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FutureBull
Senior Member
Joined: 06/Feb/2009
Location: India
Online Status: Offline
Posts: 1868
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   Posted: 20/Sep/2011 at 9:45am |
Somuji, could you share update post AGM. Anything worthwhile to note?
Originally posted by somu0915
Hi Members,
I am planning to attend the AGM on 20th September of Arshiya International Limited.Anyone else who else wants to attend can reply and get connected.
Members may also wish to post their questions, and I will put them forward to the management.
Regards,Somu |
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‘The market always does what it’s supposed to — BUT NEVER WHEN’.
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manish_okhade
Senior Member
Joined: 20/Oct/2008
Location: India
Online Status: Offline
Posts: 1997
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Posted: 09/Jan/2012 at 5:47pm |
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Find below the great investor Samir Arora's picks which is still holding with strong hope:
1) INFOSYS
2) TCS
3) HDFC BANK
4) HDFC
5) M&M FIN
6) BAJAJ AUTO FIN
7) BOSCH
8) TIMKEN
9) GOODYEAR
10) ORACLE FIN
11) EICHER
8-10 are held as he is hoping them to be de-listed. Others are his long term picks. He is very very bearish in Infra and reasoned that Govt. is not doing needful so revival is distant. He is not interested in 2/4 wheeler companies.
I am surprised to see that he is not into so called consumption theme though!
I am not sure whether any stock from above would be a multi-bagger or worth investing 1 Cr rupees but thought to check with TEDs for better opinion. Samir Arora is a definitely great FM so better not to scoff at him.
Edited by manish_okhade - 09/Jan/2012 at 5:58pm
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values
Senior Member
Joined: 02/Jan/2011
Location: India
Online Status: Offline
Posts: 313
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Posted: 09/Jan/2012 at 9:20pm |
Manish Sir, where did you get this list from?
Originally posted by manish_okhade
Find below the great investor Samir Arora's picks which is still holding with strong hope:
1) INFOSYS
2) TCS
3) HDFC BANK
4) HDFC
5) M&M FIN
6) BAJAJ AUTO FIN
7) BOSCH
8) TIMKEN
9) GOODYEAR
10) ORACLE FIN
11) EICHER
8-10 are held as he is hoping them to be de-listed. Others are his long term picks. He is very very bearish in Infra and reasoned that Govt. is not doing needful so revival is distant. He is not interested in 2/4 wheeler companies.
I am surprised to see that he is not into so called consumption theme though!
I am not sure whether any stock from above would be a multi-bagger or worth investing 1 Cr rupees but thought to check with TEDs for better opinion. Samir Arora is a definitely great FM so better not to scoff at him. |
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Knowledge is power!
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prudentinvestor
Senior Member
Joined: 23/Jan/2011
Location: India
Online Status: Offline
Posts: 453
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Posted: 09/Jan/2012 at 9:34pm |
Originally posted by values
Manish Sir, where did you get this list from?
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He talked about all these stocks in today's interview at CNBC http://www.moneycontrol.com/news/market-outlook/samir-arora-govt-first-needs-to-understand-how-mkts-work_647227.html
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"All you need for a lifetime of successful investing is a few big winners, and the pluses from those will overwhelm the minuses from the stocks that don’t work out..” - Peter Lynch
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rajnsharma
Senior Member
Joined: 31/Jul/2009
Location: India
Online Status: Offline
Posts: 1202
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Posted: 09/Jan/2012 at 9:34pm |
Originally posted by values
Manish Sir, where did you get this list from?
Originally posted by manish_okhade
Find below the great investor Samir Arora's picks which is still holding with strong hope:
1) INFOSYS
2) TCS
3) HDFC BANK
4) HDFC
5) M&M FIN
6) BAJAJ AUTO FIN
7) BOSCH
8) TIMKEN
9) GOODYEAR
10) ORACLE FIN
11) EICHER
8-10 are held as he is hoping them to be de-listed. Others are his long term picks. He is very very bearish in Infra and reasoned that Govt. is not doing needful so revival is distant. He is not interested in 2/4 wheeler companies.
I am surprised to see that he is not into so called consumption theme though!
I am not sure whether any stock from above would be a multi-bagger or worth investing 1 Cr rupees but thought to check with TEDs for better opinion. Samir Arora is a definitely great FM so better not to scoff at him. |
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He was on TV (UTV/CNBC) where he gave out these names.
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Wall Street makes money by it's activity, while you can make money by your in-activity - Warren Buffett
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FutureBull
Senior Member
Joined: 06/Feb/2009
Location: India
Online Status: Offline
Posts: 1868
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Posted: 09/Jan/2012 at 10:01pm |
Well I do own Bajaj Finance for last 1.5 yrs. I must say my entry time was bad as stock went down continually due hike in interest rates etc etc. while all fundamental ratios kept getting better in the meantime. Promoters invested in warrants at Rs650 recently. They raised stake last year. This is cheap but so is the case with many NBFCs. SA runs hedge fund so he could time his entry and exit well. For me it is behaving like spring. Price is crunched from top while earning getting better. Let's see when it springs back. May be 2012 end when all banks had rallied already.
M&M fin and Baja Finance have developed strong domain knowledge in respective areas. M&M is very powerful in rural credit while Bajaj Fin developed strong skills in lending to urban rich.
Manishji, you can add Magma Fincorp in the list as well.
Originally posted by manish_okhade
Find below the great investor Samir Arora's picks which is still holding with strong hope:
1) INFOSYS
2) TCS
3) HDFC BANK
4) HDFC
5) M&M FIN
6) BAJAJ AUTO FIN
7) BOSCH
8) TIMKEN
9) GOODYEAR
10) ORACLE FIN
11) EICHER
8-10 are held as he is hoping them to be de-listed. Others are his long term picks. He is very very bearish in Infra and reasoned that Govt. is not doing needful so revival is distant. He is not interested in 2/4 wheeler companies.
I am surprised to see that he is not into so called consumption theme though!
I am not sure whether any stock from above would be a multi-bagger or worth investing 1 Cr rupees but thought to check with TEDs for better opinion. Samir Arora is a definitely great FM so better not to scoff at him. |
Edited by FutureBull - 09/Jan/2012 at 10:14pm
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‘The market always does what it’s supposed to — BUT NEVER WHEN’.
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prat40
Newbie
Joined: 10/Jan/2012
Location: India
Online Status: Offline
Posts: 6
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Posted: 17/Jan/2012 at 2:04pm |
Originally posted by manish_okhade
Find below the great investor Samir Arora's picks which is still holding with strong hope:
1) INFOSYS
2) TCS
3) HDFC BANK
4) HDFC
5) M&M FIN
6) BAJAJ AUTO FIN
7) BOSCH
8) TIMKEN
9) GOODYEAR
10) ORACLE FIN
11) EICHER
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Thanks but how? INFOSYS or any other IT stocks is not performing well.
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 29/Aug/2013 at 11:59am |
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Samir Arora is now on twitter. His one liners (well that's the maximum you can write on twitter) make for some interesting read.
https://twitter.com/Iamsamirarora
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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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