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EquityInv
Senior Member
Joined: 21/Jul/2009
Location: United States
Online Status: Offline
Posts: 471
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 Topic: Vipul's Portfolio - Appreciate Valuable Comments Posted: 12/Dec/2009 at 4:15am |
< ="CONTENT-" content="text/; charset=utf-8"> < name="GENERATOR" content="Office.org 3.0 (Win32)"><>
| Company |
% of Portfolio
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| Bluestar |
17.19 |
| HAVIND |
17.32 |
| SHRTRA |
9.53 |
| Gruh Finance |
12.17 |
| VST Tillers |
8.2 |
| Balmer Investment |
6.84 |
| Patels Airtemp |
6.51 |
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| Cash |
22.24 |
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One of the best rules anybody can learn about investing is to do nothing, absolutely nothing, unless there is something to do – James Rogers
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Circuit
Senior Member
Joined: 14/Jun/2008
Location: India
Online Status: Offline
Posts: 626
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 Posted: 12/Dec/2009 at 6:18am |
Originally posted by EquityInv
| Company |
% of Portfolio
|
| Bluestar |
17.19 |
| HAVIND |
17.32 |
| SHRTRA |
9.53 |
| Gruh Finance |
12.17 |
| VST Tillers |
8.2 |
| Balmer Investment |
6.84 |
| Patels Airtemp |
6.51 |
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| Cash |
22.24 |
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I like SHRTRA and BlueStar from your portfolio.
Why Patel Airtemp when you have Bluestar ?
Edited by Circuit - 12/Dec/2009 at 6:18am
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Hitesh Shah
Senior Member
Joined: 12/Oct/2008
Online Status: Offline
Posts: 3663
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 Posted: 12/Dec/2009 at 6:57am |
< ="CONTENT-" content="text/; charset=utf-8">< name="GENERATOR" content="Office.org 3.0 (Win32)"><>Nice to see someone using Open Office
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Circuit
Senior Member
Joined: 14/Jun/2008
Location: India
Online Status: Offline
Posts: 626
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 Posted: 12/Dec/2009 at 7:34am |
Originally posted by Hitesh Shah
< ="CONTENT-" content="text/; charset=utf-8">< name="GENERATOR" content="Office.org 3.0 (Win32)"><>
Nice to see someone using Open Office
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I started using the same since I started getting "Warnings" in my MSOffice...  Open Office is great..... Jiyo Befikir !!!
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samirarora
Senior Member
Joined: 11/Jan/2009
Location: India
Online Status: Offline
Posts: 905
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 Posted: 12/Dec/2009 at 8:11am |
Only after i bought balmer investment, i realized its probabaly better to buy tata investments if one was indeed looking to buy any holding company kind of stock.
Just my thoughts..
best wishes,
samir.
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BSE= 25000, Year 2010.
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EquityInv
Senior Member
Joined: 21/Jul/2009
Location: United States
Online Status: Offline
Posts: 471
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 Posted: 12/Dec/2009 at 9:04am |
Originally posted by Circuit
Originally posted by EquityInv
| Company |
% of Portfolio
|
| Bluestar |
17.19 |
| HAVIND |
17.32 |
| SHRTRA |
9.53 |
| Gruh Finance |
12.17 |
| VST Tillers |
8.2 |
| Balmer Investment |
6.84 |
| Patels Airtemp |
6.51 |
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| Cash |
22.24 |
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I like SHRTRA and BlueStar from your portfolio.
Why Patel Airtemp when you have Bluestar ?
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I like historic growth, balance sheet of this Patel. Management also seems good. My acquisition cost is also low from CMP. I think if management doesn't do anything stupid, this will yield good return [better than BlueStar].. But again, we have risk associated with smallcaps so portfolio allocation is also low.
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One of the best rules anybody can learn about investing is to do nothing, absolutely nothing, unless there is something to do – James Rogers
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EquityInv
Senior Member
Joined: 21/Jul/2009
Location: United States
Online Status: Offline
Posts: 471
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 Posted: 12/Dec/2009 at 9:07am |
Originally posted by Hitesh Shah
< ="CONTENT-" content="text/; charset=utf-8">< name="GENERATOR" content="Office.org 3.0 (Win32)"><>
Nice to see someone using Open Office
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Hitesh, as an IT guy I really dont like MS as an IT company itself [  ]. Actually main reason to switch to open office was my MS Office license expired and I didnt wanted to renew it.. [oh yeah! ppl don't use pirate copy in US  ].. But Open Office is really cool!
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One of the best rules anybody can learn about investing is to do nothing, absolutely nothing, unless there is something to do – James Rogers
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EquityInv
Senior Member
Joined: 21/Jul/2009
Location: United States
Online Status: Offline
Posts: 471
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 Posted: 12/Dec/2009 at 9:11am |
Originally posted by samirarora
Only after i bought balmer investment, i realized its probabaly better to buy tata investments if one was indeed looking to buy any holding company kind of stock.
Just my thoughts..
best wishes,
samir. |
Main reason why I have BLIL is that I like Balmer Lawrie & Company. I like the fact that BLIL can't do anything [stupid] other than holding Balmer Lawrie... Also, this is my so called 'cash-equivalent' holding..
Edited by EquityInv - 12/Dec/2009 at 9:27am
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One of the best rules anybody can learn about investing is to do nothing, absolutely nothing, unless there is something to do – James Rogers
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