Dear Teddies,

The last quarter has been exemplary for most stocks discussed at TheEquityDesk (TED). While many TED XI stocks have galloped to new highs there have been super duper performances from several other names that feature quite high on the participation list at TED. This leads me to believe (though arrogantly) that if you are accessing TED on a regular basis you will do better then the majority – almost always.

This is a “consumer stocks” led bull market and the early people realize it the better it would be for portfolio positioning.  Almost all the stocks in the infrastructure space are below their all time highs whereas almost all stocks in the consumer space are above their all time highs. What more technical confirmation does one need to call this a consumer driven bull market.

Company	Recm Price	Recm Price	Current Price	Gain (Loss)%
Hawkins Cooker	5-Sep-06	92	1085	1079.35
Blue Star	6-Oct-06	137	429	213.14
Titan Industries	18-Aug-06	749	2322	210.01
Yes Bank	1-Sep-06	89	267	200.00
HDFC Bank	20-Jul-06	697	1912	174.32
Voltamp	1-Apr-09	340	935	152.94
HDFC,	5-Aug-06	1245	2938	135.98
Page Industries	8-Feb-08	430	940	118.60
Zydus Wellness	31-Mar-10	382	486	27.23
Thermax	15-Oct-07	690	760	10.14
Voltas	28-Jan-08	220	197	-10.45

Regards,

Basant Maheshwari


Edited by basant - 05/Jul/2010 at 8:07pm

Basntji,

So, do we have any new player in TED XI or you would like to continue with existing team...whats your view on Dish TV, as Now HD war started in india, what you think,who will benefit more from HD war tatasky,Big TV, Airtel or Dish TV??


Edited by ash7979 - 05/Jul/2010 at 2:51pm

Basant Ji,
As usual I have a question. Are you going to have this basket diversified or just add and remove stocks on their own merit irrespective of their sectors?
BTW to all Teddies.

Dear Mr Basanth Kunar :
 
I am a newbie. The stocks recommended in the latest Report Card are as back as 2006 and are already quoting high. Wat do you suggest? Are we supposed to buy at these levels? Please advise.
 
Regards,
 
Mohana Ganesh