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dr_varshney
Newbie
Joined: 05/Sep/2009
Online Status: Offline
Posts: 14
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   Posted: 01/Apr/2010 at 12:56pm |
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Basant Sir,
Great selection. By the way I entered in this scrip much earlier once its potential for healthy returns was visible.Can I also hear from you about RALLIS?
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deepakshenoy
Newbie
Joined: 16/Feb/2008
Location: India
Online Status: Offline
Posts: 29
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Posted: 01/Apr/2010 at 11:59am |
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How about including IDFC as "retired" and showing it's returns also? That way it's a comprehensive picture of having stayed invested in a team.
Another thing to do is to build the TED XI Index - assume equal weighted investments in every stock, normalized to Rs. 1000. Then, what is the index value now - probably is 5,000 or more. That way, replacements can be adjusted for (i.e. 2006 to 2008 consider IDFC, later consider Zydus)
If you like I can build an excel sheet of this. Am assuming IDFC is the first to get retired?
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prashantmohta
Senior Member
Joined: 23/Jul/2006
Location: India
Online Status: Offline
Posts: 1074
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Posted: 02/Apr/2010 at 4:34pm |
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I am expecting one paint company like ici and one battery company should be included.
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EMANI
Senior Member
Joined: 01/Jan/2010
Location: India
Online Status: Offline
Posts: 241
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Posted: 02/Apr/2010 at 8:15am |
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Basantji,
Thanks for zydus inclusion in TED XI
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esn
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dipankar66
Senior Member
Joined: 18/Mar/2010
Location: India
Online Status: Offline
Posts: 115
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Posted: 06/Apr/2010 at 1:55pm |
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I have been informed, Basantji, that you are not fond of cyclicals...But there are two bank stocks in Ted XI recommended in 2006, fag end of last credit cycle. However I don't doubt they are fantastic companies, and handsomely rewarded the stockholder.
Can one look at acquiring banks now as we are at the lower end of the new credit cycle?
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DD
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dipankar66
Senior Member
Joined: 18/Mar/2010
Location: India
Online Status: Offline
Posts: 115
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Posted: 06/Apr/2010 at 1:58pm |
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Great inclusion, Basantji!
I would like your opinion on one education sector stock like Educomp/Navneet.
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DD
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 06/Apr/2010 at 10:43pm |
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With large banks you cannot do significantly better then the index but they are steady growth machines.
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'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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adityancs
Senior Member
Joined: 04/Sep/2008
Location: India
Online Status: Offline
Posts: 188
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Posted: 07/Apr/2010 at 2:41pm |
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Dear Basantji, Do you still recommend Yes Bank?
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