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nav_1996
Senior Member
Joined: 08/Sep/2006
Online Status: Offline
Posts: 803
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   Posted: 09/Oct/2008 at 11:30pm |
Originally posted by Vivek Sukhani
Originally posted by nav_1996
I see a key issue with CRISIL - 100% subsidary of parent company (typical of MNCs). |
There are many issues with many of the companies of TED XI........
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Vivek, I am not here to defend Ted XI. Even I may not be convinced about few Ted XI stocks.
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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
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Posted: 09/Oct/2008 at 9:25am |
Thanks again Valueman.
Munger always says: "if you think hard about it , you will agree with me because you are smart and i am right"
Edited by kulman - 09/Oct/2008 at 9:45am
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Life can only be understood backwards—but it must be lived forwards
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prmod
Newbie
Joined: 10/Oct/2008
Location: India
Online Status: Offline
Posts: 2
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Posted: 10/Oct/2008 at 6:34pm |
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Hello, this is my first post. I hav query for abt som companies and wish som one out there will help sought them out. I hav shares of ril, rpl, jspl, thermax, wespun gujrat, idbi, bhel. Unfortunately i invested 65%% of my money from 3jan 08 to 15 jan 08. i hav 15% cash and remaining invested recently in ril. i hav abt 50% loss on my portfolio.
I want to know whether thermax, welspun gujrat are good enough so that i can invest fesh in them to avg. their price. thermax has 0 debt n in infra sector so i bought it. welspun gujrat has shown very good growth in net profits and its steel pipe sector also shows good future. but their share price is falling like rocket.
hoping for reply...thanks
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cooldude
Groupie
Joined: 07/Jul/2008
Location: India
Online Status: Offline
Posts: 16
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Posted: 11/Oct/2008 at 2:21pm |
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First of all, let me say that I am not one of those hotshot investors who know the answer to everything. The present times have no parallel, not with the 92 crash, not with the tech bubble nor the 1929 crash. The speed with which world markets crumbled is unbelievable. All theories can be thrown out of the window for the time being. Since valuations are not respected, current prices are devoid of logic and the carnage is quite likely to continue for atleast a short while. So, though there is no doubt that Thermax is a good scrip, it will not be spared if the carnage continues. I would say sell your holdings and reenter a little bit later. Right now, nothing is more comforting than CASH IN HAND.
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You can't see the future through the rearview mirror - Peter Lynch
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valueman
Senior Member
Joined: 29/May/2007
Location: India
Online Status: Offline
Posts: 1134
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Posted: 11/Oct/2008 at 2:50pm |
Originally posted by cooldude
First of all, let me say that I am not one of those hotshot investors who know the answer to everything. The present times have no parallel, not with the 92 crash, not with the tech bubble nor the 1929 crash. The speed with which world markets crumbled is unbelievable. All theories can be thrown out of the window for the time being. Since valuations are not respected, current prices are devoid of logic and the carnage is quite likely to continue for atleast a short while. So, though there is no doubt that Thermax is a good scrip, it will not be spared if the carnage continues. I would say sell your holdings and reenter a little bit later. Right now, nothing is more comforting than CASH IN HAND. |
Just like in a Bull market we have the saying due to extreme optimism 'This time it is different . In a bear market also the similar statement due to fear "This time it is different" . If you are looking at stocks as an investment for a 10 year period ( for a steady compounding growth ) then nothing to fear .If you are speculating to make quick bucks and become rich in 2-3 years then you will have sleepless nights . Bull Markets brings in lots of people in to the stock market and sees to it that Tom , Dick and Harry become overnite Buffetts but bear market will test the temperament of everyone to see that only the fittest survive and teaches everyone the following lesson of Graham : To achieve satisfactory investment results is easier than most people realize ; to achieve superior results is harder than it looks .
Benjamin Graham.
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To achieve satisfactory investment results is easier than most people realize ; to achieve superior results is harder than it looks .
Benjamin Graham.
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furkanalam
Senior Member
Joined: 08/Nov/2007
Location: India
Online Status: Offline
Posts: 404
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Posted: 12/Oct/2008 at 4:43pm |
Mr.Basant with the stock prices crashing many companies need to be shifted from large Cap Blue Chips to Mid Caps forum....And from Mid Caps to Small Caps forum.....
Lot of readjusting needs to be done to the forums in TED.... 
Edited by furkanalam - 12/Oct/2008 at 5:40pm
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adityancs
Senior Member
Joined: 04/Sep/2008
Location: India
Online Status: Offline
Posts: 188
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Posted: 16/Oct/2008 at 12:34pm |
Dear Mr. Maheshwari,
I agree with you 100% on the Technical aspects. You guide extremely well for identifying potential bluechips Technically. But, it seems that Technical factors are also equally important. Kindly guide the purchase strategy to be followed to accumulate the scripts. - Adityan CS
Edited by adityancs - 16/Oct/2008 at 12:38pm
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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
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Posted: 16/Oct/2008 at 6:43pm |
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Basant jee is majorly fundamentals-based.
Edited by omshivaya - 16/Oct/2008 at 6:43pm
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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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