Zee News – Beyond just news!
Printed From: The Equity Desk
Category: Investment Ideas - Creating winning portfolios!
Forum Name: Emerging companies - Mid caps that can become large cap
Forum Discription: These are companies operating in growing markets having have certain niches or specific attributes like new sector plays. These are emerging multibaggers with high risks and high rewards.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=709
Printed Date: 03/May/2025 at 2:42pm
Topic: Zee News – Beyond just news!
Posted By: basant
Subject: Zee News – Beyond just news!
Date Posted: 22/Jan/2007 at 9:17am
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Zee News (CMP Rs 32) seems to be a direct beneficiary of CAS and DTH. The company operates several interesting properties in the news and regional channels genre. Interestingly these spaces are not affected by overcrowding like most of the Hindi news and entertainment channels. The market is new and expanding. Zee News is very well placed to capitalize from the expansion of this market through its various properties as indicated below.
*** The total market size should be more then Rs 100 crores each
While Zee business stacks up quite well in terms of viewer percentage we need to see that most of the viewers in Zee business are from the rural belt mostly looking for information on commodities. The Tv18 and NDTV viewer profile is more from the urban centric higher disposable income bracket so while vieweship may seem very close the advertising rates do differ by quite a lot because of the fundamental difference in viewer profile.
Now if you see the result there is nothing extraordinary but Subhas Chnadra says that he would take the revenues up from Rs 200 crores in the present year to close to Rs 1000 crores in 5 years. Generally broadcasting companies grow their bottom-line at a greater rate to their top line after the costs have been covered so going by projections that Mr. Chandra has laid down and with the impending digitization of the broadcasting business Zee News should trade at a market cap of about 8-10 times in that period. Now many would dismiss this as a wait that is too long to happen but we need to look at some specific aspects very closely. 1) Zee News is not a PE/EPS story since the company is still in the investment phase 2) While the stock could move 8-10 times over the next 5 years the biggest call that investors would have to take is whether digitization (CAS, DTH) would be implemented or not. In case digitization is not implemented the returns could drop to market related returns. With a very high number of pay channels Zee news should be a direct beneficiary of the digitization of TV. While the gains are purely dependent on when CAS is rolled out the downside is and at the current market caps of around Rs 770 crores the stock has a huge potential to perform. Source: TAM Research data and Company ------------- '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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Replies:
Posted By: chic_1978
Date Posted: 22/Jan/2007 at 10:19am
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Basantjee
Zee News has corrected sharply from levels of 58 to 32,
do u feel its a right time to invest in this company ????? ------------- happy & wise investing |
Posted By: nikhil090
Date Posted: 22/Jan/2007 at 10:30am
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If we take what Subhash Chandra is saying with a pinch of salt and say that by 2012, it will reach 600 cr instead of 1000 cr, how will the numbers stackup then?
Also, I feel that Zee Business viewership pattern may actually turn out to be an advantage as rural folks may be considered to be more loyal than the urban counterparts.. Also with commodity markets expected to grow, the viewership will also grow.. At this time, it does not seem costly.. When GBN will open with market cap in excess of 900 cr,this would seem a good opportunity.. However, the only negative may be their ability to maintain/increase their market share.. I hope that this current demerger will provide that focus and desire.. |
Posted By: basant
Date Posted: 22/Jan/2007 at 10:30am
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Chic: That is why I started this topic.But do not expect any magic in 3 weeks. This is for the big time greedy patient investor. ------------- '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: vip1
Date Posted: 23/Jan/2007 at 12:39pm
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Chic: That is why I started this topic.But do not expect any magic in 3 weeks. This is for the big time greedy patient investor. I guess like us even you are one of the "big time greedy patient investor." No?
 |
Posted By: basant
Date Posted: 23/Jan/2007 at 12:59pm
big time greedy + patient = Long term investor looking for multibaggers
Yes, I am.
 ------------- '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: 23/Jan/2007 at 10:09pm
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Basantji,
I hold some ZEETEL, had boughtg it for the demerging story. I wanted to sell it anyway after all the demerging has settled.
Is Zee News a better bet than ZEETEL for 2010 with or without CAS. Can one consider moving completely from ZEETEL to ZEE News ?
Regards,
Vivek ------------- 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: 23/Jan/2007 at 8:30am
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With CAS Zee news is better without CAS Zee Tel but since you hold a diversified portfolio hold onto both of them along with WWIL.I am getting crazy thinking what broadcasting stocks could do over the next 3-4 years with CAS.
BTW Zee is in for demerger of its DISH business again so the ex price could work out to Rs 275 odd again. ------------- '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: prosperity
Date Posted: 23/Jan/2007 at 10:35am
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Basantji,
I know you/we want to play the CAS theme - and that the right thing to do, right now ....
But if we bullish on business news: TV18 is the sector leader...
If we are bullish on general news: GBN is the sector leader ...
Making a case for buying Zee News is against your principles of 1) buying sector leader and 2) concentration rather than diversification ... AND it is not because of hedge in same sector (e.g. Trent)
I believe its only because Zee News is clearly looking undervalued if we start looking from 3 yrs perspective ...
Buffet remind us here ... "Its Good to Buy an Outstanding Company at reasonable price than buying Mediocre Company (Zee News in reference to CAS opportunity) at throw-away price (Zee News)"
Are you/we getting carried away into making a case for buying cheaper stock and not for buying an outstanding business.... I agree, its the same sector - but we had doubts right from mgmt. to everything else in Zee... Are we really getting carried away ?
If there is nothing to do, let us do nothing .. and not make a case for buying Zee News .... or better still - be brave-hearted and buy TV18 and GBN (when it lists) coz it still holds value from 3 yr. perspective ...
Kindly LMK if you Agree/Disagree ... this has been an unresolved question in my mind since i saw this topic yesterday ------------- |
Posted By: vip1
Date Posted: 23/Jan/2007 at 10:56am
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Basant,
I also think prosperity has a very-very valid point .
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Posted By: vip1
Date Posted: 23/Jan/2007 at 11:03am
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Basant,
or so we say the above point would be :to invest in TV18 or Zee news if one wants to enter at this level?
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Posted By: basant
Date Posted: 23/Jan/2007 at 11:14am
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Zee News is available at market cap of Rs 750 crores only. It would take more money to start all the channels that Zee News has leave alone get the ratings correct. In one of the most important and wealthy states of India- Maharashtra Zee Marathi is the leader.ALmost all the channels are pay - so CAS benefits the companyto a large extent.
The bottomline is that if you look at Tv Today it trades at amarket cap of Rs 600 crores with Aaj Tak and a few other marginal channels. here the whole company is available at around the same market cap.
Personally I am invested only in Tv18 and Network 18. But if someone has 40 stocks in his portfolio he cannot be concentrated in one company in a sector and there lies the option.
WHile Buffet may own 10 stocks or I may own 4 or you may own 24 the fact is that we cannot talk about companies keeping a yardstick of 10 or 20 or 30 stocks. The idea is to create discussion on stocks that have potential within that there would always be some stocks where the potential is very high and some where it is low.
BTW HSBC just downgraded Tv18 to a sell or neutral. ------------- '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: 25/Jan/2007 at 12:07pm
Basant jee, so when did something like the above start affecting your viewpoint? I just ask, since you mentioned the above abruptly in the thread of "Zee News"??
You thinking of shifting partly from TV18 to Zee or is TV18 still the same big-time multibbager status for you as it was some weeks back?
Just curious, that is all ------------- 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: xbox
Date Posted: 25/Jan/2007 at 5:07am
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HSBC just downgraded Tv18 to a sell or neutral.
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Taus/Tais will keep doing number games because their research team gets money for doing/working that. Generally I carefully see sell/neutral recommendation. There could be game inside it.
As long as web18 does not get IPO, I will keep invested. So, 2009 may be good time to sell Tv18 by then it could be 2-3 bagger. ------------- Don't bet on pig after all bull & bear in circle. |
Posted By: basant
Date Posted: 25/Jan/2007 at 7:27am
We need to ignore these things and look at the broader picture. I would not shift from Tv18 into Zee News!
------------- '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: kulman
Date Posted: 25/Jan/2007 at 11:02am
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One shouldn't be surprised to see HSBC recommending Strong Buy, Overweight rating on TV18 maybe 3-4 months from today.....
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: BubbleVision
Date Posted: 25/Jan/2007 at 11:14am
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After All the Analyst has to perform a job for their brokerage house as well! ------------- You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer! |
Posted By: vip1
Date Posted: 26/Jan/2007 at 3:39pm
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BTW HSBC just downgraded Tv18 to a sell or neutral. Market Mein Maal(TV18 shares) ki shortage hai bhai ,FII bhai, kaise aur kahan se maal kharedenga ?
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Posted By: basant
Date Posted: 26/Jan/2007 at 3:54pm
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Either the broker makes money or the client.Continuous trading favours the former while a buy and hold strategy helps the latter. ------------- '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: 26/Jan/2007 at 5:16pm
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Yes, good good. Heard exactly what I wanted to hear. :-) ------------- 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: kulman
Date Posted: 26/Jan/2007 at 5:22pm
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Either the broker makes money or the client.Continuous trading favours the former while a buy and hold strategy helps the latter. --------------------------------
The master puts across similar point in a different way:
One of the ironies of the stock market is the emphasis on activity. Brokers, using terms such as 'marketability' and 'liquidity', sing the praises of companies with high share turnover. But investors should understand that what is good for the croupier* is not good for the customer. A hyperactive stock market is the pickpocket of enterprise. - Warren Buffett
*Croupier: Someone who collects and pays bets at a gaming table
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: deveshkayal
Date Posted: 27/Jan/2007 at 12:04pm
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FII-TO-FII TRADES:ZEE NEWS TRADED AT 3.45% PREMIUM ON THURSDAY ------------- "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: prosperity
Date Posted: 27/Jan/2007 at 2:32pm
Then why Basantji, did you started Zee News Topic and that too under "Mid caps that can become large caps" bucket ???
If someone has to buy, let him freshly buy TV18/GBN/NW18 - Zee News cannot give that kind of Growth !!
Thats the same reason, why we don't have Reliance Infocomm and ICICI Bank as your favourites ... and hence under this topic..
Then why not have the same policy/un-favouritism towards Zee News..
And why not have the same policy/un-favouritism towards Trent as well..
Or shall i conclude that we are human beings and hence we will have favouritism overruling the discipline and logic .. and is that the reason that we kill the Buffet in each one of us ???
Looking forward to a reply from u, as i am confused abt why you are not applying same logic to all second-in-leaders stocks !! ------------- |
Posted By: nikhil090
Date Posted: 27/Jan/2007 at 3:04pm
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Well prosperity,
I think that we do not have to follow anyone blindly. Basantjee is not putting a recommendation for anyone to buy the stock. He is giving arguments of why he feels that the stock is going to give good returns and become big. I also feel that we cannot put a general policy of investing/not investing in leaders/followers or others. There will be many niche companies which we will miss. The idea is that the discussed company should be able to give good returns based on sound business dynamics. Also this leadership thing is again perspective oriented. Zee is the listed leader in Entertainment space. TV18 is leader in business news segment. Same way Zee News as of now is the only play on regional channels.
GBN is all hope as of now.. so it cannot be compared with Zee news. We hope it will become big. As regarding growth we dont know, who will deliver what. It is a matter of conviction and feeling comfortable about the business..
Also if we limit the forum to stocks which Basant holds, then we would be discussing about only 5-8 stocks which will ensure that we miss on opportunities that will be emerging.
We need to have our own favourites rather than follow anybody's favourites..
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Posted By: prosperity
Date Posted: 27/Jan/2007 at 4:12pm
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Nikhil, i do NOT follow anyone/anyone's favourites ..
Since thru this forum we came to know so much abt Basantji's investing style ... i wore basantji's shoes and asked the questions which i found he is doing contradictory to his very own philosophy ... and hence my ending lines ...
"Or shall i conclude that we are human beings and hence we will have favouritism overruling the discipline and logic .. and is that the reason that we kill the Buffet in each one of us ???"
I too AGREE that we should NOT follow anyone's favourites, but by bringing this up here, you are diluting my question because the answer to my question has nothing to do with follower or blind follower !!
I am looking for consistency in following your own investing style and not deviating from it ... come whatever !! ------------- |
Posted By: nikhil090
Date Posted: 27/Jan/2007 at 5:01pm
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There are more than 30 companies which are listed in "Emerging companies forum". I am sure basant has not invested in all of them. All of them have been described by him only. Then why this query about zee news and investing style? In any case, let basant answer your query.. |
Posted By: kulman
Date Posted: 27/Jan/2007 at 9:54pm
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I'm not competent to comment here as I'm still a novice. But just remembered Master's words: "You’re right not because others agree with you, but because your facts & reasoning are right" ------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: deveshkayal
Date Posted: 27/Jan/2007 at 10:33pm
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Wah Kulmanji , by giving Master's word u r calming some members!! ------------- "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: kulman
Date Posted: 27/Jan/2007 at 10:55pm
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Devesh jee, I'm sorry but my post wasn't directed at anyone. It's a usual day-to-day routine I carry out; 'Copy---paste'. Someone however might say it is 'Copy---PEST'!!
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: omshivaya
Date Posted: 27/Jan/2007 at 12:20pm
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If TED has to remain on the path to Buffett lane and not get deviated into Mungeri road in its journey(which has just started), then the fundamental right of questioning SHOULD ALWAYS BE HONORED and specifical care should be taken to give answers constructively to any and all criticism. Anyone on TED has the right to question ANYONE! This is best for the long-term and for good corporate governance.
Nothing intended at anyone...just jotting some thoughts which I felt intuitively! Om Shanti! ------------- 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: 27/Jan/2007 at 10:45am
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Prosperity: ANswers are in bold and caps:
Then why Basantji, did you started Zee News Topic and that too under "Mid caps that can become large caps" bucket ??? -
JUST BECAUSE I WOULD NOT SHIFT FROM TV18 TO ZEE NEWS DOES NOT MEAN ZEE NEWS WILL NOT OUTPERFORM TV18. WE ARE DISCUSSING OPTIONS AND SURELY TO ME ZEE NEWS IS A GOOD OPTION SINCE IT IS AN EMERGING LEADER IN ITS CATEGORY - REGIONAL SPACE. TO ME ZEE NEWS REPRESENTS BOTH VALUE AND GROWTH. IT IS VALUE BECAUSE IT HAS LIMITED DOWNSIDE SINCE THE MARKET CAP IS COMPELLING!
If someone has to buy, let him freshly buy TV18/GBN/NW18 - Zee News cannot give that kind of Growth !! -
THAT IS WHAT I ALSO THINK BUT CANNOT BE SURE BECAUSE INVESTING IS ALL ABOUT THE UNKNOWN. ONLY TIME CAN ANSWER THAT.AND ABOUT LETTING SOMEONE BUY I DO NOT THINK THAT I ADVISE ANYONE WHAT TO BUY. IT IS ENTIRELY UPTO THE INVESTOR.
Thats the same reason, why we don't have Reliance Infocomm and ICICI Bank as your favourites ... and hence under this topic..-
IF YOU HAVE NOTICED JUST PUTTING A STOCK UNDER ONE CATEGORY(EMERGING MIDCAPS RATHER THEN STOCK SYNOPSIS) IS NOT ENOUGH I HAD ANSWERED ON THIS FORUM TO OM SHIVAYA THAT COMPANIES THAT WE COVER UNDER THIS CATEGORY SHOULD HAVE ENOUGH MATERIAL FOR ANYONE TO CARRY OUT INDEPENDENT RESEARCH. IF ANY ONE COMES UP WITH AN INDEPENDENT RESEARCH ON RELIANCE INFO THEN WE WILL SHIFT THAT BUT ALL COMPANIES IN THIS CATEGORY ARE EXTENSIVELY RESEARCHED.ALSO BOTH THESE COMPANIES ARE LARGE CAPS AND NOT MIDCAPS http://www.theequitydesk.com/forum/forum_posts.asp?TID=277 - IS IN THIS SECTION UNDER THE LARGE CAP CATEGORY . YOU MAY CHECK IT OUT.
Then why not have the same policy/un-favouritism towards Zee News..
And why not have the same policy/un-favouritism towards Trent as well..-
NOTHING TO WRITE
Or shall i conclude that we are human beings and hence we will have favouritism overruling the discipline and logic .. and is that the reason that we kill the Buffet in each one of us ???
AS AN INVESTOR I AM BIASED MOSTLY WHETHER THAT BIASNESS IS GOVERENED BY LOGIC OR EMOTION CAN BE ANSWERED ONLY IN TIME BUT IF I WERE NOT BIASED I WOULD ALSO BE OWING MORE THEN 20 STOCKS RATHER THEN A SINGLE DIGIT NUMBER.
Looking forward to a reply from u, as i am confused abt why you are not applying same logic to all second-in-leaders stocks !!ZEE NEWS IS NOT A SECOND IN CATEGORY. ------------- '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: kulman
Date Posted: 27/Jan/2007 at 11:04am
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While I've no comment on this debate; Bhaiyya said during Diwali show: "Indian market is offering great opportunities like a Buffet*". Implying that one can enjoy as many dishes according to own digestion capacity.
*Buffet=A meal set out on a buffet at which guests help themselves ------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: omshivaya
Date Posted: 28/Jan/2007 at 3:57pm
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Excellent write-up Basant ji. Now, that's excellent corporate governance. That is why TED rocks! ------------- 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: prosperity
Date Posted: 28/Jan/2007 at 8:38pm
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Thanks Basantji, your CAPITAL BOLD LETTERS has replies to all my queries..
I believe venturing into regional channels is going to be NW18's next move. I believe is not happening now coz they are focusing their energies into acquiring some more internet portals.
And like Awaaz and IBN has shown turnarounds and becoming leaders so quickly... I believe that in this case, am reading the writing on the wall much earlier than others -
NW18 would NOT only enter regional channels, but dethrone Zee News in regional channels and would make Zee News as second !!
While i understand your logic on detailed Research as the basis of putting stocks outside the 'Stock Synopsis' category into more relevant categories ... But believe me, your detailed write-up on Zee News never compared it with TV18/NW18/GBN ... and hence you got messages from lot of members lke Om, etc. askng you to confirm whether you prefer Zee News over NW18 ...
So one suggestion, if you give write up on a new stock in same/related sector and don't do comparision, it confuses people ...
Many were confused, But i was more vocal !
------------- |
Posted By: basant
Date Posted: 28/Jan/2007 at 7:35am
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Thanks. Just want to put in as many genuine options as possible. FInally it is the investor who has to take that call. But yes, I would always lknow something more about Tv18 then I would about even Bharti Airtel (leave alone Zee News). AFter all as Livermore says "Unless you bet you can never say!" ------------- '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: 29/Jan/2007 at 9:52pm
| Zee news result are available on zeenews.com. Total revenues at 166 cr. Their advertising revenues for 9 months are up by 50%+ while their subscription revenues are up by 12%. Their operating profit was 13 cr (including losses of 35 cr from new business). they have shown net profit of 9 cr (OI component of 9 cr and 4.1 cr loss of 24 ghanta not consolidated). |
Posted By: basant
Date Posted: 29/Jan/2007 at 10:00pm
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Thanks, I think that the markets are not interested to view these companies on the basis of profits reported. Otherwise we could never have seen the rally in MDTV. WHat the market would look for is increase in advertising revenue and the direction that subscription revenue takes. I remember that in 2003 Bharti was placed similarily and the company reported net loss quarter after quarter but the markets clapped and took the stock up.
What markets like to see is revenue growth because once a customer base has been built operating synergies help in creating profits sooner then we can expect.
------------- '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: tigershark
Date Posted: 30/Jan/2007 at 7:25pm
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2 new channels zee kannada and zee telgu have been started they have made aloss of 356million over the nine month period so also has ghanta 24 aloss of 45million these are expected for a start up chanell one also should not forget that zee news also has a web portal zeenews .com ------------- 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: 31/Jan/2007 at 1:38pm
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E-Tv the other leader in the regional TV space is going pay from February 01, 2007.This decision backed by Blackstone's investment in that company fortells interesting times for Zee News. ------------- '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: investor
Date Posted: 31/Jan/2007 at 2:39pm
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Todays ET also says that Blackstone is in talks with NDTV to acquire a stake in their to-be-listed company "NDTV networks", so looks like Blackstone is really bullish on the Indian media space.
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Posted By: basant
Date Posted: 31/Jan/2007 at 3:36pm
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Yes, look at this thread for that news! http://www.theequitydesk.com/forum/forum_posts.asp?TID=95&PID=12367#12367 - http://www.theequitydesk.com/forum/forum_posts.asp?TID=95&PID=12367#12367 ------------- '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: basant
Date Posted: 04/Feb/2007 at 10:46am
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Zee News is up as market expects it to gain after ETV goes pay from Feb 01. Are any of the Teddies invested into this 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: PrashantS
Date Posted: 04/Feb/2007 at 11:13am
| yes i bought some at 32 ....as a long term pick....... |
Posted By: nikhil090
Date Posted: 04/Feb/2007 at 11:21am
| I have some..but not the amount I actually wanted to have.. ran away now.. |
Posted By: PrashantS
Date Posted: 04/Feb/2007 at 11:53am
| that is ok it will come down wont run up so fast.....most of the people who would hav bought it would be trading ........so accumalte slowly nikhil |
Posted By: basant
Date Posted: 05/Feb/2007 at 1:11pm
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Zee News is a 5 year story. Just it went up in 5 days is courtesy Mr. Market. ------------- '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: 05/Feb/2007 at 1:33pm
| Thanks. I was only wondering if the imminent listing of GBN will have some effect on Zee news. |
Posted By: basant
Date Posted: 05/Feb/2007 at 1:58pm
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GBN is english news Zee is regional/hindi so no effect. The real effect would be in NDTV. ------------- '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: chic_1978
Date Posted: 05/Feb/2007 at 3:38pm
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meeeeeeeeee.....tnx after lots of mistake now i think i hv improved...
i bought 1500 @ 32.50 .......but not sure about the long term target will wait for your future guidance...... ------------- happy & wise investing |
Posted By: basant
Date Posted: 05/Feb/2007 at 3:53pm
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Good to hear that Chic. YOu have been one of the earliest members on this forum and it surely gives me pleasure to hear you talk about long term. ------------- '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: tigershark
Date Posted: 05/Feb/2007 at 7:56pm
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i did buy it at 32.80 as a long term investment.after i read basants write up on ted ------------- 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: omshivaya
Date Posted: 05/Feb/2007 at 2:53am
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Very nice article. We need articles like these to keep us on our toes. However, once market-forces drive the prices, this problem will be resolved. That is why I have continued interest in TV18, rather than Zee, as I see much better and credible visibility in case of TV18 besides CAS too. ------------- 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: chic_1978
Date Posted: 08/Feb/2007 at 7:56pm
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Basantjee
One of the renowed broking house is recommending "Zee News" with target of 100/- .................your comments please .................... ------------- happy & wise investing |
Posted By: tigershark
Date Posted: 08/Feb/2007 at 8:30pm
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could you pl let us know which broking house it is is it ENAM ------------- 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: chic_1978
Date Posted: 08/Feb/2007 at 8:34pm
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Man finanacials ------------- happy & wise investing |
Posted By: basant
Date Posted: 08/Feb/2007 at 8:42pm
One of the renowed broking house --> Man finanacials ------------- '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: BubbleVision
Date Posted: 08/Feb/2007 at 8:56pm
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Man - Man Financials has been in the market for only 12 months. It has taken over the earstwhile Refco-sify Securities.
Any way the brokerage houses are renowed for the brokerage they make ... which reflets in their Balance sheet.. This implies that they have a great Sales force and NOT necessarily a great analytical team. ------------- You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer! |
Posted By: kulman
Date Posted: 08/Feb/2007 at 10:00pm
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One of the renowed broking house --> Man finanacials
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One of their analyst speaks very loudly at a high speed......and sound always has an echo effect.... ------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: nikhil090
Date Posted: 10/Feb/2007 at 5:53pm
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Posted By: nikhil090
Date Posted: 10/Feb/2007 at 8:54am
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Posted By: basant
Date Posted: 10/Feb/2007 at 9:29am
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Thanks for that post but could you could mention the source at the bottom of these reports. ------------- '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: 10/Feb/2007 at 9:37am
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Both the posts have been taken from the website - Indiantelevision.com I thought the address would be pasted as it was appearing but will take care of it in the future. |
Posted By: Equity Buff
Date Posted: 11/Feb/2007 at 3:50pm
Basantjee,
What about Deccan Air on the above principle ? They have reported a profit last quarter. (Price of Oil agreed will play a big part). Can it be a multibagger from here ?
Await your views.
Rgds. ------------- "Time is on your side when you own shares of superior companies". Peter Lynch. |
Posted By: basant
Date Posted: 11/Feb/2007 at 4:54pm
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I am not aware about anyone having made enough money buying airline stocks anywhere across the globe. SInce oild would be the dampening factor these companies would never be given a high PE.I would avoid it since the opportunity cost of money is too high. ------------- '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: 12/Feb/2007 at 10:31pm
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Posted By: Mohan
Date Posted: 12/Feb/2007 at 4:50am
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Guys,
Is the website www. zeenews.com also part of this company ?
------------- Be fearful when others are greedy and be greedy when others are fearful. |
Posted By: kaushalchawla
Date Posted: 12/Feb/2007 at 9:39am
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Any reasons as to why zee fell by around 25% yesterday. ------------- Warm Regards, Kaushal |
Posted By: psimajin
Date Posted: 12/Feb/2007 at 10:23am
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Demerger of DTH and ZEEL. |
Posted By: nikhil090
Date Posted: 12/Feb/2007 at 10:34am
| Zeenews.com is website of zee news. You can get more information there besides news.. |
Posted By: Mohan
Date Posted: 13/Feb/2007 at 11:25pm
Thanks.
I was not sure if the portal was owned by Zee news or not.
------------- Be fearful when others are greedy and be greedy when others are fearful. |
Posted By: basant
Date Posted: 13/Feb/2007 at 9:37am
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I do not think that the portal's ownership should matter at all in terms of revenues or profitability.. ------------- '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: 14/Feb/2007 at 9:30pm
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Would it not be considered an additional revenue stream for the company ?
------------- Be fearful when others are greedy and be greedy when others are fearful. |
Posted By: basant
Date Posted: 14/Feb/2007 at 9:39pm
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Would hardly make a difference in the overall context. ------------- '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: Bobby
Date Posted: 19/Feb/2007 at 2:18pm
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Cheers!!! to the shareholders of zee news.
Stock upper freezed at 20%. |
Posted By: kulman
Date Posted: 19/Feb/2007 at 2:24pm
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Yes abcd.........I heard that from couple of Mungerilals. They were happy to buy today @ 43, but didn't buy at 32!
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: chic_1978
Date Posted: 19/Feb/2007 at 6:23pm
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Technical Analyst, http://markets.moneycontrol.com/news/expert/expert.php?exp=Prakash%20Gaba - Prakash Gaba is of the view that http://www.moneycontrol.com/india/stockpricequote/mediaentertainment/zeenews/17/20/pricechartquote/marketprice/ZN - Zee News has target of Rs 58-60. < ="http://202.87.40.52/promos/sponsor_news.js">Gaba told CNBC-TV18, "I like Zee News, wich I have in my portfolio. It has given a beautiful breakout today at around Rs 37 or so. I feel maybe a target of Rs 58-59-60 is on the card; it’s a matter of time. A good breakout like this normally should take it there."
------------- happy & wise investing |
Posted By: Mohan
Date Posted: 19/Feb/2007 at 8:06pm
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Wow, that was some pop. ------------- Be fearful when others are greedy and be greedy when others are fearful. |
Posted By: chic_1978
Date Posted: 19/Feb/2007 at 10:46pm
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Zee News will provide supernormal gains
2007-02-19 15:33:54 Source : Moneycontrol.com
Sandeep Shenoy of Pioneer Intermediaries is of the view that on the longer term basis http://www.moneycontrol.com/india/stockpricequote/mediaentertainment/zeenews/15/34/pricechartquote/marketprice/ZN - Zee News will provide supernormal gains. < ="http://202.87.40.52/promos/sponsor_news.js">Shenoy told CNBC-TV18, "On a longer term basis probably Zee News is one of the few stocks which can show you excellent visibility over the 2-3-4 years timeframe. So if you are having that kind of patience and the mentality to wait it out for alteast 5-8 quarters, I think this is one stock, which can give you supernormal gains, but again the caveat is going to be a long wait." ------------- happy & wise investing |
Posted By: nikhil090
Date Posted: 21/Feb/2007 at 1:27pm
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Good publicity stunt though dont know whether it would succeed or not.
Zee Kannada supports Men in Blue through signature campaign Indiantelevision.com Team (20 February 2007 7:11 pm) Bangalore: Team India will appreciate all the support it can get. If the initiative is as novel as Zee Kannada's signature campaign it will also bring in more cheer. The channel is launching a unique handkerchief signature campaign to support Indian players in the forthcoming Cricket World Cup. The campaign will be launched on Thursday 22 February with the first handkerchief being signed by Essel Group Chairman Subhash Chandra. The Zee Kannada team will travel across the state and put up collection boxes at select locations like schools, colleges, orphanages and institutes for the disabled, malls and coffee shops. People have to sign wishes on their hankies and drop it off in the collection boxes. Fans can also SMS or email their messages to the channel. All the handkerchiefs received will be tied together to form the biggest ever chain of signed handkerchiefs which will be handed over to the Indian Cricket team before the start of the tournament. |
Posted By: basant
Date Posted: 21/Feb/2007 at 1:32pm
Very interesting ------------- '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: 21/Feb/2007 at 10:06pm
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Conf call discussion available here...
http://zeenews.com/corporate/ZNL_Transcript_3Q_FY2007.pdf - http://zeenews.com/corporate/ZNL_Transcript_3Q_FY2007.pdf
The story is good...
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Posted By: tigershark
Date Posted: 23/Feb/2007 at 9:40pm
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yes nikhil yu have done a good job the story does look good may be a pick as the mkt tumbles down appears a strong resistance at 30 ------------- 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: nikhil090
Date Posted: 23/Feb/2007 at 10:45pm
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Zee news has been fairly strong even in this correction.. It has good support at 32-33 levels. Lets see if it comes down to those levels.. But even 35-36 can be considered as entry points with averaging as it falls, if it falls. |
Posted By: tigershark
Date Posted: 23/Feb/2007 at 7:59am
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yu r right i made an initial purchase at 33 now im waiting lets see how far it can come down i mean the price and not the fundamentals we should also realise that zee news has a first mover advantage even tv 18 would find it tough to obtain the reach zee has in a short span of time i suppose investors are realising the potential the co has over the long term hence the strenght even in a falling mkt ------------- 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: 23/Feb/2007 at 10:43am
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AT Rs 33 it had almost no downside - it would have needed far higher amount to create such a bouqet of channels. Good that you guys are still holding on! ------------- '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: basant
Date Posted: 26/Feb/2007 at 3:15pm
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Reliance Media fund has made Zee news its top holding this month. Some days back kulmanji mentioned about fund managers visiting http://www.theequitydesk.com - www.theequitydesk.com at night. Could he be right? We need to investigate this further. ------------- '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: BubbleVision
Date Posted: 26/Feb/2007 at 3:20pm
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Yes.. he is always right.
After all he is a MA( Mungerilal analyst)  unlike you (FA) and me (TA). ------------- You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer! |
Posted By: Mohan
Date Posted: 26/Feb/2007 at 9:18pm
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This is a vote of confidence in us and our collective skills.
Kulmanji, MA(Mungeri analysis)
Bubbleji,TA
Basantji, FA
I recommend that we should filter all our stocks thru the
(MA)*(TA)*(FA) test.
------------- Be fearful when others are greedy and be greedy when others are fearful. |
Posted By: kulman
Date Posted: 26/Feb/2007 at 9:27pm
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Basant jee
TED University mein bina admission leke bahut log seekhte hain
Just try making some imp sections (stock ideas related) of TED accessible to registered members only.
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: omshivaya
Date Posted: 26/Feb/2007 at 9:39pm
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Uhmmmm! Very Very imp. point Kulman jee, on which I have pondered quite a few times myself. In fact, anyone not posting at least 3 messages a week, should be removed/banned immediately. This should be done manually as there may be exceptional circumpstances where the person out of town. I don't know if my suggestion is worthwhile or not...but I feel it would take the quality up a notch or two, even from here on. ------------- 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: kulman
Date Posted: 26/Feb/2007 at 9:54pm
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but I feel it would take the quality up a notch or two, even from here on.
-------------------------------
Om jee
Warning: As long as I'm around here as a member, you may have to compromise on Quality issues from time to time! Kya karoon, aadat se majboor!!
------------- Life can only be understood backwards—but it must be lived forwards |
Posted By: basant
Date Posted: 26/Feb/2007 at 6:56am
Yes, getting the stock section to be accessed by members only is on the cards. Just wanted some more time to pass by so we could have a higher audiance base.
ALso we need to remember that the present registration system can be evaded by signing in fictitious names. Maybe we could have a valid email id a prerequisite also.
In any case as long as the bigger boys keep buying what we have already bought I think we should extend full cooperation and support ------------- '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: 26/Feb/2007 at 9:32am
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This Market is like a flowing river.
Let anyone come and drink to their hearts content.
I believe that this only validates our approach and reasoning.
Warren Buffet shares his thoughts freely and that makes him who he is.
Similarly, This is I think a compliment to Basantji that the big boys are borrowing ideas from here. ------------- Be fearful when others are greedy and be greedy when others are fearful. |
Posted By: johnnybravo
Date Posted: 26/Feb/2007 at 11:02am
Correction! Buffet is known for secret investments...He never dicussed what he is buying...because that raises speculation.... Buffet Ph.D's please correct me if i am wrong |
Posted By: Mohan
Date Posted: 27/Feb/2007 at 10:21pm
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Of Course, not while making the investments. I meant that he shares his ideas and thoughts.------------- Be fearful when others are greedy and be greedy when others are fearful. |
Posted By: s_praharaj
Date Posted: 27/Feb/2007 at 10:23pm
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Warning: As long as I'm around here as a member, you may have to compromise on Quality issues from time to time! Kya karoon, aadat se majboor!!
Kulmanji,
You are one of the highest contributor to TED's knowledge forum.
All the TED members are greatly benefitted by it.
I find in you a lot of quality.
May be its your humility to say like that ------------- Shashi Praharaj |
Posted By: omshivaya
Date Posted: 27/Feb/2007 at 10:41pm
No Kulman ji. I meant quality in a different aspect. Some of your quotes & sometimes mine, have double meanings and that is all a part of infusing a bit of liveliness into TED.
Keep it up Kulman ji, the wisdom behind the double tops and double bottoms is enriching...as long as we all don't overdo it! ------------- 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: omshivaya
Date Posted: 27/Feb/2007 at 10:54pm
Keeping a tab of "posting minimum 3 messages a week" would take care of a lot of problems. Also, anyone becomes a member only after their email addy is authenticated by sending them a validation link when registering, is the best solution for improper registrations.
There are many scripts available for automating the above things without writing more than 5-10 lines of code, at negligible or no cost. So, don't overpay(or pay!!) for these basic stuff, if you understand what I mean. ------------- 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: nikhil090
Date Posted: 04/Mar/2007 at 1:36pm
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Posted By: nikhil090
Date Posted: 10/Mar/2007 at 8:32pm
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All news channels gearing up for WOrld cup.
See detailed report on
http://www.indiantelevision.com/special/y2k7/specialreport_news%20channels%20cricket.php - http://www.indiantelevision.com/special/y2k7/specialreport_news%20channels%20cricket.php
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