The Equity Desk Report Card - December 20
Printed From: The Equity Desk
Category: Market Strategies
Forum Name: Identifying Multibaggers
Forum Discription: Discuss specific attributes that investors could look at while choosing multibaggers. Also point out certain factors that investors tend to overlook while finding multibaggers.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=678
Printed Date: 07/May/2025 at 4:38am
Topic: The Equity Desk Report Card - December 20
Posted By: basant
Subject: The Equity Desk Report Card - December 20
Date Posted: 30/Dec/2006 at 5:06pm
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Company Recm Recm Current Gain (Loss) Date Price Price Absolute % http://www.theequitydesk.com/forum/forum_posts.asp?TID=142 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=577 - IndiaBulls
http://www.theequitydesk.com/forum/forum_posts.asp?TID=29 - 20-Jul-06 571 1299 127.67
http://www.theequitydesk.com/forum/forum_posts.asp?TID=277 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=135 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=295 - Everest Kanto http://www.theequitydesk.com/forum/forum_posts.asp?TID=69 - Mc Dowell http://www.theequitydesk.com/forum/forum_posts.asp?TID=221 - Bharti Airtel http://www.theequitydesk.com/forum/forum_posts.asp?TID=151&PID=638#638 - Jain Irrigation http://www.theequitydesk.com/forum/forum_posts.asp?TID=277 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=561&PN=1 - Yes Bank http://www.theequitydesk.com/forum/forum_posts.asp?FID=30&TID=231&PN=1 - Nitco Tiles http://www.theequitydesk.com/forum/forum_posts.asp?TID=140 - Rain Commodities http://www.theequitydesk.com/forum/forum_posts.asp?TID=305 - Aditya Birla Nuvo http://www.theequitydesk.com/forum/forum_posts.asp?TID=102 - Crisil http://www.theequitydesk.com/forum/forum_posts.asp?TID=224 - Financial Tech http://www.theequitydesk.com/forum/forum_posts.asp?TID=37 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=27 - Infosys
http://www.theequitydesk.com/forum/forum_posts.asp?TID=451 - Blue Star
http://www.theequitydesk.com/forum/forum_posts.asp?TID=126 - Indian Hotels http://www.theequitydesk.com/forum/forum_posts.asp?TID=242 - Havells http://www.theequitydesk.com/forum/forum_posts.asp?TID=117 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=216&PID=1145#1145 - Maharashtra Seamless http://www.theequitydesk.com/forum/forum_posts.asp?TID=180 - Gitanjali Gems http://www.theequitydesk.com/forum/forum_posts.asp?TID=103 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=133 - Morgan Stanley http://www.theequitydesk.com/forum/forum_posts.asp?TID=100 - Inox Leisure http://www.theequitydesk.com/forum/forum_posts.asp?TID=173 - Amarraja Batteries http://www.theequitydesk.com/forum/forum_posts.asp?TID=263 - Vimta Laboratories http://www.theequitydesk.com/forum/forum_posts.asp?TID=128 - Tata Investments http://www.theequitydesk.com/forum/forum_posts.asp?TID=376 - Shanti Gears http://www.theequitydesk.com/forum/forum_posts.asp?TID=322 - L&T http://www.theequitydesk.com/forum/forum_posts.asp?TID=131 - Lloyd Electric http://www.theequitydesk.com/forum/forum_posts.asp?TID=260 - Prithvi Information http://www.theequitydesk.com/forum/forum_posts.asp?TID=362 - Bharti Shipyard http://www.theequitydesk.com/forum/forum_posts.asp?TID=122 - Rayban Sun Optics http://www.theequitydesk.com/forum/forum_posts.asp?TID=233 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=181 - Zicom ELectronics http://www.theequitydesk.com/forum/forum_posts.asp?TID=383 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=249 - Indraprastha Gas http://www.theequitydesk.com/forum/forum_posts.asp?TID=243 - Kohinoor Foods http://www.theequitydesk.com/forum/forum_posts.asp?TID=143 - Nilkamal Plastics
http://www.theequitydesk.com/forum/forum_posts.asp?TID=441 - PVR Oct 01-06 255 230 -10.00
http://www.theequitydesk.com/forum/forum_posts.asp?TID=588&PN=1 - Viceroy Hotels 14-Nov-06 102 90 -11.76 *** I have assumed the listing price of Network 18 to be in the range of Rs 400 – 420 which going by the present price of Tv18 looks very much possible. The last quarter saw very few ideas. Generally I believe that there should not be more then 40 – 50 ideas to discuss, Buffet talks about 6 ideas and I have observed that this is all one needs to make a difference. Many people came up with an observation that we have stopped discussing newer stocks and I thought that it is better to start a discussion on a new company only when there is a compelling case for one. In hindsight it is better to own a single stock from the above list (Educomp) rather then dilute it with Nilkamal Plastics or Zicom. By the way we are removing Nilkamal from this section since the story seems difficult to unfurl. Our http://www.theequitydesk.com/forum/forum_posts.asp?TID=429 - The Equity Desk XI vs. Indian XI . have done exceedingly well mostly aided by the tailwind that blows fast and furious. The stocks in bold and blue are members of our cricket XI (along with the super sub). Regards, Basant ------------- '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 |
Replies:
Posted By: sanpat
Date Posted: 30/Dec/2006 at 6:49pm
| A small correction - Infosys current market price is Rs 2243/- |
Posted By: basant
Date Posted: 30/Dec/2006 at 9:21pm
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Thank you for pointing that out. I have corrected it. ------------- '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: Siddhartha
Date Posted: 30/Dec/2006 at 8:23am
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Sirji, we are not forgetting Viceroy Hotel?
Otherwise I can say only, I learned really a lot throughout this journy.
Wo kya kahete hey, addiction jesa ho gaya hey.
Really Thanks Basantji.
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Posted By: basant
Date Posted: 30/Dec/2006 at 8:26am
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Yes, How true? Updated that. ------------- '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: India_Bull
Date Posted: 31/Dec/2006 at 5:33pm
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Congratulations Basantji and thanks for updating the same !!!
Just curious, have you included Viceroy hotels in the Indian XI? as I see it in Blue and bold? ------------- India_Bull forever Bull ! www.kapilcomedynights.com |
Posted By: basant
Date Posted: 31/Dec/2006 at 10:07pm
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Viceroy is still playing Ranji Trophy but maybe we would make c couple of changes in our team after the January 2007 results. Let us see!!! ------------- '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: vivekkumar_in
Date Posted: 31/Dec/2006 at 6:07am
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Basantji,
I think PVR is also missing from the list...
In 2006 we saw many of the stories unfold while some others partially unfold and still some others pending unfold & that reflecting on the price..
Would this be a good time to identify couple of Equity Desk XI companies which are still attractive at the current prices...
Do you think Financial Tech, ENIL fall under this category? ------------- Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies. P Lynch |
Posted By: basant
Date Posted: 31/Dec/2006 at 8:08am
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Yes, both ENiL and Fin tech would fall in that category but between these two I would back Fin Tech because its competitive advantage is more established and the visibility really robust.Broadly I think it needs just one 1000 point fall and most of these midcaps would start looking very attractive again.But timing that fall is something we all are incapable of doing. ------------- '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: deepinsight
Date Posted: 31/Dec/2006 at 8:32am
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You also miss Opto Circuits ------------- "Investing is simple, but not easy." - Warren Buffet |
Posted By: basant
Date Posted: 31/Dec/2006 at 8:57am
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They were in the stock synopsis section. ------------- '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: nikhil090
Date Posted: 31/Dec/2006 at 10:53am
| ENIL looks still more attractive from shorter term. It is because they have raised the ad rates in Sept by 25% for 7 radiostations and 10% for 3 new stations. The kind of operating leverage which these companies have, means that any rate increase will mostly go to the bottom line creating huge change in operating profits. I look forward to adding more soon, before the results. |
Posted By: xbox
Date Posted: 01/Jan/2007 at 8:42am
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Basant jee, Now we have jewel of 2007 (as per CNBC-TV18) in this report card aswell. ------------- Don't bet on pig after all bull & bear in circle. |
Posted By: omshivaya
Date Posted: 17/Jan/2007 at 1:31am
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Basant sir, when do TEDdies decide to move a topic from the "Stock Synopsis" section to the "Equity Desk Report Card" section. Just wanted to know the criteria out of curiosity.
Thank you. ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: basant
Date Posted: 17/Jan/2007 at 7:38am
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Good point.When we have enough writing material on that. FOr example just discussing a stock is not enough we try to see if there is enough material on that thread to make a case for detailed research. ------------- '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: omshivaya
Date Posted: 18/Jan/2007 at 12:47pm
Allright! Thanks a bunch! Question for you on Pantaloon board yesterday. Kindly oblige  ------------- The most important quality for an investor is temperament,not intellect.A temperament that neither derives great pleasure from being with the crowd nor against it |
Posted By: tigershark
Date Posted: 01/Feb/2007 at 2:33pm
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do we add zee news to the report card also ------------- understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things |
Posted By: basant
Date Posted: 01/Feb/2007 at 3:30pm
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Yes, in the March ending one. ------------- '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: Mohan
Date Posted: 09/Feb/2007 at 1:16am
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Congratulations.
Fantastic results.
I am a new member. Just begining my Investing Career.
I must thank Basant for sharing his ideas and thoughts.
------------- Be fearful when others are greedy and be greedy when others are fearful. |
Posted By: deveshkayal
Date Posted: 30/Mar/2007 at 9:58am
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Its time to update our Report Card......
Is there any ESOPs on the radar with this Annual Report.......today is the last date from FBT saving ....... ------------- "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 |