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 The Equity Desk Forum :Market Strategies :Fundamental
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rohit1889
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Quote rohit1889 Replybullet Posted: 24/Dec/2011 at 7:06pm
Company-SRF
CMP-241
Last year dividend-14
Expected dividend this year-14
Yield at CMP-6%
If you're prepared to invest in a company, then you ought to be able to explain why in simple language that a fifth grader could understand, and quickly enough so the fifth grader won't get bored.
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basant
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Quote basant Replybullet Posted: 24/Dec/2011 at 7:11pm
Rohit: You can just run a screener!!!
'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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wiseowl
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Quote wiseowl Replybullet Posted: 24/Dec/2011 at 9:13pm
Originally posted by basant

Rohit: You can just run a screener!!!


and see the amount of flotsam at the top !!




You alone are responsible for your actions.
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maverickramaa
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Quote maverickramaa Replybullet Posted: 11/Jan/2012 at 10:28pm
Vivek ji.....i liked your strategy of maturing only 1 or 2 stocks every year......really gud one.....it will give you continuous cash flow and also there wud not b any haste for selecting new stock......as sufficient time wud b there in your hands.....grt
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Quote maverickramaa Replybullet Posted: 15/Jan/2012 at 2:07pm
Originally posted by Vivek Sukhani

Originally posted by bassein

Another of Vivekji's stocks is on fire! Castrol Clap.Looks like it's in a new orbit!

 

Well, it has started to perform at a wrong time though....

 

There is a thing called peaking at the right time.....something like what a BASF did for me....it started to shoot up when everything else was falling in a heap thereby permitting me to do some sharp trades. All my gains were long term capital gains totally tax free and I was enjoying selling BASF. A castrol on the other hand performed a lot earlier than what I was expecting and more importantly,desiring, and hence disappointing.

 

I hardly complain about non-performance because I utilise that period for accumulation....something like a Voith Paper I have been accumulating for 2 years now albeit I am getting aggressive only now. Similar is the case with Ultramarine and Century Enka.

 

For me its like this....I keep a bundle of stocks and I would like just 1 or 2 bundle to perform well enough in a year's time-frame to allow me to swap into something else which I am finding more attractive. I am more happy to see my stocks maturing slowly rather than in a hurry.


Originally posted by maverickramaa

Vivek ji.....i liked your strategy of maturing only 1 or 2 stocks every year......really gud one.....it will give you continuous cash flow and also there wud not b any haste for selecting new stock......as sufficient time wud b there in your hands.....grt
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