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Posted: 06/Sep/2007 at 11:30pm
I prefer the first one HDFC bank and its parent HDFC for stability. They have a collective history of over 100 quarters!
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Posted: 06/Sep/2007 at 11:41pm
Yes, but valuations matter when we buy a stock with mkt cap of 24k crores. These are steady 40% growers so to increase the return we will have to buy in panic/cheap.
'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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Posted: 06/Sep/2007 at 11:50pm
Great company with an excellent management.
'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
Joined: 01/Mar/2007
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Posted: 06/Sep/2007 at 12:43pm
Originally posted by basant
Yes, but valuations matter when we buy a stock with mkt cap of 24k crores. These are steady 40% growers so to increase the return we will have to buy in panic/cheap.
Why not Yes Bank ?
Yes, the risk is much higher than KTB but the opportunity for it to become a multi bagger is also high.
Joined: 24/Oct/2006
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Posted: 06/Sep/2007 at 1:07am
in case of yes bank risk is higher...returns are also better but if u want to add stabilty + decent returns then hdfc bank is too good...if iwas 40 my portfolio wud have been
1. HDFC BK- 25%
2. RIL - 15%
3. TV18 OR nw18 - 20%
4. BHARTI -15%
5. L&T - 15%
6. NTPC - 10%
AND I WUD have held this till my retirement before putting it into most secure form...and wud have added them on each opportunity
Edited by tyler_durden - 06/Sep/2007 at 1:08am
If you aren't fired with enthusiasm, you will be fired with enthusiasm.
Joined: 01/Mar/2007
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Posted: 06/Sep/2007 at 2:21am
My 2 cents...
Investment decisions should be based on the business economics and the performance of the management and not the age of the investor.
The whole argument about risk profiles and age makes no sense. The opportunity cost of a "young investor" chasing risky investment strategies with bad business economics and low success probabilities is very high. One can argue that a young investor can afford to take higher risks in pursuit of huge returns and still have time on his side incase he loses it but in my opinion that's punting and not investing.
Starting early and most importantly with the right kind of investing wisdom has huge compounding payoffs in the long run.
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