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basant
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   Posted: 13/Aug/2007 at 5:03pm |
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Problem is the best one Blue Dart is hanging under the delisting hammer. For new sectors it is always safer and profitable to bet with the sector leader.
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catchsudipto
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Posted: 13/Aug/2007 at 5:07pm |
Problem is the best one Blue Dart is hanging under the delisting hammer. For new sectors it is always safer and profitable to bet with the sector leader
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Yes its definitely the sector leader. But what about Concord? Is it worth investing. Can Future logistic be a dark horse?
Edited by catchsudipto - 13/Aug/2007 at 5:07pm
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basant
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Posted: 13/Aug/2007 at 5:44pm |
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Generally it is tough to disrupt establish leaders but Future Logistics is Ok not the only thing to invest in PRIL.
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catchsudipto
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Posted: 13/Aug/2007 at 9:11am |
Dear Sir,
Thanks again. Sir what can be our strategy if the sector leader is not listed or is going to get delisted ( e.g Blue dart) in a particular sector. Shall we ignore the sector or pick the number 2.
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basant
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Posted: 13/Aug/2007 at 10:07am |
Personally I do not like being with the number 2. Number 2 or 3 are generally laggards in terms of business growth and potential when compared to number 1. So if an investor has a thinly diversified portfolio he could buy the No.2 or else stay only with the leaders and ignore the sectors where he cannot get one.
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catchsudipto
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Posted: 13/Aug/2007 at 10:17am |
Dear Sir,
Thanks again.
You mean to say that if Pril becomes No 2 some day we must sell it as we have a super concentrated portfolio ( or Pril is an exception as the sector is huze).
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basant
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Posted: 13/Aug/2007 at 10:35am |
Originally posted by catchsudipto
Dear Sir,
Thanks again.
You mean to say that if Pril becomes No 2 some day we must sell it as we have a super concentrated portfolio ( or Pril is an exception as the sector is huze). |
PRIL or TV18 - anything that becomes a number 2 (not for one quarter) is a complete sell in a concentrated portfolio.Here we should not anticipate a company becoming number 2 but actually wait a bit (and lose some money) to see it become number 2.Many times anticipation gives out incorrect indications.
Edited by basant - 13/Aug/2007 at 10:38am
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catchsudipto
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Posted: 13/Aug/2007 at 11:52am |
Dear Sir,
Yes we must be prepared to lose some money. Thanks again.
But how to decide whether it is No 2 now.
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