Joined: 02/Sep/2006
Location: India
Online Status: Offline
Posts: 1076
Posted: 15/Jan/2007 at 6:58pm
I think another reason to be comforable on this script is the growth visiblility....it has what WB would call a moat of security around itself, considering it;s unique positioning in the market. One may argue about it's valuations but there is no denying it's increasing market share and OPMs......
There are two times in a man's life when he should not speculate-when he can't afford it and when he can-Happy investing!
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Posted: 15/Jan/2007 at 9:36am
SInce the market's attention seems diverted from this company in the immediate term it should make sense to accumulate this (CMP Rs 1270) with a 2-3 year view.
Edited by basant - 15/Jan/2007 at 11:26am
'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
Joined: 25/Oct/2006
Location: India
Online Status: Offline
Posts: 45
Posted: 01/Feb/2007 at 12:12pm
Suzlon is constantly dipping over the last few days and is hovering around 1150. Did anybody have a look at the Q3 results?
In anycase, I guess this one's a great long time bet and its probably time to accumulate this one? whatsay basantjee ...
It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong - George Soros
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Posted: 01/Feb/2007 at 12:18pm
I am with that observation 100%.
'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
i think this quarter was not great but there is news on the underworld connection to suzlon pre-IPo....how much of this story makes sense i dont know...
'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
You cannot post new topics in this forum You cannot reply to topics in this forum You cannot delete your posts in this forum You cannot edit your posts in this forum You cannot create polls in this forum You cannot vote in polls in this forum