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datta.supratik
Senior Member
Joined: 23/Apr/2010
Location: India
Online Status: Offline
Posts: 235
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   Posted: 02/Aug/2010 at 2:55pm |
Hi Basantji,
Just wanted to put the same question posted by dipankar66. Is it necessary to keep both Voltas and Blustar in the portfolio? I have seen your post corresponding to that and awaiting your further reply.
Please let us know if there are better options in the same space like Whirlpool or Hitachi.
I also wanted to ask you if it would be wise to make fresh investmensts in Page Industries or VIP for the next couple of years.
Thanks as always for your response.
Thanks and Regards
Supratik
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 02/Aug/2010 at 2:59pm |
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We will change one of them but let's get a better alternative in terms of expected long term performance. I do not like and own Vip because they were inconsistent but have to confess that I have done very little research on the same. Page is a great business at a not so great valuation but as we say good things never come cheap. Timing entries and exits should be a matter of personal judgement though.
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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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dipankar66
Senior Member
Joined: 18/Mar/2010
Location: India
Online Status: Offline
Posts: 115
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Posted: 04/Aug/2010 at 9:40pm |
Originally posted by basant
We will change one of them but let's get a better alternative in terms of expected long term performance. I do not like and own Vip because they were inconsistent but have to confess that I have done very little research on the same. Page is a great business at a not so great valuation but as we say good things never come cheap. Timing entries and exits should be a matter of personal judgement though. |
Would like to have a discussion on Indraprastha Gas/Gujarat Gas which have great YoY growth of over 25%, great moat of locked users, good cash flow, good cash on balance sheet. Can be interesting business to own as this business of piped residential gas will arrive in lot many cities in India.
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DD
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Jaishrikrishna
Senior Member
Joined: 06/Sep/2008
Location: India
Online Status: Offline
Posts: 1132
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Posted: 04/Aug/2010 at 9:46pm |
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Hi Basantjee,
Don't you think, pharma sector, deserves to be in TEDXI.
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Don't Buy and Hold, Buy and Homework / Fish see the bait,but not the hook; Men see the profit, but not the peril.
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bobbyusd
Groupie
Joined: 25/Nov/2008
Online Status: Offline
Posts: 36
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Posted: 04/Aug/2010 at 11:20am |
The problem with IGL is the licensing part, which is up for auction every few years. Besides to what degree can the business be scaled up, given the area of operation.
On the positiv note, gas is something which is used everyday be it in autos, homes or industries.
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tarkeshwar
Senior Member
Joined: 14/Oct/2007
Location: India
Online Status: Offline
Posts: 140
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Posted: 08/Aug/2010 at 7:33pm |
Originally posted by rpradeephere
TED Portfolio: 43%
Sensex return: 11%
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While I am sure TED beats sensex hands down, just to be fair to ourselves, above figures suffer from survival bias (loosers dropped: ex: dish tv) and the date of inclusion in TED XI being different from date of start of discussion.
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DHIRAJKANT
Senior Member
Joined: 23/Sep/2007
Location: India
Online Status: Offline
Posts: 409
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Posted: 09/Aug/2010 at 7:51am |
HI BASANT JI,
UR NEXT PICKS ?
I SOLD PAGE AROUND 1150.  REGARDS.
Edited by DHIRAJKANT - 09/Aug/2010 at 7:51am
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nazgul
Senior Member
Joined: 08/Jul/2009
Location: India
Online Status: Offline
Posts: 407
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Posted: 09/Aug/2010 at 10:53am |
Dhiraj bhai,
page can go upto 1500 by next 2 quarters.....
maybe you sold it too soon.......
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I don't do funds, i do fundas.
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