Sickles decided to move his troops far in advance of the...
    View all 4 comments
    pravchaw 07-23 10:16
    • Interesting idea.  I observed the same recently with UTX.   The stock was chugging along and then boom 20% correction in short order.

      With SWI the excessive stock option comp identified by Adib supra  is worrying as it speaks to agency problems and governance.  Its mostly the case when there is a big gap between GAAP and cash accounting (pun intended)
  • pravchaw made a stock note of $TSX:TCL.A: div, undervalued 07-22 15:49
    $TSX:TCL.A: div, undervalued
    Comment
  • pravchaw commented on R. Vanzo's article 07-22 14:18
    BP’s 6.2% Dividend is Unsustainable
    On July 15th, Goldman Sachs reiterated its Sell rating on BP (BP), stating that low cash flows will not be enough to cover its lofty dividend....
    View all 1 comment
    pravchaw 07-22 15:18
    • Dividends are paid out of Free cash flow and that seems to be sufficient from now.  If not BP can cut cap-ex till oil prices recover.  
  • pravchaw made a stock note of $EMR: owners earning, high roe, margin 07-22 10:06
    $EMR: owners earning, high roe, margin
    Comment
  • pravchaw made a stock note of $REX: lots of cash. low p/e 07-22 09:12
    $REX: lots of cash. low p/e
    Comment
  • pravchaw made a stock note of $UTX: terrific business - buy under $100 07-22 03:07
    $UTX: terrific business - buy under $100
    Comment
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