| Author | Message | ||
Rao Junior Artist Username: Rao Post Number: 161 Registered: 11-2011 Posted From: 37.49.44.126 Rating: N/A |
my self and my wife having ICICI direct...we r comfortable that icici.. i donot know how will be others like hdfc securities.. Recently i heard..FUNDSINDIA ACCOUNT...one of my friend told that their service is good... just google it.. | ||
Rao Junior Artist Username: Rao Post Number: 160 Registered: 11-2011 Posted From: 37.49.44.126 Rating: N/A |
That is the reason why I have HAWKINS as well in my portfolio... if at all TTK is loosing market share...then its gain of HAWKINS.. if TTK loosing customer base ..that will clearly reflect in quarterly result (top line growth)...then i will take a call.. | ||
Gotcha Hero Username: Gotcha Post Number: 11610 Registered: 02-2008 Posted From: 98.227.186.192 Rating: N/A |
which one do u recommend for dmat account, is HDFC has a good one? This real estate is for sale. | ||
Rao Junior Artist Username: Rao Post Number: 159 Registered: 11-2011 Posted From: 37.49.44.126 Rating: N/A |
First get the dmat account. then login into u r account. then go to equity menu...then start search...for buying stock..its self driven once if u login into dmat account. | ||
Feelgud Junior Artist Username: Feelgud Post Number: 962 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
visited 6/7 showrooms .. i saw 2/3 shop oweners closing them permanently ..taken all of them feedback .. decided to sell.. see what i dont like about ttk is they are chasing the growth at any cost.. like they import cheap products from china sold those with their labels.. lot of complaints on products .. they are deviating from their core business . .. margins on new products coming less .. ttk can grow upto 5500 and more than that.. but i am not comfortable to hold these kind of companies .. this can shake any time  | ||
Maverick Legend Username: Maverick Post Number: 46009 Registered: 01-2008 Posted From: 166.137.191.26 Rating: N/A |
using my dads demat account from sbicap | ||
Gotcha Hero Username: Gotcha Post Number: 11609 Registered: 02-2008 Posted From: 98.227.186.192 Rating: N/A |
mav ela chestavu india trading konni pointers ivvu, never did any stock trading. This real estate is for sale. | ||
Feelgud Junior Artist Username: Feelgud Post Number: 961 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
http://content.icicidirect.com/newsitecontent/Home/Home.asp hdfcsec.. almost all banks have stock trading options .. above sites are good for starters | ||
Maverick Legend Username: Maverick Post Number: 46008 Registered: 01-2008 Posted From: 166.137.191.26 Rating: N/A |
yeah titan avoid antav anukunna.correct ga cheppav.next week enter avuta. | ||
Rao Junior Artist Username: Rao Post Number: 158 Registered: 11-2011 Posted From: 37.49.44.126 Rating: N/A |
I think by just takng the feedback from one showroom we can not judge the sales volume..because its presence is there through out india...tamilnadu power problems...these are shortterm headwinds...these are the times we need to accumulate units...longterm story intact..i believe.. I used to moniter every quarterly results... I did not go to such an extent to meet management.. when ever correction comes due to quarterlly results,i used to accumulate units.. | ||
Gotcha Hero Username: Gotcha Post Number: 11608 Registered: 02-2008 Posted From: 98.227.186.192 Rating: N/A |
ok say i have demat account but what is the platform i can buy the stocks, ikkda ameritrade lantivi untayi kada where do i have to login to buy stocks This real estate is for sale. | ||
Feelgud Junior Artist Username: Feelgud Post Number: 959 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
Marv , last time i told about titan right .. avoid it.. I think you already got stock market exp .. if not it is better to do what Rao said >> For new bea i won"t advocate direct stocks..but go for any Balanced Mutual funds.. after one year u will no what is what...then slowly get into stocks... if u wnat to get into stocks now itself... Just start with Weekly Systematic investment into following stocks with out any panic.. HDFC BANK ITC SUN PHARMA in between get know what is what...then slowly start getting into mid cap companies... >> if not right now right now i hold page,indusind,gruh,hawkins,repco ..hawkins , repco are risky bets .. you can start with remaining three .. and HDFC BANK | ||
Feelgud Junior Artist Username: Feelgud Post Number: 958 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
Gotch , i know some of NRI ( usa) friends who has usa citizenship invest India stocks .. i dont know how they do this .. | ||
Maverick Legend Username: Maverick Post Number: 46007 Registered: 01-2008 Posted From: 166.137.191.26 Rating: N/A |
mama nuvvu cheppina 5 stocks ki ippudu enter Ãvvacha with 15 lacs | ||
Feelgud Junior Artist Username: Feelgud Post Number: 957 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
You are right ..even if 1 stock fail , 5-7 stocks can cover that risk in my opinion.. i am fortunate have friend circle who can talk to management directly .. whatever the stocks i have track them very closely .. with that tracking I have sold these 1)bought ttk at 740 rs sold 4200 rs -- visited prestige smart kitchen showrooms in Bangalore , Hyd .. taken the opinion from dealers .. sold it .. i can not do these if i hold 18 stocks . 2) titan bought 70 rs sold at 290 rs | ||
Rao Junior Artist Username: Rao Post Number: 157 Registered: 11-2011 Posted From: 37.49.44.126 Rating: N/A |
if u have dmat account, u can trade by siting anyware in the world. My self and my having dmat account. I am investing in both accounts. | ||
Rao Junior Artist Username: Rao Post Number: 156 Registered: 11-2011 Posted From: 37.49.44.126 Rating: N/A |
For new bea i won"t advocate direct stocks..but go for any Balanced Mutual funds.. after one year u will no what is what...then slowly get into stocks... if u wnat to get into stocks now itself... Just start with Weekly Systematic investment into following stocks with out any panic.. HDFC BANK ITC SUN PHARMA in between get know what is what...then slowly start getting into mid cap companies... | ||
Gotcha Hero Username: Gotcha Post Number: 11607 Registered: 02-2008 Posted From: 98.227.186.192 Rating: N/A |
Rao how do u trade from Germany? This real estate is for sale. | ||
Rao Junior Artist Username: Rao Post Number: 155 Registered: 11-2011 Posted From: 37.49.44.126 Rating: N/A |
I am from Vijayawada ,AP,India.. I am mechanical engg. from JNTU Kakinada. I am working for MAHINDRA Satyam - CAD CAM for last 13 years...for last 5 years i am in germany (STUTTGART) as onsite coordinator | ||
Rao Junior Artist Username: Rao Post Number: 154 Registered: 11-2011 Posted From: 37.49.44.126 Rating: N/A |
Just I wanted to avoid SATYAM Kind of debacle.. Its single day fall out... If we go concentrated in few perticular stocks...then company risk will increase.. so to avoid such kind of traps..i went for few more stocks to diversify... This is just my opinion.. | ||
Feelgud Junior Artist Username: Feelgud Post Number: 956 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
I am from india bangalore .. dont know about Rao garu | ||
Gotcha Hero Username: Gotcha Post Number: 11606 Registered: 02-2008 Posted From: 98.227.186.192 Rating: N/A |
How do u but stocks in india trade ela chestaru chepandi for a newbie. This real estate is for sale. | ||
Feelgud Junior Artist Username: Feelgud Post Number: 955 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
hmm no idea on this two stocks .. as i said i like majority of your stocks ..personally i can not track these many stocks as i am into full time IT job.. so i have chosen to have just 5 stocks where i have more conviction.. This worked for me greatly .. started 4 years back with 15 laksh .. added 12 lakhs in between .. Now that worth is more than crore .. if you can track 18 companies closely that is fine to have .. | ||
Feelgud Junior Artist Username: Feelgud Post Number: 954 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
good to know ..if you continue like this u can make upto 7 - 10 crores ..
This fine .. I was surprised with number of stocks 18.. i have all my money in stocks only .. | ||
Rao Junior Artist Username: Rao Post Number: 152 Registered: 11-2011 Posted From: 37.49.44.126 Rating: N/A |
and also From each sector i have taken 2 stocks which is having potential to grow.. example. TTK prestige and Hawkins.. Glaxo smith and zyduswellness alembic pharma and ajanta pharma Gruh and Repco MM Fin and Bajaj fin Indusind and Yes actually I wanted to add 2 more stocks SUPREME IND and ASTRAL POLY TECK... As Astral poly is expanding busines like anything...expected to grow at 35%.. very good management.. | ||
Rao Junior Artist Username: Rao Post Number: 151 Registered: 11-2011 Posted From: 37.49.44.126 Rating: N/A |
infact i want to bring down to 10 stocks... but manasu oppadam ledu...as every stock having merits in their respective sectors and performing well. | ||
Rao Junior Artist Username: Rao Post Number: 150 Registered: 11-2011 Posted From: 37.49.44.126 Rating: N/A |
28 months back I have invested 25 lks..since then every week SIP of 70k..but used to do TOP UP when ever significant correction occures. so my total Principal investment is 45 lks..Now i am at 81.4 lks..including profits..I have never taken out even single rupie out of the market... Prently i am continuing SIP... Decided to continue for next 8 years...I have significant investment on lands in hyderabad and vijayawada..as a diversification point of view i entered into the market after studying market and various sectors. | ||
Feelgud Junior Artist Username: Feelgud Post Number: 951 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
Mr Rao, This is the first time i am seeing a person with 18 stocks for 80 lakhs .. I my self has more 1 crore in just 5 stocks.. I am just eager know how much you have made(%CAGR) combinedly with 18 stocks .. | ||
Rao Junior Artist Username: Rao Post Number: 149 Registered: 11-2011 Posted From: 37.49.44.126 Rating: N/A |
http://www.moneycontrol.com/annual-report/mahindramahindrafi nancialservices/MMF04/2012 Plase go ahead as per u r risk profile and conviction..don't buy the stock as per some one"s advice .. I have conviction on following among bankinf and financials. Indusind yes bank MM FIN BAJAJ FIN GRUH FIN - - Housing finace. REPCO FIN - Housing finace.Recently Replaced HDFC (not bank) with Repco.. | ||
Rao Junior Artist Username: Rao Post Number: 148 Registered: 11-2011 Posted From: 37.49.44.126 Rating: N/A |
but thease are volatile in nature...ofcourse banking and financial space itself volatile..don"t be panic...accumulate units..when those r correcting...short term headwinds are common in banking and fin. space. | ||
Rao Junior Artist Username: Rao Post Number: 147 Registered: 11-2011 Posted From: 37.49.44.126 Rating: N/A |
The reason why they have skipped from banking licence is...As per RBI new guide lines..it will not be more profitable venture than being as NBFC. if turned as bank..they have to invest 23% (SLR)in government bonds and securites...and 4% (CRR)with RBI....this will reduce their prfit margins.. and also as per new policy they have to penetrate more on rural areas whrere population is below 50k... So these current RBI rules are not confortable for any successfull NBFC... Groth wise MM FIN and BAjaj Fin...can Grow at 30-35%...just see their balance sheets of last 4 years... | ||
Saint Hero Username: Saint Post Number: 18091 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
vellu bank license ki apply cheyyatam ledu ani recent ga stock price 220 ki padipoyi malli 280 daaka elli ippudu 265 daggira vunnattu vundi... still growth bagane vuntundi anukuntnnara? | ||
Feelgud Junior Artist Username: Feelgud Post Number: 942 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
âMoney has given me the independence to do what I love daily. Beyond that it has no real utility for me but enormous utility for others. That is why Iâm giving it away,â God of value investing Buffet .. inspirations lakhs of people | ||
Feelgud Junior Artist Username: Feelgud Post Number: 940 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
http://forbesindia.com/article/cross-border/the-wealth-wizar ds-investment-tips-from-the-money-masters/35557/1 | ||
Rao Junior Artist Username: Rao Post Number: 146 Registered: 11-2011 Posted From: 46.223.130.123 Rating: N/A |
I will not exit...just do partial profit booking... | ||
Saint Hero Username: Saint Post Number: 18055 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
56 nunchi 58.6 daaka padindi rate.. | ||
Feelgud Junior Artist Username: Feelgud Post Number: 939 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
i can not explain in detail the way they are chasing growth which is not good in long run .. just stick to yes if you are more convinced about | ||
Buggaler Side Hero Username: Buggaler Post Number: 3146 Registered: 07-2012 Posted From: 173.206.163.139 Rating: N/A |
k, will do it on monday | ||
Rao Junior Artist Username: Rao Post Number: 145 Registered: 11-2011 Posted From: 46.223.130.123 Rating: N/A |
••••• r right I will give Edge to INDUSIND and Its FAMILY Problem has been surfaced after death of one of its promoter.and it is in recent one year.. But it has nothing effected the YES bank performance.. | ||
Feelgud Junior Artist Username: Feelgud Post Number: 937 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
even god can not guess that .. choose the day which is good for you .. you are not buying futures & options right | ||
Andhrawala Megastar Username: Andhrawala Post Number: 22113 Registered: 03-2008 Posted From: 152.51.56.1 Rating: N/A |
4% gain is decent Nuvvu 10 lakhs tho start sesevu. AT what price u converted that 10 lakhs from dollars. If u had done arnd 48 which is Jan 2012 ippudu unless u cross 60 u really didnt earn kathaa. aa basis lo aduguthunnaa No Signature | ||
Buggaler Side Hero Username: Buggaler Post Number: 3143 Registered: 07-2012 Posted From: 173.206.163.139 Rating: N/A |
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Feelgud Junior Artist Username: Feelgud Post Number: 936 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
good company in their domain. returns depend lot of external factors .. it is better choose the companies with simple business and which you understand .. | ||
Saint Hero Username: Saint Post Number: 18053 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
ez ithe... | ||
Buggaler Side Hero Username: Buggaler Post Number: 3141 Registered: 07-2012 Posted From: 173.206.163.139 Rating: N/A |
k, Thanks general ga, which day is good for buying in the week??? empirical ga, e day of the week lo takkuva untaayi stock prices??? i will have to just my people to go buy these shares on so & so date, they are laymen than me | ||
Rao Junior Artist Username: Rao Post Number: 144 Registered: 11-2011 Posted From: 46.223.130.123 Rating: N/A |
CAGR - Compound anual growth rate.. | ||
Saint Hero Username: Saint Post Number: 18052 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
anni manam chesedi day trading kaadu meeru cheppedi naaku ardham ayyindi...lets take the case of Infosys yesterday monna market close appudu infosys lo invest chesi vunte, (u dont know either they give good results / falls short of expectations)....1 day lo simple ga 10% perigi vundedi....nuvvu 10% choosaka invest chesthe bokka paduddi... monna manaki telise chance ledu...oka vela results sariga levu anukoo oka 10% padedi...thats gambling.inkoti emiti ante market open avuthane 10% price increase tho start ayyindi..when will u buy this? last weekend relcom same : split chestha anagane 10% perigindi next monday...tarvatha malli routine ga + or - 1% eltha vundi... idi nuvvu market ni time cheyyataniki chesthe ila vuntadi... ade strong fundamentals vunna companies lo invest chesi ..munduki potha vunte mantalu repochu so far my portfilo is up by 4% in 1 month | ||
Feelgud Junior Artist Username: Feelgud Post Number: 935 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
http://en.wikipedia.org/wiki/Compound_annual_growth_rate start convince yourself why u are buying those stocks ..that helps you in long run in analyzing any business | ||
Rao Junior Artist Username: Rao Post Number: 143 Registered: 11-2011 Posted From: 46.223.130.123 Rating: N/A |
Normally NIFTY PE Above 25 is to expensive valuation point of view..so FIIs will bring it to around PE 12.. Last 20 years our stock market history says that Nifty PE beyond 23-24 is too risky... | ||
Gotcha Hero Username: Gotcha Post Number: 11585 Registered: 02-2008 Posted From: 8.19.193.14 Rating: N/A |
andukena Rs ivala inkoncham down ayindi as more FII's must have come and brought other tech shares. This real estate is for sale. | ||
Feelgud Junior Artist Username: Feelgud Post Number: 934 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
i avoid yes bank for the family dispute and they are chasing growth in whatever means .. i see indusind as more professional than yes .. | ||
Buggaler Side Hero Username: Buggaler Post Number: 3140 Registered: 07-2012 Posted From: 173.206.163.139 Rating: N/A |
CAGR? | ||
Simhapuri_kurrodu Comedian Username: Simhapuri_kurrodu Post Number: 1911 Registered: 07-2008 Posted From: 76.109.159.156 Rating: N/A |
sterilite industries meeda mee opinion pls. i know its not listed in India | ||
Rao Junior Artist Username: Rao Post Number: 141 Registered: 11-2011 Posted From: 46.223.130.123 Rating: N/A |
I too like HDFC Bank.for its terrific managemnet....But its large cap stock..and expansion penetration is limited...its kind of 20% growth..thats why i went for mid cap banks like YES BANK and INDUSIND...Those can grow at 30-35% and there is lot scope for penetration... | ||
Feelgud Junior Artist Username: Feelgud Post Number: 932 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
go ahead ..i said 3 years. so please dont get confused with short term price movements .. you should get min 30% CAGR | ||
Andhrawala Megastar Username: Andhrawala Post Number: 22112 Registered: 03-2008 Posted From: 152.51.56.1 Rating: N/A |
returns elaa vunnaaayii No Signature | ||
Feelgud Junior Artist Username: Feelgud Post Number: 930 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
product quality is great .. .. gives great dividend.. can give 20% CAGR in 3 years .only complainant is management is bit sober. it is one of good stock for portfolio's > 50 lakhs | ||
Buggaler Side Hero Username: Buggaler Post Number: 3139 Registered: 07-2012 Posted From: 173.206.163.139 Rating: N/A |
3 lakhs each in these 3 stock ettestha for 3 years, Thanks feelGuddio | ||
Feelgud Junior Artist Username: Feelgud Post Number: 928 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
please start with book "One up on wall street" by peter lynch .. it wont need any great skills | ||
Saint Hero Username: Saint Post Number: 18050 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
hawkins aggressive na? | ||
Saint Hero Username: Saint Post Number: 18049 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
this looks good. why do u exit @ point 3. It can always reach new heights when market is good ryt? | ||
Saint Hero Username: Saint Post Number: 18048 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
ok... | ||
Feelgud Junior Artist Username: Feelgud Post Number: 927 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
1)IndusInd bank - 10 lks 2)GRUH Fin. - 15 lks 3)Repco Home.fin- 10 lks 4)HAWKINS - 15 lks 5)PAGE ind. - 20 lks 6) Asian paints - 10 I choose only 6 stocks .. .. I will even replace asian paints with HDFC bank | ||
Saint Hero Username: Saint Post Number: 18047 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
anni..naa portfolio lo zero holdings (past lo hold chesinavi choostha vunta..vatilo movement ela vundi ani) next anni sites lo roju happenings choostha vunta..emi jaruguthundi ani..ekkada movement vundi ani..also enduku move avuthundi ani telusukotaniki try chestha manam already dabbulu pettina stock lo emi chodanu  adi fixed annattu it is just to understand the market behaviour....on any particular day and trying to see how market reacts to various news and events.... just time pass and analysis | ||
Rao Junior Artist Username: Rao Post Number: 140 Registered: 11-2011 Posted From: 46.223.130.123 Rating: N/A |
just study the balance sheet and profit and loss statement of the company for last 10 years ..and their business.. | ||
Feelgud Junior Artist Username: Feelgud Post Number: 926 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
for the people who take risks just like us .. i dont suggest it to the new people | ||
Rao Junior Artist Username: Rao Post Number: 139 Registered: 11-2011 Posted From: 46.223.130.123 Rating: N/A |
I will book profit only in following 3 cases... 1.If I need money 2.If any one stock allocation deviate from the rest...i.e portfolio balancing 3.when NIFTY PE touches 23-24 | ||
Feelgud Junior Artist Username: Feelgud Post Number: 925 Registered: 06-2009 Posted From: 122.178.234.88 Rating: N/A |
hmm.. If brokers knew so much they would have been investors rather than brokers
indusindbank , gruh finance , page indus .. strictly if you are planning to hold more than 3 years .. | ||
Rao Junior Artist Username: Rao Post Number: 138 Registered: 11-2011 Posted From: 46.223.130.123 Rating: N/A |
Just i went for 18 stocks only for divercification... See Ranbaxy and Wockhardt companies fate...it will take 1-2 years time to cope up.. Yes I wanted bring them to 10...but I could not..Because those are performing very well...I hope will do well in future as well... I have more convic. on the folowing list...but it will be too concentrated..thats why i went to 18.... Indusind MM FIN GRUH KAVERI PAGE HAWKINS GODREJ CONSU ASIAN PAINTS AMARA RAJA Alembic if u r in my place...what is u r list from those 18 and allocation.. | ||
Saint Hero Username: Saint Post Number: 18046 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
repco/gruh / page - feelgud | ||
Buggaler Side Hero Username: Buggaler Post Number: 3137 Registered: 07-2012 Posted From: 173.206.163.139 Rating: N/A |
Brother oka 9 lakhs ochaayi monne, evvado mondi baaki ninchi, denilo ela pettaalo seppu, India lo unna broker gaadu seppinavi oddannaavu kada Mid 2 long term investment purpose | ||
Saint Hero Username: Saint Post Number: 18044 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
started with 10L...so far comfortable gane vundi....exit ayye stocks lo pettoddu ani feelgud/stock experts chepthunnaru...long term ante 3-5 years vundelaaga vundali... day trading ithe ....different story. | ||
Megapowerkkd Comedian Username: Megapowerkkd Post Number: 1568 Registered: 05-2008 Posted From: 158.48.133.2 Rating: N/A |
ento..edo edo foreign language lo vundhi..annais meeru investing knowledge ela gain chesaru??in other words how evaluate a company??? | ||
Saint Hero Username: Saint Post Number: 18043 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
thats cool...so when do u book profit / exit some stock? | ||
Rao Junior Artist Username: Rao Post Number: 137 Registered: 11-2011 Posted From: 46.223.130.123 Rating: N/A |
I have built this portfolio for last 2 years...except repco and alembic... Repco added 2 months back... alembic added one year back.. | ||
Andhrawala Megastar Username: Andhrawala Post Number: 22103 Registered: 03-2008 Posted From: 152.51.56.1 Rating: N/A |
Saintu entha investment sesthunnavu olready or just trackingaaa knowledge pechukotam varaku vaakey kaani. manytimes digithe kaani lothu theleenattu vuntundhii Vodduna koorsune soosthuntaa annai baane vunnattu vuntaayi. diginappude vishayam different. lossvachinappudu Stop Loss etc soosdatam antha easy kaadhu. oko sarai manam exit ayyekaa perugthundhi. vuntee paduddhi No Signature | ||
Saint Hero Username: Saint Post Number: 18042 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
eppudu pettav maam? ee time lo enter ayyav ee stocks loki? recent dips lo add chesava? M&M financials baaga padi poyi malli periginattu vundi kadaa? repco lo kummesi vuntav... | ||
Feelgud Junior Artist Username: Feelgud Post Number: 924 Registered: 06-2009 Posted From: 122.178.234.88 Rating: |
first thing first I like majority of your stocks .. all are in growth phase.. >>What sanjy bakshi saying is min. 10 stocks not more than 10% in each stock.. I do not believe in thumb rules .. some people say invest in equites only upto (100-your age)%. 18 stocks even for 80 Lakshs:- I believe it is called over diversification .. kind of you are maintaining a mutual fund .. in the long run it wont help you to get good returns .. Buffet said in one of his letter that "Diversification is Protection Against Ignoranceâ . so if i were in your position i trim it down 7 - 10 stocks in which i am more convinced and track those closely .. i know a person who has 5 crores in just 5 companies where he has more conviction .. that is not me hope this help .. let me know if you need any help | ||
Rao Junior Artist Username: Rao Post Number: 136 Registered: 11-2011 Posted From: 46.223.130.123 Rating: N/A |
In Fact I want to add few more stocks into portfolio Astral Poly technik Supreme Ind. | ||
Rao Junior Artist Username: Rao Post Number: 135 Registered: 11-2011 Posted From: 46.223.130.123 Rating: N/A |
Feelgud... My portfolio is as follows...my portfolio worth is 80 lks ... I am holding total 18 stocks...Is it prudent to hold that many stocks for the given ticket size.... What sanjy bakshi saying is min. 10 stocks not more than 10% in each stock.. IndusInd bank - 6 lks Yes Bank - 6 lks M&M Fin. - 6 lks Bajaj Fin. - 6 lks GRUH Fin. - 10 lks Repco Home.fin- 6 lks TTK Prestige - 3 lks HAWKINS - 2 lks Glaxoconsu.H.care- 3 lks Godrej consu - 3 lks Emami - 3 lks Amara raja - 3 lks Asian Paints - 3 lks Kaveri Seeds - 4 lks PAGE ind. - 4 lks Ajantha Pharma - 4 lks Alembic Pharma - 4 lks Zyduss wellness - 4 lks Total 18 stocks (Banking 6 and rest 16).... | ||
Feelgud Junior Artist Username: Feelgud Post Number: 919 Registered: 06-2009 Posted From: 147.178.7.21 Rating: N/A |
markets liked Titan for their capability of 25-30% growth .. and with less capital requirement and free cash flow to scale the business up .. now it is difficult.. ..in fact it was one of my all time fav company .. i will re look into this only after 1 - 2 years .. | ||
Crazy Junior Artist Username: Crazy Post Number: 52 Registered: 02-2011 Posted From: 71.198.21.73 Rating: N/A |
I agree with your points. ya govt will try to restrict the people from buying gold. but the thing is Indians love gold. they purchased gold even when they are at higher prices than they are right now and they rarely treat as investment. I heard that for small shop owners its getting difficult to acquire gold from banks and sourcing agencies. It is taking approx. 15 days to get hold of the gold where as for big players like Titan they can directly import gold. reg the extra cost due to difficult in cash leveraging, Titan is in better position to borrow money easily than small players. I think this will eliminate all the small shops and that customers may come to big shops. Also with small players difficult to survive with more cash requirement, if titan can capture the business even with the existing stores then it will mostly balance the interest burden. But whether titan can attain CAGR of 25 to 30% with this only after observing few quarterly results we will know. | ||
Feelgud Junior Artist Username: Feelgud Post Number: 918 Registered: 06-2009 Posted From: 147.178.7.21 Rating: N/A |
and what is guarantee that govt wont impose another stupid rules on gold which is making the CAD worst | ||
Feelgud Junior Artist Username: Feelgud Post Number: 917 Registered: 06-2009 Posted From: 147.178.7.21 Rating: |
yes to some extent but not to the extent that they can grow with 25-30% CAGR .. earlier they were working gold on lease model upto to 6 months with almost zero interest .that gave free cash flow to them , they are using that to open new new tanishqe,titan eye plus, watch,fast track stores . with the new rbi rules they need around 1000--1500 crores for buying gold every year ..where from they get this money ?. they need borrow it or dilute the equity ? this effect scaling of the business.. so any way i would like have companies which can give 25-30% CAGR ..so avoiding is my thesis .. | ||
Crazy Junior Artist Username: Crazy Post Number: 51 Registered: 02-2011 Posted From: 71.198.21.73 Rating: N/A |
Feelgud, reg titan, with rbi restrictions on gold buying leverage, and Indians appetite to buy gold jewellary during functions, most of the small players will get killed where as for bigger companies like titan ... won't this be advantage. more over titan is opening more stores this fiscal so more revenue. | ||
Saint Hero Username: Saint Post Number: 18040 Registered: 01-2011 Posted From: 68.13.100.193 Rating: N/A |
ok.
diversity kosam j/k | ||
Feelgud Junior Artist Username: Feelgud Post Number: 916 Registered: 06-2009 Posted From: 147.178.7.21 Rating: N/A |
nope .. avoid .without free cash flow they can not scale the business.cash flow disturbed with new RBI policy on gold imports/hedging
why should u choose which is highly depend on on foreign countries?.you should choose the companies which are focused more on india .. and for small portfolios like u have u need to be very focused and just choose 3-5 stocks to get outstanding returns .. | ||
Saint Hero Username: Saint Post Number: 18039 Registered: 01-2011 Posted From: 68.13.100.193 Rating: N/A |
so titan is a buy?
enduku anna HCL is more? I will put some money in IT..as long as rupee stays at 60 and Economy is good...IT shud do good...emantaru... | ||
Feelgud Junior Artist Username: Feelgud Post Number: 915 Registered: 06-2009 Posted From: 147.178.7.21 Rating: N/A |
i can not guess for short term .. but tcs can give 20- 25% CAGR .. HCL a bit more than that .. | ||
Feelgud Junior Artist Username: Feelgud Post Number: 914 Registered: 06-2009 Posted From: 147.178.7.21 Rating: N/A |
yes .. but see how titan is recovering slowly .. gitanjali management sold most of their stake without informing minority share holders | ||
Saint Hero Username: Saint Post Number: 18036 Registered: 01-2011 Posted From: 68.13.100.193 Rating: N/A |
TCS / HCL CAGR entha vundochu annual? short term ok na? | ||
Saint Hero Username: Saint Post Number: 18035 Registered: 01-2011 Posted From: 68.13.100.193 Rating: N/A |
oh ok...but trigger govt action yee kada... | ||
Feelgud Junior Artist Username: Feelgud Post Number: 913 Registered: 06-2009 Posted From: 147.178.7.21 Rating: N/A |
avoid it .. in IT business better to stick with leader TCS.. if you want midcap IT stock I like HCL.. | ||
Feelgud Junior Artist Username: Feelgud Post Number: 911 Registered: 06-2009 Posted From: 147.178.7.21 Rating: N/A |
it is not only about gold man .. management is really worse for this | ||
Saint Hero Username: Saint Post Number: 18034 Registered: 01-2011 Posted From: 68.13.100.193 Rating: N/A |
investment kaadu annai..just chooshta vunna...enti jaruguthundi ani... tech M situation emiti after merger? | ||
Saint Hero Username: Saint Post Number: 18033 Registered: 01-2011 Posted From: 68.13.100.193 Rating: N/A |
ade ayyidi...ade month lo dhan dhan ani padipoyindi... geethanjali okati prathi roju padahtane vundi..almost 50-60% loss inattu vundi stock value due to Gold restrictions. | ||
Saint Hero Username: Saint Post Number: 18032 Registered: 01-2011 Posted From: 68.13.100.193 Rating: N/A |
Comedy emiti ante aamme vallu leru ee stock.. | ||
Feelgud Junior Artist Username: Feelgud Post Number: 910 Registered: 06-2009 Posted From: 147.178.7.21 Rating: N/A |
it IT for investment i gi with TCS than infosys ..
these kind of stocks will fall also in the same line | ||
Feelgud Junior Artist Username: Feelgud Post Number: 909 Registered: 06-2009 Posted From: 147.178.7.21 Rating: N/A |
saint, how can u track this many companies daily .. at the max i hold 5 - 6 companies i focus on them only closely .. | ||
Saint Hero Username: Saint Post Number: 18031 Registered: 01-2011 Posted From: 68.13.100.193 Rating: N/A |
idi june 27 na 47 rupess vundi...ivvala 102 vundi... | ||
Saint Hero Username: Saint Post Number: 18030 Registered: 01-2011 Posted From: 68.13.100.193 Rating: N/A |
Another stock: AGC NETWORKS LIMITED last few days lo eppudu choosa +5% up vuntandi... | ||
Saint Hero Username: Saint Post Number: 18029 Registered: 01-2011 Posted From: 68.13.100.193 Rating: N/A |
mare intha peragala oke roju...futures lo lots konnna vallaki pandaga emo.. |
