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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 01/Apr/2008 at 12:18pm |
So inspite of some really tough stocks like DIsh and excessive reliance on financials (suffering from temporary blip) we still managed to beat the index!
Good that you cannot get MF compables! 
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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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vasantcool
Senior Member
Joined: 28/Mar/2008
Location: India
Online Status: Offline
Posts: 115
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Posted: 01/Apr/2008 at 12:56pm |
Good to be in teens. Most of MFs have not been able to.
It is going to be another difficult year, may be worse than the last quarter. As long as we all understand this and keep some cash and prayers in spare.
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Have fun!
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investor
Senior Member
Joined: 06/Sep/2006
Online Status: Offline
Posts: 1745
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Posted: 01/Apr/2008 at 3:11pm |
Yes, i think they emerged and since then, gone underground !!
Originally posted by deveshkayal
I think we should remove Moser Baer and Network 18 from Emerging Midcap section. |
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The market is a place where people with money meet people with experience.
The people with experience get the money while people with money get experience!
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gyansr
Senior Member
Joined: 05/Sep/2007
Online Status: Offline
Posts: 255
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Posted: 01/Apr/2008 at 5:23pm |
Originally posted by smartcat
TheEquityDesk XI has returned 17% (absolute) since inception (1st Jan 2007) as against the Sensex returns of 13% (absolute).
Unable to get MF comparison this time - ValueResearchOnline does not give the MF performance data from 1st Jan 2007. |
With 17% we would be closer to average return from diversified MFs. Good funds (esp. Infrastructure ones) have performed far better(more than 25% return from 1st jan 2007)
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Vivek Sukhani
Senior Member
Joined: 23/Jul/2006
Online Status: Offline
Posts: 6675
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Posted: 01/Apr/2008 at 7:32pm |
Originally posted by smartcat
TheEquityDesk XI has returned 17% (absolute) since inception (1st Jan 2007) as against the Sensex returns of 13% (absolute).
Unable to get MF comparison this time - ValueResearchOnline does not give the MF performance data from 1st Jan 2007. |
Sensex is not a benchmark to be compared with. How many of the Ed XI stocks form the part of Sensex? The last quarter has bought sensex much more closer( in terms of performance).
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dibyendu
Groupie
Joined: 18/Mar/2008
Location: India
Online Status: Offline
Posts: 60
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Posted: 02/Apr/2008 at 12:39pm |
Why the list does not contain stocks from the Power sector? Any specific reason for that? (Probabaly as a new memeber, I hv missed a few points in the forum)
I would also like to have your view on 'Apar Industries'. I find the stock quite interesting.
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 02/Apr/2008 at 12:52pm |
Generally power is more hype then hope at these valuations. No one makes money buying power stocks at 15-20 times forward.
It is better to buy the suppliers rather then the generating companies.
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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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dibyendu
Groupie
Joined: 18/Mar/2008
Location: India
Online Status: Offline
Posts: 60
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Posted: 03/Apr/2008 at 3:35pm |
Would u please explain what are 'suppliers'? Are they finance companies, or raw material or engeneering companies setting up power plants or capital good companies (like L&T, BHEL) supplying turbines, or companies supplying Transformers, cables etc to Electricyty boards, Transcos etc.
In case its fincance , then do u thik, Power finance, Rural Elec. Corp fit the bill.
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