TheEquityDesk Report Card March 2008!

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Identifying Multibaggers
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Topic: TheEquityDesk Report Card March 2008!( Topic Closed)

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romanov
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Joined: 07/Feb/2008
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Posts: 87

Posted: 18/Jun/2008 at 1:10am

Out of the TED XI stocks which sectorial stock is going to outperform?I am finding it hard to find buyable stocks at right valuation...?

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Invest_in_India
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Joined: 23/Mar/2008
Location: United Kingdom
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Posts: 307

Posted: 30/Jun/2008 at 12:48pm

TED XI	Price on 1st April	Price on 30th June	% Change
ENIL	365	362.00	-0.82
Titan	1048	992.35	-5.31
Blue Star	403	374.55	-7.06
HDFC	2374	1964.85	-17.23
Pantaloon	439	351.15	-20.01
Axis Bank	764	605.05	-20.80
HDFC Bank	1325	1007.40	-23.97
Voltas	179	123.75	-30.87
IDFC	150	103.55	-30.97
YES Bank	168	114.70	-31.73
Dish TV	50	30.05	-39.90

Sensex	15626.62	13461.4	-13.86

Only 3 stocks(ENIL, Titan & Blue Star) from TED XI has outperformed Sensex in this quater.
Voltas, IDFC, Yes Bank and DishTV are worst performers in this quarter.

Edited by Invest_in_India - 30/Jun/2008 at 12:52pm

Cheers,
Raj

"Que sera, sera,
Whatever will be, will be;
The future's not ours to see.
Que sera, sera,
What will be, will be.
Que Sera, Sera!"

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avinashpai
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Joined: 19/Feb/2008
Location: India
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Posts: 90

Posted: 01/Jul/2008 at 11:09pm

Very interesting! Just one observation/ question though. Since most of the TED XII stocks happen to be mid caps, shouldn't the benchmark be the midcap index?

That may indicate more outperformance.

Beware the Black Swan. It may be lurking down the corner. Technical Analysis may help you find it in a hurry!

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deveshkayal
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Joined: 04/Sep/2006
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Posts: 3903

Posted: 01/Jul/2008 at 10:45am

I think we should have RIL in TED XI.

"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett

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vijayM
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Joined: 21/Dec/2007
Location: India
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Posts: 649

Posted: 02/Jul/2008 at 10:57pm

PERFORMANCE OF TEDXI FROM 01-04-2008 TO 02-07-2008

S NO	COMPANY	CMP(NOW)	CMP 1/4/08	%
	SENSEX	13,665	15,627	-12.6
1	DISH TV	29	50	-42.2
2	ENIL	369	371	-0.5
3	TITAN	1045	1072	-2.5
4	VOLTAS	123	173	-29.0
5	PANT RETAIL	362	436	-17.0
6	YES BANK	111	164	-32.1
7	BLUE STAR	348	405	-14.1
8	HDFC BANK	1028	1308	-21.4
9	IDFC	108	146	-26.0
10	AXIS BANK	634	721	-12.1
11	HDFC	2037	2360	-13.7
			AVG	-19.2

ENIL, TITAN & AXIS BANK HAVE OUTPERFORMED SENSEX. DISH, YES & IDFC WERE THE WORST PERFORMERS. Overall, TEDXI (-19.2%) has underperformed Sensex(-12.6%).

My portfolio down by 26.6%. over same period. (L&T having 40% weight in my portfolio.)

vijayM

Another case:

From 26 feb 2008 till 1 July 2008*, performance of 5 MFs are as follows:

S NO.	FUND NAME	NAV	NAV(now)	%
1	RELIANCE GROWTH FUND	388.6	291.4	-25.0
2	Kotak opportunities	45.9	30.9	-32.7
3	DSPML TIGER	50.3	32.0	-36.3
4	MAGNUM CONTRA FUND	53.1	37.1	-30.1
5	SUNDRAM BNP SEL MIDCAP	120.2	84.6	-29.7
	TOTAL			-30.8

*Sensex over same period has dropped by 30% implying almost same performance by MFs as Sensex.

vijayM

Edited by vijayM - 02/Jul/2008 at 10:17am

If a business does well, the stock eventually follows:Warren Buffett

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