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Identifying Multibaggers
 The Equity Desk Forum :Market Strategies :Identifying Multibaggers
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camanoj
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Quote camanoj Replybullet Posted: 23/Nov/2010 at 10:04am
Mritunjaya, any take on Glodyne now, esp in view of IT raid & survey at its premises.
 
 
Originally posted by mrityunjay



lic housing: 5 times
Period held: 2 years
Learning: invested when it was cheap, got lucky. sold few day ago.



glodyne: 4.5 times
Period held: 1.3 years
Learning: invested when it was cheap. still holding.
Manoj
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excel_monkey
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Quote excel_monkey Replybullet Posted: 23/Nov/2010 at 10:15am
I had an 18 bagger in Ansal properties in just 2 years time
did not sell though I am not in a loss my gains have come down from 1700% in 2 years to 35% in 5.5 years
It is very dicey to say when a stock tops or when a sector looses its sheen

Originally posted by chimak10

I was just talking about buying the stocks selling has to be done on your own.

In 1996-2003 most non tech companies were selling at throw away MCAP with lot of value and growth possibility. and relatively it was also the case in late 2008 and early 2009. Most of the people don't understand this concept of MCAP relative to sector opportunity size.Plus the whole business cycle was in downtrend then.

Selling the companies ........now this is an art which no one has learned. Not even buffett or peter lynch or RJ or arora.

A person should sell the stock when he feels that the company is not performing, or he has made his target corpus from the market, or he finds more exciting stock to invest in. Or he just feels like selling it. Or that the company is quoting at godforsaken valuation which company will never be able to catch up.

Or the person feels that market is overheated and will crash down. etc etc etc.

No more gyaan on selling the stocks from me.
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TheMatador
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Quote TheMatador Replybullet Posted: 24/Nov/2010 at 1:12pm
REC
3 bags
2.5 years
Keep digging...one day you will find the mineral beneath.
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TCSer
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Quote TCSer Replybullet Posted: 07/Feb/2011 at 9:22pm
Originally posted by TheMatador

REC
3 bags
2.5 years


Whats the view of teddies on recent Topsy turvy ride of REC fron 200 to 400 n back to 260?
Share market is nothing but a game of temperament. Success mantra Right Price,Right Business,Patience, Conviction .Do not do panic buying or selling.It may be the only profession where inactivity pays
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master
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Quote master Replybullet Posted: 07/Feb/2011 at 10:42pm
Originally posted by TCSer

[
Whats the view of teddies on recent Topsy turvy ride of REC fron 200 to 400 n back to 260?
 
Given the sanctioned limits, T&D disbursement growth will be decent at around 30%. Large portion of their YTD disbursements were to generation segment. Margins will be under pressure in view of increase in cost of funds.
 
At less than 2x P/B for FY12E, it'll be steady grower but nothing great. Among peers, PFC is positioned somewhat similar.
Someone’s sitting in shade today because someone planted a tree long time ago.
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studentoflife
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Quote studentoflife Replybullet Posted: 07/Feb/2011 at 8:00am
Originally posted by excel_monkey

I had an 18 bagger in Ansal properties in just 2 years time
did not sell though I am not in a loss my gains have come down from 1700% in 2 years to 35% in 5.5 years
It is very dicey to say when a stock tops or when a sector looses its sheen

Originally posted by chimak10

I was just talking about buying the stocks selling has to be done on your own.

In 1996-2003 most non tech companies were selling at throw away MCAP with lot of value and growth possibility. and relatively it was also the case in late 2008 and early 2009. Most of the people don't understand this concept of MCAP relative to sector opportunity size.Plus the whole business cycle was in downtrend then.

Selling the companies ........now this is an art which no one has learned. Not even buffett or peter lynch or RJ or arora.

A person should sell the stock when he feels that the company is not performing, or he has made his target corpus from the market, or he finds more exciting stock to invest in. Or he just feels like selling it. Or that the company is quoting at godforsaken valuation which company will never be able to catch up.

Or the person feels that market is overheated and will crash down. etc etc etc.

No more gyaan on selling the stocks from me.


That is certainly an extreme event...Is Ansal properties a real estate stock...bcoz I remember both Samir Arora and Rakesh Jhunjhunwala were bearish on real estate stocks because of non transparent evaluations...
First step towards learning is the realization that you do not know anything.
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basant
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Quote basant Replybullet Posted: 07/Feb/2011 at 8:48am
 
Originally posted by excel_monkey

I had an 18 bagger in Ansal properties in just 2 years time
did not sell though I am not in a loss my gains have come down from 1700% in 2 years to 35% in 5.5 years
It is very dicey to say when a stock tops or when a sector looses its sheen

...

that is one reason why investor should own stocks that do not need regular churning (catching the top). Some sectors in this category are Banks, Consumers and Pharma.

'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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mrityunjay
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Quote mrityunjay Replybullet Posted: 02/Jun/2011 at 3:24pm

needed some money to pay for house, which i bought 8 months ago, so i cashed glodyne and lic hf.
mrityunjay
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