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surajmnair
Newbie
Joined: 07/Sep/2006
Online Status: Offline
Posts: 20
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   Posted: 06/Dec/2006 at 5:00pm |
Dear Jack,
Welcome to equity desk.You could check out the link called investment school on the top of the home page.There you have excellent articles by Basantji explaining market cap and companies.Infact i would also recommend you to visit the board of TV18,Pantaloon,Infosys in the equity desk website,where you can gather a lot of informations.There each boarder comes up with good set of questions and gets it answered.That could be really the starting point.-Courtesey Basantji and his team of all boarders.
Investing is a journey and not destination,So Jack start your journey...
Thanks Jack
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India_Bull
Senior Member
Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 2296
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Posted: 06/Dec/2006 at 9:17pm |
I have an interesting observation abt Market cap...
Havell Indias sales is higher than its market cap and it should catch up subsequently...keep an eye on it..
Are there any examples like this
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India_Bull forever Bull !
www.kapilcomedynights.com
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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
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Posted: 06/Dec/2006 at 11:29pm |
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Just sales should not be the criteria, the margins are as important. VIP industries(after merger with Blowplast), sales would be around 500 crores and market cap around 250-300 crores.
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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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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 09/Dec/2006 at 8:25am |
Om Shivaya makes an interesting point. Technology companies trade at 10 times market cap to sales whereas something like a pantaloon trades at 1.5 times sales that is because the former have higher profit margins compared to the latter.ALso the market cap should always be looked at according to the size of the opportunity.
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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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PrashantS
Senior Member
Joined: 14/Oct/2006
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Posts: 1294
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Posted: 10/Dec/2006 at 2:19pm |
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But really unless the technology is proven really can bet on it....these tech companies are difficult to understand unless they have a proven history
Basantji what do you think about Godesic..........
Company looks very interesting to me...
It is getting into financial products and radio over mobile phones and net advertising
website is : www.geodesiconline.com
the stock has run up quite a bit ..due to some aqusitions it has gained ground recently --Mid cap IT company..but interesting business,
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 10/Dec/2006 at 6:15pm |
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I think we have a discussion on this company and it looks good to me although I am weak at understanding IT companies generally.
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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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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
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Posted: 24/Dec/2006 at 2:57am |
Really good talk by Raamdeo jee of MOST. A must-read.
Link: http://www.business-standard.com/smartinvestor/storypage.php?tab=r&autono=269070&subLeft=2&leftnm=0
Basant sir, I wanted to have greater clarity on his "Five-year payback outlook". Considering this and his ROE & ROCE funda, how do our TV18, EDUCOMP, YES BANK stocks come in light, at their current price and keeping in mind next 5 years for each of them.
Just asking out of curiosity.
Edited by omshivaya - 24/Dec/2006 at 3:04am
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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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PrashantS
Senior Member
Joined: 14/Oct/2006
Online Status: Offline
Posts: 1294
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Posted: 24/Dec/2006 at 6:49am |
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congrats...omshiva ji ...Nucleaus is rocking and so is educomp
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