Joined: 01/Dec/2006
Location: India
Online Status: Offline
Posts: 155
Topic: Sorub's portfolio Posted: 01/Dec/2006 at 9:55pm
1)itc
2)ab nuvo
3)ongc
4)bel
5)eid parry
6)rel energy
7)ind hotel
8)l&t
9)infy
10)tube investment
11)pvr
12)tvs
13)bank of india
14)geojit
15)tata tea
16)ranbaxy lab
17)maruti
18)ioc
19)cen bank of punjab
20)pantaloon
comments and changes on to my pick is welcome
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
Posted: 01/Dec/2006 at 1:20am
The usual "first liner" before someone else asks you to. The %ages please of your holdings. Here's an example
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
Joined: 13/Oct/2006
Location: India
Online Status: Offline
Posts: 3542
Posted: 01/Dec/2006 at 5:04am
daer sorub it appears that yu have many companys which depend on too
much govt interference.genearlly speaking govts make poor ceos so my be
you could lower govt interference with your portfolio.
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Posted: 01/Dec/2006 at 11:50am
Tigershark is right you may spend 5 years of your time waiting for that to happen. The next elections are in 2009 so no harsh decisions from 2007 onwards and nothing before 2010 once the new Govt. comes into play. There are too many ifs and buts in the PSU disinvestment story.
'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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