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Posted: 06/Nov/2006 at 11:43am
Pie is vey big. Total adspend should grow substantially from these levels.
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Posted: 07/Nov/2006 at 2:30pm
I think so. Stock is out of radar of most people and accumulation for the longer term can be made.
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Posted: 07/Nov/2006 at 5:28pm
Basantji,
Out of ENIL and Educomp, whose valuations looks more comfortable to get in now and slowly accumulate on dips - such that we can make these as some 3-5% of our LONG TERM (3 yrs - 5 yrs) PORTFOLIO.
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Posted: 07/Nov/2006 at 7:00pm
Originally posted by prosperity
Basantji,
Out of ENIL and Educomp, whose valuations looks more comfortable to get in now and slowly accumulate on dips - such that we can make these as some 3-5% of our LONG TERM (3 yrs - 5 yrs) PORTFOLIO.
And pls. choose ONLY one one out of these two.
Thanx.
I would go with Educomp.
'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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Posted: 07/Nov/2006 at 7:41pm
Not much to choose between the two but yes ENIL is surely in the top 10.
'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
I understand. the final call is always ours and so we have to be convinced. The risk with very fast growing companies like Educomp, ENIL etc is of execution. The management has to be competent to handle the growth and convert the opportunity into numbers. But we will know only after some time about the competency when the numbers start flowing for consistent period. I read somewhere in this forum the example of Infosys Vs Mastek. So that explains..
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