Here is the latest magic formula list

Finally I could muster some time to extract the sheet. I have filtered out companies that have a market capital of less than 50 Crores due to the numerous mails I have received asking to weed out micro caps.. Here goes

Magic Formula Rank	Company Name	Industry	Market Cap	Prev. Close	* P/E	Industry P/E
1	Ponni Sugars(E)	sugar	89.6	103.55	2.31	15.5
2	Compac Disc	Consumer-Goods	64.05	65.55	1.3	1.37
3	Mangalam Cement	Cement	404.94	151.8	3.84	10.51
4	Navin Fluorine	chemicals	289.41	281.2	4.11	6.55
5	Thiru Arooran	sugar	167.49	149	3.42	8.29
6	Facor Alloys	miningminerals	109.31	5.93	4.33	16.24
7	Panama Petro	chemicals	141.39	243.5	5.16	28.96
8	Oriental Carbon	chemicals	145.74	147.15	4.28	5.4
9	Surana Corp	trading	230.94	110.4	4.26	154.52
10	Hyderabad Ind	Cement	467.68	617.3	5.44	8.29
11	A.K.Capital Ser	Finance	313.43	474.55	5.64	42.8
12	Ceat	tyres	498.41	149.65	4.35	8.62
13	Indag Rubber	rubber	51.32	99.65	4.56	13.11
14	Sabero Organics	Agro	212.51	65.55	5.92	18.42
15	Mahindra Satyam	IT	9387.29	81.05	4.51	21.26
16	Tata Sponge Iro	Steel	499.73	322.7	5.31	34.91
17	Kavveri Telecom	telecommunications	141.52	130.95	4.58	24.48
18	Birla Corp	Cement	2810.7	363.85	5.4	10.51
19	Tera Software	IT	51.3	41.85	5.41	21.26
20	Visaka Ind	Cement	247.98	159.45	4.76	8.29
21	Simplex Casting	castingsforgings	55.05	92.4	5	10.25
22	Mayur Uniquoter	plastics	126.13	233.05	7.14	11.86
23	JK Tyre & Ind	tyres	690.21	169.2	4.85	8.62
24	GSFC	Agro	2331.49	290.85	6.93	15.29
25	Temptation Food	trading	94.91	38.55	1.4	2.52
26	Aditya Birla Ch	chemicals	257.6	112.3	4.22	13.48
27	Satvahana Ispat	Steel	162.66	49.75	5.17	7.07
28	Goodricke Group	plantations-teacoffee	291.6	138.5	7.42	14.21
29	Nava Bharat Ven	diversified	2712.47	360.2	5.8	18.1
30	Sahyadri Ind	diversified	149.88	164.8	5.85	36.59

Some of these companies have been beaten up badly but are worth investing.  Compare their PEs againt Industry PE !!

June Magic Formula Thoughts

Hello Everyone,

The new magic formula list is out. I could not get this out when the markets were down the other day. However it is never too late with these scrips anyway. I have enhanced my screening process a bit further using data at valuepickr.com and thank Donald and his team for their efforts in making public data available to us in a structured format.

My views on the current magic formula extract is below. Please feel free to comment.

Company	MarketCap	Closing Price	EPS	Avg EPS Growth    5 Yrs	Magic Formula Ranking	My View at Current Level
Amrutanjan Health Care	238.28	768.65	299.55	495.9	1	Buy
Oscar Investments	620.27	358.95	551.32	2005.37	2
Motor & General Finance	75.12	38.8	19.32	43.51	3
Jolly Board	225.57	495.75	112.24	122.25	4	Buy
Force Motors	480.15	364.3	94.51	164.38	5
Jetking Infotrain	81.01	137.3	21.08	22.62	6
Tata Sponge Iron	493.57	320.5	78.35	77.13	7
Oil Country Tubular	449.76	101.55	14.66	162.49	8	Buy
A.K. Capital Services	191.4	330	64.83	59.52	9
Nagpur Power & Industries	54.69	41.75	10.41	248.07	10	Buy
Money Matters Financial Services	1377.14	510.05	37.57	6078.53	11
Mangalam Cement	459.13	163.8	34.66	107.28	12	Buy
Facor Alloys	121.27	6.2	1.95	114.82	13
Selan Explorations Technology	551.75	385.3	32.57	220.51	14
VST Tillers Tractors	224.24	389.3	50.19	52.83	15
Mazda	50.29	118.05	21.83	151.85	16
Nagarjuna Agrichem	466.82	313.3	33.07	25.66	17	Buy
Indo Tech Transformers	260.03	244.85	36.69	30.64	18	Buy
Kirloskar Pneumatic Company	558.54	435	31.81	227.44	19	Buy
Praj Industries	1435.5	78.25	7.07	41.1	20

I will be uploading the entire excel sheet to google groups.

Happy Investing

New Magic Formula Stocks

Its been some time since I have posted. Work has been keeping me occupied, I have not lost track of my investments nonetheless. I have made some simple enhancement to the sheet.
There is a new column with Grahams Number derived using the post at http://www.tipblog.in/uncategorized/estimating-benjamin-graham-number/.
Happy Investing.