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omshivaya
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   Posted: 07/Sep/2006 at 1:16pm |
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Also, with the Tech. companies like Infy and TCS, after 2010, what kind of secular growth rate can they keep growing at for next 10-20 years after that: 10%,15% or some other number?
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catchsudipto
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Posted: 07/Sep/2006 at 1:21pm |
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Dear Sir,
Thanks for the reply. Sir If suppose u have 10 lac, and if u have to
build an portfolio , then which are the stocks u will chose and
what will be the percent of allocation for each of them ideally.
Thanks Sir
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omshivaya
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Posted: 07/Sep/2006 at 1:22pm |
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Also, thank you for the previous answer. Very informative.
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basant
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Posted: 07/Sep/2006 at 1:23pm |
Guess they should do 15% easily but 5 years down the won't you agree that there is too much of "a fog on the windshield" in forecasting tech companies. What happens if there is a US led recession and we know that can happen but timing that is a problem. Then all our projections could be disturbed. See most of these companies themselves cannot see 2 quarters ahead (except the leaders) down the road so....
Edited by basant - 07/Sep/2006 at 1:24pm
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basant
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Posted: 07/Sep/2006 at 1:33pm |
I would buy 10 stocks from the emerging sectors that can become very big.Ratio is hard to decide.
SO even if one or two failk the other 8 or 9 will make it big and compensate me for that. I personally like investing with a startegy in which I am prepared to hold some company that does not work while the others overcompensate me for that. |
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omshivaya
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Posted: 07/Sep/2006 at 1:39pm |
I would think that a slowdown in US economy would lead to more work coming to the IT sector, especially TCS, infy and wipro. I am talking here only of the leaders as only TCS, infy and wipro have the scale to manage huge projects.
What do you think basant jee
Edited by omshivaya - 07/Sep/2006 at 1:49pm
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catchsudipto
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Posted: 07/Sep/2006 at 2:22pm |
Dear Sir,
Thanks for the reply. I have the read the nice article emerging sectors that can become very big.
There i can find that u are bullish on 8 sectors. Namely
Software |
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Retail Banking |
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Telecom |
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Retailing |
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Construction |
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Insurance |
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Media |
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Internet and Education |
Now it will be a great help if u Please can list all the 10 stocks
which u have in your mind so that i can analyze what to buy and why.
What not to buy and why etc.
Thanks Sir
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basant
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Posted: 07/Sep/2006 at 2:34pm |
Out of the sectors listed at emerging sectors that can become very big. I would go with:
Retailing
Media
Retail banking
Private Insurance (no specific player as such now)
Internet and education.
and may be multiplex
Construction and software are not emerging and and they have other problems, US economy for software,and lots of cash requiremenmts for construction.
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