Peter Drucker chose one new area of study every three years in his life. For the next two years (till Dec 10), this is my focus. (a) Markets (b) Learn French (c) Geography of Russia and Middle East
Tuesday, September 01, 2009
Exiting Berger Paints. Stock is now 17x-18x EPS. While cheaper than Asian Paints, it is no longer a no brainer. I have moved some of this money into Godfrey Philips - at 10x PE, it is a very cheap tobacco stock.