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Mohan
Senior Member
Joined: 09/Feb/2007
Location: United States
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Posts: 1855
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   Posted: 08/Feb/2008 at 10:26pm |
Originally posted by basant
That is not what I think. I am still a bull but the world is turning against the bulls!
I heard Vallab Bhanshalli very closely today. I do not think that ENAM has ever got an issue devolved. They pciked up Infy as it devolved in 1993! So EMAR did send us certain message.
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Yes Sir, Seems like winds are shifting
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Be fearful when others are greedy and be greedy when others are fearful.
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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
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Posted: 08/Feb/2008 at 10:50pm |
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The moot point is...will good stocks still do as we thought they would, in a bear market too. Forgetting the indices...concentration should be on personal stocks Sir JEEs
Edited by omshivaya - 08/Feb/2008 at 10:51pm
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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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Mohan
Senior Member
Joined: 09/Feb/2007
Location: United States
Online Status: Offline
Posts: 1855
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Posted: 08/Feb/2008 at 11:39pm |
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Probability of Markets testing recent bottoms are quite high.
Speaking of bottoms. We should all cover ours from future pain.
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Be fearful when others are greedy and be greedy when others are fearful.
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omshivaya
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Joined: 06/Sep/2006
Location: India
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Posts: 5966
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Posted: 08/Feb/2008 at 12:15pm |
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No Mohan sir. No covering. We have to take it in our stride. Timing will be against Buffett and weren't you the one who was saying "Easy to read and difficult to follow" on some thread a while back.
So come on, be brave(of course if one owns good stocks only then)
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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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tigershark
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Joined: 13/Oct/2006
Location: India
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Posts: 3542
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Posted: 08/Feb/2008 at 7:02am |
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we need to do a reality check whether we have ended up buying great businesses at wrong prices. thoughts and arguments on this are welcome
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understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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omshivaya
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Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
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Posted: 08/Feb/2008 at 8:57am |
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That is a call each one has to take for himself. Personally speaking, I am okay with eACh one in my portfolio, except maybe TV18 where I am NOT able to clearly see some earnings visibility(appox.) over next 3 years. So,have to wait on this one.
Edited by omshivaya - 08/Feb/2008 at 8:58am
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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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Mohan
Senior Member
Joined: 09/Feb/2007
Location: United States
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Posts: 1855
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Posted: 09/Feb/2008 at 3:32am |
Originally posted by omshivaya
No Mohan sir. No covering. We have to take it in our stride. Timing will be against Buffett and weren't you the one who was saying "Easy to read and difficult to follow" on some thread a while back.
So come on, be brave(of course if one owns good stocks only then) |
Omji, Kya kare, Thode mungeri kide ab bhi reh gaye hai aang mein. 
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Be fearful when others are greedy and be greedy when others are fearful.
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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
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Posts: 5966
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Posted: 09/Feb/2008 at 8:54am |
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Chalta hain! We all have such "kidas" from time to time. The idea is to fight the demons within, wheny they raise their heads.
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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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