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bearish
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Quote bearish Replybullet Posted: 05/Jan/2011 at 1:56pm
Ash. are you endorsing that the time to pick Voltamp is now as it has been underperforming quite a bit? The whole infra / power / realestate bandwagon is in a mess.. how about if one wants to choose between Voltamp and BlueStar?
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ash7979
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Quote ash7979 Replybullet Posted: 05/Jan/2011 at 2:03pm
Originally posted by bearish

Ash. are you endorsing that the time to pick Voltamp is now as it has been underperforming quite a bit? The whole infra / power / realestate bandwagon is in a mess.. how about if one wants to choose between Voltamp and BlueStar?


I don't have that much knowledge to recommend any stock, as basantji can guide us on this.

I have just put my observation from the data, which I have got while calculating CAGR return for TED XI...As per this data CAGR return from voltamp is more than 50%, that is too good from any stock...but I think this is due to the time of picking of this stock..


Edited by ash7979 - 05/Jan/2011 at 2:04pm
Fear can hold you prisoner. Hope can set you free....
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Quote bearish Replybullet Posted: 05/Jan/2011 at 2:07pm
Yup i think that same return was possible for Zydus for all those who were invested in Zydus pre March April last year...wonder what is the scalability for a company of Voltamp's size.
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datta.supratik
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Quote datta.supratik Replybullet Posted: 11/Jan/2011 at 3:20pm
Hi Basantji,

Voltamp has posted 10 and 9 EPS for the Jun and Sep quarter. This would mean Rs40 odd EPS for the fiscal (just simply annualizing it). The last year's EPS has been 81. There has practically been no improvement since March08 in terms of sales or EPS growth.
Is there some expansion or work in progress which might support this gestation period?
Do you still find value in the counter and we can continue to accumulate at current levels?
Your help in this regard is highly appreciated.

Thanks and Regards
Supratik


Edited by datta.supratik - 11/Jan/2011 at 3:21pm
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Skeleton
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Quote Skeleton Replybullet Posted: 11/Jan/2011 at 4:55pm
Hi Basant ji,
I have joined this forum a few days back and impressed with the ideas you suggest to people. I have gone through your recent report card also.  My question is do you have any plan to recommend any new stock in recent time. Because Zydus also is now a bit high from your recommendation.
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basant
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Quote basant Replybullet Posted: 11/Jan/2011 at 5:09pm
Originally posted by datta.supratik


Do you still find value in the counter and we can continue to accumulate at current levels?


Relatively I like the consumer names.

'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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ash7979
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Quote ash7979 Replybullet Posted: 11/Jan/2011 at 5:21pm
Originally posted by basant

Originally posted by datta.supratik


Do you still find value in the counter and we can continue to accumulate at current levels?


Relatively I like the consumer names.



So, you mean Page,Titan & Zydus should do well in near future then other 8 TED XI players??
Fear can hold you prisoner. Hope can set you free....
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Quote basant Replybullet Posted: 11/Jan/2011 at 6:05pm
Add Hawkins to the list.

'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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