| Author |
Message |
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
   Topic: TheEquityDesk Report Card June 2010
Posted: 05/Jul/2010 at 2:18pm |
Dear Teddies, The last quarter has been exemplary for most stocks discussed at TheEquityDesk (TED). While many TED XI stocks have galloped to new highs there have been super duper performances from several other names that feature quite high on the participation list at TED. This leads me to believe (though arrogantly) that if you are accessing TED on a regular basis you will do better then the majority – almost always. This is a “consumer stocks” led bull market and the early people realize it the better it would be for portfolio positioning. Almost all the stocks in the infrastructure space are below their all time highs whereas almost all stocks in the consumer space are above their all time highs. What more technical confirmation does one need to call this a consumer driven bull market.
|
Company
|
Recm
Price
|
Recm
Price
|
Current
Price
|
Gain
(Loss)%
|
|
Hawkins Cooker
|
5-Sep-06
|
92
|
1085
|
1079.35
|
|
Blue Star
|
6-Oct-06
|
137
|
429
|
213.14
|
|
Titan Industries
|
18-Aug-06
|
749
|
2322
|
210.01
|
|
Yes Bank
|
1-Sep-06
|
89
|
267
|
200.00
|
|
HDFC Bank
|
20-Jul-06
|
697
|
1912
|
174.32
|
|
Voltamp
|
1-Apr-09
|
340
|
935
|
152.94
|
|
HDFC,
|
5-Aug-06
|
1245
|
2938
|
135.98
|
|
Page Industries
|
8-Feb-08
|
430
|
940
|
118.60
|
|
Zydus Wellness
|
31-Mar-10
|
382
|
486
|
27.23
|
|
Thermax
|
15-Oct-07
|
690
|
760
|
10.14
|
|
Voltas
|
28-Jan-08
|
220
|
197
|
-10.45
|
Regards, Basant Maheshwari
Edited by basant - 05/Jul/2010 at 8:07pm
|
|
'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
|
 IP Logged |
|
|
|
 |
|
Bhupan
Senior Member
Joined: 22/Jun/2009
Location: India
Online Status: Offline
Posts: 241
|
Posted: 05/Jul/2010 at 2:45pm |
First to respond ..  Basant saab no changes in team ?? Going forward will we see addition of more " consumer companies " in this list ? Are Companies from Ted XI still available at discount or are becoming fairly valued ?
Edited by Bhupan - 05/Jul/2010 at 2:47pm
|
|
IP Logged |
|
|
|
ash7979
Senior Member
Joined: 19/May/2010
Location: India
Online Status: Offline
Posts: 324
|
Posted: 05/Jul/2010 at 2:49pm |
|
Basntji,
So, do we have any new player in TED XI or you would like to continue with existing team...whats your view on Dish TV, as Now HD war started in india, what you think,who will benefit more from HD war tatasky,Big TV, Airtel or Dish TV??
Edited by ash7979 - 05/Jul/2010 at 2:51pm
|
|
Fear can hold you prisoner. Hope can set you free....
|
|
IP Logged |
|
|
|
shivkumar
Senior Member
Joined: 02/Oct/2007
Location: India
Online Status: Offline
Posts: 2037
|
Posted: 05/Jul/2010 at 4:41pm |
|
Basant,
The gain/loss% column would have been more accurate if calculated on CAGR basis.
|
|
IP Logged |
|
|
|
karn
Senior Member
Joined: 05/Apr/2010
Online Status: Offline
Posts: 798
|
Posted: 05/Jul/2010 at 4:46pm |
Basant Ji,
As usual I have a question. Are you going to have this basket diversified or just add and remove stocks on their own merit irrespective of their sectors?
BTW   to all Teddies.
|
|
“Invert, always invert.”
|
|
IP Logged |
|
|
|
wild dog
Newbie
Joined: 19/Jan/2010
Online Status: Offline
Posts: 28
|
Posted: 05/Jul/2010 at 5:31pm |
|
Basant Sir,
Surely you would like to replace HDFC Bank and HDFC from your below list.
|
|
IP Logged |
|
|
|
ajayganmohan
Newbie
Joined: 02/Jul/2010
Online Status: Offline
Posts: 3
|
Posted: 05/Jul/2010 at 5:51pm |
|
Dear Mr Basanth Kunar :
I am a newbie. The stocks recommended in the latest Report Card are as back as 2006 and are already quoting high. Wat do you suggest? Are we supposed to buy at these levels? Please advise.
Regards,
Mohana Ganesh
|
|
IP Logged |
|
|
|
abhishekbasu
Senior Member
Joined: 07/Sep/2008
Location: India
Online Status: Offline
Posts: 335
|
Posted: 05/Jul/2010 at 6:31pm |
|
To my mind all the stocks in the TED XI are thematically related to the consumption story except Voltamp and Thermax which are more core sector (infra) plays. Basant, Any view on these two?
Edited by abhishekbasu - 05/Jul/2010 at 6:31pm
|
|
|
|
IP Logged |
|
|
|
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
