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smartcat
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Joined: 29/Mar/2007
Location: India
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Posts: 4243
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   Posted: 27/Jan/2008 at 5:17pm |
List of global infrastructure players from the Fortune 500 list.
That's a pretty small list, but if you consider oil & gas allied services as an infrastructure play, then you have a large number of large companies like Halliburton, Schlumberger, Transocean etc . Indian comparables for oil & gas allied services are Punj Loyd, Shiv Vani and Aban Offshore respectively.
Though representation from USA is low, there are lots of Chinese & European infrastructure companies (power, engineering, roads, construction, railway etc) that make the list of Fortune 500.
Edited by smartcat - 27/Jan/2008 at 5:21pm
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deveshkayal
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Joined: 04/Sep/2006
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Posts: 3903
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Posted: 27/Jan/2008 at 7:50pm |
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Infrastructure will remain a hot theme for the next three years and its a good time to buy some stocks as every other Mutual Funds are coming out with an NFO on Infrastructure.
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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vikram123_us200
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Joined: 12/Nov/2007
Location: India
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Posts: 7
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Posted: 20/Feb/2008 at 2:28am |
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can healthcare as a sector gain some momemtum in next 5-10 years?? i.e. hospitals because India still has a long way to go in healthcare or medical care
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vijayM
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Joined: 21/Dec/2007
Location: India
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Posts: 649
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Posted: 21/Feb/2008 at 4:37pm |
Basantji & TED friends,
Is there any mutual fund that has built the portfolio similar to TEDXI theme of multibagger stocks? I find most of them are overweight on infrastructure stocks.
vijay
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investor
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Joined: 06/Sep/2006
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Posts: 1745
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Posted: 21/Feb/2008 at 4:42pm |
Basantji, please take note!  Coming Soon: THE TED FUND NFO !! Objective: To invest in 11 stocks only, no limitations on whether large, small or midcap segment, and no limitations on weightage either. Recomended for long term holding only! No exit and entry loads! No buying through agents or application forms, units can only be purchased online at theequitdesk.com!! Think about it Basantji  Im sure the NFO would get more subscription than even REL POWER!! 
Originally posted by vijayM
Basantji & TED friends,
Is there any mutual fund that has built the portfolio similar to TEDXI theme of multibagger stocks? I find most of them are overweight on infrastructure stocks.
vijay |
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The market is a place where people with money meet people with experience.
The people with experience get the money while people with money get experience!
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omshivaya
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Joined: 06/Sep/2006
Location: India
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Posts: 5966
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Posted: 21/Feb/2008 at 5:59pm |
It is not time yet...long way ahead for that investor jee(even though I know you said all that in jest)
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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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basant
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Joined: 01/Jan/2006
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Posted: 21/Apr/2011 at 11:27am |
| No sector is a good buy unless you understand the business. Sector’s themselves don’t make good buys, companies that are undervalued make good buys. You know how to value a business, you project the future cash flows discounted to present and buy with a margin of safety. The earnings prospects need to be greater than the current value. Anything that is unpopular is always great to look at.- Warren Buffett |
Edited by basant - 21/Apr/2011 at 11:28am
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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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aniljain
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Joined: 20/Sep/2009
Location: India
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Posted: 22/Apr/2011 at 1:22pm |
Originally posted by basant
| No sector is a good buy unless you understand the business. Sector’s themselves don’t make good buys, companies that are undervalued make good buys. You know how to value a business, you project the future cash flows discounted to present and buy with a margin of safety. The earnings prospects need to be greater than the current value. Anything that is unpopular is always great to look at.- Warren Buffett |
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Investment is an art, not science
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