Author |
Message |
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
 Posted: 22/Jan/2007 at 9:06pm |
Has anyone calculated thea average PE of the top 10 disclosed companies held by Rakesh Jhunjhunwala ?
The average is close to 45 times trailing. This shows us that investing in high PE stocks is not always foolish as some experts make it out to be.The top 10 stocks held are:
NAGARJUNA CONSTRUCTION
LUPIN
TITAN INDUSTRIES
PRAJ INDUSTRIES
CRISIL
PUNJ LOYD
BILCARE
PANTALOON RETAIL
GEOJIT FINANCE
KARUR VYSYA
|
'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
|
IP Logged |
|
|
 |
|
Gorden
Newbie
Joined: 21/Sep/2006
Location: India
Online Status: Offline
Posts: 30
|
 Posted: 22/Jan/2007 at 10:18pm |
RJ has sold majority of his stake in Matrix Lab.
MP Laboratories (Mauritius) Ltd has aquired 71.46% stake in the company.
For details pls visit the following link
|
LIVE FAST DIE YOUNG & HAVE A MARKETABLE CORPSE
|
IP Logged |
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
 Posted: 22/Jan/2007 at 10:29pm |
Very interesting. Matrix grew about 1000 times in the last 7 years. WOnder when he got into this one but he did make a real good solid multibagger out of this one.
|
'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
|
IP Logged |
|
|
PrashantS
Senior Member
Joined: 14/Oct/2006
Online Status: Offline
Posts: 1294
|
 Posted: 22/Jan/2007 at 11:02pm |
But how does he see these things...........god only knows...may be we can have a movie on him...people around him will very rich.............
|
IP Logged |
|
|
deveshkayal
Senior Member
Joined: 04/Sep/2006
Online Status: Offline
Posts: 3903
|
 Posted: 22/Jan/2007 at 8:27am |
RJ says 2007 will be the year of Titan.He is also bullish on Taneja Aerospace(ET)
|
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
|
IP Logged |
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
 Posted: 22/Jan/2007 at 8:31am |
Manish Dave talked about Taneja a few months back. He also recommended it very strongly on this forum.
|
'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
|
IP Logged |
|
|
deveshkayal
Senior Member
Joined: 04/Sep/2006
Online Status: Offline
Posts: 3903
|
 Posted: 24/Jan/2007 at 9:47am |
Originally posted by omshivaya
Very very nice Bhaiyya jee. Ab thora sa help kar do ham small investos ko...apne kisi ek PE company ko public le aayo(partly maybe)...hame bhi khane do malai!
|
Topsgrup, the 150-crore security solution provider plans to acquire a UK based security guarding co by mid-Feb. The co. is eyeing South Africa,Middle-east, Far East and US as other potential markets to expand its operation.The company will fund the acquisition through internal accruals and with the help of private equity investors. RJ has 16% stake in the company.The company is also coming out with an IPO in 2008-09.
|
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
|
IP Logged |
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
 Posted: 24/Jan/2007 at 10:12am |
Top class investor in a Top class company shall earn Top returns. WIth increasing number of business and commercial establishments with greater number of wealthy people insecurity is bound to be high - hence the demand for this particular business should grow exponentially.
|
'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
|
IP Logged |
|
|