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NIL 5624's Portfolio

Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Portfolio Check Up
Forum Discription: Members may put forward their portfolios dor comments from other members. The final call will obviously be taken by the investor himself.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=1146
Printed Date: 07/May/2025 at 4:37am


Topic: NIL 5624's Portfolio
Posted By: nil5624
Subject: NIL 5624's Portfolio
Date Posted: 21/Aug/2007 at 11:25pm
hello everybody added:
nw18
tv18
adlabs
kotak bank
reliance
 
IN MY PORTFOLIO


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PLZ READ THE OFFER DOCUMENT B4 INVESTING.



Replies:
Posted By: Mohan
Date Posted: 21/Aug/2007 at 12:07pm
Nil5624, You can post them here.
Basantji, Please move all these posts to appropriate thread.




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Be fearful when others are greedy and be greedy when others are fearful.


Posted By: nil5624
Date Posted: 23/Aug/2007 at 11:12pm
ok sir thank u vry much for the help

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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: nil5624
Date Posted: 23/Aug/2007 at 11:20pm

stocks that i hold:

dish tv

yes bank

icici bank

ifci

idbi

bartronics

ntpc

cromptorn greaves

sbi

nw18

reliance energy

adlabs

kotak mahindra bank

reliance

tv18

commentsBig%20smile



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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: deveshkayal
Date Posted: 23/Aug/2007 at 12:03pm
No Comments Smile..........i mean great stocks but if u can break up the stocks in % terms would be better for us to make comments...
 
 


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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett


Posted By: deveshkayal
Date Posted: 23/Aug/2007 at 12:08pm

From Yes,IFCI,IDBI,Kotak,SBI,ICICI, i would advise Kotak and Yes, rest should be sold.

Also take a look at Titan & Pantaloon...


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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett


Posted By: nil5624
Date Posted: 29/Aug/2007 at 9:57pm
Magma Leasing (BSE: 524000 | NSE: MAGMA | ISIN: INE511C01014)
kindly some vies on this stock???Shocked


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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: nil5624
Date Posted: 29/Aug/2007 at 9:59pm
Mkt Cap 429.41 | * P/E 11.31 | Div 20.00 | * EPS (TTM) 18.83 | B/V: 116.23
Mkt Lot 50.00 | FV 10.00 | * EPS: As per stand alone adjusted profit after extra-ordinary items
213.00 2.90 (1.38%)
BSE : Aug 29, 14:32
214.90 2.55 (1.2%)
NSE : Aug 29, 15:37
magma leasing as of 2day

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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: ganeshbhandary
Date Posted: 29/Aug/2007 at 11:00pm
adlabs definetly a good addition.ADAG is scripting the success story of this great company.great media stock to hold.
film processing business
film production
Multiplex
Big92.7 fm (as basanthji told its revenus will start flowing only FY09.also comparison between ENIL and adlabs based on market cap)
 makes sense to add this gem to your potfolio.recent market correction had provided us the oportunity to buy at cheap 400-420 levels.


Posted By: nil5624
Date Posted: 30/Aug/2007 at 10:56pm
I ADDED IT IN THIS CORRECTION ONLY Smile

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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: ganeshbhandary
Date Posted: 30/Aug/2007 at 10:59pm
Any news on bigadda.com .i heard it is ADAG venture.part of adlabs?


Posted By: nil5624
Date Posted: 30/Aug/2007 at 11:12pm

ya accord 2 me it is

 



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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: nil5624
Date Posted: 30/Aug/2007 at 11:15pm
ADLABS(SUPERHIT BLOCKBUSTER)
2000

-Public issue has been oversubscribed 1.5 times.

2002

-Alliance Capital and Reliance Capital have jointly acquired 6% stake and two funds have struck 13 lakh shares through market purchases. 9.75 lakh bulk shares were purchased on April 17 at Rs 52 per share.

-Finalised contract to manage a Multiplex Cinema in Mumbai.

-Mrs. Kirti Vijaysinh Desai has been appointed as the Company Secretary and Compliance Officer w.e.f August 01, 2002.

-Acquired 100% shareholding of Entertainment One India P. Ltd.

2003

-Ties up with Vascon Engineers Pvt Ltd and Manisha Constructions for the project scheduled to come up at Kalyani Nagar

2004

- Asssociates with Cineplex Pvt Ltd to set up a multiplex in Mangalore

-Reliance Capital Limited acquires 11,24,209 shares representing 5.23% of the total shareholding/voting rights of Adlabs Films Limited through open market.

2005

-Adlabs signs deal with Ram Gopal Varma

2006

Adlabs Films enters into deal with Hyde Park Entertainment Group

2007

-Adlabs Films Ltd has appointed the following persons as Additional Directors to hold office upto the date of the next Annual General Meeting viz: (i) Mr. Amit Khanna (ii) Mr. Sujal Shah.



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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: nil5624
Date Posted: 30/Aug/2007 at 11:19pm
Adlabs operates 100 screens across India  
 
Adlabs Films Ltd on July 30, 2007 has announced that it has reached the significant milestone of operating 100 screens across the country, making Adlabs the largest cinema chain In India.

The 100 screens are spread across 29 properties in 22 cities and will provide a total of approximately 31,000 seats bringing the Adlabs cinema experience to 2 crore patrons this year. These not only include several properties in previously under-served tier II cities, but also cover major film territories.

Manmohan Shetty, Chairman and Managing Director, of the Company said, "Adlabs Cinemas is fast progressing towards our aim of providing quality film-viewing experience to everyone in the country. In Spite of having the biggest film-producing industry and one of the largest film-watching audiences in the world, India is still vastly under-served in terms of cinema screens."



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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: nil5624
Date Posted: 10/Sep/2007 at 10:40pm
10/09/2007  
  NTPC signs MOU with BHEL  
 Clap
National Thermal Power Corporation Ltd (NTPC) has informed that the Company has signed a Memorandum of Understanding (MOU) with Bharat Heavy Electricals Ltd (BHEL) for forming a Joint Venture Company for carrying out Engineering Procurement and Construction (EPC) activities in the power sector on mutually beneficial terms. The Joint Venture Company shall be jointly owned by the Company and BHEL on the basis of 50:50 equity participation.
ClapClap

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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: xbox
Date Posted: 10/Sep/2007 at 5:27am

Like drug discovery, film production is lottery. Pls avoid such sector. Multiplex, film production are all very high visibility/low profit biz. We are not mandated to stay in such sector.



Posted By: nil5624
Date Posted: 21/Oct/2007 at 8:10pm
SmileUPGARDING PORTFOLIO
SUM TED VIEWSWinkThumbs%20Up
Stock Wght
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Auto%20-%20LCVs/HCVs - Auto - LCVs/HCVs Wght
http://www.moneycontrol.com/india/stockpricequote/autolcvshcvs/ashokleyland/19/14/pricechartquote/marketprice/AL - Ashok Leyland 0.52%
  Total 0.52%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Banks%20-%20Private%20Sector - Banks - Private Sector Wght
http://www.moneycontrol.com/india/stockpricequote/banksprivatesector/centurionbankpunjab/19/14/pricechartquote/marketprice/CBP01 - Centurion Bank of Punjab 0.29%
http://www.moneycontrol.com/india/stockpricequote/banksprivatesector/yesbank/19/14/pricechartquote/marketprice/YB - Yes Bank 1.48%
  Total 1.77%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Banks%20-%20Public%20Sector - Banks - Public Sector Wght
http://www.moneycontrol.com/india/stockpricequote/bankspublicsector/andhrabank/19/14/pricechartquote/marketprice/AB14 - Andhra Bank 0.23%
http://www.moneycontrol.com/india/stockpricequote/bankspublicsector/bankofbaroda/19/14/pricechartquote/marketprice/BOB - Bank Of Baroda 0.77%
http://www.moneycontrol.com/india/stockpricequote/bankspublicsector/bankmaharashtra/19/14/pricechartquote/marketprice/BM05 - Bank of Maharashtra 0.75%
  Total 1.75%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Chemicals - Chemicals Wght
http://www.moneycontrol.com/india/stockpricequote/chemicals/tatachemicals/19/14/pricechartquote/marketprice/TC - Tata Chemicals 0.42%
  Total 0.42%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Computers%20-%20Hardware - Computers - Hardware Wght
http://www.moneycontrol.com/india/stockpricequote/computershardware/moserbaer%28india%29/19/14/pricechartquote/marketprice/MBI - Moser Baer (India) 0.79%
  Total 0.79%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Construction%20and%20Contracting%20-%20Real%20Estate - Construction and Contracting - Real Estate Wght
http://www.moneycontrol.com/india/stockpricequote/constructioncontractingrealestate/dlf/19/14/pricechartquote/marketprice/D04 - DLF 12.66%
  Total 12.66%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Detergents - Detergents Wght
http://www.moneycontrol.com/india/stockpricequote/detergents/nirma/19/14/pricechartquote/marketprice/N - Nirma 0.21%
  Total 0.21%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Fertilisers - Fertilisers Wght
http://www.moneycontrol.com/india/stockpricequote/fertilisers/oswalchemicalsfertilisers/19/14/pricechartquote/marketprice/OCF - Oswal Chemicals and Fertilisers 0.50%
  Total 0.50%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Finance%20-%20General - Finance - General Wght
http://www.moneycontrol.com/india/stockpricequote/financegeneral/indiabullsfinancialservices/19/14/pricechartquote/marketprice/IFS03 - Indiabulls Financial Services 7.70%
  Total 7.70%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Finance%20-%20Housing - Finance - Housing Wght
http://www.moneycontrol.com/india/stockpricequote/financehousing/lichousingfinance/19/14/pricechartquote/marketprice/LIC - LIC Housing Finance 0.30%
  Total 0.30%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Finance%20-%20Leasing%20&%20Hire%20Purchase - Finance - Leasing & Hire Purchase Wght
http://www.moneycontrol.com/india/stockpricequote/financeleasinghirepurchase/magmaleasing/19/14/pricechartquote/marketprice/ML08 - Magma Leasing 0.35%
  Total 0.35%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Hospitals%20&%20Medical%20Services - Hospitals & Medical Services Wght
http://www.moneycontrol.com/india/stockpricequote/hospitalsmedicalservices/fortishealthcare/19/14/pricechartquote/marketprice/FH - Fortis Healthcare 0.32%
  Total 0.32%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Hotels - Hotels Wght
http://www.moneycontrol.com/india/stockpricequote/hotels/indianhotelscompany/19/14/pricechartquote/marketprice/IHC - Indian Hotels Company 0.92%
  Total 0.92%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Media%20&%20Entertainment - Media & Entertainment Wght
http://www.moneycontrol.com/india/stockpricequote/mediaentertainment/dishtv/19/14/pricechartquote/marketprice/DTV - Dish TV 2.03%
http://www.moneycontrol.com/india/stockpricequote/mediaentertainment/globalbroadcastnews/19/14/pricechartquote/marketprice/GBN - Global Broadcast News 3.43%
http://www.moneycontrol.com/india/stockpricequote/mediaentertainment/inoxleisure/19/14/pricechartquote/marketprice/INO01 - INOX Leisure 1.65%
http://www.moneycontrol.com/india/stockpricequote/mediaentertainment/televisioneighteen/19/14/pricechartquote/marketprice/TE08 - Television Eighteen 0.67%
http://www.moneycontrol.com/india/stockpricequote/mediaentertainment/zeenews/19/14/pricechartquote/marketprice/ZN - Zee News 1.56%
  Total 9.34%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Personal%20Care - Personal Care Wght
http://www.moneycontrol.com/india/stockpricequote/personalcare/daburindia/19/14/pricechartquote/marketprice/DI - Dabur India 0.29%
  Total 0.29%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Power%20-%20Generation/Distribution - Power - Generation/Distribution Wght
http://www.moneycontrol.com/india/stockpricequote/powergenerationdistribution/ntpc/19/14/pricechartquote/marketprice/NTP - NTPC 14.17%
http://www.moneycontrol.com/india/stockpricequote/powergenerationdistribution/powergridcorporationindia/19/14/pricechartquote/marketprice/PGC - Power Grid Corporation of India 9.25%
  Total 23.42%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Refineries - Refineries Wght
http://www.moneycontrol.com/india/stockpricequote/refineries/bongaigaonrefineriespetrochemicals/19/14/pricechartquote/marketprice/BRP - Bongaigaon Refineries and Petrochemicals 0.16%
http://www.moneycontrol.com/india/stockpricequote/refineries/reliancepetroleum/19/14/pricechartquote/marketprice/RP24 - Reliance Petroleum 26.15%
  Total 26.31%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Retail - Retail Wght
http://www.moneycontrol.com/india/stockpricequote/retail/trent/19/14/pricechartquote/marketprice/T04 - Trent 6.87%
  Total 6.87%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Sugar - Sugar Wght
http://www.moneycontrol.com/india/stockpricequote/sugar/bajajhindustan/19/14/pricechartquote/marketprice/BH - Bajaj Hindustan 0.49%
http://www.moneycontrol.com/india/stockpricequote/sugar/balrampurchinimills/19/14/pricechartquote/marketprice/BCM - Balrampur Chini Mills 1.04%
http://www.moneycontrol.com/india/stockpricequote/sugar/oudhsugarmills/19/14/pricechartquote/marketprice/OSM - Oudh Sugar Mills 0.72%
  Total 2.25%
http://www.moneycontrol.com/stocks/marketstats/indcomp.php?optex=BSE&indcode=Telecommunications%20-%20Service - Telecommunications - Service Wght
http://www.moneycontrol.com/india/stockpricequote/telecommunicationsservice/mahanagartelephonenigam/19/14/pricechartquote/marketprice/MTN - Mahanagar Telephone Nigam 0.48%
http://www.moneycontrol.com/india/stockpricequote/telecommunicationsservice/tatateleservices%28maharashtra%29/19/14/pricechartquote/marketprice/TTM01 - Tata Teleservices (Maharashtra) 2.79%
  Total 3.27%


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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: basant
Date Posted: 21/Oct/2007 at 10:04pm
This looks to be a Mutual fund portfolio. 

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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


Posted By: nil5624
Date Posted: 22/Oct/2007 at 8:18pm

Confusedthere are too many stocks in the market that seems gud to buy how 2 choose kindly suggest



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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: nil_money
Date Posted: 22/Oct/2007 at 10:07am
Posted: 23/Aug/2007 at 11:20pm By nil5624

stocks that i hold:

dish tv

yes bank

icici bank

ifci

idbi

bartronics

ntpc

cromptorn greaves

sbi

nw18

reliance energy

adlabs

kotak mahindra bank

reliance

tv18

commentsBig%20smile

Nil ji ... personally i liked ur earlier portfolio .. I guess you can relook at ur these holding combination ...


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Thanks,
Nilesh


Posted By: India_Bull
Date Posted: 23/Oct/2007 at 9:25pm
Niljee,
 
That is the question in everybodys mind, as a thumb rule , when market crashes by 2000 points, I go for Index picking. those are the stks that go up fast (offcourse that is the receipie for short term), for the lifelong/longterm stks Refer TED board...


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India_Bull forever Bull !
www.kapilcomedynights.com


Posted By: India_Bull
Date Posted: 23/Oct/2007 at 9:44pm
Niljee,
 
Sorry to say but looks the portfolio to be quite defensive (will not perform )in the bull market ....irrespective of the purchase price, e.g Ashok leyland, Bank of Maharashtra etc have gone nowhere in last couple of years..
 
Need to reorganise it properly again.
 
 


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India_Bull forever Bull !
www.kapilcomedynights.com


Posted By: nil5624
Date Posted: 28/Oct/2007 at 12:09pm
respect ur vies on the portfolio india bulls
but ppl need fast money and in this bull run plll are keen for short term profits
 


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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: nil5624
Date Posted: 28/Oct/2007 at 12:11pm
i hav more than 20 stocks recommendations by diff ppl which
 which i enterd late in this bull run but earned prfit but this is not the way to earn wot if the mkt fall the same 1500 or 2000 points ?//


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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: nil5624
Date Posted: 28/Oct/2007 at 12:13pm
ted stocks r gud picks but patience is the only medicine i think which is possible

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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: nil5624
Date Posted: 28/Oct/2007 at 12:17pm
28th dec is fathers bday{mukesh and anil dhirubhai ambani great sons father}DHIRUBHAI AMBANI.do u expect any new year gift by the prfits they made to the shareholders on that day.the rally on the market is most for this reliance pack i thinkBig%20smileClap

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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: Vivek Sukhani
Date Posted: 28/Oct/2007 at 12:35pm
Hi Nil,
 
whats your sense about Nirma? Perhaps the biggest value in FMCG space, book value wise. Its going no where. Is it an accumulate here? Secondly, any clue about Oswal agro, where is it headed. I had dumped it after having made 50 p.c. in less than a week. got it converted to Chambal and made another 50 p.c. there. now can i revert back to Oswal and do something unusul there. I have been playing this stock and chambal against the mandate, but is woth an enjoy. Give your opinion on Oswal.


Posted By: Vivek Sukhani
Date Posted: 28/Oct/2007 at 12:40pm
And congrats for your core holdings like Reliance petroleum, NTPC and DLF are doing quite fine. the laggards are getting automatically sidelined......


Posted By: nil5624
Date Posted: 30/Oct/2007 at 4:10pm
THAMK U VIVEK G Big%20smile
OSWAL CHEMICAL
HERE'S SUMTHING FOR US
Bulk deals for Oswal ChemandFe between 01-05-2005 and 30-10-2007 on both BSE & NSE for all transactions
Date Company Client Tran Qty Traded Price
16-Oct-2007 Oswal ChemandFe (NSE) Reliance Capital Trustee Co.ltd. SELL 1975000 45.00
16-Oct-2007 Oswal ChemandFe (NSE) Oswal Agro Mills Ltd. BUY 2000000 45.00
09-Oct-2007 Oswal ChemandFe (NSE) Reliance Capital Trustee Co.ltd. SELL 1949210 43.00
09-Oct-2007 Oswal ChemandFe (NSE) Oswal Agro Mills Ltd. BUY 2000000 43.00
24-Sep-2007 Oswal ChemandFe (NSE) Adroit Financial Services Pvt Ltd SELL 1511392 46.23
24-Sep-2007 Oswal ChemandFe (NSE) Adroit Financial Services Pvt Ltd BUY 1621292 45.59
04-Jun-2007 Oswal ChemandFe (NSE) Sonata Investments Limited SELL 1250000 42.99
27-Sep-2006 Oswal ChemandFe (NSE) Sonata Investments Limited BUY 7241677 48.41
26-Sep-2006 Oswal ChemandFe (NSE) Sonata Investments Limited BUY 3658323 39.57
20-Jul-2006 Oswal ChemandFe (NSE) Reliance Growth Fund BUY 2000000 17.50


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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: nil5624
Date Posted: 30/Oct/2007 at 4:13pm
CHAMBAL IS MORE WORTH BUYING THAN OSWAL AGRO

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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: Vivek Sukhani
Date Posted: 30/Oct/2007 at 5:24pm

And what about Nirma????? I intend to pull out all my investments in fertiliser stock and move to Tata chemicals. I will enhance my yield and move over to something which is far better. 



Posted By: nil5624
Date Posted: 04/Nov/2007 at 7:13pm
tata chemical is gud one to holdEmbarrassed

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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: nil5624
Date Posted: 19/Nov/2007 at 12:30pm
NIRMA RAN UP TODAY 200 LEVELS GUDClap

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PLZ READ THE OFFER DOCUMENT B4 INVESTING.


Posted By: Vivek Sukhani
Date Posted: 19/Nov/2007 at 3:54pm
........and it had a wonderful close. Hope this time it lasts beyond 217-219.....



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