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Fardeen
Newbie
Joined: 27/Jan/2009
Online Status: Offline
Posts: 24
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   Posted: 10/Feb/2010 at 10:01pm |
My suggestion would be:
Reliance
Axis Bank (Not sure why no one added it though it is a consistent performer)
HDFC Bank
BHEL
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Success in not final and failure is not fatal, it is the courage to continue that counts.
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stocksavy1
Newbie
Joined: 18/May/2010
Online Status: Offline
Posts: 14
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Posted: 27/May/2010 at 12:09pm |
Originally posted by Hitesh Shah
Twenty years will pass quite quickly.
Three from my side: SBI, BHEL, Nestlé.
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BHEL is a definate, even now:
Momentum in execution progress maintained: Revenues for the quarter rose
29% to Rs 1355 bn mainly driven by the power sector.
BHEL had won sizeable order flows in FY08 and FY09, which is now translating into revenues
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angel05
Newbie
Joined: 21/May/2010
Online Status: Offline
Posts: 2
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Posted: 27/May/2010 at 3:33pm |
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Banks - HDFC Bank
FMCG - Nestle
Retail - Pantaloon
Engineering - BHEL
Capital Goods - Punj LLoyd
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"The greatest mistake you can make in life is to be continually fearing you will make one."
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bijoy_ajj
Senior Member
Joined: 07/Oct/2009
Location: United States
Online Status: Offline
Posts: 184
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Posted: 27/May/2010 at 11:17pm |
Originally posted by angel05
Banks - HDFC Bank
FMCG - Nestle
Retail - Pantaloon
Engineering - BHEL
Capital Goods - Punj LLoyd |
Punj Lloyd??........
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asterix24
Newbie
Joined: 31/Aug/2008
Location: India
Online Status: Offline
Posts: 25
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Posted: 05/Jul/2010 at 6:06pm |
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I wonder what did the author finally land up doing? I am also facing the same situation currently, and would definitely be interested in knowing the final resolution.
From my individual perspective, I am investing in a few Large-cap Diversified funds as it provides the breadth and diversification. From a specific stock perspective, I am looking at specific sectors and looking a few companies in those sectors.
I am currently looking at IT (Wipro is my current pick) and Pharma (Biocon). I presume one would keep track of the investment and re-adjust on a periodic basis (probably once in a year)
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 05/Jul/2010 at 7:41pm |
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For long term investment focus exclusively on the RoE of the companies you intend to buy.
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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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asterix24
Newbie
Joined: 31/Aug/2008
Location: India
Online Status: Offline
Posts: 25
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Posted: 05/Jul/2010 at 8:00pm |
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Hello Basantji,
Thanks for the very valuable advice. I was focusing only on PE (EPS), Company Profile and previous EPS growth patterns to base my decisions.
After your post, I went and checked the RoE for Biocon and Wipro based on Mar10 figures and found them to be Rs. 63 and Rs. 143 respectively. Can you please guide me on how to interpret these numbers and base my further decisions?
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 05/Jul/2010 at 8:06pm |
It is some hard work but try reading through this: RoE
and RoCE - The important tools.
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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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