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Management Interactions, Company and AGM Visits
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SuperEquity
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Quote SuperEquity Replybullet Posted: 07/Apr/2011 at 10:08pm

Great work basanji.

I never able to understand the concept of TED11. I read all report card. The stocks which was recommended in 2006 did well but what about those who started investing sometime back and those who invest monthly/every few months due to salary inflows??

Hawkins is 11 times in 4.5 years. I am sure, Same thing can't repeat in next 4.5 years. Should we buy @ 950 ?? The person who Bought @ 92 will not mind if in case the stock corrects 20% and exit due to change in fundamental. But the one who will start buying now will have some problem. On this correction, I bought Yes Bank and Thermax and found these 2 stocks in the list Smile


Basant Sir, It would be very kind of you to start something who started investing sometime back only. Or you can just put something like TED5/11 so that one can start investing with discipline in those stocks or even you can suggest is this TED11 still good to start investing for long term or Some stocks for long run which can be good stable compounder.


Regards




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MR TED
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Quote MR TED Replybullet Posted: 07/Apr/2011 at 12:38pm
Originally posted by SuperEquity

Great work basanji.


Hawkins is 11 times in 4.5 years. I am sure, Same thing can't repeat in next 4.5 years. Should we buy @ 950 ?? The person who Bought @ 92 will not mind if in case the stock corrects 20% and exit due to change in fundamental. But the one who will start buying now will have some problem.



When I first visited this site about 1-2 years back, TTK Prestige had done almost 4 times in 1 year from 100 to 400. I did not buy it as was not sure if the same can be replicated again. In next 1 year it did another 6 times to 2500 today.
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TCSer
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Quote TCSer Replybullet Posted: 07/Apr/2011 at 12:52pm
GREAT WORK BASANTJI.

Whats the take on Zydus well ness?why has it not moved up comparatively?Shud I convert my laggards like Ramky & NHPC into it or which other TED 11 stock?This conversion is a decent strategy .Very Recently I converted 40 % of MY Ramky Infra holding into PSB @ 102 n the returns are ok for 10 odd days as the price is still hovering around 114 much below its IPO price of 120.I had alos converted earlier my other laggards of Patel Engg,Gitanjali & 3i  into Swaraj Engines,Coromondel int & Yes Bank

Is Yes bank a better bet at even these level?



 
Share market is nothing but a game of temperament. Success mantra Right Price,Right Business,Patience, Conviction .Do not do panic buying or selling.It may be the only profession where inactivity pays
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MR TED
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Quote MR TED Replybullet Posted: 10/Apr/2011 at 12:19pm
Originally posted by MR TED

Originally posted by SuperEquity

Great work basanji.


Hawkins is 11 times in 4.5 years. I am sure, Same thing can't repeat in next 4.5 years. Should we buy @ 950 ?? The person who Bought @ 92 will not mind if in case the stock corrects 20% and exit due to change in fundamental. But the one who will start buying now will have some problem.



When I first visited this site about 1-2 years back, TTK Prestige had done almost 4 times in 1 year from 100 to 400. I did not buy it as was not sure if the same can be replicated again. In next 1 year it did another 6 times to 2500 today.


The difference between us and basantji is while we focus more on what the stock has done in last few years, basantji focuses more on what it can do in next few years, and this requires just one word..thats conviction Clap
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coolcarney
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Quote coolcarney Replybullet Posted: 11/Apr/2011 at 1:47pm

Entered Voltas today :)

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MR TED
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Quote MR TED Replybullet Posted: 11/Apr/2011 at 12:23pm
hi coolcarney, just curious why you chose Voltas among the TED 11 stocks?
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coolcarney
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Quote coolcarney Replybullet Posted: 11/Apr/2011 at 1:07am
TED is a place to gain knowledge, share ideas, etc. I didn't choose Voltas just because it is mentioned in TED XI.

Voltas will be rolling out new range of air-conditioners this year, huge cash on books, has not declared bonus since 1989, negligible debt, improvement in OPM, NPM, and promoters increasing their stake.
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pramodjain
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Quote pramodjain Replybullet Posted: 20/Apr/2011 at 9:42pm
TED-XI is doing well and also giving mental peace in equity market.
"We simply attempt to be fearful when others are greedy, and greedy only when others are fearful."
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