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Identifying Multibaggers
 The Equity Desk Forum :Market Strategies :Identifying Multibaggers
Message Icon Topic: Network18replacesTrent inTheEquityDesk XI Post Reply Post New Topic
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basant
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Quote basant Replybullet Topic: Network18replacesTrent inTheEquityDesk XI
    Posted: 18/May/2007 at 8:03pm
Originally posted by kulman

Basant jee.....again at the cost of repetition let me ask you this: if I put a gun to your head, what would you buy---a Dish TV or a TV-18 or a Pantaloon (for a diversified portfolio). Not for immediate buy orders but for accumulating during panics/corrections.
 
And one more thing.....is it the right time to review TED-XI Team composition or not yet?
 
 
 
Diversified portfolio - all 3. Have been thinking of removing Trent from the list and replacing it with Network18. Reasons:
 
1) I do not own Trent equity shares-only warrants.I have significant investments in NW18 and we should have our money where the mouth is.
 
2) Trent will not grow at more then 35% CAGR and is not even a sector leader now. The leadership issue is decided and will keep changing.
 
3) Network 18 should grow at more then Trent for the next 3 years.
 
4) Media faces less competition compared to Retailing at this point in time especially when the bigger guys are already locking in their positions.
 
All said and done Trent is  still a good stock to own but that NW18 is better.This does not mean that we have to buy NW18 tomorrow!!!
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kulman
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Quote kulman Replybullet Posted: 18/May/2007 at 8:17pm

Okay, now if one wants to increase positions (during corrections) wouldn't it be better to buy NW18 as compared to TV18? Consider that it is for a diversified portfolio which has more allocation at present to NW18 already.

Dish-TV: you had explained about the opportunity available & visibility. Considering that Birla jee's retail venture MORE is not out of any listed entity, and on top of that this Call Option scare for Insurance JVs, wouldn't it be fair to replace AB Nuvo with Dish TV in TED-XI?
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basant
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Quote basant Replybullet Posted: 18/May/2007 at 9:08pm
Originally posted by kulman

Okay, now if one wants to increase positions (during corrections) wouldn't it be better to buy NW18 as compared to TV18? Consider that it is for a diversified portfolio which has more allocation at present to NW18 already.

Dish-TV: you had explained about the opportunity available & visibility. Considering that Birla jee's retail venture MORE is not out of any listed entity, and on top of that this Call Option scare for Insurance JVs, wouldn't it be fair to replace AB Nuvo with Dish TV in TED-XI?
 
We are playing the CAS theme through Tv18 and NW18. If DISH succeeds then TV18 and NW18 will be ahead unless there is an event risk.Also that would tilt the portfolio towards media a bit. The idea is to have a diversified portfolio(team).If NUVO does not deliver then we would replace it with DISH.But surely I would prefer DISH over NUVO if I had to invest but then I also prefer Tv18 over DISHConfused
 
Between NW18 and Tv18 I am just unable to decide which one is better that is because both are growth and value in their own specific ways.
 
 


Edited by basant - 18/May/2007 at 9:12pm
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