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Topic: TheEquityDesk report Card - December 2010

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bitu1978
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Joined: 31/Jul/2010
Location: India
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Posts: 524

Posted: 03/Jan/2011 at 9:13am

Originally posted by jaimin31

Mr. Maheshwari's observation about Hawkins is very interesting. However, I wonder if there will ever be an opportunity in this stock again. I did a quick check, and saw that the numbers like EPS, net profit, etcetera have gone up about 3 times; however, the stock price has gone up 10 times in the same period. So, obviously, a lot of goodness is heavily priced in the stock which makes it a risky investment. I know there must not be a straight answer to this, but any thoughts are welcome. Thank you.

It was there Just one Month Back when It was trading at 950-980 range.

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sayedmohd5e
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Posted: 03/Jan/2011 at 9:42am

@chints: Thanks for your honest reply..I am new into the share market.Already taken some amount of Shares like NTPC,Suzlon,Dabur & SATCOM. Iwant to invent another 50 thousand. Plz suggest where to put in this money

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ash7979
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Joined: 19/May/2010
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Posted: 03/Jan/2011 at 9:46am

Originally posted by sayedmohd5e

@chints: Thanks for your honest reply..I am new into the share market.Already taken some amount of Shares like NTPC,Suzlon,Dabur & SATCOM. Iwant to invent another 50 thousand. Plz suggest where to put in this money

You have these 11 TED XI stock, you can put your money in any of these 11 stocks...If I was you then I would have put entire 50K in zydus wellness for 3-4 time horizon...And as this is TED XI stock then you will get update on these stocks here on TED, so you dont have to track much yourself:)

Fear can hold you prisoner. Hope can set you free....

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vijayM
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Joined: 21/Dec/2007
Location: India
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Posts: 649

Posted: 03/Jan/2011 at 9:53am

Originally posted by nav_1996

This is whopping 60% + return in 2010 if you had spread your investments equally across Ted XI.

Beats all MFs in market by a very wide margin.

Hats off to Basantji.

In the last one year, best performed fund is Magnum FMCG with 46% return.
TED11 has outperformed it with a wide margin. Big%20smile

Edited by vijayM - 03/Jan/2011 at 9:54am

If a business does well, the stock eventually follows:Warren Buffett

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nav_1996
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Joined: 08/Sep/2006
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Posts: 803

Posted: 03/Jan/2011 at 10:35am

Beauty of TED XI is it is diversified across sectors and still beats all kinds of MFs. Return does not include buying on dips/timing/trading etc like MFs.

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aniljain
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Joined: 20/Sep/2009
Location: India
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Posts: 238

Posted: 03/Jan/2011 at 10:50am

Originally posted by prabhakarkudva

All the stocks is TED XI are ones where one can bet his entire net worth and yet sleep well because the business is good in general and managements have been exceptional all along.The index is not just about absolute returns but risk adjusted returns.

So if anyone can suggest a better replacement which satisfies the above,that'll be great.I think this discussion came up before but nothing substantial came up to dislodge the current eleven.

Can we add manappuram general finance to this list?

Disclaim- I have invested in this stock.

Investment is an art, not science

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learn2earn
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Joined: 31/Jul/2009
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Posts: 123

Posted: 04/Jan/2011 at 3:05pm

One quick question on TED XI?

Which stock has comparatively the most attractive valuation among the group?

Edited by learn2earn - 04/Jan/2011 at 3:06pm

INVESTING - EMOTION = SUCCESS

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ash7979
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Joined: 19/May/2010
Location: India
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Posts: 324

Posted: 04/Jan/2011 at 6:06pm

Originally posted by vijayM

In the last one year, best performed fund is Magnum FMCG with 46% return.
TED11 has outperformed it with a wide margin. Big%20smile

I have done one year return calculation for TED XI stock for year 2010 & it has come out around 55.55% from Jan'2010 to Dec'2010.

I have uploaded the xls sheet on google docs & below is the link for the same(Just Copy & paste below link in your browser to see this xls sheet):

https://spreadsheets.google.com/ccc?key=0AnufbmouJIo1dHEwa0U3WkxoMEdsUXNiNUU3c09iVWc&authkey=CLvc2YEH&hl=en#gid=0

BasantJi & All TEDDies can review this sheet & let me know if I have done any mistake here Embarrassed

(All data has taken from google Finance)...

Some Observation from the above sheet:

Titan was the best performing stock from TED XI during 2010 with around 150% return in 2010.
Voltamp was the Wrost performing stock TED XI during 2010 with around -18% return in 2010.
HDFC Twins (HDFC Bank & HDFC) move together, as their return in 2010 was 37.6 & 36.3 respectively...Their return was so close, that I think we can choose either of them & get the same Return
Thanks to last min Action in Hawkins, we could get 100% + return from Hawkins (104% to be precise) as well.
Best Performing MF in 2010 was Magnum FMCG with 49% return in 2010 (Source: http://valueresearchonline.com/funds/repcard.asp)

So, TED XI not ONLY outperformed both NSE & BSE Index but all the MF available in market...

I hope above analysis may help fellow TEDDies...

PS: I am pasting same xls below as well for ready reference Smile

Company	Recm	Recm	Current	Gain	Price on 1/1/2010	Price on 31/12/2010	Gain/Loss %
	Price	Price	Price	(Loss)%
Hawkins Cooker	05-Sep-06	92	1351	1368.48	662	1351	104.08
Titan Industries	18-Aug-06	749	3605	381.31	1420	3601	153.59	Best Performer
Page Industries	08-Feb-08	430	1522	253.95	850	1525	79.41
Yes Bank	01-Sep-06	89	315	253.93	260	312	20.00
HDFC Bank	20-Jul-06	697	2320	232.86	1705	2346	37.60
Blue Star	06-Oct-06	137	434	216.79	395	437	10.63
HDFC,	05-Aug-06	249	728	192.37	534	728	36.33
Voltamp	01-Apr-09	340	765	152.94	930	760	-18.28	Worst Performer
Zydus Wellness	31-Mar-10	382	594	55.5	270	600	122.22
Thermax	15-Oct-07	690	874	26.67	614	864	40.72
Voltas	28-Jan-08	220	215	-2.27	175	218	24.57
CAGR Return from Jan'2010 to Dec'2010							55.53

Edited by ash7979 - 04/Jan/2011 at 6:12pm

Fear can hold you prisoner. Hope can set you free....

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