| Author |
Message |
datta.supratik
Senior Member
Joined: 23/Apr/2010
Location: India
Online Status: Offline
Posts: 235
|
   Posted: 20/Jul/2010 at 10:39am |
I heard Jim Rogers, RJ everybody speaking about agricultural sector, if we could have some inclusion in that space that would be nice.
Views are always welcome.
Regards
Supratik
|
 IP Logged |
|
|
|
 |
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 20/Jul/2010 at 11:04am |
|
To make money it is not necessary to do every conceivable business so why should it be necessary to buy them?
|
|
'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
|
|
IP Logged |
|
|
|
TonyMathew
Groupie
Joined: 22/Dec/2009
Location: India
Online Status: Offline
Posts: 51
|
Posted: 20/Jul/2010 at 11:50am |
|
I like that Basantji.... matches with know all about a few great businesses that you'd like to own. I guess it would be difficult to undersand and get to know every business.......
|
|
Tony Mathew
|
|
IP Logged |
|
|
|
tejas
Senior Member
Joined: 26/Feb/2007
Location: Canada
Online Status: Offline
Posts: 234
|
Posted: 21/Jul/2010 at 1:59am |
Originally posted by basant
Originally posted by dipankar66
Is Voltas still that interesting? Or we should replace it with something else and keep Blue Star only?
|
Valid argument.
|
Is it necessary to have HDFC and HDFC Bank in the TED XI ? Especially since HDFC mkt cap is 87,000 cr and HDFC Bank at 94,000cr. ( I read on another thread that you do not hold Large caps and sold Bharti when it reached 20,000cr. ) Are they not a drag to the portfolio ?
|
|
Earnings, Earnings, Earnings.
|
|
IP Logged |
|
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 21/Jul/2010 at 5:34am |
|
The ultimate test of an underlying business is its ability to grow with consistent generation of internal capital and even at this base these twins are growing at 25%-30% which is really commendable.
|
|
'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
|
|
IP Logged |
|
|
|
vaib
Senior Member
Joined: 23/Oct/2009
Online Status: Offline
Posts: 308
|
Posted: 21/Jul/2010 at 11:43am |
|
HDFC duo look like magic to me.
|
|
IP Logged |
|
|
|
pavithra194
Newbie
Joined: 29/Jul/2010
Location: India
Online Status: Offline
Posts: 9
|
Posted: 29/Jul/2010 at 10:08am |
To be amongst the most admired and most trusted integrated utility
companies in the world, delivering reliable and quality products and
services to all customers at competitive costs, with international
standards of customer care –thereby creating superior value for all
stakeholders.
To set new benchmarks in standards of
corporate performance and governance through the pursuit of operational
and financial excellence, responsible citizenship and profitable growth. ========================= sheer lingerie
womens raincoats
|
|
pavithra
|
|
IP Logged |
|
|
|
cruz55
Newbie
Joined: 16/Jul/2010
Online Status: Offline
Posts: 4
|
Posted: 31/Jul/2010 at 1:04pm |
Nice site.. ==============
SEO projects
|
|
IP Logged |
|
|
|
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
