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prashantmohta
Senior Member
Joined: 23/Jul/2006
Location: India
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Posts: 1074
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   Posted: 15/Jan/2008 at 9:42pm |
i am just surprised and no other intention.i will work out to find. 
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 15/Jan/2008 at 9:53pm |
Originally posted by ganeshbhandary
Basantji,
koi smallcap stock bhi chun liya keejiyena.All your picks established cum solid picks.Bluestar no dought a very good choice but do think from present market cap of Rs4000crores+is there any steam left for it to be a potential multibagger say 8-10 bagger.Does the potential market size of this segment will permit it to attain such gains.Voltas will be definetly a good competetor and there are players like hitachi,LLoyd etc. |
Voltas is also a great business model but I have followed Blue Star closely hence the preference. Who doesn't want a multibaggers but it should come with minimal downside. WHen I had started Axis bank it was considered as a defensive buy but didn't it surprise all of us. Similarly I am working on a couple of ideas would put it up the moment I find them to be worthy of a bet!
In this quest for multibagger we do not want to lose all that we have made over the last 5 years. That is a thought which lingers in my mind each time I analyse a company.
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getmanoj
Senior Member
Joined: 08/Sep/2006
Online Status: Offline
Posts: 130
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Posted: 15/Jan/2008 at 10:05pm |
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Basant sir,
Do you think that from current level Blue star can double in 3-3.5 years? I wanted to buy this for a long time but was postponing it.
If i ask in terms of probability, how much probability is there to become it a 2 bagger in 3 years?
Regards,
Manoj
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 15/Jan/2008 at 10:07pm |
| If i ask in terms of probability, how much probability is there to become it a 2 bagger in 3 years? |
Very high but for that there are several options like Axis, HDFC bank etc.
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'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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getmanoj
Senior Member
Joined: 08/Sep/2006
Online Status: Offline
Posts: 130
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Posted: 15/Jan/2008 at 10:10pm |
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i already have exposure in Axis and HDFC Bank.But i think, i can replace HDFC (not bank) to Blue Star...
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 15/Jan/2008 at 10:21pm |
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Not at all a bad idea.You put 15% more growth doing that.HDFC grows at 25%.
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'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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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
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Posted: 15/Jan/2008 at 10:27pm |
Originally posted by basant
In this quest for multibagger we do not want to lose all that we have made over the last 5 years. That is a thought which lingers in my mind each time I analyse a company.
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Absolutely Basant sir. Hope those "ideas coming" are on the same lines when you chose Pantaloon 3-4 years back. We need those picks too you know. Some have entered the market maybe just 1-2 year back and they need to have that feeling that you did.
Choti mooh aur baadi baat, maaf kariyega!
Edited by omshivaya - 15/Jan/2008 at 10:45pm
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The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it
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vijayM
Senior Member
Joined: 21/Dec/2007
Location: India
Online Status: Offline
Posts: 649
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Posted: 15/Jan/2008 at 10:36pm |
Dear Sir,
This is my analysis of Bluestar.
FUNDAMENTAL:
TTM P/E = 39
PROJECTED EPS(MAR09)=20.19
EPS GROWTH RATE = 62%
PEG=0.64
SUSTAINABLE EPS GROWTH RATE = 30 %
PEG = 1.3
MCAP= 4419 CR
MCAP/SALES = 3
ROE = 36.91
TECHNICAL:UPTREND (BUY MODE)
50DMA=461
200DMA=317
vijayM
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