TheEquityDesk Report Card March 2011
Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Portfolio Check Up
Forum Discription: Members may put forward their portfolios dor comments from other members. The final call will obviously be taken by the investor himself.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=3227
Printed Date: 27/Apr/2024 at 7:45pm
Topic: TheEquityDesk Report Card March 2011
Posted By: basant
Subject: TheEquityDesk Report Card March 2011
Date Posted: 05/Apr/2011 at 11:57am
|
Dear Teddies, One of the fascinating things about the stock market is its
volatility and we had lots of it in the last quarter. Local issues,
international catastrophes, tension in the Middle East
all aided to the volatility. In times like these investors get a chance to pick
up their favorite stocks at 30% lower to what they were available a couple of
months back. I am talking of the good solid consumer names whereas for the infrastructure,
construction and real-estate companies there is always sense in avoiding them
unless they come down to levels close to single digit PE multiples high dividend
yield with a 25%-30% RoE. Many at TED did pick up the good companies when things were uncertain as is evident by the constant posts that kept coming in the Portfolio Check up section. As Warren Buffett says that the trick to being rich in the market is to be greedy when others are fearful and be fearful when others are greedy. The problem lies in identifying the lines of greed and fear but who says money making was ever easy? The beauty with consumer stocks is that they make you feel wealthy even when the markets go down. Jim Rogers mentions that even if you make 50% for two years in a row and lose 50% in the third year you will perform worse off then a Bank FD. I wonder how many money managers and investors think about this while investing. The negative side about consumer stocks is that you can’t get a quick double unless you have a company where there is scope for a PE expansion. Someone asked me about the Correct PE for a stock like Page Industries and my reply was “Predicting the correct PE of a stock is like predicting how long a man will live. You can say whether he is old or young but one can never pinpoint if he is too old to die today, same with PE”. This is TED Report Card for March 2011.
Regards, Basant
------------- '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 |
Replies:
Posted By: dilip.r
Date Posted: 06/Apr/2011 at 12:21pm
| How do u rank the above list for a buy now ? |
Posted By: kd1974
Date Posted: 06/Apr/2011 at 12:23pm
|
Basant ji,
This is an excellent performance...better than all the professionals achieved in same duration. but with the start of new financial year, we need to look forward and look for picks for next years.
what are the TED picks for next 5 and 10 years horizon? what are the parameters they should qualify for inclusion in list for next 5-10 years? What are assumptions required to be proven correct to ensure that we track these picks on a quartley/years basis to review performance. Could you please start a thread on the same, if not already started.
Thanks and regards,
kd
|
Posted By: MR TED
Date Posted: 06/Apr/2011 at 12:36pm
 Great Basantji! or rather Basantji the Great!  Although more than 1 year into TED, i have none of them  Not sure if its right time to buy them |
Posted By: rdyn
Date Posted: 06/Apr/2011 at 12:43pm
Superb performance
Thank you Basantji! @Mr.TED, There is never a wrong time to do the right thing  ------------- My aim is to read each and every post on TED! |
Posted By: prabhakarkudva
Date Posted: 06/Apr/2011 at 12:45pm
|
"It was never the right time or it was always the right time, depending on how you looked at it."
— http://www.goodreads.com/author/quotes/2531.Ann_Patchett - Ann Patchett ------------- Take your chances and keep them in a box until a quieter time. |
Posted By: rohan1104
Date Posted: 06/Apr/2011 at 12:56pm
|
hi this is great advice!!! i hope to get some goods buys now as the markets are correcting. i was adviced to buy DENA BANK! Can anyone tell me if its a good buy or not? |
Posted By: rdyn
Date Posted: 06/Apr/2011 at 12:57pm
That is a great quote, Prabhakar ------------- My aim is to read each and every post on TED! |
Posted By: coolcarney
Date Posted: 06/Apr/2011 at 1:02pm
| Nice, as always, Basantji. Entered Yes Bank at lower level. Will enter Voltas too. |
Posted By: debapriyag
Date Posted: 06/Apr/2011 at 1:29pm
|
thanks and congratulations Basantji. I have just but one query here as I am completely new to this site and also investing in general. The stocks mentioned here have been recommended long back, some since 2006. Could you please let us know about the companies that we can look forward to in the coming years? What if we want to start investing now and then what would be the prospective companies? I might sound like a newb here which I definitely am in this field. Just hoping to get some guidelines for a positive start. Appreciate any help. Thanks again. Regards, - Debo |
Posted By: SuperEquity
Date Posted: 06/Apr/2011 at 1:49pm
Respected basantji, Congrats for all good work long back. All those stocks were recommended 3-5 years back. Many members joined this excellent forum sometime back only. A Stock which has become Multibagger can be kept due to safety. But Those who not bought at that time, Is it time to start?. Out of 11 stocks, which stocks has more potential (value) and which are stable fair valued (growth). If I bought hawkins @ 92. I would not ask or think so much today. But what if not bought, should same view @ 940 ? Kindly, Give view or suggestion to those who are new or not so old. Should new people only see TED growing compound or can invest in few stocks which still has great value at Current Market price. Just My genuine Request. Regards |
Posted By: kapil1301
Date Posted: 06/Apr/2011 at 3:34pm
|
Yes Basant ji You are right more and more people have invested in TED stocks and earned handsome profits I too earned some profit with whatever limited resource I had.
We owe our success 101 % to You and this forum (Senior members)
You certainly have helped a lot of people SIR.
Regards,
Kapil ------------- Thanks kapil |
Posted By: itpro
Date Posted: 06/Apr/2011 at 4:27pm
| What I understood from the forum is that these 11 are still a buy. So anyone interested can still try to build the position in these stocks. Since no one know the correct price hence the correct method to enter these stock is through a regular investment in small chunk ( SIP ) |
Posted By: Ravenrage
Date Posted: 06/Apr/2011 at 5:34pm
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Long live Basantji and TED !!
|
Posted By: numcru
Date Posted: 06/Apr/2011 at 8:07pm
Basantji, I wish I had listened earlier and purchased the stocks, especially Hawkins, TTK, Titan, Page, Yes and so on.....
Yes Bank will do well this year.
I am sure Pantaloon Retail will start performing from 2014 thru 2018. It could certainly become a 10 bagger soon.... ------------- -66 and 93 |
Posted By: Electrodelic
Date Posted: 06/Apr/2011 at 8:55pm
|
Congratulations to all who recommended & stayed invested in the TED 11 stocks.
I am new to the forum. I hope to be a regular on here, learning from the wealth of knowledge and experience stashed away on here. A big thank you to all the senior members for having this unique blog to everything in Investing. Now if i may so, onward to the next set of stocks, maybe classified into Short, Medium & Long term blocks as well? Many of the senior members must be tired with all the requests from newbies or ignorant(willingly or otherwise)members like myself regarding all the shortcuts to wealth here....Its the first stage/level in this game, you guys know all about it. :D |
Posted By: datta.supratik
Date Posted: 06/Apr/2011 at 9:10pm
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We are really indebted to you Basantji!! Thanks you so much for this TED!! Thanks and Regards Supratik |
Posted By: tigershark
Date Posted: 06/Apr/2011 at 10:37pm
 ------------- understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things |
Posted By: MR TED
Date Posted: 06/Apr/2011 at 11:48pm
| basantji, recommendation for selling is as important as recommendation for buying. You had recommended these stocks to buy. Would you also give a sell recommendation on these when there is any change in fundamentals or business environment? |
Posted By: debapriyag
Date Posted: 06/Apr/2011 at 11:55pm
|
hi, i am overwhelmed by the wisdom of the veterans here as well as the enthusiasm of the newbies. Pearls of wisdom on wealth creation are scattered here. But we the young ones are having a great difficulty in organizing and digesting them. Could any of the senior members please guide us? Basantji, i know you must have received this question a lot of times, but if you would be kind enough to help us out here, we would be ever grateful. Which stocks can we follow and how should one be looking to enter these stocks that were recommended years ago? Which are the stocks that we can look forward to in these times? Please help us out here. Pardon my ignorance if i sound foolish. Regards, - Debo |
Posted By: Gurdial
Date Posted: 06/Apr/2011 at 10:46am
It sure has been one hell of a journey since I discovered TED and started to invest in TED 11.   ------------- To be a successful business owner and investor, you have to be emotionally neutral to winning and losing. Winning and losing are just part of the game. |
Posted By: kumarn
Date Posted: 07/Apr/2011 at 1:01pm
| Thanks Basant ji!. With your advice I invested in Hawkins, Page, Zydus and Titan. Although I sold Titan just before it started moving :( I am holding on to the other three like dear life :D I am deeply indebted to you and TED for the handsome gains in the stock market! Kudos to you! Keep going!!! |
Posted By: itpro
Date Posted: 07/Apr/2011 at 2:13pm
|
Basant Sir,
Is it possible to also give the details on how it has performed on QoQ basis?. I guess this time it must have declined or remained flat on QoQ basis.
Thanks
|
Posted By: jagbir
Date Posted: 07/Apr/2011 at 5:05pm
|
Thanks for Basantji can't be expressed in words that's only thing I can say!
As similar requests are there, I'm just adding from me as well. There's people like me who have regular flow of income and we can't invest in bulk. We need to put money in stocks regularly. I'm not well versed yet to pick stocks. It would be really helpful if one more column get added which shows something like current status/general advice which will have "HOLD" or "BUY/ADD" values with these stocks. Of course, there should be no SELL as stock would not be there in list to get this/replaced by new one. The stock which get added in 2006 may offer another value addition or too expensive in 2011, this advice just give current insight in general perspective. I know you are not willing to put such recommendations/advices on stock to stock basis but this will extremely help newcomers like me to at least avoid putting hard-earned money in expensive/overvalued stock where a better candidate might be there in list. Of course, a big disclaimer should be pasted to suggest own research instead of following suggestion blindly. Best Regards ------------- I find that the harder I work, the more luck I seem to have. |
Posted By: SuperEquity
Date 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 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 |
Posted By: MR TED
Date Posted: 07/Apr/2011 at 12:38pm
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. |
Posted By: TCSer
Date 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 |
Posted By: MR TED
Date Posted: 10/Apr/2011 at 12:19pm
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 |
Posted By: coolcarney
Date Posted: 11/Apr/2011 at 1:47pm
|
Entered Voltas today :) |
Posted By: MR TED
Date Posted: 11/Apr/2011 at 12:23pm
| hi coolcarney, just curious why you chose Voltas among the TED 11 stocks? |
Posted By: coolcarney
Date 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. |
Posted By: pramodjain
Date 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." |
Posted By: gopal
Date Posted: 30/Apr/2011 at 1:03pm
|
Basantji,
will you be so kind enough to give a new write up on the future prospects of the TED 11 stocks after all the 2011 year end results are declared, so that we may all get insight into them for next year 2012. thnx in advance rgds ------------- Women are like the stock market Coz they're irrational n can bankrupt u if u're not careful |
Posted By: zulfi
Date Posted: 11/May/2011 at 4:33pm
| sir i m @your forum can u guide what r thoughts regarding infrastructure companies, |
Posted By: Rishant007
Date Posted: 12/May/2011 at 12:48pm
|
You can look at Supreme Infra & KNR Construction. KNR const has fallen a lot. Not sure for what reasons but seems to have fallen in line with market correction and looks attractive. Supreme Infra has the best margins in the construction space. I think one can also look at IL&FS Trans Network where the Management is of superior quality and more professional. |
Posted By: Rishant007
Date Posted: 12/May/2011 at 1:47am
|
Basantji, It would be nice if you can come up with a list of stocks which one can buy and hold from nowonwards. I am picking up Voltas, Blue Star & Yes Bank. For people like me who has joined recently can benefit from the fresh list. Thanks |
Posted By: Buffet Glb
Date Posted: 13/May/2011 at 1:39pm
|
While reading this thread from the start,
apart from the fabulous performance of the Portfolio that commenced almost 4-5
years ago, newbie teddies are looking for directions. That doesn't seem to be
forthcoming. I understand Shri Basantji would like to refrain from putting his
finger on to individual stocks; nevertheless teddies would be looking for
direction from the leader. It’s natural.
This portfolio has no sectoral allocation/thinking, concentrated bottom up approach. Broadly, there is a strong belief on Consumption theory. Secondly, stocks seem to have been picked on RoCe and growth. Stocks in the portfolio- Voltas & Blue Star from Air Conditioning, Hawkins Cookers & Titan Industries two pure Consumer durable stocks, Thermax & Voltamp - Capital Goods, Banking - HDFC, HDFC Bank, Yes Bank and finally one from branded clothing – page Industries & one FMCG with OTC power.
One cannot explain having two companies from one industry that too with a small industry market capital. Eg Voltas & Blue Star. Secondly, picking two sister concerns (subsidiary) – HDFC & HDFC Bank. Anyways, the portfolio has delivered resoundingly; therefore there is no question of picking the nails, but sharing my views.
Now trend for year 2011-12: Shri Basantji continues to believe on consumption. Though Infrastructure & construction companies have a good future, it might be too early to enter. If you have a long horizon and novice, one can enter at present levels, however, experts who are watchful can enter when the RoCe is ascending.
Stocks: Consumption – Consumer Durable stocks that could grow: Whirlpool, Hawkins has still some steam left, Timex, Lovable Lingerie. Camlin, Everonn – bullish on Educational sector), ITC (Giant Mrkt Cap – yet good investment)
I submit this write up for scrutiny. Note: Some would cursorily comment. That’s fine. Seniors – Kindly avoid doling out numbers without taking a stand as through this process one can get an insight into the likely portfolio for the year 2011-12 ------------- "The best assets you can have during inflation are your abilities." - Warren Buffett |
Posted By: bail_shing
Date Posted: 13/May/2011 at 4:09pm
| today's paper I saw voltamp in 52 week's low list |
Posted By: MR TED
Date Posted: 13/May/2011 at 11:41pm
I was also thinking on same lines when I saw both of them. Is Voltas in for air conditioning or as capital goods? |
Posted By: SuperEquity
Date Posted: 14/May/2011 at 10:43pm
|
Voltas is in Cooling Segment + Engineering. TED 11 is good. Indeed Best those who bought 2-/5 years back. HDFC, YES BANK. VOLTAS, THERMAX are Good Pick for long term at Current Market Price. To some extend BlueStar and Hawkins are still good picks for those who want to start investing for long term now. Page Industry, HDFC Bank, TITAN are Over-Valued at CMP Voltamp, Zydus - Neutral View. Hence, Those who want to start Investing, Can Buy HDFC, VOLTAS, YES BANK, THERMAX, HAWKINS, and can add few other picks as per own research like Jain Irrigation, ITC, IndusInd bank, Axis Bank, LIC, ICICI Bank, IDFC, Cairns India, Ranbaxy, Lupin, Bajaj Auto, etc. etc. I asked so many times to Mr. Basant ji, which stock or even all stocks to Buy at CMP ? he never replied . I agree, he will never tell stock specific to avoid taking multiple creations of queries and responsibility in case of any sudden Event Downside Risk in Stock, which is OK. Everyone will do the same thing. I don't have any Single TED11 stock in my portfolio. I am bullish on other stocks. But that is ok. I am not here what stock given. Its all about Time when stock was given and when bought. for example Voltas was given @ 220 in Jan,08 what if delayed 10 months to Buy @ 30 ? Today 600% Gain. If hawkins was given delayed return would also be same. But Hawkins was given at best time. In last 1 year, Hawkins gave 0 return but TTK 400% return. Stocks valuation changes as per time. 4-5 years back, i would have bought TED11 and today no need to see also portfolio. but Today, One should focus on own analysis and invest as per. TED 11 are Good List, Do research and buy few as per. TED11 was good for those who bought 3-4 years back. I personally don't think TED11 is good as per current valuation. Although I could be wrong. But Don't look what to Buy. TED is place to Improve knowledge not for any Stock Tips  (So, everyone should stop asking what to buy). I am really thankfull to this Forum and Basanji for sharing great knowledge and experience and that TED is all about. |
Posted By: MR TED
Date Posted: 14/May/2011 at 10:52pm
Hello, I understand that Voltas is in eng + cooling. My query wan the reason why it is in TED 11 is because of cooling or eng or both (leader in any growing subsector?) Anyways, I fail to understand why you say that HDFC bank is overvalued but HDFC is not although current year valuation of HDFC is greater than HDFC bank as per ET data. Are you looking at future valuations on expected growth? |
Posted By: SuperEquity
Date Posted: 14/May/2011 at 11:03pm
|
What basantji is updating QoQ to those who bought 2-5 years back. So that overall portfolio will continue to grow. Not Ideal for Newbies due to few reasons but good for Senior Members. Thats why all Newbies keep asking can i buy and senior member keep talking current happening Although Things has changed in last 1/2 years. TTK prestige is way ahead than Hawkins. IndusInd bank is ahead than Yes. But Yes bank is more popular and everyone has yes bank. HDFC bank is Good, But not cheap as per ICICI and AXIS. so ICIC and AXIS are better than HDFC (for Fresh entry) . HDFC bank is good those who holding since long time as downside risk will be protected. HDFC is always good due to leadership quality. Titan and Page also Great stock but expensive (difference between time. PE re-rating already happened in both long back) Thermax, Voltamp, Voltas, Bluestar not gone anywhere. Zydus no Idea, Low volume. Better picks today than Zydus, Those who have great gain. can hold |
Posted By: SuperEquity
Date Posted: 14/May/2011 at 11:11pm
|
Anyways, I fail to understand
why you say that HDFC bank is overvalued but HDFC is not although
current year valuation of HDFC is greater than HDFC bank as per ET data.
Are you looking at future valuations on expected growth? =========================================== HDFC is Giant and market leader. They are Good marketers, Great Set-up, Huge Market, Well places. It will be market leader for next 5 years too. It will continue to grow 20%-25% for next few years. HDFC bank did everything what was possible. There are 10 Branches of HDFC Bank in area where i live. Axis bank has 3, ICICI has 4, Yes bank 1, IndusInd 1. HDFC Bank @ 27 PE and Axis Bank @ 15 PE. Big Valuation difference. Many people say HDFC bank growing 25% for Decade, Even Axis is growing on same way. I really doubt HDFC bank will continue to grow in same pace. See Infosys, it was trading @ Fully priced valuation. 1 Average Quarter result and stock down 20% and everyone saying TCS and HCL tech better. So, Its my personal View, one should Buy stock which has some potential to see average earning also. HDFC Bank will grow till results are very good. too much expectation on this stock thats why i feel little risky. Obviously for those who want to enter now not those who sitting in 50%-250% Gain ;-) |
Posted By: MR TED
Date Posted: 14/May/2011 at 12:08pm
|
If you get both HDFC and HDFC bank at similar valuations, which one would you chose for long term? Also, is HDFC life a part of HDFC or HDFC bank? |
Posted By: SuperEquity
Date Posted: 14/May/2011 at 12:44pm
|
If you get both HDFC and HDFC bank at similar valuations, which one
would you chose for long term?
===================================================== HDFC on any Day. Also, is HDFC life a part of HDFC or HDFC bank? ================================== HDFC Life may be with HDFC Bank. (i am not sure, but even doesn't make any difference). ICICI Lombard + ICICI pru Life is more than 5 times bigger than HDFC life. and both are unlocked value with ICICI Bank. Indeed, Both ICICI lombard + life are market leaders. HDFC Securities is not even 20% of ICICI Direct (another market leader) ICICI venture(mkt leader) is bigger than HDFC one. Even ICICI Bank is bigger than HDFC Bank and available at cheap valuation compare with HDFC bank. I have an saving account with HDFC bank for last 4 years, but it doesn't seem anything special. Recently, I was planning to take a home loan of small amount, I contacted HDFC (after that they called me 20 times until i make up mind to take). HDFC is very professional wheras HDFC Bank is just increasing its number. Quality wise not the same. Biggest problem with HDFC Bank is they believe in increasing Bank branches. They increase no. of branches(small one) every time which doesn't have everything. Also, there is always Rush due to lack of Employes. ICICI and AXIS always opens a large Branch which helps for customer. I am not saying HDFC BANK is not Good. Indeed, Its a very Good Bank, What i don't understand why HDFC Bank is trading in 30% Premium compare with ICICI and AXIS. If trading in 30% premium with Yes, IndusInd, ING vysas bank. I can understand. I didn't found any reason for that. Just HDFC bank has larger track record. That's it. Even if HDFC BANK, ICICI BANK, AXIS BANK will grow 25% CAGR, ICICI and AXIS will give better return in 5 years due to PE-Rating vis-a-vis HDFC BANK. |
Posted By: SuperEquity
Date Posted: 14/May/2011 at 12:54pm
|
I am no expert whose VIEW can be taken as correct way. I can be wrong also. If anyone has different view, kindly post. I will be more happy if something opposite comes of mine, because then only i will improve my little knowledge ;-) |
Posted By: MR TED
Date Posted: 14/May/2011 at 12:59pm
Basantji or anyone can you answer this question? |
Posted By: MR TED
Date Posted: 14/May/2011 at 1:05am
|
The Asset quality of HDFC Bank and CASA ratio is much better compared to other private players. 2 years back ICICI was in trouble wrt Asset Quality. Its hard work of new CEO that it has improved. In Banking, if NPA increase slightly, it has an exponential effect so Management quality and past history of Asset quality is of prime importance. Thats why I feel premium for HDFC bank..Any other views or anywhere I may be wrong? |
Posted By: SuperEquity
Date Posted: 14/May/2011 at 1:11am
|
You are right Mr. TED. but that superior quality has already been discounted. P/BV is important criteria for Pvt. Banking. Axis Bank - 2.69 ICICI Bank - 2.18 HDFC Bank - 4.12 |
Posted By: SuperEquity
Date Posted: 14/May/2011 at 1:19am
|
HDFC Bank and ICICI Bank has same Casa Ratio at 50%+. Axis has in Mid 40s (but Axis is not so old compare with HDFC Bank / ICICI bank) Also, Axis Mcap is half of HDFC Bank. So Its more than Fine. |
Posted By: pramodjain
Date Posted: 27/May/2011 at 2:59pm
|
https://docs.google.com/document/d/1eXNOFXAW51SdgljWKNEo2v-gGm8MjN6WMuZ89X241Sg/edit?hl=en#%20 - Click Here for TED XI Latest Performance Update
Link file last updated on 23-June-11 2:40 PM ------------- "We simply attempt to be fearful when others are greedy, and greedy only when others are fearful." |
Posted By: rdyn
Date Posted: 27/May/2011 at 9:40pm
Thanks Pramod Jain. ------------- My aim is to read each and every post on TED! |
Posted By: MR TED
Date Posted: 27/May/2011 at 9:57pm
|
Is TTK Prestige not in TED 11? Should we have a poll or something like this that if we were to buy n hold only one stock out of Ted 11, which one would it be? For me, its TTK Prestige, however, at lower prices |
Posted By: Buffet Glb
Date Posted: 01/Jun/2011 at 10:22pm
Super Equity- you truly represent the dilemmas of a novice like me. Your queries are in correct direction Eg. HDFC Vs Axis. I too have similar opinion. Mr TED has chipped in. But, somehow I feel there is need to have a TED's portfolio every quarter - TED's Portfolio July 2011/TED's Portfolio Oct 2011 etc. It makes things contemporary, interesting and participatory. Probably in addition to the long term one. ------------- "The best assets you can have during inflation are your abilities." - Warren Buffett |
Posted By: MR TED
Date Posted: 01/Jun/2011 at 11:40pm
|
personally in banking, I prefer SBI, on its sheer reach, diversity, fine management (may not be excellent as HDFC but still good), huge potential (to improve its asset quality, become lean and efficient). We can imagine India without HDFC today (ICICI, LIC housing, Axis can fill the gaps) but India without SBI is hard to imagine.. |
Posted By: coolcarney
Date Posted: 01/Jun/2011 at 12:51pm
|
I disagree sirji. Its difficult to imagine India without HDFC since it is probably the reason why many have a house they call home. I think of SBI as an elephant who danced because HDFC & HDFC Bank disturbed its peace. |
Posted By: MR TED
Date Posted: 01/Jun/2011 at 1:24am
| Point taken, to be specific, HDFC bank vs SBI (not the HDFC home loans) |
Posted By: pramodjain
Date Posted: 23/Jun/2011 at 3:28pm
|
https://docs.google.com/document/d/1eXNOFXAW51SdgljWKNEo2v-gGm8MjN6WMuZ89X241Sg/edit?hl=en#%20 - Click Here for TED XI Latest Performance Update
Link file last updated on 23-June-11 2:40 PM ------------- "We simply attempt to be fearful when others are greedy, and greedy only when others are fearful." |
Posted By: kapil1301
Date Posted: 23/Jun/2011 at 11:21am
|
Basant Sir and other Senior members quite a few infrastructure stocks are quoting between 15-30 Rs like :
GVK
GMR
Lanco
HCC
Do you think that they can go even lower from here or one can start SIP in these stocks or any other infrastructure stock. ------------- Thanks kapil |
Posted By: rdyn
Date Posted: 23/Jun/2011 at 11:35am
|
@Kapil,
Read this about GMR. Some points apply to most infra companies. GMR's Shattered Dreams Slothful bureaucracy, ever-changing rules, irrational competitors and fickle investors — the business of infrastructure can be quite tricky in India. Ask G.M. Rao
------------- My aim is to read each and every post on TED! |
Posted By: Buffet Glb
Date Posted: 24/Jun/2011 at 12:29pm
Thanks Pramod. You are updating us regularly. The performance of TED in the present year has more value for people like us who are new. It gives us an idea on present stock picking. ------------- "The best assets you can have during inflation are your abilities." - Warren Buffett |
Posted By: Buffet Glb
Date Posted: 24/Jun/2011 at 12:42pm
Though the query is addressed to seniors, it was compelling to contribute. Most of the infrastructure stocks are long term bets with low RoCE. hence they do not suit the portfolio of long term investors (value buyers). Also they are High Beta stocks suitable for exploitation by trader's mind. However, infrastructure stocks (sector leaders) form part of my portfolio. Only one needs to deal with it a bit differently. Usually, when the market enters bearish phase as now, ignorant people tend to invest in safer shares read High RoCE, low Beta. However, one who is tracking the market needs to approach differently. If market is falling, individual high beta stocks too fall steeply. However, they recover with the same vigour. Hence net gain is higher. The problem one faces is - difficulty to of the individual stock further falling - that can be addressed by SIP. Develop your methodology - invest lump sum money every 10% fall of stock etc. Apart from Macro situation - Infra etc. the cyclical rotation is due on Infrastructure Sector. ------------- "The best assets you can have during inflation are your abilities." - Warren Buffett |
Posted By: basant
Date Posted: 24/Jun/2011 at 1:15pm
|
I have often repeated that the infra story from the market's point of view seems over, the time to be in is in 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 |
Posted By: kumardiwesh
Date Posted: 24/Jun/2011 at 1:17pm
|
Is it not that infra stocks are beaten down on account of high interest rates and slow execution?
This situation should be corrected over a period of time. ------------- "History does not tell you the probability of future financial things happening" - Warren Buffett |
Posted By: zulfi
Date Posted: 24/Jun/2011 at 5:19pm
| sir, y do prefer companies with high return on equity.sir i had few queries, which u didn't reply. please reply this one, i will b very grateful |
Posted By: basant
Date Posted: 24/Jun/2011 at 6:55pm
I am fascinated with companies that consistently generate high RoEs. ------------- '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 |
Posted By: MR TED
Date Posted: 24/Jun/2011 at 3:07am
Basant Sir, In the history of stock markets (India or abroad), has any story repeated itself after pause? As u say telecom and infra story is over. I am just thinking that what will happen when say consumer story is also over? Will any old story repeat then? Just thought to ask this to you as you have studied markets over many decades! Thanks! |
Posted By: FutureBull
Date Posted: 24/Jun/2011 at 8:34am
|
Basantji, I want to just add to MR TED's query. Are financials good bet for all bull markets? ------------- ‘The market always does what it’s supposed to — BUT NEVER WHEN’. |
Posted By: zulfi
Date Posted: 24/Jun/2011 at 11:29am
|
dear basant sir, y roe is more powerful tool analysing business performance.
one more question is do u follow any target price for your stocks? sir my reason to follow TED is to learn more n more about value investing n improve my skills . |
Posted By: basant
Date Posted: 25/Jun/2011 at 2:11pm
Please read the RoE thread for this, we do have targets but they are more of signposts then destination symbols.
Yes. ------------- '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 |
Posted By: gurleen
Date Posted: 10/Sep/2011 at 1:06pm
|
That's fantastic way to sharing the report..Keep it sharing... ------------- |
Posted By: Jhon Kumar
Date Posted: 14/Dec/2012 at 10:36am
|
I've never heard of desk equity but the equity desk is a department in an investment bank or asset management company that deals in stock trades. Perhaps this could make sense here. And get nice information at here.
------------- |
Posted By: sumitraepic
Date Posted: 04/Nov/2015 at 3:55pm
|
Equity trading is one of the best option for investment in market and earn money. With the help of updated market news and useful tips anyone can trade in the equity market.
------------- http://www.epicresearch.co/commodity-tips/ - Commodity Tips |
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Posted By: sumitraepic
Date Posted: 20/Jan/2016 at 2:53pm
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------------- http://www.epicresearch.co/commodity-tips/ - Commodity Tips |
Posted By: farhanepic
Date Posted: 08/Mar/2016 at 5:15pm
| WTI Oil Above $36 Mark; Gold Hovers Around 13 Month High; Strong Cues From Copper Lift Sentiments. |
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