| Author |
Message |
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
   Posted: 27/Nov/2006 at 10:53am |
|
Jp Morgan came out with a buy report on ENIL; Sudipto mailed it to me.The sentiments seems to be rubbing on to the stock right now.
|
|
'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 |
|
|
|
 |
|
vip1
Senior Member
Joined: 09/Oct/2006
Location: India
Online Status: Offline
Posts: 492
|
Posted: 27/Nov/2006 at 11:07am |
Basant,
The key differance between ENIL and Educomp is the Management . One can be assured from the fact that the Times group is behind it .
Basant , Can we have the copy of the JPMORGAN report .
|
|
IP Logged |
|
|
|
PrashantS
Senior Member
Joined: 14/Oct/2006
Online Status: Offline
Posts: 1294
|
Posted: 27/Nov/2006 at 11:11am |
|
well i this was one stock out everyones radar ...now it is in the limelight after the report....Basantji ....should we wait for buying more .......emotions are driving these markets a lot i guess.....
|
|
IP Logged |
|
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 27/Nov/2006 at 11:27am |
Yes, at the moment ENIL seems priced in but that is the way markets work.They look at the bridge they have to cross while we prefer to keep looking at the bridge we just crossed. I think the difference in making 15% and 150% lies in how far and how reasonably can one see ahead.
|
|
'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 |
|
|
|
kulman
Senior Member
Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 9319
|
Posted: 27/Nov/2006 at 11:33am |
.......I think the difference in making 15% and 150% lies in how far and how reasonably can one see ahead.
-------------------
Hmmm...that explains why most legendary investors wear spectacles...!!Anyway, Basant jee, this was another great original quote!
|
|
Life can only be understood backwards—but it must be lived forwards
|
|
IP Logged |
|
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 27/Nov/2006 at 11:40am |
Hmmm...that explains why most legendary investors wear spectacles...!!
____________________________________________________
RJ, Lynch, Buffet, Soros, Steinhardt, Smair Arora Neff. FOr the others they are on lenses probably.
|
|
'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 |
|
|
|
tigershark
Senior Member
Joined: 13/Oct/2006
Location: India
Online Status: Offline
Posts: 3542
|
Posted: 28/Nov/2006 at 3:25pm |
|
if i dont have enil in my enteertaiment and media portfoio should i add it at the current price, i do not follow any time limits but what i look at is margin of safety and THE PRICE AT WHICH I BUY.please help
|
|
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
|
|
IP Logged |
|
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 28/Nov/2006 at 3:49pm |
This is not value stock so no margin of safety as such. Since the stock is not cheap it should fall with the market in case it goes up from here in a short period of time it becomes very costly. I think that over the next 3 years ENIL should emerge as a big winner. It controls over 50% of the FM Radio market and the whole sector is growing at 20% plus.Even if it loses some market share the overall growth would continue since the industry itself is growing. A point worth remembering is that additional revenues flow directly into the bottomline.
There is no big downside risk so initial positions could be built but this is more of a 2010 play.
|
|
'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
