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If you have to invest in just 2 stocks

Chalanachithram.com DB » TF Industry related » Archive through June 21, 2013 » If you have to invest in just 2 stocks « Previous Next »
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Ustad
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Posted on Wednesday, June 19, 2013 - 11:40 am:       

Ninna Dramatic Cramer uncle Fed meeting gurinchi ila cheppadu:

At 2:30 tomorrow (EST), Bears will come in B52 bombers and carpet bomb the market
Bragging is a mask for insecurity. Truly confident people are quiet and unassuming.
 

Andhrawala
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Posted on Wednesday, June 19, 2013 - 11:04 am:       


Saint:

adi oka stock konali ante kaneesam 3 years dabbulu save cheyyali..chesina konagalam ane guarantee ledu.




mana laanti beedholla kosam BRKB vundhi kathaa
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Vjawarrior
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Posted on Wednesday, June 19, 2013 - 11:02 am:       


Saint:


adi oka stock konali ante kaneesam 3 years dabbulu save cheyyali..chesina konagalam ane guarantee ledu.



buy calls....anthe
Naakonchem tikkundi...kaani daanikoka lekkundi...
 

Saint
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Posted on Wednesday, June 19, 2013 - 10:57 am:       


Feelgud:



Simple ga warren buffet Berkshire hathway stock koni sit tight like vjwarrior:-)



adi oka stock konali ante kaneesam 3 years dabbulu save cheyyali..chesina konagalam ane guarantee ledu.
 

Saint
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Posted on Wednesday, June 19, 2013 - 10:56 am:       


Andhrawala:



sinle account kaadhanukuntaa for FBAR

Total amount more than 10K on any single day int he year

vaadu deeni maarchaali just liek they did for FDIC limit. should be made $1 million. 10K endhi maree seapugaaa


ina report sethe nastam emundi? manamemi profit taking seyyatam ledu kada..
 

Saint
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Posted on Wednesday, June 19, 2013 - 10:56 am:       


Andhrawala:



sinle account kaadhanukuntaa for FBAR

Total amount more than 10K on any single day int he year

vaadu deeni maarchaali just liek they did for FDIC limit. should be made $1 million. 10K endhi maree seapugaaa




avuna..lite...bokkkale aadu pattukunnappudu soooddam
 

Feelgud
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Username: Feelgud

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Posted on Wednesday, June 19, 2013 - 10:54 am:       


Saint:




Simple ga warren buffet Berkshire hathway stock koni sit tight like vjwarrior:-)
 

Andhrawala
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Posted on Wednesday, June 19, 2013 - 10:47 am:       


Saint:



yes...naaku demat account vundi since long time... anduke gada..single account < 5L vundettu gaa money move setha vunta...

naa icici account lo ki vache funds trading account ki diver setha..so < 5 L vundela soostha..




sinle account kaadhanukuntaa for FBAR

Total amount more than 10K on any single day int he year

vaadu deeni maarchaali just liek they did for FDIC limit. should be made $1 million. 10K endhi maree seapugaaa
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Sachin
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Username: Sachin

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Posted on Wednesday, June 19, 2013 - 10:47 am:       

heyy...db lo oka kurrod portfolio management sesevaaadu kadaaaa...where is he? manolllu inkaaa chetshgunnara thanatho...how r they doing
 

Saint
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Posted on Wednesday, June 19, 2013 - 10:43 am:       


Andhrawala:



India stocks ela invest cesthaavu thammi

entha pettevu pettubadi?? malli deeniki FBAR vundaalemo kathaa




yes...naaku demat account vundi since long time... anduke gada..single account < 5L vundettu gaa money move setha vunta...

naa icici account lo ki vache funds trading account ki diver setha..so < 5 L vundela soostha..
 

Andhrawala
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Posted on Wednesday, June 19, 2013 - 10:24 am:       


Saint:

US federal meeting avuthundi..ivvala policy anounce chestharu..danini batti USD inka strong avvatamoo..leka M ipovatamoo edo okati jaruguddi...




India stocks ela invest cesthaavu thammi

entha pettevu pettubadi?? malli deeniki FBAR vundaalemo kathaa
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Saint
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Posted on Wednesday, June 19, 2013 - 10:19 am:       


Feelgud:


What is this fed meeding and outcome?



US federal meeting avuthundi..ivvala policy anounce chestharu..danini batti USD inka strong avvatamoo..leka M ipovatamoo edo okati jaruguddi...
 

Vjawarrior
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Posted on Wednesday, June 19, 2013 - 09:34 am:       

saint tammud....sit tite....ull be fine
Naakonchem tikkundi...kaani daanikoka lekkundi...
 

Feelgud
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Username: Feelgud

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Posted on Wednesday, June 19, 2013 - 09:02 am:       


Saint:



What is this fed meeding and outcome?
 

Feelgud
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Username: Feelgud

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Posted on Wednesday, June 19, 2013 - 03:27 am:       


Saint:

I always wonder whats the basis for stock price growth...is it becoz its undervalued? or is it becoz it beats proft growth? even then company 2-3 times peruguthunda?




in one.. PAST track record . Management guidance about growth in AGM.. HOPE about the future of company
 

Feelgud
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Username: Feelgud

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Posted on Wednesday, June 19, 2013 - 03:21 am:       


Saint:

annai mee observation lo eppudu ee stock lo rally jarige chance vundoo observe chesara? year lo general ga konni periods lo stocks lo rally vuntadi..konni time frames lo down trend vuntadi...avi eppudu anedhi notice chesara?




nope I can not
 

Saint
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Posted on Wednesday, June 19, 2013 - 03:14 am:       

repu interesting day for indian stock market..lets see how they wil respond to fed meeting outcome..
 

Saint
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Posted on Wednesday, June 19, 2013 - 03:13 am:       


Feelgud:


I like high p/e companies for reason market gives that for business scalability and management quality .. it is very diffulut find out high quality company ..

do u know nestle india always trades at more 50 P/E ..even in 2008 recession .. but the company growing only at 15% topline bottom line .. the simple season is stability of the company and its products ..




yes ...recession lo ina kooda business taggani companies konni vuntayi...vatilo investment eppudu ina good ye...

konni external factors meeda depend ayye stocks vuntayi... Ippudu IT stocks are good. they will beat market forecasts...for next 1 or 2 quarters.ivi short term lo good.

annai mee observation lo eppudu ee stock lo rally jarige chance vundoo observe chesara? year lo general ga konni periods lo stocks lo rally vuntadi..konni time frames lo down trend vuntadi...avi eppudu anedhi notice chesara?
 

Saint
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Posted on Wednesday, June 19, 2013 - 03:08 am:       


Feelgud:


QUALITY COMPANIES NEVER COME CHEAP..




anthe antava? some times I feel its over valued but market doesnt think so.
 

Saint
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Posted on Wednesday, June 19, 2013 - 03:07 am:       


Feelgud:


sundaram is 50 years old company good track record of management also ..But I am with HDFC bank ,indusind, Gruh as I know about them very well:-)


I do agree..
 

Saint
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Posted on Wednesday, June 19, 2013 - 03:06 am:       


Feelgud:


dont agree . page gave 60 % returns in olast one year .. the stock which u liked Gruh fin gave 150% returns in last one year




I always wonder whats the basis for stock price growth...is it becoz its undervalued? or is it becoz it beats proft growth? even then company 2-3 times peruguthunda?
 

Feelgud
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Posted on Wednesday, June 19, 2013 - 03:06 am:       


Feelgud:

also higher pe ration....but I might be wrong..if the fundamentals are strong...it could go even higher....




I like high p/e companies for reason market gives that for business scalability and management quality .. it is very diffulut find out high quality company ..

do u know nestle india always trades at more 50 P/E ..even in 2008 recession .. but the company growing only at 15% topline bottom line .. the simple season is stability of the company and its products ..

QUALITY COMPANIES NEVER COME CHEAP..
 

Feelgud
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Posted on Wednesday, June 19, 2013 - 02:58 am:       


Saint:

Did u hear the news? these guys might be ging for bank license..if thats the case...since they are strongly backed by parent compaines..they will do very good it seems..but there are some limitations...yet to explore more...




sundaram is 50 years old company good track record of management also ..But I am with HDFC bank ,indusind, Gruh as I know about them very well:-)
 

Feelgud
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Posted on Wednesday, June 19, 2013 - 02:56 am:       


Saint:

too much growth vundi kada stock price lo since last couple of years...there could be correction....also higher pe ration....but I might be wrong..if the fundamentals are strong...it could go even higher....




dont agree . page gave 60 % returns in olast one year .. the stock which u liked Gruh fin gave 150% returns in last one year
 

Saint
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Posted on Wednesday, June 19, 2013 - 02:40 am:       


Saint:



Did u hear the news? these guys might be ging for bank license..if thats the case...since they are strongly backed by parent compaines..they will do very good it seems..but there are some limitations...yet to explore more...


ofcpurse thats a speculation (bank license) raka pothe avg performers..avi...
 

Saint
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Posted on Wednesday, June 19, 2013 - 02:33 am:       


Feelgud:



I like sundaram finance out of all this .. but HDFC bank , Indusind bank , Gruh can fare better than all of this.




Did u hear the news? these guys might be ging for bank license..if thats the case...since they are strongly backed by parent compaines..they will do very good it seems..but there are some limitations...yet to explore more...
 

Saint
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Posted on Wednesday, June 19, 2013 - 02:32 am:       


Feelgud:


Page lo juice ayipoyindi yela anukuntunnavu ?. because of share price 4000 rs ??.




too much growth vundi kada stock price lo since last couple of years...there could be correction....also higher pe ration....but I might be wrong..if the fundamentals are strong...it could go even higher....
 

Feelgud
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Posted on Wednesday, June 19, 2013 - 02:27 am:       


Saint:

what do u think abt NBFC stocks like M&M finance, L&T finance, Bajaj Finance and LIC housing finance? any idea?





I like sundaram finance out of all this .. but HDFC bank , Indusind bank , Gruh can fare better than all of this.

Page lo juice ayipoyindi yela anukuntunnavu ?. because of share price 4000 rs ??.
 

Saint
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Posted on Wednesday, June 19, 2013 - 02:17 am:       


Feelgud:


what do u think abt NBFC stocks like M&M finance, L&T finance, Bajaj Finance and LIC housing finance? any idea?
 

Saint
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Posted on Wednesday, June 19, 2013 - 01:33 am:       

Thanks anni
 

Feelgud
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Posted on Wednesday, June 19, 2013 - 01:28 am:       


Saint:

HDFC and Indusind can be bought




both are corrected recently HDFC bank around 650 indusind around 470
 

Saint
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Posted on Wednesday, June 19, 2013 - 01:13 am:       


Feelgud:


as you know Gruh is the son of HDFC .. famous of rural housing loans and finance ..
HDFC can grow at 18% CAGR but gruh can give 25-30% CAGR choose based on your desire .. in bank i like HDFC bank , indusind bank:-)




Thanks. what levels HDFC and Indusind can be bought?
 

Feelgud
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Posted on Wednesday, June 19, 2013 - 01:05 am:       


Saint:

anni....paeg ind lo inka juice migili vundi antava? ee levels lo accumulate cheyyochu?




yes but it around ~4000


Saint:

Gruh is locked. I am in for it...HDFC returns ela vundochu?



as you know Gruh is the son of HDFC .. famous of rural housing loans and finance ..
HDFC can grow at 18% CAGR but gruh can give 25-30% CAGR choose based on your desire .. in bank i like HDFC bank , indusind bank:-)
 

Saint
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Posted on Wednesday, June 19, 2013 - 01:01 am:       


Feelgud:



please don't do trading( i mean futures & options) .. it needs high discipline and exceptional knowledge .. very rare to achieve . I rarely see people who became miilioners with trading. sanka naaki poyina valle yekkuva:-) ..I strongly advise go for long term investment




annai..I never did futures n options.
day trading chesthoo nenu cheppina parameters valla konni stocks konatam jarigindi....I never lost money when I did day trading with pre-planned execution. on the fly short term annattu konnavi chinna debba teesayi..I lost profits that I made in short term trading.

over all +ve.this time I am ging for long term..not even looking at short term.
 

Saint
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Posted on Wednesday, June 19, 2013 - 12:58 am:       


Feelgud:

if I have 10 crores if you ask me to choose only one .. I go with HDFC bank .. once money is more we look for safety and moderate returns

if I have 1 crore I go with Page ind, Gruh finance in the coming ten years these can become at least 8 times..




anni....paeg ind lo inka juice migili vundi antava? ee levels lo accumulate cheyyochu?

Gruh is locked. I am in for it...HDFC returns ela vundochu?
 

Pipeline
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Posted on Wednesday, June 19, 2013 - 12:56 am:       


Feelgud:


100% correct on trading (actually gambling is apt word)
 

Feelgud
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Username: Feelgud

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Posted on Wednesday, June 19, 2013 - 12:54 am:       


Saint:

nenu stocks lo trading modalettinappati nunchi ante start and stop 2006-2007 lo cheesa...this was my idea...but weakness valla vere stocks lo pettatam kooda jarigindi (bhayam/insecure/aasa/etc parameters valla)




please don't do trading( i mean futures & options) .. it needs high discipline and exceptional knowledge .. very rare to achieve . I rarely see people who became miilioners with trading. sanka naaki poyina valle yekkuva:-) ..I strongly advise go for long term investment
 

Feelgud
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Posted on Wednesday, June 19, 2013 - 12:50 am:       

if I have 10 crores if you ask me to choose only one .. I go with HDFC bank .. once money is more we look for safety and moderate returns

if I have 1 crore I go with Page ind, Gruh finance in the coming ten years these can become at least 8 times..
 

Saint
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Posted on Wednesday, June 19, 2013 - 12:32 am:       

calling maa guruvu gaaru jr warren buffet feelgud
 

Saint
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Posted on Wednesday, June 19, 2013 - 12:31 am:       

oy! nuvvena singles vesindi?
 

Saint
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Posted on Wednesday, June 19, 2013 - 12:28 am:       


Saint:



based on suggestions, I will do my own research and invest moeny in them.




evarage singles vesindi...Just 2 stocks ki suggestions aduguthunna...
 

Saint
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Posted on Wednesday, June 19, 2013 - 12:20 am:       

Suggestions invited..

based on suggestions, I will do my own research and invest moeny in them.
 

Saint
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Posted on Wednesday, June 19, 2013 - 12:19 am:       

nenu stocks lo trading modalettinappati nunchi ante start and stop 2006-2007 lo cheesa...this was my idea...but weakness valla vere stocks lo pettatam kooda jarigindi (bhayam/insecure/aasa/etc parameters valla)

if I am not before the trading windows, my thoughts will be crystal clear..but when I do trading..I get carried away by several distractions and I put money in different stocks.

when I played in single stock.I used to make good moeny..when I deviate from that..I used to loose money....now I think I am in a better position to handle myself...so this time I will be going for long term and wuth < 5 stocks.
 

Saint
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Posted on Wednesday, June 19, 2013 - 12:15 am:       

all your money, what stocks do you pick up?

India and US. I know its big risk.

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