| Author |
Message |
omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
|
   Posted: 13/Jan/2007 at 4:22pm |
TV18 not in their list, though I see something like a Mukta Arts. Interesting!!
|
|
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
|
 IP Logged |
|
|
|
 |
|
catchsudipto
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 641
|
Posted: 13/Jan/2007 at 5:58pm |
|
Dear Sir,
I missed the show. What i can feel that he had made a significant remark "certain Media and Retail stocks could grow by as much as 20 times in the next 3-4 years" .
Now can we start a general discussion about his comments, and
share ours view on it. Which are the companies he wanted to
mention?
|
|
Make your Life as simple as possible.
|
|
IP Logged |
|
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 13/Jan/2007 at 7:17pm |
As a policy these people (who make sense) never name companies and the others (who make nonsense) are always blaring from the roof tops.
With a certain degree of pride I can accept that I have been riding the best horse(s) - the jockey as you might call it the two "B's" - Bahl and Biyani since the start of the BULL run. Now I also tried to do my own little homework to find out what stocks is ENAM recommending now. But then I asked myself one question. What if some one emailed me a research report where I found the names of companies that ENAM is interested in these two sectors (retail, and media) went on like this
1) ZEE Tv 1) Shoppers Stop
2) NDTV 2) Reliance
3) TV Today
WOuld I sell of Pantaloon Retail and TV 18 to buy from this basket? The answer that I got was in the negative. This is because you cannot get conviction by buying stocks that are recommended by others - and for a growth stock the the last thing you want to lose is conviction. So while it is always helpful to see those reports in the longer term come what may I would not disturb my media and Retail picks irrespective of what I see in any of the reports.
|
|
'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 |
|
|
|
BubbleVision
Senior Member
Joined: 05/Aug/2006
Location: India
Online Status: Offline
Posts: 3142
|
Posted: 13/Jan/2007 at 7:22pm |
So these reports often acts as good sector selectors.... 
|
|
You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
|
|
IP Logged |
|
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 13/Jan/2007 at 7:26pm |
Yes and I am sure that good research houses do not mess up the stocks after getting it right for the sector. ANd surely ENAM would also be thinking on those lines.
Now if a sector will bloom even a layman could identify that the best stocks would be the sector leaders and that is hard to miss!!!
|
|
'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 |
|
|
|
omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
|
Posted: 13/Jan/2007 at 7:54pm |
Basant sir, though I believe TV18 is definitely the leader in Business and General news segment, however I feel entertainment is where it needs to lead. NW18 is the only link I see in TV18 having any connection to "entertainment" and in this Zee is way ahead. What are your thoughts on TV18 and entertainment Basant sir? Like entertainment channels, not just movie business. Do you feel Bahl jee is thinking on entertainment as heavily as he is about its other media forays?
Asking, out of curiosity.
|
|
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
|
|
IP Logged |
|
|
|
basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
|
Posted: 13/Jan/2007 at 9:38pm |
|
Zee is only ONE channel right now after the Dish business gets demergeed. SO what happens if a KBC 3 takes over the market. Though I think Zee will do well the real trigger in media is CAS/DTH and yes NW18 is ideally positioned with multiple businesses but to put Zee ahead I am unable to decide just because we all saw what happened during 2000- 2005 with the Zee channel so risks are not diversified in Zee's business model.
Edited by basant - 13/Jan/2007 at 6:16am
|
|
'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 |
|
|
|
omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
|
Posted: 13/Jan/2007 at 10:49pm |
TV18 still lacks any serious entertainment-oriented channel! Do they have anything up their sleeve in this arena...forgeting CAS/DTH.
|
|
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
|
|
IP Logged |
|
|
|
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
