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Equity Buff
Senior Member
Joined: 30/Aug/2006
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Posts: 223
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   Posted: 22/Oct/2006 at 9:07am |
Basantjee,
Awaiting your reply to my above post.
Rgds.
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 22/Oct/2006 at 10:37am |
We discussed PVR after sept 30th so that is why it has not been included.From the list that you provided these companies look very good to me.
Subex Azure
Deccan Chronicle
Gateway Ditriparks
B L Kashyap
Sanghvi Movers
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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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Equity Buff
Senior Member
Joined: 30/Aug/2006
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Posts: 223
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Posted: 22/Oct/2006 at 11:15am |
Basantjee,
Thanks for your feedback. What are you views on Opto Circuits in terms on Scale of opportunity and being a multibagger going forward ?
Rgds.
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Vivek Sukhani
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Joined: 23/Jul/2006
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Posts: 6675
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Posted: 23/Oct/2006 at 12:59pm |
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Nice of you to talk about Opto Circuits. Is a wonderful company in all regards. Doling out bonus year after year for last 4 years at least but unlike companies like Gujarat NRE Coke, is also scaling up its sales quite commensurately, rather more commensurately. Is into a field where I see very little competition( I beleive its into Sensors required in medical equipments). Also its very aggressive in acquisitions. Has a subsidiary called Advanced Micro Devices and another subsidiary in US.it always trades expensively but then it outperforms every time, so may be, it deserves such a premium.
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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Posted: 23/Oct/2006 at 1:20pm |
Originally posted by Equity Buff
Basantjee,
Thanks for your feedback. What are you views on Opto Circuits in terms on Scale of opportunity and being a multibagger going forward ?
Rgds. |
ALways looked at this company but never saw it in detail. My sense is that the clinical thermometer order and the subsequent FDA approval makes this a good long term story.
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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
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Posts: 5966
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Posted: 28/Oct/2006 at 6:47pm |
Which looks most attractive right now Basant ji, for most returns in next 3 years, from these prices(assuming)
Educomp(600)
TV18(700)
Pantaloon(1800)
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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
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Posted: 28/Oct/2006 at 7:05pm |
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TV18(700)
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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
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Posts: 5966
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Posted: 28/Oct/2006 at 9:22pm |
So if I do not own any Pantaloon, TV18 or educomp right now, I should put all cash into TV18 rather than put some in pantaloon, some in tv18 and some in educomp?
Would you do the same, if you had no shares of pantaloon, educomp or tv18 as of now?
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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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