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Posted: 31/Dec/2006 at 8:08am
Yes, both ENiL and Fin tech would fall in that category but between these two I would back Fin Tech because its competitive advantage is more established and the visibility really robust.Broadly I think it needs just one 1000 point fall and most of these midcaps would start looking very attractive again.But timing that fall is something we all are incapable of doing.
Edited by basant - 31/Dec/2006 at 8:09am
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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Posted: 31/Dec/2006 at 8:57am
They were in the stock synopsis section.
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ENIL looks still more attractive from shorter term. It is because they have raised the ad rates in Sept by 25% for 7 radiostations and 10% for 3 new stations. The kind of operating leverage which these companies have, means that any rate increase will mostly go to the bottom line creating huge change in operating profits. I look forward to adding more soon, before the results.
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Posted: 17/Jan/2007 at 1:31am
Basant sir, when do TEDdies decide to move a topic from the "Stock Synopsis" section to the "Equity Desk Report Card" section. Just wanted to know the criteria out of curiosity.
Thank you.
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
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Posted: 17/Jan/2007 at 7:38am
Good point.When we have enough writing material on that. FOr example just discussing a stock is not enough we try to see if there is enough material on that thread to make a case for detailed research.
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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Posted: 18/Jan/2007 at 12:47pm
Allright! Thanks a bunch! Question for you on Pantaloon board yesterday. Kindly oblige
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
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