| Author |
Message |
shalukat
Newbie
Joined: 07/Jul/2011
Location: India
Online Status: Offline
Posts: 16
|
 Posted: 20/Aug/2011 at 12:44pm |
Basantji, can we PLEASE have the representative list then. As a new member of TED Forum, I am relying on older posts to educate myself. Please let us know which stocks do you like from this older list and any other stocks. I know your views on Page and Hawkins and have invested in them as a long term investor.
Thanks
|
|
Shalu
|
 IP Logged |
|
|
|
 |
|
kailasp4u
Senior Member
Joined: 30/Mar/2009
Location: India
Online Status: Offline
Posts: 128
|
Posted: 20/Aug/2011 at 1:42pm |
Originally posted by basant
This is not a representative list so please do not look at it with that objective of course there are many that I like from this list but several of these names are stocks that I stopped liking some time back. |
Basantji,
It would be helpful for all if you make it clear which stocks you have stopped liking. In this matter, I feel HIT is very clear in his posting. Whenever he changes his view for whatsoever reasons, he immediately posts it kick-starting the thinking process on those views. All teddies would appreciate if you could indicate such views or changes every quarter or when you feel there is some impacting change, internally or externally.
Nevertheless, we are grateful for sharing your knowledge.
|
|
knp
|
|
IP Logged |
|
|
|
bitu1978
Senior Member
Joined: 31/Jul/2010
Location: India
Online Status: Offline
Posts: 524
|
Posted: 20/Aug/2011 at 11:42pm |
Originally posted by kailasp4u
Originally posted by basant
This is not a representative list so please do not look at it with that objective of course there are many that I like from this list but several of these names are stocks that I stopped liking some time back. |
Basantji,
It would be helpful for all if you make it clear which stocks you have stopped liking. In this matter, I feel HIT is very clear in his posting. Whenever he changes his view for whatsoever reasons, he immediately posts it kick-starting the thinking process on those views. All teddies would appreciate if you could indicate such views or changes every quarter or when you feel there is some impacting change, internally or externally.
Nevertheless, we are grateful for sharing your knowledge. |
It would have been very easy for you to Conclude which stocks Basantjee has stopped liking in TED XI if you had attended Mumbai TED Meet .Baaki toh Guruji khud hi batayenge tohi accha hai.
|
|
IP Logged |
|
|
|
kailasp4u
Senior Member
Joined: 30/Mar/2009
Location: India
Online Status: Offline
Posts: 128
|
Posted: 20/Aug/2011 at 11:51pm |
Originally posted by bitu1978
Originally posted by kailasp4u
Originally posted by basant
This is not a representative list so please do not look at it with that objective of course there are many that I like from this list but several of these names are stocks that I stopped liking some time back. |
Basantji,
It would be helpful for all if you make it clear which stocks you have stopped liking. In this matter, I feel HIT is very clear in his posting. Whenever he changes his view for whatsoever reasons, he immediately posts it kick-starting the thinking process on those views. All teddies would appreciate if you could indicate such views or changes every quarter or when you feel there is some impacting change, internally or externally.
Nevertheless, we are grateful for sharing your knowledge. |
It would have been very easy for you to Conclude which stocks Basantjee has stopped liking in TED XI if you had attended Mumbai TED Meet .Baaki toh Guruji khud hi batayenge tohi accha hai. |
I would have liked to attend the meet, but being in Kuwait it was not possible for me. I am awaiting transcripts, although it will not be equivalent to attending meet. From BM's comments, I could figure out his disliking to infra-proxies. I was actually expecting him to replace those stocks in TED-11 during Dec-2010 or Mar-2011 quarter review. But was negatively surprised. Probably my comment on it is also disliked by Basantji!
|
|
knp
|
|
IP Logged |
|
|
|
shalukat
Newbie
Joined: 07/Jul/2011
Location: India
Online Status: Offline
Posts: 16
|
Posted: 21/Aug/2011 at 7:17am |
|
Basantji, please revert on my query. I would really like to know which are the stocks in the updated TED XI list? Thanks in advance.
|
|
Shalu
|
|
IP Logged |
|
|
|
stock_surgeon
Senior Member
Joined: 24/Mar/2010
Online Status: Offline
Posts: 192
|
Posted: 25/Aug/2011 at 11:19am |
|
In my opinion, we should have an updated list because of the following reasons-
- Markets have corrected significantly
- Some of the sectors/stocks have corrected sharply, while some have not corrected at all
- We have a clearer picture of the long term outlook now
- Speculative positions have unwinded mostly- because of the falling markets, and SEBI requirements
|
|
IP Logged |
|
|
|
TheMatador
Senior Member
Joined: 09/Aug/2010
Location: India
Online Status: Offline
Posts: 100
|
Posted: 31/Aug/2011 at 5:31pm |
Originally posted by shalukat
Basantji, please revert on my query. I would really like to know which are the stocks in the updated TED XI list? Thanks in advance. |
After being a member of TED for more than 1 year, and as far as I have understood Basantji's style of investing. Basantji continues to like Titan, Page, Hawkins, Zydus & HDFC Bank.
He is neutral on YES Bank, HDFC
And stopped liking Voltas, Voltamp, BlueStar & Thermax
This is what my gut feeling says. 
Edited by TheMatador - 31/Aug/2011 at 5:34pm
|
|
Keep digging...one day you will find the mineral beneath.
|
|
IP Logged |
|
|
|
shalukat
Newbie
Joined: 07/Jul/2011
Location: India
Online Status: Offline
Posts: 16
|
Posted: 13/Sep/2011 at 2:28pm |
|
Thanks a lot.
|
|
Shalu
|
|
IP Logged |
|
|
|
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
Topic Closed)
