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Emerging companies - Mid caps that can become large cap
The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Emerging companies - Mid caps that can become large cap

Topic: Nucleus - Can it become another I-flex?

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omshivaya
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Posted: 16/Jan/2007 at 12:41pm

Nopes, nothing related to Nucleus as such. I am usually up till around 2-3 am daily so dont get freaked out when you see me almost daily on the "Active Users" list even after 12:00 am! hee heee heee...I am a nightwalker! ahahahahaha

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: 17/Jan/2007 at 1:07pm

Ok, Nucleus up almost 13% today. My investment is now doubled: am taking some profits off and planning to deploy somewhere. I think a re-rating of Nucleus is happening here, am not too sure! Anyone having any new tid-bits on Nucleus.

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: 17/Jan/2007 at 2:04pm

A lot of midcap IT stocks like TACH MAHINDRA, TULIP IT, etc have been having a dream run lately.

Even 3I INFOTECH is up 12% today.

midcap IT sector seems to be the Baskin Robbins Flavor of the month! :-)

Originally posted by omshivaya

Ok, Nucleus up almost 13% today. My investment is now doubled: am taking some profits off and planning to deploy somewhere. I think a re-rating of Nucleus is happening here, am not too sure! Anyone having any new tid-bits on Nucleus.

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deepinsight
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Posted: 17/Jan/2007 at 2:08pm

Mr. Om: Why would you sell just because its doubled? What would be the objective of that?

"Investing is simple, but not easy." - Warren Buffet

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investor
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Posted: 17/Jan/2007 at 2:14pm

Om, just to remind you of a stmt from Basant somewhere else on this forum:

INFY was a 30 bagger after it became a 100 bagger.

So if you start booking profits just because it has doubled, how can even
get a multibagger? Wink

My own personal view is that the stock has just broken out of a long slumber, and next 12 months should see explosive growth.

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omshivaya
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Posted: 17/Jan/2007 at 3:51pm

You are so right guys. Just bcoz something has gone up doesnt mean it has to be sold, but a very small part can be sold depending upon the situation! And I would not only have a multibagger, but a fat multibagger in Nucleus investor ji do not worry please. I have taken some profits off, bcoz I am on a planning mode right now and am reallocating stuff from here and there so that I can accomodate some other "probable" multibagger(s).

This has nothing to do with doubling, but more to do with reallocating to possibly "higher growth" avenues.

This is not a general issue of always taking profits when something almost doubles, so do not make this a generalised discussion. If that were the case, I would have done that with Educomp sometime back. Though I do plan to take some profits off of Educomp too in near future, but it has to do more with reallocating to something else, rather than anything else. I dont like being rigid in both the cases:

1) "Do not sell just bcoz it has gone up"

2) "Sell because it has gone up a lot".

Each situation is a case-by-case.

I hardly took off 2%-3% off Nucleus and I am absolutely okay with it.

Of course, you all have the right to your opinion too...appreciate the enthusiasm very much guys! Keep it up and nice to know you guys are doing great in your 'folio too!

Edited by omshivaya - 17/Jan/2007 at 3:59pm

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: 17/Jan/2007 at 4:29pm

sounds good, i did see your post on the other board about being in the middle of restucturing your portfolio, hope to get details of that soon! Tongue

Hopefully you will share with us your "probable multibagger" ideas as well! Wink

BTW, did u notice Tech Mahindra up to 1900+
i couldnt enter as it just didnt come down from 1600 levels ....so looks like another bus missed! Cry

Edited by investor - 17/Jan/2007 at 4:29pm

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omshivaya
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Posted: 17/Jan/2007 at 6:04pm

I would rather be in TCS than Tech. Mahindra. TCS is a master in all verticals whereas Mahindra is enjoying the Telecom vertical primarily. Anyhow, good luck to them. But for me, TCS brings that stability and relatively good growth. As for the multibaggers(maybe) I am trying to add, it shall not be anything outside of what TEDies already know of. Only that, the distribution should be more balanced now among the top 3-4 probable baggers. The risks would also become higher than before in case of a market crash, so the sword cuts both ways

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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