Active TopicsActive Topics  Display List of Forum MembersMemberlist  CalendarCalendar  Search The ForumSearch  HelpHelp
  RegisterRegister  LoginLogin

Identifying Multibaggers
 The Equity Desk Forum :Market Strategies :Identifying Multibaggers
Message Icon Topic: The Multibagger portfolio Post Reply Post New Topic
<< Prev Page  of 41 Next >>
Author Message
kichuk2k
Newbie
Newbie


Joined: 04/Apr/2007
Location: India
Online Status: Offline
Posts: 4
Quote kichuk2k Replybullet 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 ...
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet 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:
 
 
'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 IP Logged
xbox
Senior Member
Senior Member
Avatar

Joined: 10/Sep/2006
Online Status: Offline
Posts: 2001
Quote xbox Replybullet 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
Don't bet on pig after all bull & bear in circle.
IP IP Logged
kichuk2k
Newbie
Newbie


Joined: 04/Apr/2007
Location: India
Online Status: Offline
Posts: 4
Quote kichuk2k Replybullet 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
IP IP Logged
smartcat
Senior Member
Senior Member
Avatar

Joined: 29/Mar/2007
Location: India
Online Status: Offline
Posts: 4243
Quote smartcat Replybullet 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?
IP IP Logged
go4lalit
Senior Member
Senior Member


Joined: 27/Aug/2006
Online Status: Offline
Posts: 135
Quote go4lalit Replybullet 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"......

IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet 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!!!
'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 IP Logged
smartcat
Senior Member
Senior Member
Avatar

Joined: 29/Mar/2007
Location: India
Online Status: Offline
Posts: 4243
Quote smartcat Replybullet 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?
IP IP Logged
<< Prev Page  of 41 Next >>
Post Reply Post New Topic
Printable version Printable version

Forum Jump
You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot delete your posts in this forum
You cannot edit your posts in this forum
You cannot create polls in this forum
You cannot vote in polls in this forum



This page was generated in 0.031 seconds.
Bookmark this Page