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investor
Senior Member
Joined: 06/Sep/2006
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Posts: 1745
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   Posted: 17/Jan/2007 at 6:23pm |
Yes, i am already aware of your bullishness in TCS. I think you would make a good brand ambassador for TCS! 
Originally posted by omshivaya
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 |
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 17/Jan/2007 at 6:24pm |
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Your Nucleus was on fire today!!!
Edited by basant - 17/Jan/2007 at 6:35pm
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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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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
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Posts: 5966
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Posted: 17/Jan/2007 at 6:55pm |
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Yes it was. I was expcting an EPS of 35 bucks for FY07. Either they have surpassed it substantially or there is a more than 70% growth in EPS for FY08 on the cards for Nucleus. Let's see how their results turn out for this quarter.
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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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PrashantS
Senior Member
Joined: 14/Oct/2006
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Posts: 1294
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Posted: 17/Jan/2007 at 9:33pm |
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But i am not sure...why is tech mahindra is really rated so much..
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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
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Posted: 17/Jan/2007 at 9:48pm |
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!
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Om jee.........
Congratulations on your Nucleus call & detailed research.
Are you also F-TV fan? Just doing a survey, nothing personal intended!
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Life can only be understood backwards—but it must be lived forwards
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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
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Posted: 17/Jan/2007 at 10:13pm |
Nopes...What is F-TV btw?? I do watch CNBC and Comedy serials sometimes, not much! And yes, thanks for that "Nucleus" congrats! But I didnt do that research to get congratulations so soon. I think I would deserve any congrats(if at all) only after its a 10-bagger and that too fast, not more than 5 years.
Anything less than that, then I made a mistake and I shall have to live with that mistake! Let's see how it turns out! Good luck to you too sir. Everyone missed you as you can see on TED.
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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
Senior Member
Joined: 06/Sep/2006
Location: India
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Posts: 5966
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Posted: 17/Jan/2007 at 10:20pm |
Originally posted by PrashantS
But i am not sure...why is tech mahindra is really rated so much.. |
Bcoz its doing good business simply speaking! And it shall move from the Tier-II IT companies to Tier-I. Re-rating, plus good orders coming in are the reasons and it surely deserves it! But it still is a kid compared to companies like TCS. Just getting a 1-billion US$ deal isnt enuff! If they get it in the BFSI or IT Infra space and that too from someone who is not related to the BT group, then I shall think of it in serious terms, else it's just another billion-dollar deal. Soon the Infys and TCS' would be getting billion dollar deals as a routine, as the IBMS and Accentures do today.
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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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deepinsight
Senior Member
Joined: 18/Sep/2006
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Posts: 980
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Posted: 19/Jan/2007 at 3:10pm |
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The company just announced a major win in Japan - CEO calls it one of the largest by any Indian Software Vendor them so far- looks to be in 10's of millions. This could well be the reason one could consider buying (rather than taking profit) as it sets the path for more revenue clarity and even better potential.
Edited by deepinsight - 19/Jan/2007 at 3:54pm
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"Investing is simple, but not easy." - Warren Buffet
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