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reetesh
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Joined: 01/Sep/2006
Location: India
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   Posted: 08/Oct/2007 at 1:35pm |
Oops, I never took whatever you wrote in negative manner! I am not talking about individual stocks ( I wonder what is multi bagger and what kind of duration are we talking about we can get a multi bagger in 3 months and we may not get one in our entire life forget about 3 years)
I think we moving a bit too fast on few stock(s) from being very positive to neutral and then to negative and the same is reflecting on overall market view also which according to is a bit confusing.
I hope we agree to disagree on few thing`s, otherwise it is irrelevant to discuss anything....
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When going gets tough, that’s when tough (people) gets going.
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basant
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Location: India
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Posted: 08/Oct/2007 at 10:25am |
I think we moving a bit too fast on few stock(s) from being very positive to neutral and then to negative and the same is reflecting on overall market view also which according to is a bit confusing
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Opinions move with markets and findamentals and if anyone of these move fast opinions have to keep pace with that.
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reetesh
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Location: India
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Posted: 09/Oct/2007 at 1:27pm |
Sir, as you say !
But we know all the gurus have failed while takin/makin big macro calls! I wanted you to avoid doin this!
TED is best when we discuss MICRO issues! (for me anyways) I hope this will not be taken in wrong manner.
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When going gets tough, that’s when tough (people) gets going.
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basant
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Posted: 09/Oct/2007 at 1:47pm |
I was never discussing macro calls. What makes you think so. All that I wanted to elaborate was that biggest money is made/lost ina PE rerating and a PE derating and that at this point it is better to follow companies that are conservatively valued and that to me it is difficult to locate multibaggers and till I get one I would be happy to see my money in steady businesses that give 30% CAGR.
That is more of a cautious call rather then a macro call. 
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xbox
Senior Member
Joined: 10/Sep/2006
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Posts: 2001
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Posted: 09/Oct/2007 at 1:50pm |
PE Expansion candidates......silverline, GTL, HFCL..list is endless. Any takers .... 
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omshivaya
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Joined: 06/Sep/2006
Location: India
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Posts: 5966
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Posted: 09/Oct/2007 at 2:24pm |
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Arre X-Box jee, baksho TEDdians ko. Hey Ram! Btw X-Box jee, I had asked this on the Yes Bank thread too...what do you think is the probability tha Yes Bank would issue any bonus shares between now and 2010? Any chance, just curIous that is all!
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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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vip1
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Joined: 09/Oct/2006
Location: India
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Posts: 492
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Posted: 09/Oct/2007 at 2:27pm |
that to me it is difficult to locate multibaggers and till I get one I would be happy to see my money in steady businesses that give 30% CAGR.
HDFC Bank Ki Tezi Ka RAAZ!
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basant
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Posted: 09/Oct/2007 at 2:53pm |
Originally posted by vip1
that to me it is difficult to locate multibaggers and till I get one I would be happy to see my money in steady businesses that give 30% CAGR.
HDFC Bank Ki Tezi Ka RAAZ! |
50 quarters of consistent growth.
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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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