| Author |
Message |
nil_money
Senior Member
Joined: 13/Jun/2007
Location: India
Online Status: Offline
Posts: 223
|
   Posted: 04/Jul/2008 at 5:00pm |
we can also have returns of the TED XI stocks since particular stock was included in TED XI.. that way we can assess it the decision to include in TED XI was beneficial or not ... also time frame considered for each stock will be independent of each other .. e.g. X has given 50% return after including in TED XI before 6 months.
|
|
Thanks,
Nilesh
|
 IP Logged |
|
|
|
 |
|
tigerz_style
Senior Member
Joined: 09/Dec/2007
Online Status: Offline
Posts: 166
|
Posted: 08/Jul/2008 at 2:58pm |
Moser Baer has decided to hive off its Entertainment division.The stock is down 5%. Also the stock has become a kind of non-performer.Do you think we should still keep it as part of TED.Do you expect any trigger that could bring back the stock to its levels again
|
|
IP Logged |
|
|
|
kumarrvq
Senior Member
Joined: 02/Aug/2007
Location: India
Online Status: Offline
Posts: 126
|
Posted: 08/Jul/2008 at 6:16pm |
|
Its Solar Cell business will not find buying in long run.....solar heater is used just for tube light or heating water, it can't be used for running motors etc...and world wide it is not yet proved that Solar cell business will capture good market share.
|
|
Thanks & Regards,
Harry
|
|
IP Logged |
|
|
|
vijayM
Senior Member
Joined: 21/Dec/2007
Location: India
Online Status: Offline
Posts: 649
|
Posted: 20/Jul/2008 at 6:55pm |
Though TEDXI has been inline with sensex from Jan2007 till now, from 01April2008, until now, the performance is as follows:
| S NO |
COMPANY |
% |
| |
SENSEX |
-12.7 |
| 1 |
DISH TV |
-43.7 |
| 2 |
ENIL |
-18.9 |
| 3 |
TITAN |
-4.1 |
| 4 |
VOLTAS |
-27.3 |
| 5 |
PANT RETAIL |
-19.7 |
| 6 |
YES BANK |
-26.8 |
| 7 |
BLUE STAR |
-13.4 |
| 8 |
HDFC BANK |
-20.9 |
| 9 |
IDFC |
-24.7 |
| 10 |
AXIS BANK |
-4.9 |
| 11 |
HDFC |
-12.4 |
| |
avg |
-19.7 |
Sensex over same period is : -12.7 %
However, this is a short term comparison and not reliable for long term.
vijayM
|
|
If a business does well, the stock eventually follows:Warren Buffett
|
|
IP Logged |
|
|
|
nav_1996
Senior Member
Joined: 08/Sep/2006
Online Status: Offline
Posts: 803
|
Posted: 29/Jul/2008 at 1:13am |
|
Few suggestions for TED XI changes:
1. Dish TV: Should be out. Not because it has performed badly but too dependent on govt policies.
2.Bluestar and Voltas: We have two companies in cooling and engineering. A slow down in retail, IT, real state and airport expansions may impact them. We can have one of these replaced by thermax which will benefit from power and environment related investments.
3. ENIL: Too niche segment.
4. No FMCG: Home grown companies like Marico deserve a place here.
|
|
IP Logged |
|
|
|
kanagala
Senior Member
Joined: 31/Mar/2007
Location: India
Online Status: Offline
Posts: 1229
|
Posted: 30/Jul/2008 at 9:55pm |
|
I am also sticking with TED IX stocks for most of my portfolio. But not comfortable with Dish. Would like to see some new stocks given the market correction/opportunity.
Edited by kanagala - 30/Jul/2008 at 9:55pm
|
|
While one person hesitates because he feels inferior, the other is busy making mistakes and becoming superior.
|
|
IP Logged |
|
|
|
tigerz_style
Senior Member
Joined: 09/Dec/2007
Online Status: Offline
Posts: 166
|
Posted: 31/Jul/2008 at 11:22am |
Basant ji Moser baer has now started giving pains..............
Do you still feel it should be part of TED or can it be taken out from the portfolio.
Is thier any trigger expected which can take it back to atleast respectable levels
|
|
IP Logged |
|
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 31/Jul/2008 at 11:37am |
|
I have little idea on this one and devesh should know better.
|
|
'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 |
|
|
|
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
