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prabhakarkudva
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Quote prabhakarkudva Replybullet Posted: 21/Apr/2011 at 11:49am
Samir Arora's investment checklist

The Process starts by identifying the most attractive sectors or themes to invest in the market and then populate 60% - 70% of the long portfolio with the best stocks from the “investment idea pool” in these sectors from a “bottom-up” stock selection process. The balance of the long portfolio may have investment merits without explicit positive industry view or special situations and opportunities like take-over, arbitrage and private placements.
A key element in the process is building the “investment idea pool”. The main criteria for this process include: (1) Size of opportunity or the market; (2) Relative position of company in the industry; (3) Competitive advantage in international context; (4) Management and Strategy; (5) Sustainability of self-funded growth; (6) Corporate Governance and history; (7) Transactions by insiders; (8) Catalysts – change in government policy, global trends, etc.; and (9) Valuations.
Take your chances and keep them in a box until a quieter time.
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manish_okhade
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Quote manish_okhade Replybullet Posted: 06/Aug/2011 at 10:25pm
Kudva sir,
 
Above strategy looks old, India has experimented with all new sectors like"
 
1) Pvt banks vs PSU Banks -  HDFC Bank
2) Infra stocks - airconditioning stocks
3) IT Saga - INFY was the best pick for SA
4) Telecom opening up- SA made huge money in Bharati
 
But now the million dollar question is whats the new evolving theme? India has already been exposed to all possible themes and i disagree that consuption theme is a new one, i rank it as from start but identified now out of no better choice... 
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vixie
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Quote vixie Replybullet Posted: 15/Aug/2011 at 11:00pm
Dear Banastjee can you block this IP. It seems like chinese spammers / hackers are targetting the biggest investment resource of India!!
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basant
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Quote basant Replybullet Posted: 17/Aug/2011 at 10:09pm
Originally posted by vixie

Dear Banastjee can you block this IP. It seems like chinese spammers / hackers are targetting the biggest investment resource of India!!
 
Thanks DOne.
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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FutureBull
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Quote FutureBull Replybullet Posted: 17/Aug/2011 at 10:27pm
In an interview to ET Now he said following. Has anybody idea got an idea which sector/stocks he is talking about.


ET Now: To your mind which are few names which have slipped because of technical factors and now have potential to bounce back?

Samir Arora: Yes, many things have overreacted in midcap space. We have some companies which are now trading at four and three multiples. They pay full taxes. They have had growth for many years and many companies like that. Does that mean we are buying more? Once in a while we buy a little bit, but even we get unnerved when the falls are so serious. But whenever the market settles down, the rebound will be in the range of 100% to 200% in 12-15 months just because of the levels to which many stocks have been beaten, but most of them are slightly of centre, they are not normal stocks. So normal stocks, if they fall a lot, they mostly deserve it or they have not fallen because they are from certain sectors where they are not trading at 40 PE or whatever. But there are many collateral damaged stocks which at the first opportunity when the markets settle, when flows come, we and others will buy and also just in reality you cannot suppress some of these things for too long.
‘The market always does what it’s supposed to — BUT NEVER WHEN’.
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hemtan100
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Quote hemtan100 Replybullet Posted: 26/Oct/2011 at 12:18pm
Samir Arora in his Samvat 2068 interview on CNBC tv 18 was noticeably despondent on the outlook for Indian markets ....
hope fellow teddies catch up with the interview today...there sure could be multiple re-runs today.
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subu76
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Quote subu76 Replybullet Posted: 26/Oct/2011 at 1:13pm
Do you known when it's coming on TV?
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arthashastra
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Quote arthashastra Replybullet Posted: 31/Oct/2011 at 1:33pm
Sunil Singhania was talking(in samvat 2068 show I think on utv bloomberg) of fertilizer company with 800 cr profit and 4 PE. Is it GSFC?

Recentely Sanjoy recommneded GSFC on forbes India. 
Also, GSFC is continuosly making 52 week high (still PE of 4) which is big positive. They have very poor dividend payout ratio
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