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kichuk2k
Newbie
Joined: 04/Apr/2007
Location: India
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Posts: 4
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 Posted: 07/Apr/2007 at 3:40pm |
dear mr basnat
if u could throw a light , when one suggesting a company what all points they have to mention..like managment, industry stream, roe ,pe etc etc..this will help ppl to look and try to learn more about a company... want some thing like what all things one need to check while suggest a company ...
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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 Posted: 07/Apr/2007 at 3:47pm |
I get your point but all of us have different strategies I pay more attention to business and managment and less to EPS/PE that is because once you have identified the former the latter always follows and it is only when you can buy something that does not look obvious to many that there is a possibility of making a big gain.
I have elaborately discussed my investing strategy in this thread:
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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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xbox
Senior Member
Joined: 10/Sep/2006
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Posts: 2001
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 Posted: 07/Apr/2007 at 3:54pm |
A multibagger portfolio warrants conviction <<not stubborns>>and to make subject complex, there is little difference in both and so experience comes handy. I mind for sector & promoter (if available). Rest are stories....
Edited by vipul - 07/Apr/2007 at 3:54pm
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Don't bet on pig after all bull & bear in circle.
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kichuk2k
Newbie
Joined: 04/Apr/2007
Location: India
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Posts: 4
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 Posted: 07/Apr/2007 at 4:01pm |
thanx ..will do a detailed reading and will come up with couple of scrips with detailed report..
KRishna
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smartcat
Senior Member
Joined: 29/Mar/2007
Location: India
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Posts: 4243
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 Posted: 29/May/2007 at 1:04pm |
What is the TED position on real estate stocks like Unitech? Do we have any old threads on this topic?
How does one do a fundamental analysis of a stock like Unitech? Other than the management and those with insider information, I don't think anybody else knows the value of the 'land bank'.
Trailing 12 month PE also doesn't seem to be a good metric when companies like Unitech increases profits from 120 crores to 1300 crores.
Can Unitech and DLF (when it gets listed) be a multi-bagger?
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go4lalit
Senior Member
Joined: 27/Aug/2006
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Posts: 135
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 Posted: 29/May/2007 at 2:35pm |
Unitech & DLF are having huge market caps. I do not see them being multibagger from here. Might appreciate little bit in the short term.
Very soon we will have one thread in TED "How we missed Unitech"......
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basant
Admin Group
Joined: 01/Jan/2006
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 Posted: 29/May/2007 at 2:59pm |
Originally posted by go4lalit
Unitech & DLF are having huge market caps. I do not see them being multibagger from here. Might appreciate little bit in the short term.
Very soon we will have one thread in TED "How we missed Unitech"...... |
Why don't you start that thread? May be it could enlighten all of us including me!!!
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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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smartcat
Senior Member
Joined: 29/Mar/2007
Location: India
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Posts: 4243
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 Posted: 29/May/2007 at 3:07pm |
Just saw DLF chief's interview on CNBC. Though they didn't make any projections, there was a small snippet of info - FY08 expected revenues Rs. 12,000 crores, Net profits Rs. 6,000 crores.
Net profit margins of 50% seems amazing. EBIDTA margins are expected to be 60%. Don't these guys pay taxes?
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