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vivekkumar_in
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Joined: 19/Sep/2006
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   Posted: 03/Apr/2007 at 9:48pm |
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Basantji,
If I get you correct are you suggesting that of NW18, TV18 & PRIL - at current valuations, if there is extra cash, you would increase exposure to NW18 ?
Please let me know..
Cheers,
Vivek
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Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
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basant
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Posted: 03/Apr/2007 at 9:51pm |
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NW18 looks the most promising on value terms.
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kanagala
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Posted: 03/Apr/2007 at 10:03pm |
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Hello Basant sir,
What are the expected EPS for NW-18. I know, your recommendation is not based on the immediate earning? Can you give us a short insite into future earnings potential of the company?
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basant
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Posted: 03/Apr/2007 at 10:08pm |
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We have discussed that on Nw thread maybe around Rs 16 -Rs 18(consolidated) for Fy08 real Eps will come in Fy 09 when GBN starts to earn well.
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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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kulman
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Posted: 03/Apr/2007 at 12:53pm |
1. There is a typo error in the title of this thread. Match shall actually be March.
2. Basant jee, Q4 results+guidance would change the composition of TED-XI?
3. Like the calculation for Sensex EPS FY08E & P/E range, you had mentioned that same would be worked out for TED-XI. Could you update that data please?
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Life can only be understood backwards—but it must be lived forwards
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vivekkumar_in
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Joined: 19/Sep/2006
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Posted: 03/Apr/2007 at 2:54am |
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Basantji,
Some time ago when we were discussing we wanted to have a relook at the Equity XI after March. Would this be a good time to evaluate the Equity XI and retire off some of them and promote some substitutues to the main team ?
Cheers,
Vivek
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Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
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basant
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Posted: 03/Apr/2007 at 10:09am |
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Yes, that could be a good strategy.
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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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chic_1978
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Joined: 10/Aug/2006
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Posted: 04/Apr/2007 at 12:46pm |
Yes, I can understand that there have been underperformers and we need to update the stocks but generally these were 1-2 year investments except for WWIL which could be slightly longer in nature but all of these companies should create retrn for investors.
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Great SIR, in that case can we have a word on all the underperformers from ur end ...
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happy & wise investing
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