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nav_1996
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Joined: 08/Sep/2006
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   Posted: 04/Jan/2011 at 7:04pm |
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Add approx 2% of div returns to it in case that is not added.
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ash7979
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Posted: 04/Jan/2011 at 7:17pm |
Originally posted by nav_1996
Add approx 2% of div returns to it in case that is not added. |
All TED XI stocks are not very good DIV Payer (Except Hawkins which has around 3% yield)...On an average we can add 1% as Div in overall return, but this 1% looks peanuts in front of whopping 55% overall return with price appreciation!!!
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Fear can hold you prisoner. Hope can set you free....
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datta.supratik
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Posted: 04/Jan/2011 at 7:36pm |
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The dividend yield also keeps investing.
If we would have added Hawkins at the recommended price 100, dividend now at Rs40 is almost a 40% yield.
~Supratik
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ash7979
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Location: India
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Posted: 04/Jan/2011 at 7:41pm |
Originally posted by datta.supratik
The dividend yield also keeps investing.
If we would have added Hawkins at the recommended price 100, dividend now at Rs40 is almost a 40% yield.
~Supratik
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I have done calculation for just 2010!! So, if we consider Div yield for 2010 for TED XI, then I will be ~1-2%, that i said is meager in front of whopping 55% return due to Price appreciation...And if you really want to add Div yield then we can assume, we got ~57% absolute return in Year 2010!!!
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Fear can hold you prisoner. Hope can set you free....
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ash7979
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Joined: 19/May/2010
Location: India
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Posted: 04/Jan/2011 at 9:32pm |
Now, another one...
I have calculated CAGR return for TED XI stocks individually (for simplicity I have not included Div) & then taken average of all individual
CAGRs to calculate average CAGR return for TED XI Stocks (though these stocks picked at different point of time but for simplicity I have just
taken average of all to Calculate CAGR return for TED XI) & it has come out around whopping ~45%!!! (starting from Aug'2006 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=0AnufbmouJIo1dC10TjBwSWFKdmJ1d0hIZXh6Z0MtMnc&authkey=COWF24oG&hl=en#gid=0
Some Observation from CAGR calculation:
1. Hawkins was the best performing stock from TED XI with around ~86% CAGR return Since it has picked in Sept'2006 (Tough CAGR return of Zydus is 122%, but as it is less than 1 year old in TED XI, so Hawkins should be considered as Star Performer in TED XI.
2. Voltamp was the Worst performing stock TED XI during 2010 with around -18% return in 2010,but surprisingly it is 3rd best performing stock in TED XI,next to ONLY Zydus & hawkings...This prove that if a stock picked at RIGHT time, at Right price could be star performer in LT even if it underperform in ST.
3. HDFC Twins (HDFC Bank & HDFC) move almost together in LT as well, as their CAGR return are so close 30% & 27% respectively..
Their return was so close, that we can choose either of them & get the almost same return in LT as well & even another banking stockin TED XI has also given return in range of 30s ONLY (33% to be precise), so this shows that diversification in same sector wont make much of the difference as far as LT return is concern.
4. Thermex & Voltas has not gone anywhere in last 2-3 years & these 2 stocks underperformed even I think their respective index as well
If These 2 could have also performed then I think TED XI CAGR return could have crossed 50% mark!!!
5. Best Performing MF's(Franklin Pharma) CAGR return was ~29 in last 3 year.(Source: http://valueresearchonline.com/funds/repcard.asp)
So, TED XI has not ONLY outperformed both NSE & BSE Index but all the MFs by BIG margin (by whopping 50% more return than best performing MF)
I hope above analysis may help fellow TEDDies...
PS: I am pasting same xls below as well for ready reference...
| Company |
Recm |
Recm |
Current |
Gain |
Recomm Date Price |
Price as on
31/12/2010 |
CAGR return |
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Price |
Price |
Price |
(Loss)% |
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| Hawkins
Cooker |
05-Sep-06 |
92 |
1351 |
1368.48 |
92 |
1351 |
85.99 |
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| Titan
Industries |
18-Aug-06 |
749 |
3605 |
381.31 |
749 |
3601 |
42.65 |
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| Page
Industries |
08-Feb-08 |
430 |
1522 |
253.95 |
430 |
1525 |
54.30 |
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| Yes Bank |
01-Sep-06 |
89 |
315 |
253.93 |
89 |
312 |
33.60 |
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| HDFC Bank |
20-Jul-06 |
697 |
2320 |
232.86 |
697 |
2346 |
30.90 |
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| Blue Star |
06-Oct-06 |
137 |
434 |
216.79 |
137 |
437 |
32.40 |
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| HDFC, |
05-Aug-06 |
249 |
728 |
192.37 |
249 |
728 |
27.50 |
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| Voltamp |
01-Apr-09 |
340 |
765 |
152.94 |
340 |
760 |
58.35 |
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| Zydus
Wellness |
31-Mar-10 |
382 |
594 |
55.5 |
382 |
600 |
122.22 |
Best Performer |
| Thermax |
15-Oct-07 |
690 |
874 |
26.67 |
690 |
864 |
7.20 |
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| Voltas |
28-Jan-08 |
220 |
215 |
-2.27 |
220 |
218 |
-0.30 |
Worst Performer |
| CAGR Return for TED XI |
44.98 |
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Edited by ash7979 - 04/Jan/2011 at 9:38pm
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bharti
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Location: India
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Posted: 04/Jan/2011 at 10:15pm |
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If you consider only Hawkins, Titan, Page and Zydus( equal weightage) its been more than 100% return in 2010!
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basant
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Location: India
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Posted: 04/Jan/2011 at 8:42am |
Originally posted by bharti
If you consider only Hawkins, Titan, Page and Zydus( equal weightage) its been more than 100% return in 2010! |
These are the consumer names. 
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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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prabhakarkudva
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Joined: 16/Jan/2008
Location: India
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Posts: 1624
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Posted: 04/Jan/2011 at 10:00am |
It is surprising that in none of the 2011 - buy lists put out by brokerages there is a mention of either of these.I think only after they get into the index these guys will wake up
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Take your chances and keep them in a box until a quieter time.
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