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omshivaya
Senior Member
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 5966
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![Reply](forum_images/reply.gif) Posted: 04/Nov/2006 at 1:49pm |
Well Harsh, the best person to answer that would be Basant ji. In my humble opinion, RCOVL rolling out IPTV successfully will be a key theme. It should grow @35% or above CAGR for the next 3-4 years I think.
PS: If it is not, it and my post would be moved to the right place.
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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
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India_Bull
Senior Member
Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 2296
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![Reply](forum_images/reply.gif) Posted: 06/Nov/2006 at 6:16pm |
Hello Basantji,
Any idea or has anyone dône some work on RJ portfolio,for this quarter , any changes?
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India_Bull forever Bull !
www.kapilcomedynights.com
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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![Reply](forum_images/reply.gif) Posted: 06/Nov/2006 at 9:04pm |
All stock holdings are not out so just waiting. He is reducing Tv Today 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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vijinat
Senior Member
Joined: 18/Sep/2006
Location: India
Online Status: Offline
Posts: 112
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![Reply](forum_images/reply.gif) Posted: 18/Nov/2006 at 9:26pm |
I saw today a report in Financial Express,stating that R J's portfolio is valued at Rs. 1341 crores. Though the report mentions that more than 33% of the stocks in his portfolio have underperformed Sensex in the last six months, no break up details are available about the holdings, the stocks which he had added or exited etc. Basantji, r u in a position to get these details?
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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![Reply](forum_images/reply.gif) Posted: 18/Nov/2006 at 9:39pm |
Would do that as soon as all the holdings are updates.
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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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Bobby
Groupie
Joined: 06/Sep/2006
Location: India
Online Status: Offline
Posts: 46
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![Reply](forum_images/reply.gif) Posted: 22/Nov/2006 at 10:17am |
lloyd electric has gone up around 20% in last week(from 130 to 156 today).Thanks Basantji for your valuable picks.
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
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Posts: 18403
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![Reply](forum_images/reply.gif) Posted: 22/Nov/2006 at 10:39am |
You are welcome.Let us hope that this forum helps one and all in creating wealth. The best thing about one person sharing his ideas with another is that the other person's gains is not his loss. For instance had you advised me to buy and hold Infosys in 1995 it would have not been your loss but still I would have gained.
I tell people that this market is like the River that flows alongside our house. If you take a bucket full of water then I could also take one without disturbing your demand.
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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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BubbleVision
Senior Member
Joined: 05/Aug/2006
Location: India
Online Status: Offline
Posts: 3142
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![Reply](forum_images/reply.gif) Posted: 23/Nov/2006 at 12:47pm |
I tell people that this market is like the River that flows alongside our house. If you take a bucket full of water then I could also take one without disturbing your demand.
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BasantJi... another great entry from my recommendation (to Kulman) into the "The Basant Way"....This will be in the chapter called ... "The power of sharing".
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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!
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