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Sensex lo bloodbath???

Chalanachithram.com DB » TF Industry related » Archive through June 24, 2013 » Sensex lo bloodbath??? « Previous Next »
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Feelgud
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Posted on Sunday, June 23, 2013 - 12:58 pm:       


Mahiz:




Honestly all are sillly reasons .. Nothing qualify this as investfment option and not even trading option
 

Mahiz
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Posted on Sunday, June 23, 2013 - 12:40 pm:       


Mahiz:




3. Ayyappa Swami ...
 

Mahiz
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Posted on Sunday, June 23, 2013 - 12:25 pm:       


Feelgud:




1. Low P/E
2. Private Sector Bank in South India .. having good presence in Kerala , Tamilnadu and Andhra pradesh
3. Apayya Swamy Main account is with this bank
4. Possible take over by other entities who will be rejected banking license.

All these four reasons proved wrong for me as i watched the stock reach 32 from 65 in 4 months
 

Feelgud
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Posted on Sunday, June 23, 2013 - 10:28 am:       


Mahiz:

In Stock Market ... U explain the reason after the market acts ..




yes 75% possible


Mahiz:

i Bought Dhanlakshmi bank at 65 levels




tell me ..what made u to buy this stock
 

Saint
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Posted on Sunday, June 23, 2013 - 10:08 am:       


Mahiz:

Bought Dhanlakshmi bank at 65 levels ... from then onwards it is going down the hill .. i am unable to find the reason for this decline ..

In Stock Market ... U explain the reason after the market acts ..




Sit tight... j/k

if you believe the company fundamentals are good and it has good growth rate..u need not worry abt it. If you arent sure abt the company...then I agree with ur logic...Be a long term investor...
 

Mahiz
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Posted on Sunday, June 23, 2013 - 09:56 am:       

i Bought Dhanlakshmi bank at 65 levels ... from then onwards it is going down the hill .. i am unable to find the reason for this decline ..

In Stock Market ... U explain the reason after the market acts ..
 

Rao
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Posted on Sunday, June 23, 2013 - 06:05 am:       


Feelgud:




what do u do...if u r perticular stock valuation so high...
suppose presently Kotak Mahindra bank valuations (pe at 42)are so high..its better to hold it or book the profit...if plan is for long term investment...

If i book the profit..then I may miss the compounding effect....

what is ideal strategy for long term investment....
 

Saint
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Posted on Sunday, June 23, 2013 - 12:35 am:       


Feelgud:



Titan was one of fave company .. it was working on gold on leasing model. recently RBI stopped that and asked to have cash for that .. for every year they need to have 1000-1500 cr cash .. with that req they can not expand the business .. it will become capex heavy company ..




ok ippude ee article chadiva...

http://www.motilaloswal.com/Financial-Services/Research/Deta iled-Report/Company-Updates/6247

I understood the problem and implications now.
 

Feelgud
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Posted on Sunday, June 23, 2013 - 12:17 am:       


Saint:

emi annai? enti problem? ornaments ammatam kastam avudda? business deviate ayyada? ICICIDirect vaadu recommeneded stocks lo ettadu denini?




Titan was one of fave company .. it was working on gold on leasing model. recently RBI stopped that and asked to have cash for that .. for every year they need to have 1000-1500 cr cash .. with that req they can not expand the business .. it will become capex heavy company ..
 

Saint
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Posted on Saturday, June 22, 2013 - 11:53 pm:       


Feelgud:



saint and others ..BIG no to Titan.. stay away ..




emi annai? enti problem? ornaments ammatam kastam avudda? business deviate ayyada? ICICIDirect vaadu recommeneded stocks lo ettadu denini?
 

Feelgud
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Posted on Saturday, June 22, 2013 - 09:16 pm:       


Rao:

TITAN IND 20% down lo vundi ..




saint and others ..BIG no to Titan.. stay away ..
 

Feelgud
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Posted on Saturday, June 22, 2013 - 09:14 pm:       


Rao:

GRUH FIN,REPCO FIN,INDUS IND,YES BANK,M&M FIN,PAGE IND,PIDILITE,GODREJ CONSU,GLAXOSMITH CONSU HEALTH CARE,KAVERI SEEDS,TTK PRESTEGE,DIVI LAB,AJANTA PHARAMA




all are good stocks ..TTK prestige I have sold all shares couple of months back .. i dont know much internals pharma companies so can not comment divi labas, ajantha phrama..
at anypoint of time i hold only 4 -5 companies.. with fulltime IT job verry difficult to track companies
 

Feelgud
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Posted on Saturday, June 22, 2013 - 09:10 pm:       


Rao:

are u holding stocks continuously long time or booking profit periodically and re-enter if it corrected...

if u r doing periodical profit booking...then what is the % u set to book the profit...

Because i am long term invester...not done any profit booking so far...i want to hold my stocks for naxt 10 to 15 years...




Once buy the stocks the only time i sell is
1) basic fundamentals of the company changed .. recently i sold all my titan holdings for this reason

2)or when i need the money :-)
 

Feelgud
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Posted on Saturday, June 22, 2013 - 09:06 pm:       


Saint:

NRIs open cheyachemo naaku teliyadu...




Yes . NRI can buy the stocks ... speek to ur bank.. i know some of my friends do
 

Saint
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Posted on Saturday, June 22, 2013 - 02:52 pm:       


Rao:


ok thanks..check chestha...



Rao:


all of my stocks are mid cap names...in bear market those will hit u like nay thing...u need to have strong heart to handle such aggressive portfolio...




I agree...pitchal fack avuthayi...
 

Rao
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Posted on Saturday, June 22, 2013 - 01:48 pm:       


Saint:




andulo...5 to 20% correct ayinavi vunnai from 52 week high levels...

Glaxosmith consumers last 2 days lo 14% correct ayyindi...
DIVI lab 20% down lo vundi from recent peek..
GRUG FIN 11% down lo vundi from 52 week high...
Amara Raja batt. down lo vundi...

all bank big names corrected 5 to 10% recently...

TITAN IND 20% down lo vundi ..

Don"t invest blindly into these stocks...u study u r self..you need conviction...

all of my stocks are mid cap names...in bear market those will hit u like nay thing...u need to have strong heart to handle such aggressive portfolio...
 

Saint
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Posted on Saturday, June 22, 2013 - 01:37 pm:       


Rao:


I am huge invester into GRUH FIN,REPCO FIN,INDUS IND,YES BANK,M&M FIN,PAGE IND,PIDILITE,GODREJ CONSU,GLAXOSMITH CONSU HEALTH CARE,KAVERI SEEDS,TTK PRESTEGE,DIVI LAB,AJANTA PHARAMA




good. indulo ippudu present koddiga down ina stocks emanna vunnaya? ee madhyana ?
 

Saint
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Posted on Saturday, June 22, 2013 - 01:36 pm:       


Rao:

n Bankng space
INDUSIND,YES BANK,AXIS BANK,M&M Fin,GRUH FIN...

FMCG Space..
Godrej consu,Emami,Pidilite ind,Glaxosmith kleine consu health care,United spirit

Pharma space
Divi lab,IPCA lab,Glenmark pharma,Ajanta pharma

Other than above
KAVERI SEEDS,ASIAN PAINTS,BLUEDART,TTK PRESTIGE or HAWKIN COOKER,TITAN,BATA IND,AMARA RAJA BATTERIES....




good...indulo emanna meeku losses lo vunnaya?
 

Rao
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Posted on Saturday, June 22, 2013 - 01:30 pm:       


Feelgud:




are u holding stocks continuously long time or booking profit periodically and re-enter if it corrected...

if u r doing periodical profit booking...then what is the % u set to book the profit...

Because i am long term invester...not done any profit booking so far...i want to hold my stocks for naxt 10 to 15 years...

I am huge invester into GRUH FIN,REPCO FIN,INDUS IND,YES BANK,M&M FIN,PAGE IND,PIDILITE,GODREJ CONSU,GLAXOSMITH CONSU HEALTH CARE,KAVERI SEEDS,TTK PRESTEGE,DIVI LAB,AJANTA PHARAMA
 

Saint
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Posted on Saturday, June 22, 2013 - 01:25 pm:       


Banam:

Saint bro - how are you investing in Indian stocks... D-Mat account US lo vundhi open cheyocha india lo?




yes thammudu..u will need to have demat account in india...

neeku account leka pothe....mee intlo evarikanna PAN card vunte vallatho account cheyinchu (along with linked online bank account) ..aa details anni vachaka ikkada nunchi invest cheyochu...

NRIs open cheyachemo naaku teliyadu...
 

Saint
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Posted on Saturday, June 22, 2013 - 01:23 pm:       


Feelgud:



Dont do it :-).. even if warren buffet advise to you .. u need to build ur own coviction before buying anything


 

Saint
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Posted on Saturday, June 22, 2013 - 01:22 pm:       


Feelgud:



Tammudu if u belive in india real estate and want to play with this Kajaria ceramics is the best bet..




choostha annai....
 

Saint
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Posted on Saturday, June 22, 2013 - 01:22 pm:       


Blackmamba:

research emanna seyyalaa.. guddiga toseyyala.. nuvvu emi tosevu..




research cheyyali...company direction/management/growth rate /market lo ela improve avuthundi anedhi choodali...manaki antha time vundadu kabatti...peddalu suggest cehsina vatillo konni pick chesukuni (manaki nachina sector) lo koddiga research chesi invest cheyaytame....
 

Rao
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Posted on Saturday, June 22, 2013 - 01:17 pm:       

n Bankng space
INDUSIND,YES BANK,AXIS BANK,M&M Fin,GRUH FIN...

FMCG Space..
Godrej consu,Emami,Pidilite ind,Glaxosmith kleine consu health care,United spirit

Pharma space
Divi lab,IPCA lab,Glenmark pharma,Ajanta pharma

Other than above
KAVERI SEEDS,ASIAN PAINTS,BLUEDART,TTK PRESTIGE or HAWKIN COOKER,TITAN,BATA IND,AMARA RAJA BATTERIES....

I LIKE MID CAP NAMES RATHER THAN LARGER CAP OR GAINTS...
 

Banam
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Posted on Friday, June 21, 2013 - 11:03 pm:       

Saint bro - how are you investing in Indian stocks... D-Mat account US lo vundhi open cheyocha india lo?
Buduguu, Coolmec and Rajesh Sowjanyam tho memu kooda :D clipart use cheyatam start chesam... Yes Its official....
 

Feelgud
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Posted on Friday, June 21, 2013 - 09:50 pm:       


Blackmamba:

guddiga toseyyala.




Dont do it :-).. even if warren buffet advise to you .. u need to build ur own coviction before buying anything
 

Feelgud
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Posted on Friday, June 21, 2013 - 11:21 am:       


Saint:




Tammudu if u belive in india real estate and want to play with this Kajaria ceramics is the best bet..
 

Blackmamba
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Posted on Friday, June 21, 2013 - 11:21 am:       


Saint:

ee htread follow ipoo...feelgud seppina vatillo ettukoo


research emanna seyyalaa.. guddiga toseyyala.. nuvvu emi tosevu..
 

Saint
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Posted on Friday, June 21, 2013 - 11:01 am:       


Feelgud:



I dont like this business:-) saint. so I stay way since these are depend lot of factors. but company/stock wise I like TCS, engineers india ltd.


ok cool
 

Saint
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Posted on Friday, June 21, 2013 - 11:00 am:       


Blackmamba:

tammudi ki undi... manchi vi seffu konni.. invest sepittaa vaadi setaa..


ee htread follow ipoo...feelgud seppina vatillo ettukoo
 

Feelgud
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Posted on Friday, June 21, 2013 - 10:49 am:       


Saint:

financial/any other services/cunsulting services provide chese companies ..alantivi emanna vunaya?




I dont like this business:-) saint. so I stay way since these are depend lot of factors. but company/stock wise I like TCS, engineers india ltd.
 

Gotcha
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Posted on Friday, June 21, 2013 - 10:47 am:       


Saint:


nenu observe chesina pattern, enduko mari.
This real estate is for sale.
 

Blackmamba
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Posted on Friday, June 21, 2013 - 10:42 am:       


Saint:


tammudi ki undi... manchi vi seffu konni.. invest sepittaa vaadi setaa..
 

Saint
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Posted on Friday, June 21, 2013 - 10:35 am:       


Blackmamba:


mambad india ellinappudu demat accounts open cheyinchukuni raa...kummeddam..ippude start cheyyi investing kooda
 

Saint
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Posted on Friday, June 21, 2013 - 10:34 am:       


Gotcha:

rupee 59.2 kellindi since it is friday and generally friday rupee has advantages


rndukani?
 

Saint
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Posted on Friday, June 21, 2013 - 10:34 am:       


Feelgud:



Godrej consumer
emami

if u want sold companies will less risk and moderate returns itc,nestle india

what do u mean by service sector?




check chestha annai...
service sector ante financial/any other services/cunsulting services provide chese companies ..alantivi emanna vunaya?
 

Gotcha
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Posted on Friday, June 21, 2013 - 10:30 am:       

rupee 59.2 kellindi since it is friday and generally friday rupee has advantages
This real estate is for sale.
 

Blackmamba
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Posted on Friday, June 21, 2013 - 10:20 am:       


Saint:


 

Feelgud
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Posted on Friday, June 21, 2013 - 10:20 am:       


Saint:

FMCG lo inka manchi stocks emunnayi?




Godrej consumer
emami

if u want sold companies will less risk and moderate returns itc,nestle india

what do u mean by service sector?
 

Saint
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Posted on Friday, June 21, 2013 - 10:17 am:       


Feelgud:


FMCG lo inka manchi stocks emunnayi? also service sector lo?
 

Saint
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Posted on Friday, June 21, 2013 - 10:15 am:       


Feelgud:



if u get time pull this also --
How 23 Novice Investors Became Overnight Millionaires
http://www.amazon.com/The-Complete-TurtleTrader-Investors-Mi llionaires/dp/0061241717/ref=cm_lmf_tit_9

But "Reminiscences of a Stock Operator" is my fav


ok I will read...
 

Feelgud
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Posted on Friday, June 21, 2013 - 10:13 am:       


Saint:

http://vantagepointtrading.com/wp-content/uploads/2010/05/Ho w-I-Made-2000000-in-the-Stock-Market.pdf


http://os24.org/files/a-z/speculation/Edwin_LeFevre-Reminisc ences_of_a_Stock_Operator-EN.pdf

ee weekend saduvutha..




if u get time pull this also --
How 23 Novice Investors Became Overnight Millionaires
http://www.amazon.com/The-Complete-TurtleTrader-Investors-Mi llionaires/dp/0061241717/ref=cm_lmf_tit_9

But "Reminiscences of a Stock Operator" is my fav
 

Saint
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Posted on Friday, June 21, 2013 - 10:13 am:       


Feelgud:



HDFC bank .still can grow 18-20% CAGR for the coming years

Gruh finannce - son of HDFC .. can give 30% CAGR .. i expect it to become 8 times in the coming 10 years .. at price of 230 .. 8 times than the book value highly overvalued .. if you can get it < 200 .. great bet

Page ind.. - recession proof business -- underware company .. i have been buying from 380 rs - 3850 rs for last 3 years .. if you can get < 4000 .. great bet .. excellent management

IndusInd bank - turnaround in last 3 years .. can grow 25-30% for the coming years




I bought all these stocks..
 

Saint
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Posted on Friday, June 21, 2013 - 10:12 am:       


Feelgud:


hmm. There is nothing wrong in gambling .. if you are good at it please do it .. read this two outstanding books on it ..


annai..gambling seyyatam lo good bad emundi annai...

atleast poker aadithe eduti vati cards/facial expressions/table pattern ni batti seyyochu...stock market lo emi gamble chestham? actual gaa antha effort waste..
 

Saint
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Posted on Friday, June 21, 2013 - 10:09 am:       


Feelgud:



hmm. There is nothing wrong in gambling .. if you are good at it please do it .. read this two outstanding books on it ..
1) Reminiscences of a Stock Operator
http://www.amazon.com/Reminiscences-Stock-Operator-Investmen t-Classics/dp/0471770884/ref=cm_lmf_tit_8
2) How I Made $2,000,000 In The Stock Market
http://www.amazon.com/How-Made-000-Stock-Market/dp/956291453 4/ref=cm_lmf_tit_1




http://vantagepointtrading.com/wp-content/uploads/2010/05/Ho w-I-Made-2000000-in-the-Stock-Market.pdf


http://os24.org/files/a-z/speculation/Edwin_LeFevre-Reminisc ences_of_a_Stock_Operator-EN.pdf

ee weekend saduvutha..
 

Feelgud
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Posted on Friday, June 21, 2013 - 08:23 am:       


Saint:

I am a gambler by nature




hmm. There is nothing wrong in gambling .. if you are good at it please do it .. read this two outstanding books on it ..
1) Reminiscences of a Stock Operator
http://www.amazon.com/Reminiscences-Stock-Operator-Investmen t-Classics/dp/0471770884/ref=cm_lmf_tit_8
2) How I Made $2,000,000 In The Stock Market
http://www.amazon.com/How-Made-000-Stock-Market/dp/956291453 4/ref=cm_lmf_tit_1
 

Feelgud
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Posted on Friday, June 21, 2013 - 01:49 am:       


Crazy:



Fundamental bottoms of hdfc bank can be 575-600
Indusind 400-410
About fiis i dont worry that much .. At any time they are pessimists and optimists in the market.. U see the samethings in fiis also
 

Crazy
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Posted on Friday, June 21, 2013 - 01:40 am:       

FeelGud, question reg HDFC bank and Indusind bank. I see FII's hold in between 40 to 50% of the holdings in there banks. So if FII start pulling out the money how severe will be the effect on these stocks prices.
 

Feelgud
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Posted on Friday, June 21, 2013 - 01:17 am:       

patience pays .. rather than too much knowledge .. behavioral finance , temperament,common sense is more important .. started with 15 lakhs crossed 1 crore recently ..

when you are buiyng stock think like you are taking ownership of the company..

mana koothuri ki pelli chesetappudu alludi selection kosam yenni choostamoe anni choodali ani Warrent buffet sir vadu chepparu
 

Feelgud
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Posted on Friday, June 21, 2013 - 01:12 am:       


Kkd:

tammud ...naa pilosophy kooda adhe....suggest some good buys long term




HDFC bank .still can grow 18-20% CAGR for the coming years

Gruh finannce - son of HDFC .. can give 30% CAGR .. i expect it to become 8 times in the coming 10 years .. at price of 230 .. 8 times than the book value highly overvalued .. if you can get it < 200 .. great bet

Page ind.. - recession proof business -- underware company .. i have been buying from 380 rs - 3850 rs for last 3 years .. if you can get < 4000 .. great bet .. excellent management

IndusInd bank - turnaround in last 3 years .. can grow 25-30% for the coming years
 

Saint
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Posted on Friday, June 21, 2013 - 12:43 am:       


Feelgud:

So any traders dont follow me;)



I am a gambler by nature..ee sari long term invester ga marali ani decide ayya..soddari ela vuntadoo...enhta kalam ila nettuku ragalamoo.
 

Saint
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Posted on Friday, June 21, 2013 - 12:38 am:       


Feelgud:



When i buy the stock i look for 25-30% CAGR..buy it for minimum 3 years.. Kind if longterm.. So any traders dont follow me;)




anni ee sari ade plan lo elthunna...planning to accumulate at each dip
 

Kkd
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Posted on Friday, June 21, 2013 - 12:32 am:       


Feelgud:

When i buy the stock i look for 25-30% CAGR..buy it for minimum 3 years.. Kind if longterm.. So any traders dont follow me;)




tammud ...naa pilosophy kooda adhe....suggest some good buys long term
 

Feelgud
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Posted on Friday, June 21, 2013 - 12:27 am:       


Saint:




When i buy the stock i look for 25-30% CAGR..buy it for minimum 3 years.. Kind if longterm.. So any traders dont follow me;)
 

Saint
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Posted on Friday, June 21, 2013 - 12:21 am:       


Kkd:

ee blood bath lo buying recommendations emanna vunte ettandi




feelgud annai seppinattu...

PAGIND/HDFC/GRUH FINANCE/INDUS BANK
 

Gandhiguevara
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Posted on Friday, June 21, 2013 - 12:19 am:       


Kkd:

ee blood bath lo buying recommendations emanna vunte ettandi


dorikina blood dorikinatlu konandi...post zombie world lo camoflauge ki fanikosthundhi
 

Kkd
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Posted on Friday, June 21, 2013 - 12:18 am:       

ee blood bath lo buying recommendations emanna vunte ettandi
 

Saint
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Posted on Friday, June 21, 2013 - 12:10 am:       


Feelgud:


I meant predicting to time the market and share price .. even the god can not do that :-) ..if predicting is possible all mathematicians and financial analysts like Jackjill, FilmBuff could have become multi millionaires by this time:-)




yeas..adi nijam ithe highest price lo india pampinche vallu..stock market lowest lo vunnappudu invest chesevallu...adi history ayye dakaa manaki adi teliyadu...

not a bad start at all today for INdian stock market...hoping that it will close on +ve note.

Just dips lo accumulate chesukotaniki use avuddi antha kante emi ledu...
 

Feelgud
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Posted on Thursday, June 20, 2013 - 11:51 pm:       


Saint:

prediction lekunda invest ela chshtam annai? adi stock baga vundochu (based on previous performance/returns) ani predict chese kadaa invest chestham?




I meant predicting to time the market and share price .. even the god can not do that :-) ..if predicting is possible all mathematicians and financial analysts like Jackjill, FilmBuff could have become multi millionaires by this time:-)
 

Saint
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Posted on Thursday, June 20, 2013 - 11:46 pm:       


Feelgud:

"Predicting and investing are two different things either you can predict or you can invest but no one can predict and invest!""




prediction lekunda invest ela chshtam annai? adi stock baga vundochu (based on previous performance/returns) ani predict chese kadaa invest chestham?
 

Feelgud
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Posted on Thursday, June 20, 2013 - 11:20 pm:       

"Predicting and investing are two different things either you can predict or you can invest but no one can predict and invest!""
 

Saint
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Posted on Thursday, June 20, 2013 - 11:13 pm:       

sensex 25 points down..NYSE 30 points up...ki ki ki
 

Saint
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Posted on Thursday, June 20, 2013 - 11:13 pm:       

Just 70 points down tho start ayyindi...so FIIs bandaga teeyatam ledu dabbulu bayataki...
 

Methhanithodugu
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Posted on Thursday, June 20, 2013 - 11:11 pm:       


Saint:

manam ade time lo track cheyyatm modalettatam coincedence oo or leg mahimooo teliyadu...



DB is for leg pulling,info share,timepass dont take all posts to heart/dil pe ..DB is Pressure Release
 

Saint
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Posted on Thursday, June 20, 2013 - 11:10 pm:       

FDI lu heavy gaa invest chesina stocks anni padochu baaga....

Speculation: FDIs money teesukellipotharu ani....
 

Saint
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Posted on Thursday, June 20, 2013 - 10:58 pm:       

manam markets track seyyatam modalettaka ila vundi worldwide reaction...okka gold rate padipotam tappa okka positive kooda ledu...

manam ade time lo track cheyyatm modalettatam coincedence oo or leg mahimooo teliyadu...
 

Saint
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Posted on Thursday, June 20, 2013 - 10:57 pm:       

ninna oka round ayyindi...ivvala maro round ki ready naa?

as an expert gaa naa prediction:
market starting lo oka 300 points down tho start avddi...madhyanam kalla 600-700 points down avuddi....ee majjalo RBI dollars pump chesi rupee ni strengthen cheyyatam chestahry...end of the day ki oka -200 or + 50 range lo set avuddi....(if no RBI/govt action/policy change) ..nikaram gaa oka 500-600 points loss vuntadi..idi optimist approach

pessimist approch ithe:

starting oka 600 points down tho start ayyi...> 900/1000 points down ayyi...market circuit reach ayyi sensex koddi sepu close chestharu..if at all ee majjalo edanna policy change ithe...koddiga recovery ayyi 500+ loss tho day mugusthundi...

evaranna contradict chesthara?

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