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basant
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   Posted: 08/Jan/2007 at 7:03am |
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On a serious note a professionally manageged Bank going with a product from Nucleus is really good news for all those Nucleus investors. I think Om SHivaya has created more conviction about Nucleus then RD through his Tuesday chats.
Edited by basant - 08/Jan/2007 at 7:09am
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'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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kulman
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Posted: 08/Jan/2007 at 7:07am |
Isn't it ironic: Aaj Mangalwar hain!
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Life can only be understood backwards—but it must be lived forwards
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omshivaya
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Posted: 08/Jan/2007 at 10:23am |
Rumour has it that Nucleus could do an EPS of around 50 in FY08. The stock has still not been re-rated. It is hopefully a 40% grower for the next 5 years, going by what all I have heard and read and learnt about this firm. It still trades at a PE of around 13-14 FY08, currently. A PE of 20 would be reasonable and a rerating could take the PE upto 30 possibily in the future, who knows. Wild guesses! Maybe someday in the future that re-rating may happen, so medium to long-term investors still have a chance to get a good steady compounder in their portfolio.
However, I may be wrong, so do your own due diligence everyone before taking any action. Any price around 650-680 is a good place to get in, personally speaking...though I am no expert!
And lastly, thanks for all those kind words everyone.
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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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omshivaya
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Posted: 08/Jan/2007 at 10:51am |
Thanks Basant ji, for creating a new thread. Now, I can post any news and updates that I get on the intrenet, on what Nucleus is upto, right here. Thanks very much. I shall start rightaway with some recent interviews and others views on Nucleus. However, anyone reading this, please understand that this is not a "recommendation thread". It is only a "fyi"(for your information) thread.
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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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omshivaya
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Posted: 08/Jan/2007 at 10:53am |
9 stocks shine in brokerages' portfolio- January 07, 2007
Considering no one even talked about Nucleus much before this year-end(except RD ji maybe), this is a +ve surprise.
| With the Sensex scaling new peaks and analysts betting that the benchmark index will touch the 15,000 or 16,000 mark this year, brokerage houses SBI Cap Securities, India Infoline, Emkay Share and Stock Brokers advise investors to watch out for nine stocks. |
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| Gujarat Ambuja Cement, Great Offshore, Novartis, Nagarjuna Construction, Indraprastha Gas, Mangalam Cement, NIIT Technologies, Nucleus Software and Garware Offshore are the companies that have become a hit with the broking firms for the new year. |
Parmar expects product company Nucleus Software’s sales to grow at 42 per cent and net profit at 47 per cent. At Rs 695, the scrip is available at 13.9 times FY08 estimated earnings.
Edited by omshivaya - 08/Jan/2007 at 11:00am
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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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omshivaya
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Posted: 09/Jan/2007 at 12:06pm |
Ok, just saw Nucleus' Vishnu ji's interview in Businessworld's latest issue!
Jist of the interview for me: Nucleus products currently deployed in 20 countries. Has orders already in hand to ensure presence in 80 countries by 2008. Finally, by next 5-10 years, vision is to deploy their product in every country in the world, that is Nucleus should have a *Nucleus presence in every country in the world in next 5-10 years
*FYI: Nucleus means core, just did a random check in thesaurus in MS-WORD 
Edited by omshivaya - 09/Jan/2007 at 12:08pm
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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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investor
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Posted: 09/Jan/2007 at 1:49pm |
omshivaya, good to finally see a thread on nucleus. I have been on and off trading in this counter ever since RD first recomended it long back at Rs. 40 levels(pre-bonus). Obviously its a no-brainer that if i had held on, it would've been a 40 bagger by now!  Anyways, my question to you this - between TECH MAHINDRA and Nucleus, which one is better, lets say for a 18-24 month perspective, and assuming one is planning to enter now(dosent hold anything currently). Or is it better to make a basket out of the two?
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omshivaya
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Posted: 09/Jan/2007 at 2:34pm |
Tech. Mahindra is in a different league, it plays the letelcom vertical and its growth is going to be good(as per the buzz I am hearing). I dont follow it.
Nucleus you can definitely hold in your portfolio, but with a 3 year perspective, keeping an EPS of 35 for FY07 and an EPS of close to 50 for FY08. PE expectancy of 20(reasonable) to 25(maximum)is okay, for Trailing Twelve Months and not forward earnings.
Nucleus should be in the Top 10 picks of any "Growth portfolio". However, think of Nucleus as a steady compounder rather than an explosive growth. 40% CAGR for next 5 years is reasonable at these levels.
Rs. 650 to 680 I personally is a good entry area. Also, in case of market crash, Nucleus may fall similarly as any midcap would.
Tech. Mahindra is also good. If I were in your shoes, I would put 60% of the planned deployment in Nucleus and 40% in Tech. Mahindra. It is also possible that Tech. Mahindra may give higher CAGR than Nucleus for 1-2 years , but for 5-10 years I would choose Nucleus. This may be because I have researched on Nucleus and NOT Tech. Mahindra. Anyone following Tech. Mahindra, I would love to hear his view for Tech. Mahindra for next 5 years and their vision etc.
Hope this helps investor ji.
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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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