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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: 18/Sep/2007 at 1:44am |
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Wow Kulmanjee,, sahi jawab !!
BTW, deepinsightjee, ye sawalonke jawab dhoondte dhoondte to puri umar gujar jayegi !!
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India_Bull forever Bull !
www.kapilcomedynights.com
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deepinsight
Senior Member
Joined: 18/Sep/2006
Online Status: Offline
Posts: 980
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Posted: 19/Sep/2007 at 1:58pm |
Originally posted by kulman
It is about GARP with a wraper around it.
How to keep a sharp focus on Growth and the underlying fundamentals.
How to recheck our story of assumed growth (it has to endure also economic slow downs)
How to think about stocks whose prices may have run up.
How to not let go our gaurd on the fundamentals even if we have held a multibagger.
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While thinking about this very seriously.....suddenly I found an answer which was at the bottom of your message: "Investing is simple, but not easy." 
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Kulmanji: aap ka jawab nahein!
By the way while investing is simple - its really not easy to keep it that way - my own journey had to deal with huge amount of complexity to come out simple again - defining what is "my play".
Now most of the efforts is in shapening as much as possible the nuances in "my play". Obviously it means saying no to many things (opportunity cost) but keeps me focused on what works (for me  ).
BTW the questions above are rhetorical - meant to create food for thought - so that we remain sharp & be willing to question our own assumpations.
Cheers
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"Investing is simple, but not easy." - Warren Buffet
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deepinsight
Senior Member
Joined: 18/Sep/2006
Online Status: Offline
Posts: 980
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Posted: 19/Sep/2007 at 2:00pm |
Originally posted by India_Bull
Wow Kulmanjee,, sahi jawab !!
BTW, deepinsightjee, ye sawalonke jawab dhoondte dhoondte to puri umar gujar jayegi !!
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India_Bull - Itni bhee kya jaldi jab jeena hai barso?
more seriously, to make better decisions (buy, hold, sell) we have to be willing to question our thesis and processes - its the only way to keep improving.
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"Investing is simple, but not easy." - Warren Buffet
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kulman
Senior Member
Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
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Posted: 19/Sep/2007 at 6:41pm |
....BTW the questions above are rhetorical - meant to create food for thought - so that we remain sharp & be willing to question our own assumpations....
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You are right about it. That old management principle of PDCA (Plan-Do-Check-Act) on a continuous basis applies everywhere, doesn't it?
Edited by kulman - 19/Sep/2007 at 6:44pm
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Life can only be understood backwards—but it must be lived forwards
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Vivek Sukhani
Senior Member
Joined: 23/Jul/2006
Online Status: Offline
Posts: 6675
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Posted: 25/Apr/2009 at 7:12am |
Check this out!!!!!!
Edited by Vivek Sukhani - 25/Apr/2009 at 7:14am
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Jai Guru!!!
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nishachara
Newbie
Joined: 22/Feb/2009
Location: India
Online Status: Offline
Posts: 8
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Posted: 09/Aug/2009 at 8:54pm |
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Hi
I have invested in Crane software, what is TED members opinion, is there any one who has studied this stock in detail?
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nishachara
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hit2710
Senior Member
Joined: 15/Jun/2009
Location: India
Online Status: Offline
Posts: 4013
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Posted: 09/Aug/2009 at 12:02pm |
Originally posted by nishachara
HiI have invested in Crane software, what is TED members opinion, is there any one who has studied this stock in detail?
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Cranes has many niche software products for the scientific research like SYSTAT, NISA,SIGMAPLOT etc etc. EPS for fy09 was around 10 and hence available at a pe of around 4 for ttm.
But the problem with the stock is the overhang of high fii holding of around 40 %. It is a good stock recently out of favour with the market. The positive is the company has recently shifted its office to its owned premises which would save a lot of money paid for rentals by the company.
I had earlier invested the company but it is a very frustrating stock because even with good fundamentals, the stock lags behind the market in roaring bull markets.
Hence it will require a lot of patience on your part to make good returns. Downsides in my opinion is very limited from current levels of around 40 odd.
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Stockmarket is a weird place. For every person who buys a stock there is a person who sells it and both think they are very smart.
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subu76
Senior Member
Joined: 25/Feb/2008
Online Status: Offline
Posts: 5709
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Posted: 09/Aug/2009 at 12:14pm |
On Crane software....any idea if the company has a huge debt burden?
Whenever i see this stock...that seems to be the overwhelming fact standing out.....
Update:
Edited by subu76 - 09/Aug/2009 at 1:30am
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