The Equity Desk XI vs. The Indian Cricket XI
Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Identifying Multibaggers
Forum Discription: Discuss specific attributes that investors could look at while choosing multibaggers. Also point out certain factors that investors tend to overlook while finding multibaggers.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=429
Printed Date: 29/Apr/2024 at 1:12pm
Topic: The Equity Desk XI vs. The Indian Cricket XI
Posted By: basant
Subject: The Equity Desk XI vs. The Indian Cricket XI
Date Posted: 29/Sep/2006 at 12:38pm
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<span style="font-size: 10pt; color: black; font-family: Tahoma;"> The Equity Desk XI vs. The Indian Cricket XI
I have tried to create my definition of what could be a multibagger portfolio for the next 3-4 years. To give the first time investors of what kind of companies these are I have compared it to the Indian Cricket XI.<o:p></o:p> <span style="font-size: 10pt; color: black; font-family: Tahoma;">
Some of the stocks in this portfolio have gone up multifold but that does not mean it cannot go up further. http://www.theequitydesk.com/forum/forum_posts.asp?TID=264 - Infosys went up 30 times after it was a 100 bagger. But we cannot get an Infosys every time.This does not mean that there will no more Infosys in the <span style=""> Indian Markets. </span><span style="" lang="EN"> http://www.myweb.com/ - Marc Faber </span> once told me that http://www.theequitydesk.com/stock_has_gone_up.asp - Just because a stock has gone up 9 times do not mean it should decline.<o:p></o:p> <span style="font-size: 10pt; color: black; font-family: Tahoma;"><o:p> </o:p></span>
<span style="font-size: 10pt; color: black; font-family: Tahoma;"><o:p></o:p></span>
<t><t><t><t><t><t><t><t><t><t><t><t><t><t><t><t><t><t><t><t><t> <t> </t></t></t></t></t></t></t></t></t></t></t></t></t></t></t></t></t></t></t></t></t></t><t></t><t></t><t></t><table style="border: medium none; margin: 2.75pt 6.75pt; border-collapse: collapse;" align="left" border="1" cellpadding="0" cellspacing="0"><t><tr style="height: 35.5pt;"> <td style="padding: 0in 5.4pt; width: 0.95in; height: 35.5pt;" valign="top" width="91"> <h3 style="margin: 12pt 0in 3pt 9pt;"><span style="font-size: 14pt; color: maroon;"><font face="Arial">Indian XI<o:p></o:p></span></h3></td> <td style="border-left: medium none rgb(236, 233, 216); padding: 0in 5.4pt; width: 1.25in; height: 35.5pt;" valign="top" width="120"> <h3 style="margin: 12pt 0in 3pt 9pt;"><span style="font-size: 14pt; color: maroon;"><font face="Arial">The Equity Desk XI<o:p></o:p></span></h3></td> <td style="border-left: medium none rgb(236, 233, 216); padding: 0in 5.4pt; width: 117pt; height: 35.5pt;" valign="top" width="156"> <h3 style="margin: 12pt 0in 3pt 9pt;"><span style="font-size: 14pt; color: maroon;"><font face="Arial">Sector<o:p></o:p></span></h3></td></tr> <tr style=""> <td style="border-top: medium none rgb(236, 233, 216); padding: 0in 5.4pt; width: 0.95in;" valign="top" width="91"> <h3 style="margin: 12pt 0in 3pt 9pt;"><span style="font-size: 10pt; font-family: Tahoma;">Virender Sehwag<o:p></o:p></span></h3></td> <td style="border-top: medium none rgb(236, 233, 216); border-left: medium none rgb(236, 233, 216); padding: 0in 5.4pt; width: 1.25in;" valign="top" width="120"> <h3 style="margin: 12pt 0in 3pt 9pt;"> file:///C:%5CDOCUME%7E1%5CUSER%5CLOCALS%7E1%5CTemp%5Cmsohtml1%5C01%5Cclip_filelist.xml - <!-- /* Font Definitions */ @font-face {font-family:Tahoma; panose-1:2 11 6 4 3 5 4 4 2 4; mso-font-charset:0; mso-generic-font-family:swiss; mso-font-pitch:variable; mso-font-signature:1627421319 -2147483648 8 0 66047 0;} /* Style Definitions */ p.Msonormal, li.Msonormal, div.Msonormal {mso-style-parent:""; margin:0in; margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:12.0pt; font-family:"Times New Roman"; mso-fareast-font-family:"Times New Roman";} a:, span.MsoHyper {color:blue; text-decoration:underline; text-underline:single;} a:visited, span.MsoHyperFollowed {color:purple; text-decoration:underline; text-underline:single;} @page Section1 {size:8.5in 11.0in; margin:1.0in 1.25in 1.0in 1.25in; mso-er-margin:.5in; mso-footer-margin:.5in; mso-paper-source:0;} div.Section1 {page:Section1;} --> <!--[if gte mso 10 - > <> /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman";} < T- Spiritual 
Good one Basantjee....great ..... ------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: Vivek Sukhani
Date Posted: 29/Sep/2006 at 2:32pm
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I think, instead of Indian XI, Australian XI would have been better...Why not make an index of this and compare the same with the market? the index may be price-weighted or MCap weighted...
Regards,
Vivek
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Posted By: basant
Date Posted: 29/Sep/2006 at 3:32pm
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Very very well written.....
Who is the captain...
I think our own Veeru (Pantaloon)....
___________________________________________________________
This is tough. We cannot have a captain for 4 years. The captain should be in the team and in this case we are not sure who would be in the team in the long run. Captains are deided from series to series but as you know "Investing is a marathon on a hilly terrain not a 100 mts race in the National Stadium"
------------- '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: PKB2000
Date Posted: 29/Sep/2006 at 8:14pm
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Well one small query!!!!!!
The THE EQUITY DESK team is valid upto NEXT WORLD CUP! or Till upto the 2011!
Hope people will not beat me!!!!!!!!!!!!
------------- I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso |
Posted By: basant
Date Posted: 29/Sep/2006 at 9:17pm
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The THE EQUITY DESK team is valid upto NEXT WORLD CUP! or Till upto the 2011!
Hope people will not beat me
_________________________________________________________
Nothing is valid for 4 years.In this market things change very soon and that is the bottomline. WHen stocks start to fall investors think that it is becoming cheap but in many such instances there is a real reson for the stock to fall. The team needs to be closely monitored and evalauted because changes would have to be made at crucial junctures. This is surely a high risk high return startegy. ------------- '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: vijinat
Date Posted: 29/Sep/2006 at 9:34pm
| Basantji, Congrats for yr well analysed selection. But to think that the 'brick and mortar' companies and tech companies do not have a place in future is really scary. Is it not? |
Posted By: basant
Date Posted: 29/Sep/2006 at 9:54pm
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Hey; I was doing a portfolio for a Rip Van Winkle who wanted to sleep for 6 months and in 6 months what happens to zinc and steel is all clear to us. Also tech has matured would be really tough to look for a multinagger there.
And these are my preferences which may not necessarily be the best combination. ------------- '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: sunilpune
Date Posted: 29/Sep/2006 at 10:35pm
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dear basantji ,
xlent coverage of top 11
thanks
sunil  ------------- sunil |
Posted By: BubbleVision
Date Posted: 29/Sep/2006 at 10:13am
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WHen stocks start to fall investors think that it is becoming cheap but in many such instances there is a real reson for the stock to fall.
--------------------
Exactly, I view these things as new emerging trends...Very well written.... ------------- You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer! |
Posted By: basant
Date Posted: 29/Sep/2006 at 11:34am
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ANd as far as taking the portfolio on a 4 year basis there are more pitfalls in that story then advantages. Maybe we may have to keep Veeru out or Sachin would like to take a rest since he has scored so many in the last few days. It is all very fluid and should I say scary! ------------- '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: Vivek Sukhani
Date Posted: 30/Sep/2006 at 1:48pm
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Why not have a World Cup instead. Let all of us form a team of stocks of 11 companies each and play it out for a period which we can mutually agree. I dont beleive all of us are having the same XI as the Equiyudesk XI.
Regards,
Vivek
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Posted By: basant
Date Posted: 30/Sep/2006 at 2:10pm
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Absolutely not. I would not like this to be a competing ground. There is the portfolio check up section and members can put in their desired portfolio there. Let us not move away from the topic of discussing ideas to competing with each other through our portfolios. ------------- '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: kulman
Date Posted: 30/Sep/2006 at 2:38pm
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And Basantjee, even if there was a competition, I know that your 4-5 player team (concentrated) can beat any XI, even Aussies hands down!
Besides, another thought came to my mind that investing is test match kind of game (long-term). But looking at the preference of the crowd (read: Mungerilals), they want 20-20 kind of games not even ODIs.
We need batsmen like Geoff Boycott, Sunny Gavaskar, Viv Richards, Don et al...who have durable long-term competitive advantage. ------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: Vivek Sukhani
Date Posted: 30/Sep/2006 at 2:45pm
| The idea is not to have a competition.The idea is to play with ideas. The idea is to make us think. Even if there is a selection committee, there is a discussion and nothing is sacrosanct there. If only we bench-mark, we can observe whether we are going wrong or right with our strategies. In portfolio-check, we have a discussion. So, I dont think we need a discussion here. Tell me seriously, if someone wants to have any question on your picked XI, is he permitted to ask questions? |
Posted By: Vivek Sukhani
Date Posted: 30/Sep/2006 at 2:46pm
| Exactly Kulman, then why not have a world Series. Any version 5-day, 1-day, 20-20... whatever.Let there be something moving |
Posted By: basant
Date Posted: 30/Sep/2006 at 2:57pm
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This is not Moneybhai Guys. Members who want to play the game can do it there. I am fairly convinced and decided about it. I am very clear and convinced about not diluting the objective of this website. Except for showing the world how smart each investor was it would not serve any purpose and what is the need for all that If people are making right choices they can set it up in the ideas section and smartness is inferred never displayed.
I REPEAT I WOULD NOT LIKE THIS TO BE A COMPETING GROUND. Let us not discuss this any further.
------------- '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: reetesh
Date Posted: 30/Sep/2006 at 3:09pm
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Hi Kulmanji & Basantji
Please let me know any comparable in stocks that has quality of Sunil Gavaskar and great Viv Richards, I am ready to drop anyone from this Indian Cricket XI that has been formed, please let me know and I am more in favour of Test match but with super sub(s). ------------- When going gets tough, that’s when tough (people) gets going. |
Posted By: Vivek Sukhani
Date Posted: 30/Sep/2006 at 3:21pm
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Happy Birthday Reetesh...but your question is a good one. If you are asking me, I beleive ITC meets that criteria...
What do you say?
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Posted By: reetesh
Date Posted: 30/Sep/2006 at 3:28pm
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Thanks Vivek,
ITC may be as Gavaskar, but what about Sir. Viv? ------------- When going gets tough, that’s when tough (people) gets going. |
Posted By: Vivek Sukhani
Date Posted: 30/Sep/2006 at 3:33pm
| It can easily be Richards. It has all the flamboyance to score a ton from here or be a consistent performer.If you are only asking for Gavaskar, something like a lever fits the bill. |
Posted By: reetesh
Date Posted: 30/Sep/2006 at 3:45pm
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It can easily be Richards. It has all the flamboyance to score a ton from here or be a consistent performer.If you are only asking for Gavaskar, something like a lever fits the bill. _____________________________________________________________No Vivek, I don`t agree with you ITC has that flamboyance that you can compare it with ViV Richards, both ITC & Lever has qualities of Gavaskar but not Viv in my mind, but if we can find something like Viv Richards I will bet that would be a multibagger. Look when situation demans he can play like Dhoni`s or Afrid`s of the world or in difficult situation he can play like Rahul or Gavaskar style he use to bowl also, very good captain, so in my mind he was one of very few complete cricketers. ITC has few of his qualities but not all the qualities, we need to dig a bit more, I am waiting for Basant Sir view on this. ------------- When going gets tough, that’s when tough (people) gets going. |
Posted By: reetesh
Date Posted: 30/Sep/2006 at 3:56pm
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I am very afraid of naming this company because I don`t know what kind of response I will get, no member except Basant Sir has mentioned it and he to is ignorant of it in hind site.
___________________________________________________________
Reliacne Industries?
Viv Richards a.k.a Dhoni or Afridi style= its Retail Venture, Agri business and SEZ`s
Viv Richards a.k.a Rahul Dravid or Sunil Gavaskar= its Oil and Gas, Refinery business and some what Petro Chem. business.
Viv Richards a.k.a Captain= Biggest company (private sector)
Although I am confident of its execution.
------------- When going gets tough, that’s when tough (people) gets going. |
Posted By: basant
Date Posted: 30/Sep/2006 at 4:55pm
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Yes and do you know Viv never used to wear the same criket shirt twice. His shirts were always sparkling white. Although Reliance could be compared to this but it does have some "grey" areas what do you say? Good comaprision nevertheless.
------------- '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: reetesh
Date Posted: 30/Sep/2006 at 5:03pm
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No, I did`nt knew about this shirt thing, but this shows the character of this man as a cricketer.
About Reliance grey area, ya I totally agree with you that we need to take Reliance with pinch of salt. ------------- When going gets tough, that’s when tough (people) gets going. |
Posted By: basant
Date Posted: 30/Sep/2006 at 5:14pm
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Now I want to know this Who is the Bradman? I could not find any.May be an Infosys. never short on guidance. But we had one Bradman for the total 20th century not sure if we could remember Infy that long. ------------- '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: reetesh
Date Posted: 30/Sep/2006 at 5:25pm
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I knew sir you will ask about Bradman? This is tough thats why I gave it a pass but now when you have asked this question then we need to came out with someone, INFY is in a way Bradman already, but we need to look at emerging Bradman that is very very difficult job. ------------- When going gets tough, that’s when tough (people) gets going. |
Posted By: reema
Date Posted: 30/Sep/2006 at 10:52pm
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Now why not Bollywood XI - HDFC could be AMitabh Bachchan HDFC Bank Jaya Bachchan and the stock that does goes nowhere (comedian) after 5 years could be Johny Walker the one that loses 50% could be our villain the old Prem Chopra and the one that has mommentum and the crowd runs after could be a vamp etc etc.
------------- You should try to add wealth not multiply it |
Posted By: basant
Date Posted: 30/Sep/2006 at 10:25am
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We will keep it to the cricket field. Now who could be the Azharuddin, Jadeja and Nayan Mongia or Hansie Cronjnie .My arguments Essar, Videocon, CESC, Duncans, Everready etc. ------------- '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: kulman
Date Posted: 30/Sep/2006 at 10:35am
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And one should never have INZY in his team, he scores but makes other good players get run-out!
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: kulman
Date Posted: 01/Oct/2006 at 11:03pm
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Reema jee mentioned about Bollywood XI, and there is a news item on similar lines in ET today:
http://economictimes.indiatimes.com/articleshow/2055412.cms">Sahara launches virtual ‘Filmy’ stock exchange
 Filmy, part of the Sahara group is set to launch the Filmy Stock Exchange today. Says Ashutosh, the business head of Filmy, “We wanted to start a parameter to reflect the mood of the crowds.”
Filmy Stock Exchange gives 30 top actors an initial share value. The participants are given 1000 bucks of virtual money when they register, which initially will be free. The cost to the participants is incurred when they trade over the phone or SMS. Participants can then build a portfolio of stars that they can afford in their initial budget. For instance Shah Rukh seems to be the most valued at Rs 700.
--------------------------------------------------- I really am at loss of words to react to this news item.
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: basant
Date Posted: 01/Oct/2006 at 11:19pm
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I always thought that the movie guys were creative but this creativity was just one step ahead for me. ------------- '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: reetesh
Date Posted: 01/Oct/2006 at 3:01am
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Now why not Bollywood XI - HDFC could be AMitabh Bachchan HDFC Bank Jaya Bachchan and the stock that does goes nowhere (comedian) after 5 years could be Johny Walker the one that loses 50% could be our villain the old Prem Chopra and the one that has mommentum and the crowd runs after could be a vamp etc etc.
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Reema, you forgot his son, HDFC=Amitab, HDFC BANK=Jaya, Gruh Finance=Abhishek, but if this be the case I`ll not buy any of them, I hate them. ------------- When going gets tough, that’s when tough (people) gets going. |
Posted By: basant
Date Posted: 04/Oct/2006 at 12:20pm
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I am not too sure about Abhishek on Amitabh but Gruh finance is an exceptionally good stock to hold. We should have the write up on that soon. ------------- '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: reetesh
Date Posted: 04/Oct/2006 at 12:37pm
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Would love to here from you on this, after all it is a HDFC`s company, HSBC and Merril Lynch has taken stake in it recently. ------------- When going gets tough, that’s when tough (people) gets going. |
Posted By: reetesh
Date Posted: 04/Oct/2006 at 12:42pm
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Sir, I don`t understand why HDFC (HDFC & Gruh finance) has 2 companies in same business? ------------- When going gets tough, that’s when tough (people) gets going. |
Posted By: investor
Date Posted: 05/Oct/2006 at 12:51pm
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If you were to identify 5 stocks that you can associate with "THE WALL" Rahul Dravid, what would they be? |
Posted By: basant
Date Posted: 05/Oct/2006 at 2:21pm
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Guess would have to look at which of the stocks could last 5-10 years (solid business model) and also keep growing (make runs). Afew that come to mind are http://www.theequitydesk.com/forum/forum_posts.asp?TID=117 - , http://www.theequitydesk.com/forum/forum_posts.asp?TID=277 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=221 - Aditya Birla Nuvo (maybe).
------------- '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: kulman
Date Posted: 05/Oct/2006 at 8:19pm
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I came across one interesting article in one of the leading marathi Weekly Magazines. There was a list of the author's prefered list of 11 stocks. The peculiar feature is all the companies have either Bharat or Indian in its name.
One may call it Patriotic XI:
BEML, BEL, BHEL, BHARAT BIJLEE, INDIAN HOTELS, IPCL, BHARTI AIRTEL, BHARATI SHIPYARD, BHARAT FORGE, BPCL (or INDIAN CARD-CLOTHING), INDIA CEMENT
By the way, the author seems to have only World Cup'07 in his mind.
Note: I'm only reproducing whatever I have read, these are not my views, nor do I necessarily agree with them.
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: BubbleVision
Date Posted: 05/Oct/2006 at 8:24pm
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Kulman i think he has missed "Hindustan" and missed HCC as a result... great insights from you ------------- You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer! |
Posted By: basant
Date Posted: 05/Oct/2006 at 8:35pm
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I liked your one line analysis " he had world cup 07 in mind". ------------- '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: kulman
Date Posted: 05/Oct/2006 at 8:43pm
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Oh yes, I forgot to mention, that article is titled:
"MERA BHARAT MAHAAN"
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: akash
Date Posted: 05/Oct/2006 at 10:22pm
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Dear Basantji,
Could you please tell me the exact levels at which I could enter Pantaloon Retail,Bharat Forge and Educomp Solutions. I find quaite a lot of value in Bharat forge and good growth prospects in Educomp and Panatloon Retail but have been quite late in identifying them and after reading your posts I have become more enthusistic about these stocks. So if could tell me exact levels at which I could eneter them for a period of 3 years.
Regards
Akash ------------- Akash Bedi |
Posted By: basant
Date Posted: 05/Oct/2006 at 10:40pm
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Hi. A very tough question. Generally I would advice you to buy 35%- 50% of your desired quantity at the current market price and wait for the market to correct. This is the best option that I can think of today because these stocks have really run up and in case you intend to do a staggered buying for the balance portion buy some at each dip. Bharat Forge is not that volatile so you could contemplate taking a larger exposure there upfront.. ------------- '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: kulman
Date Posted: 11/Oct/2006 at 11:53am
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http://www.thehindubusinessline.com/2006/10/12/stories/2006101205461400.htm -
Read this interesting news:
Gulf investors eyeing Shariat-compliant stocks
Arab investors do not invest in stocks of companies dealing in alcohol, conventional financial services (banking and insurance), entertainment (cinemas and hotels), tobacco, pork, Defence and weapons.
Cash-rich partnership firms and public limited companies in the Arab world are planning to land on Indian shores shortly. Most of them are waiting for the month of Ramadan to be over before flooding the Indian markets with "billions of petrodollars"
According to market analysts, stocks of oil marketing companies, cement, textiles, automobiles and pharmaceuticals would be among the best of Shariat stock picks.
-----------------------------
So one would have Shariat-XI team.....
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: BubbleVision
Date Posted: 12/Oct/2006 at 12:37pm
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Kulman - hopefully that "PetroDollars", which are being unable to stop the slide in the Crude, would not turn Indian Markets into a market of their type witnissed earlier in the year.
I saw an Advertisement of "Tudawal Stock Exchange" (Saudi Arabia) in the "Global Markets" magazine, asking investors to come and invest. The stock market has slipped 50% since then even as the Saudi price has assured the investors of a Loss Protection to the amount of $75,000 per year. ------------- You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer! |
Posted By: catchsudipto
Date Posted: 14/Oct/2006 at 4:37pm
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Dear Sir, I am going to sell my mutual fund and some insurance and want to put that money in the some stocks. Sir i really need your HELP in this matter. As I am new to the stock market and maybe baised to some stock or management i can not make up my mind and I really need your help. i have decided a list of 4 stocks in which i want to invest. 1. Financial technology 2. pantaloon 3. tv-18 4. educomp. As money is not huze, so i can at most aford to buy 2 of the above list. According to u which is going to be the best buy of the above list. I already have some positions in all of them. I want to keep the stock for alteadt 3 yrs. It will be a great help if U can arrange the above stock in your preferance for next 3 yrs so that i can change the weightage in my portfolio accordingly. Thanks Sir ------------- Make your Life as simple as possible. |
Posted By: basant
Date Posted: 14/Oct/2006 at 6:03pm
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At current prices this is how I would go about them:
1) http://www.theequitydesk.com/forum/forum_posts.asp?TID=29 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=135 -
3) http://www.theequitydesk.com/forum/forum_posts.asp?TID=142 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=224 -
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Posted By: India_Bull
Date Posted: 22/Oct/2006 at 11:13pm
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Hi Basantji, Could you include Indiabull as an extra player in your team.... Very interesting company on a very high growth path. Your views?------------- India_Bull forever Bull ! www.kapilcomedynights.com |
Posted By: basant
Date Posted: 22/Oct/2006 at 8:46am
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Absolutely India Bulls us a great play on the Indian Equity markets. With the kind of placements the foreigners are taking up in Geojit and ILFS India bulls presents a very big opportunity and should create good wealth over the next 24 - 30 months.If anyone is invested in that he should remain there. Moreso the spin off of their land bank should create benefits for long term investors. ------------- '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: vishal.sahay
Date Posted: 07/Nov/2006 at 6:22pm
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So would you suggest holding it for a longer term time frame just like TV18 and Aditya Birla Novu even after they have run too much.
Disclosure: I am holding TV18,Aditya Birla Novu and Adlabs ------------- Vishal |
Posted By: basant
Date Posted: 07/Nov/2006 at 6:54pm
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Absolutely. We are in for a bigger game here. ------------- '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: vishal.sahay
Date Posted: 16/Nov/2006 at 7:20pm
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sir could u tell me any stock from you cricket family which u think is still undervalued and one could go on and buy it. I know u like holding 3 to 4 stocks in ur foilio which could give u good return.So tell me anything from that team only which is undervalued in comparison to other stock. if possibel list in order of ur preference I know its quite hard to select and priortise it but still if u could ------------- Vishal |
Posted By: basant
Date Posted: 16/Nov/2006 at 10:04pm
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Very tough really. At current prices we are really staring at fully valued stocks but with passage of time (one year) almost all of them will become cheap (due to a very strong EPS growth).
So you may buy any one but for the time being prices discount the current results quite well. ------------- '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: vishal.sahay
Date Posted: 16/Nov/2006 at 10:32pm
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But still there will be one stock who u still feel has the growth and lies with in your comfort level. ------------- Vishal |
Posted By: basant
Date Posted: 16/Nov/2006 at 10:40pm
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None really. All stocks have appreciated in price and the ones that have not (ENIL) are still to see big bang results. SO may be just maybe ENIL. But I would suggest that you start buiying in small lots of any company that attracts you because then when prices fall you would be able to buy more. A few eeeks back I had mentioned TV 18 in this topic but that has also been up 50% so....... ------------- '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: vishal.sahay
Date Posted: 16/Nov/2006 at 10:42pm
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Thanks a lot for ur prompt reply. One last ques. will categorise ENIL as a growth or value stock. ------------- Vishal |
Posted By: basant
Date Posted: 16/Nov/2006 at 10:57pm
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Absolutely growth. ------------- '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: equity analyst
Date Posted: 17/Nov/2006 at 12:20pm
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Hello sir,
what about replacing Indian hotel or Viceroy hotels with trent,we r having pantaloons in our team that cld give us the oppertunity to cash it on retail boom.
------------- "Markets are the places where two types of people meet up in the morning: those with experience and those with money. Towards the end of the day, they exchange their assets and go home." |
Posted By: basant
Date Posted: 17/Nov/2006 at 12:55pm
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The team is a non cyclical and we know that hotels is a cyclical business - finally the cycle has to end. That is why maybe!!! ------------- '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: catchsudipto
Date Posted: 17/Nov/2006 at 5:04pm
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Dear Sir, Sir i have got some money ( nearly a lakh) now by seling my HDFC Tax saver mutual fund. SIR anything to buy now within out Cricket XI Team. Thanks sudipto ------------- Make your Life as simple as possible. |
Posted By: prosperity
Date Posted: 17/Nov/2006 at 5:16pm
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Basantji,
Out of the 2:
A) You preferred HDFC Bank and not ICICI Bank
B) You preferred Bharti and not Rel. Comm.
Where as i preferred the opposites in both of the above..
Looking at the new developments - Do you still continue to hold your preferences ?
A) Pru ICICI Insurance Biz Valuations were recently done by a 3rd company and its mind-boggling
B) BPO arm and Insurance arms of ICICI can get demerged in next few months
C) ICICI got RBI nod for more branches and ATMs
D) Reliance hiving of tower business and the valuations its getting
E) Success of Flag and its new tie ups
Its a loooong race and i have my bets on ICICI and Rel Comm.. and you on HDFC and Bharti ..
I know all 4 would be winners .. But i am betting on my flagship companies to be No. 1 and NO LESS in their sectors..
------------- |
Posted By: equity analyst
Date Posted: 17/Nov/2006 at 8:19pm
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Sir i also agree with prosperity,I think in long run ICICI bank can outperform HDFC bank.And same in case of REL COMM,Its not shifting from CDMA to GSM,but also expanding its gsm network.And its doing well with its cdma phones,and talks are also going on with Qualacom on handset royalty it charges from Rel. ------------- "Markets are the places where two types of people meet up in the morning: those with experience and those with money. Towards the end of the day, they exchange their assets and go home." |
Posted By: basant
Date Posted: 17/Nov/2006 at 8:57pm
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Nothing spoecific that looks worth investing right now. Over the longer term all the stocks should do well. ------------- '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: prosperity
Date Posted: 17/Nov/2006 at 10:06pm
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Basantji,
Can you tell me by probing as much as you can, AFTER 4 years from now, who is more expected to the market leader and hence biggest wealth creator out of the following:
A) ICICI Bank OR HDFC Bank
B) Rel. Comm OR Bharti Airtel
Thanx !
------------- |
Posted By: basant
Date Posted: 18/Nov/2006 at 8:20pm
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Can't look 4 years ahead other then that you know my preferences. ------------- '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: omshivaya
Date Posted: 22/Nov/2006 at 9:44pm
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Okay Basant ji. I just got some extra cash that I wasnt expecting. Which of our Team XI do you think is best at current price, 1 year forward? EXCEPT PANTALOON. Am going to deploy the full cash there. Cash is equivalent to approximately 5% of my current portfolio size. Is Yes Bank a good choice at this rate for 1 year-forward returns? Currently Yes Bank is around 2.3% of my portfolio. Or do you suggest educomp at this rate for best 1-year returns. Except Pantaloon, which one of our team players is the best at current price?
Thanks berry berry much! ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: basant
Date Posted: 22/Nov/2006 at 7:19am
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That is really a tough one. All players need some rest right now if you do not have educomp then maybe that one.The risks are higher though at these levels. ------------- '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: nikhil090
Date Posted: 24/Nov/2006 at 4:53pm
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Hi,
Would it be possible to give a price range at which the stocks looks attractive to buy - Pantaloon, EDucomp, HDFC, HDFC Bank, Bharti, ENIL, ICICI etc? Also will Gitanjali Gems come in the 16 member squad or it still have to deliver to be included? |
Posted By: kulman
Date Posted: 30/Nov/2006 at 8:59pm
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Basant jee
Dada is back! Do you wish to rejig your team-XI and/or reschuffle batting order?
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: reetesh
Date Posted: 30/Nov/2006 at 9:12pm
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Hi Kulmanji,
Bringing DADA or Sooourob (sh*t) is like adding Himachal Futuristic to The Equity Desk XI, add if you want to add.. I would love to here criticism for my post, but dont say that only he can revive fortune of TEAM INDIA, I think and wish that this will be like putting final NAIL on Coffin for Sooo-rob.
Look at the scheme of events and think what kind of democracy we are living in. He (I hate to write his name also but.. Sourav) resigned as Bengal Captain yesterday because he knew before team selection meeting that he has been picked, this is great Indian democracy, see how democratic out political system is (another ex. Sunjay Dutt), shame on Ganguly shame on us shame on India.. ------------- When going gets tough, that’s when tough (people) gets going. |
Posted By: basant
Date Posted: 30/Nov/2006 at 9:45pm
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Reetesh is an insider on this (played for bengal under 15) but personally I like Sore-rubs aggressive startegy. ------------- '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: omshivaya
Date Posted: 30/Nov/2006 at 9:48pm
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Sourav is a great player and a great person reetesh ji. Despite how he performs I know just one thing. He has gone thru all that has happened in the past very very gracefully and maturely and therein lies his greatness as he thinks of the country first(which is what is expected out of a gr8 person and player).
That is all I wanna say and for me that is the ONLY AND COMPLETE TRUTH, irrespective of anything else.
For me, PERIOD! ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: basant
Date Posted: 30/Nov/2006 at 9:49pm
Setting entry points is tough. At each price they appeared expensive and would continue to look so. Good stocks never appear to be a bargain but become one as EPS rises year after year.Gitanjali is still in the Ranji XI - Before we put in Gitanjali we need to accomodate the elder cricketer Titan (market leader). ------------- '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: omshivaya
Date Posted: 17/Dec/2006 at 2:19pm
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Uh Basant ji I was wondering....if at the start of each financial year, you would be kind enough to give a projected EPS for the next financial year of the likes of EDUCOMP, TV18, PANTALOON, ENIL etc. We right now have projections for FY08E max. for the above firms, since it is still FY07. That way we can keep a tab on whether the firms above are on track. Also, was wondering Basant ji....if some new entrant comes up which has a good potential to deliver 50% or above CAGR for a few years at least, you would be replacing the team with that stock right?
I am just asking bcoz I think I should be flexible always and see any new(better) opportunity thru an open-mind rather than stay rigid on not breaking the team, no matter what.
Just a few random thoughts....do let me know what you feel. Thanks a bunch! ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: basant
Date Posted: 17/Dec/2006 at 7:03pm
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Yes, you are right we would update the EPs as soon as we are ready to make that projection! ABout the new players sure let us see if we can get some one in the team for now the team seems to be playing as per the strategy. ------------- '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: catchsudipto
Date Posted: 27/Dec/2006 at 10:06am
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Dear Sir, Is it a better idea to shift some little bit of TV -18 into pantaloon ( as much as 20%) as i sold 25% of pantaloon to catch FT and Tv-18 ( some months back). thanks ------------- Make your Life as simple as possible. |
Posted By: basant
Date Posted: 27/Dec/2006 at 10:34am
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That is a tough one. Look at the overall portfolio weightage and if TV18 has become skewed then try and shift some or else let it remain that way.Personally I am holding a skewed portfolio towards the Tv18 group. Selling is something that comes to me more because of a fundamental deterioration in the company rather then price appreciation. Prices would retrace back again but since the growth story in Tv18 is so strong I fell that in the long run we should make decent money from here on as well - same is the case in Pantaloon and hence the confusion. ------------- '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: catchsudipto
Date Posted: 27/Dec/2006 at 10:41am
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Dear Sir, U are right . Its really getting tough for me so i sought your help. Yes it is now become skewed in my portfolio. Is the same rule applies if i try to transfer the same from Tv-18 to FT. Its really diff to diff the growth b/n pantaloon and Tv-18. Thanks for the suggestion ------------- Make your Life as simple as possible. |
Posted By: xbox
Date Posted: 07/Jan/2007 at 4:35am
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Basant jee, Cricket team has lost it's credentials in SA. I foresee same poor fate carrying to Wold cup. Does it mean market-under-performer in 2007 (or years to come...).
Some bright candidates are waiting outside team-india. Most of existing members have golden-history but future .... ??? ------------- Don't bet on pig after all bull & bear in circle. |
Posted By: kulman
Date Posted: 07/Jan/2007 at 7:46am
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Now here is a sixer from Vipul jee. Could we start working on World-XI ?....best from all the teams!!
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: omshivaya
Date Posted: 30/Jan/2007 at 7:44pm
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Oh Basant sir, I was wondering...and dont be defensive on this question:
Out of all stocks discussed on our TED, which one do you think has the highest potential to double in stock price from current levels, in the next 12 months or less...with more or less limited or little downside.
I am asking for the highest probability, if at all. I am asking since I am almost at the last stage of restructuring my portfolio, so this question adds a really heavy weight to the decision-making process. And do take the CAS/DTH aspect of media companies into consideration, when answering. Please take as much time as you require as this is important for me. If in fact you find something which has a good potential(not confirmation) of even tripling in the next 1 year, then please do feel free to post the info. and I shall follow it up with my research. ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: basant
Date Posted: 30/Jan/2007 at 10:28pm
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Frankly it is really difficult to set time lines and to me I remain obsessed with the cricket XI-though that targetted rate of return is something which no one can hazard a guess leave alone predict. ------------- '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: omshivaya
Date Posted: 30/Jan/2007 at 12:12pm
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Well ya, I know it is actually crazy to ask something like this, especially in TED...but just wanted to see which one out of our TEAM has the highest probability for the same. I somehow had a wild feeling somewhere at the back of my head, that if anyone has the potential(even if it is 5% possibility), it is TV18. Or would Pantaloon be a better answer from your side. ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: basant
Date Posted: 30/Jan/2007 at 10:26am
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Maybe Tv18. The kicker would come from CAS and Internet but just a wild guess!!! ------------- '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: investor
Date Posted: 30/Jan/2007 at 10:42am
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Basant, has NW18 relisted today? Im unable to see any stock code in icicidirect. If it has, could you let me know the BSE code or NSE scripname? Thanks. |
Posted By: basant
Date Posted: 31/Jan/2007 at 12:24pm
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No it did not. I checked up and was informed that they have applkied to NSE for re-listing. COuld happen any day. ------------- '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: investor
Date Posted: 31/Jan/2007 at 12:55pm
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ok, thanks Basant. So i guess we just need to keep checking everyday if it has listed!  |
Posted By: getmanoj
Date Posted: 05/Feb/2007 at 6:33pm
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generally we discuss about those stocks more, which are performing better. Like say,TV 18. ANd during this process we miss some really good stocks which are lying cheap/unnoticed for the moment. say for ex. Suzlon. Should we not do the other way i mean should we not discuss more about the stocks which are good but somehow away from market "HALLA"... SO many people ask whether they should enter a particular stock when they see that it's running so fast...but same people won't ask anything about the stock if it doesnot move for say 5 month. Don't you think, talking about these kind of stocks will be more beneficial for all of us? As it would give good entry point and also improve our conviction about the stock in bad/neutral time. Manoj |
Posted By: basant
Date Posted: 05/Feb/2007 at 7:08pm
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It is always best to buy stocks which are in the quiet period no doubt. But because there are so many members who follow one stock it does get more coverage and more posts. For example http://www.theequitydesk.com/forum/forum_posts.asp?TID=295 - Everest Kanto has been a star performer but since very few bought it here there is no discussion.
Finally it is WE who make all the noise but if the noise comes after the stock has been bought there is no harm intended but I agree that http://www.theequitydesk.com/forum/forum_posts.asp?TID=233 - is really an emerging star and one bad quarter does help long term investors. IF you read that SUzlon topic you would find me making that opinion there also. ------------- '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: kulman
Date Posted: 05/Feb/2007 at 8:27pm
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people won't ask anything about the stock if it doesnot move for say 5 month. Don't you think, talking about these kind of stocks will be more beneficial for all of us?
-----------------------------------------------
Excellent point, Manoj jee ------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: BubbleVision
Date Posted: 05/Feb/2007 at 8:44pm
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I agree BasantJi.... you have treated all your childs equally in my eyes... One immediate Reminder comes of http://www.theequitydesk.com/forum/forum_posts.asp?TID=322 - L&T AND http://www.theequitydesk.com/forum/forum_posts.asp?TID=221 - Bharti Airtel in addition to Everest Kanto ------------- You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer! |
Posted By: kulman
Date Posted: 05/Feb/2007 at 9:13pm
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I agree BasantJi.... you have treated all your childs equally in my eyes
---------------------------------------------------
Even all TAUs get equal & very well deserved treatment from him, don't they? ------------- Life can only be understood backwards—but it must be lived forwards |