Active TopicsActive Topics  Display List of Forum MembersMemberlist  CalendarCalendar  Search The ForumSearch  HelpHelp
  RegisterRegister  LoginLogin

Annual reports - Reading, Understanding and Discussing.
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Annual reports - Reading, Understanding and Discussing.
Message Icon Topic: TheEquityDesk report Card - December 2010 Post Reply Post New Topic
<< Prev Page  of 11 Next >>
Author Message
nav_1996
Senior Member
Senior Member


Joined: 08/Sep/2006
Online Status: Offline
Posts: 803
Quote nav_1996 Replybullet Posted: 04/Jan/2011 at 7:04pm
Add approx 2% of div returns to it in case that is not added.
IP IP Logged
ash7979
Senior Member
Senior Member
Avatar

Joined: 19/May/2010
Location: India
Online Status: Offline
Posts: 324
Quote ash7979 Replybullet Posted: 04/Jan/2011 at 7:17pm
Originally posted by nav_1996

Add approx 2% of div returns to it in case that is not added.


All TED XI stocks are not very good DIV Payer (Except Hawkins which has around 3% yield)...On an average we can add 1% as Div in overall return, but this 1% looks peanuts in front of whopping 55% overall return with price appreciation!!!
Fear can hold you prisoner. Hope can set you free....
IP IP Logged
datta.supratik
Senior Member
Senior Member


Joined: 23/Apr/2010
Location: India
Online Status: Offline
Posts: 235
Quote datta.supratik Replybullet Posted: 04/Jan/2011 at 7:36pm
The dividend yield also keeps investing.
If we would have added Hawkins at the recommended price 100, dividend now at Rs40 is almost a 40% yield.

~Supratik
IP IP Logged
ash7979
Senior Member
Senior Member
Avatar

Joined: 19/May/2010
Location: India
Online Status: Offline
Posts: 324
Quote ash7979 Replybullet Posted: 04/Jan/2011 at 7:41pm
Originally posted by datta.supratik

The dividend yield also keeps investing.
If we would have added Hawkins at the recommended price 100, dividend now at Rs40 is almost a 40% yield.

~Supratik


I have done calculation for just 2010!!

So, if we consider Div yield for 2010 for TED XI, then I will be ~1-2%, that i said is meager in front of whopping 55% return due to Price appreciation...And if you really want to add Div yield then we can assume, we got ~57% absolute return in Year 2010!!!
Fear can hold you prisoner. Hope can set you free....
IP IP Logged
ash7979
Senior Member
Senior Member
Avatar

Joined: 19/May/2010
Location: India
Online Status: Offline
Posts: 324
Quote ash7979 Replybullet Posted: 04/Jan/2011 at 9:32pm
Now, another one...

I have calculated CAGR return for TED XI stocks individually (for simplicity I have not included Div) & then taken average of all individual
CAGRs to calculate average CAGR return for TED XI Stocks (though these stocks picked at different point of time but for simplicity I have just
taken average of all to Calculate CAGR return for TED XI) & it has come out around whopping ~45%!!! (starting from Aug'2006 to dec'2010).

I have uploaded the xls sheet on google docs & below is the link for the same(Just Copy & paste below link in your browser to see this xls sheet):

https://spreadsheets.google.com/ccc?key=0AnufbmouJIo1dC10TjBwSWFKdmJ1d0hIZXh6Z0MtMnc&authkey=COWF24oG&hl=en#gid=0

Some Observation from CAGR calculation:

1. Hawkins was the best performing stock from TED XI with around ~86% CAGR return Since it has picked in Sept'2006 (Tough CAGR return of Zydus is 122%, but as it is less than 1 year old in TED XI, so Hawkins should be considered as Star Performer in TED XI.

2. Voltamp was the Worst performing stock TED XI during 2010 with around -18% return in 2010,but surprisingly it is 3rd best performing stock in TED XI,next to ONLY Zydus & hawkings...This prove that if a stock picked at RIGHT time, at Right price could be star performer in LT even if it underperform in ST.

3. HDFC Twins (HDFC Bank & HDFC) move almost  together in LT as well, as their CAGR return are so close 30% & 27% respectively..
Their return was so close, that we can choose either of them & get the almost same return in LT as well & even another banking stockin TED XI has also given return in range of 30s ONLY (33% to be precise), so this shows that diversification in same sector wont make much of the difference as far as LT return is concern.

4. Thermex & Voltas has not gone anywhere in last 2-3 years & these 2 stocks underperformed even I think their respective index as well
If These 2 could have also performed then I think TED XI CAGR return could have crossed 50% mark!!!

5. Best Performing MF's(
Franklin Pharma) CAGR return was ~29 in last 3 year.(Source: http://valueresearchonline.com/funds/repcard.asp)

So, TED XI has not ONLY outperformed both NSE & BSE Index but all the MFs by BIG margin (by whopping 50% more return than best performing MF)

I hope above analysis may help fellow TEDDies...

PS: I am pasting same xls below as well for ready reference...

Company Recm Recm Current  Gain  Recomm Date Price Price as on 31/12/2010 CAGR return
  Price Price Price (Loss)%      
Hawkins Cooker 05-Sep-06 92 1351 1368.48 92 1351 85.99
Titan Industries  18-Aug-06 749 3605 381.31 749 3601 42.65
Page Industries 08-Feb-08 430 1522 253.95 430 1525 54.30
Yes Bank 01-Sep-06 89 315 253.93 89 312 33.60
HDFC Bank 20-Jul-06 697 2320 232.86 697 2346 30.90
Blue Star 06-Oct-06 137 434 216.79 137 437 32.40
HDFC, 05-Aug-06 249 728 192.37 249 728 27.50
Voltamp  01-Apr-09 340 765 152.94 340 760 58.35
Zydus Wellness 31-Mar-10 382 594 55.5 382 600 122.22 Best Performer
Thermax  15-Oct-07 690 874 26.67 690 864 7.20
Voltas 28-Jan-08 220 215 -2.27 220 218 -0.30 Worst Performer
CAGR Return for TED XI 44.98



Edited by ash7979 - 04/Jan/2011 at 9:38pm
Fear can hold you prisoner. Hope can set you free....
IP IP Logged
bharti
Senior Member
Senior Member
Avatar

Joined: 25/Dec/2007
Location: India
Online Status: Offline
Posts: 262
Quote bharti Replybullet Posted: 04/Jan/2011 at 10:15pm
If you consider only Hawkins, Titan, Page and Zydus( equal weightage) its been more than 100% return in 2010! 
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 04/Jan/2011 at 8:42am
Originally posted by bharti

If you consider only Hawkins, Titan, Page and Zydus( equal weightage) its been more than 100% return in 2010! 


These are the consumer names.Smile

'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
IP IP Logged
prabhakarkudva
Senior Member
Senior Member


Joined: 16/Jan/2008
Location: India
Online Status: Offline
Posts: 1624
Quote prabhakarkudva Replybullet Posted: 04/Jan/2011 at 10:00am
It is surprising that in none of the 2011 - buy lists put out by brokerages there is a mention of either of these.I think only after they get into the index these guys will wake up
Take your chances and keep them in a box until a quieter time.
IP IP Logged
<< Prev Page  of 11 Next >>
Post Reply Post New Topic
Printable version Printable version

Forum Jump
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot delete your posts in this forum
You cannot edit your posts in this forum
You cannot create polls in this forum
You cannot vote in polls in this forum



This page was generated in 0.156 seconds.
Bookmark this Page

Join Theequitydesk.com Today!

It’s easy to Join and it’s free.

Here's why members would love to be a part of theequitydesk.com

  • Equity Desk focuses on why to buy shares and invest in share rather than what to buy.
  • Live discussion forum wherein members can discuss the current Indian share Market trend, BSE Sensex or the Nifty Index.
  • Have huge cache of information on Indian and World Share Market.
  • Analysis of Indian stock market, Global events, Investing insights, portfolio management strategies and thoughts,
  • Meet investors from round the globe check their investing strategies share experiences and learn for their experiences on stocks and shares, evaluate opinions on investing in India.

Register now while it’s free!

Already a member? Close this window and log in.

Join Us           Close