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Identifying Multibaggers
 The Equity Desk Forum :Market Strategies :Identifying Multibaggers
Message Icon Topic: TheEquityDesk Report Card June 2010 Post Reply Post New Topic
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j2eeprofessiona
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Quote j2eeprofessiona Replybullet Posted: 31/Aug/2010 at 12:21pm
maybe something like Artson Engineering (A Tata Projects Company), could be included in the Ted X1...maybe instead of voltas maybe... this years AGM was very encouraging. one should not just look at the PE and reject it, but its very important to dig a lot in this company. the growth potential in the next 5 yrs of exponential.
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vijayM
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Quote vijayM Replybullet Posted: 31/Aug/2010 at 7:23pm

Basant Sir,

In equitydesk report card, will it not be appropriate to mention recommendation date as the date on which stock was included in TEDXI?
 
 
If a business does well, the stock eventually follows:Warren Buffett
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datta.supratik
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Quote datta.supratik Replybullet Posted: 25/Sep/2010 at 6:16pm
"As the rich nations have gotten richer, they have also become fatter. As today's chart of the day shows, US tops the list for having the most obese population, while Indians in contrast are much leaner. The reasons are not hard to find. With incomes rising, lifestyles have also seen a perceptible change. And although India in comparison lags much behind, the incidence of cardiovascular diseases and diabetes has been increasing. Little wonder then, that if one looks at the product portfolio of pharmaceutical companies across the world including India, most of the revenue generating products would cater to the obesity related diseases. "
 
Basantji,
 
Our inclusion of Zydus in the TEDXI is very rational with a sugarfree product.
I do not know if I am asking the right question but what would be the entry cost and criteria to such a business by other players?
It should not become an intensely competitive business leaving none of the players in healthy profits flows.
 
~Supratik
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brijwanth
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Quote brijwanth Replybullet Posted: 25/Sep/2010 at 11:46am
Originally posted by datta.supratik

 

Basantji,
 Our inclusion of Zydus in the TEDXI is very rational with a sugarfree product.
I do not know if I am asking the right question but what would be the entry cost and criteria to such a business by other players?
 
~Supratik


I don't know if it helps but Wipro has a similar product and it is little cheaper than sugar free. I hear lot of similar products but see none in the stores.


Edited by brijwanth - 25/Sep/2010 at 11:48am
Past will not be repeated in future but peaks and troughs do revert to mean, period and order of those peaks, troughs and mean days is the one i.e. not predictable- riser3 valuations
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bearish
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Quote bearish Replybullet Posted: 26/Sep/2010 at 7:18pm
basantji when's the next report card coming out?
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brmeena
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Quote brmeena Replybullet Posted: 20/Oct/2010 at 9:56pm
why don't we include manappuram general finance into TED XI?
 
This company have great RoE y-o-y and consistly growing above 50% yearly.
 
Year GP capital Reserve Growth(%) RoE(%)
2005 6.6 5.5 10 0 0
2006 17.5 11 13 165.1515 79.03226
2007 33.8 11 21 93.14286 98.58333
2008 49.7 17 31 47.04142 108.7188
2009 187.5 34 576 277.2636 273.4375


Edited by brmeena - 20/Oct/2010 at 9:58pm
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ramsey123
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Quote ramsey123 Replybullet Posted: 05/Nov/2010 at 12:24pm

Basant,

Could you please tell me what the CAGR returns for TED XI have been "since inception" so to speak?
 
Also, this should include any changes that have been made to the TED XI (i.e. one stock replaced by another by booking loss/gain in the previous stock).
 
Would you have this data? I'm planning to invest long-term in the TED XI stocks and so this data would be very valuable for me, and I'm sure others too.
 
Thank you.


Edited by ramsey123 - 05/Nov/2010 at 12:25pm
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teal1066
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Quote teal1066 Replybullet Posted: 01/Dec/2010 at 1:24pm
hi im new to this forum..
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