Well, I again lost the opportunity to buy some bargains as I could not access icicidirect.com during these crucial times. (and I didnt sell a single stock)
Just a post mortem of my portfoliio after the bloodbath.. Dont know this is the right thread for it...(KULMANJI pls forgive me --is bahane ek share ho jaye !!)
I couldnot get out of Cement stocks at 14.5k levels (Ultratech and Shree Cement) I still believe that it has still some juice left till demand supply equation becomes in favour of supply till new capacities are bulit up.
Basantji your views on this (I am sure this will not go the way sugar has gone ...)
I have investments in diversified mutual funds (midcap+elss) thru SIP and I found they have tanked by almost 10-15%(profit percentage ).(I am outperforming mutual funds for last 3 years !!!



)
Rest of the team 11 + others were bought at lower levels (though Percentage of profit has come down !!)
From the team XI, I think except PVR all are ok. (Anyone has any idea -why is PVR going down ? are they not executing as per the schedule?
I have started to believe in Educomp story-its becoming a strong stock didnt go below 900--surprising , even pantaloon is holding ground and Bharti and HDFC Bank can cover 100 rs in next 2 months !!
ABN coming down- it was shocking to see that
Basantji and TED's any advise, comments ?
Danke
P.S -Sorry, PVR is not in team XI
Edited by SANDEEP - 01/Mar/2007 at 2:19am