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Archive through August 24, 2015Asdf200  09-26-15  03:07 pmRedsox2009
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Vjawarrior
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Posted on Monday, October 05, 2015 - 11:57 pm:       


Jalsa:


Currently invested in pharma bro. Personally: granules (improving margins by investing in high-margin areas - going up the value chain), Ajanta pharma (strong brand and excellent management with focus on continuous r&d and niche areas), PI Industries(Strong conviction in agri space), Syngene, HDFC Bank, Gruh finance, Page

Others have suggested/invested in: Torrent pharma, Repco Home finance (very strong conviction), brittania, avanti feeds


Thanks annai
 

Jalsa
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Posted on Monday, October 05, 2015 - 09:48 am:       


Vjawarrior:

bro...can u let me know some good india stock picks...



Currently invested in pharma bro. Personally: granules (improving margins by investing in high-margin areas - going up the value chain), Ajanta pharma (strong brand and excellent management with focus on continuous r&d and niche areas), PI Industries(Strong conviction in agri space), Syngene, HDFC Bank, Gruh finance, Page

Others have suggested/invested in: Torrent pharma, Repco Home finance (very strong conviction), brittania, avanti feeds

overall, anni standard picks bro.
 

Vjawarrior
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Posted on Friday, October 02, 2015 - 02:48 pm:       


Jalsa:


bro...can u let me know some good india stock picks...
 

Acf
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Posted on Friday, October 02, 2015 - 10:29 am:       


Jalsa:

why not?



age problem :-) concentrate cheyatam kastanga vundhi... oka Udemy course konna aa videos choosthunna, will see if that helps
 

Jalsa
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Posted on Friday, October 02, 2015 - 09:52 am:       


Acf:

i bot Peter lych, thoughtful investors books. I never read books and always prefer reading online or watching videos, so it was very boring for me to concentrate and read those books. They don't have any case studies that would help me understand better.



why not? Lynch always shows examples. Lynch keeps it simple. However, go through "5 Rules for successful stock investing" by Pat Dorsey. In my opinion, that and "The little book investing" or similar by Dorsey are excellent and MUST READ.
I always forget things. So i have to keep re-reading.
 

Jalsa
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Posted on Friday, October 02, 2015 - 09:50 am:       

mastaarlu, US market licked ye na?
 

Acf
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Posted on Thursday, October 01, 2015 - 09:59 am:       


Ustad:

I do it manually.



ok thanks.
 

Acf
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Posted on Thursday, October 01, 2015 - 09:59 am:       


Asdf:

profit ke i guess?



yes bot at 286.50 and sold at 303
 

Ustad
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Posted on Thursday, October 01, 2015 - 09:57 am:       


Acf:

do you have any excel model that calculates the intrinsic value?


I do it manually.
The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet
 

Asdf
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Posted on Thursday, October 01, 2015 - 09:46 am:       


Acf:

sold in pre market




cool . profit ke i guess?
 

Andhrawala
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Posted on Thursday, October 01, 2015 - 09:41 am:       

Test
No Signature
 

Acf
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Posted on Thursday, October 01, 2015 - 09:11 am:       


Acf:

bot some IBB



sold in pre market
 

Acf
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Posted on Thursday, October 01, 2015 - 08:50 am:       


Ustad:







Ustad:

There are many models like, DCF, RE etc to compute intrinsic value. I use RE model




do you have any excel model that calculates the intrinsic value?
 

Ustad
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Posted on Wednesday, September 30, 2015 - 04:41 pm:       


Acf:



Do you always go through balance sheets/Cash flow statements every quarter? --No. I do it before buying...after that I have decent idea whats going on.

Do you look at P/E, EPS, Current Ratio, EBITA, ROE, PEG? -- Yes. ROE is big daddy of all ratios.

how do you come up whether the company is undervalued or overvalued? -- This is the most challenging part. There are many models like, DCF, RE etc to compute intrinsic value. I use RE model. It might not be perfect but it is better than not doing it at all.

When people say $XXX is trading at 20 times future earnings, what does that mean? here 20 is the PE and future earnings is future EPS? -- Correct. It is forward PE.

do we campare this with the industry to come up whether this stock is undervalued or overvalued? -- It helps solve only small piece of puzzle. ROE, future growth rate, dividend yield etc are most important in determining whether a given stocks is worth investing.
The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet
 

Ustad
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Posted on Wednesday, September 30, 2015 - 04:35 pm:       


Acf:


Inni kochens aa
The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet
 

Acf
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Posted on Wednesday, September 30, 2015 - 12:53 pm:       


Ustad:



i bot Peter lych, thoughtful investors books. I never read books and always prefer reading online or watching videos, so it was very boring for me to concentrate and read those books. They don't have any case studies that would help me understand better.

Do you always go through balance sheets/Cash flow statements every quarter?

Do you look at P/E, EPS, Current Ratio, EBITA, ROE, PEG?

how do you come up whether the company is undervalued or overvalued?

When people say $XXX is trading at 20 times future earnings, what does that mean? here 20 is the PE and future earnings is future EPS? do we campare this with the industry to come up whether this stock is undervalued or overvalued?

when you have some free time, can you please explain by taking one stock and Finviz values? Thanks :-)
 

Rebel
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Posted on Tuesday, September 29, 2015 - 11:02 am:       


Chiru_fan:

Added stocks GRPO @ 30; AMBA @ 55 and GILD @ 95 yesterday


DB US investor award neekicheddam..bottom fishing baaga chestunnav
 

Asdf
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Posted on Tuesday, September 29, 2015 - 10:43 am:       


Chiru_fan:

Maa Simham brother desam loo kooda options yeenaa?




antha ledu maastaru. did 1 buy 10 years ago. 1 options trade 3 weeks ago, adi masi aindi
 

Asdf
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Posted on Tuesday, September 29, 2015 - 10:42 am:       


Jalsa:

Don't add him. sampesthad options ani :D




group name ni investors ni hour traders ayyetlu sesta
 

Chiru_fan
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Posted on Tuesday, September 29, 2015 - 10:37 am:       

Maa Simham brother desam loo kooda options yeenaa? market yedainaa saree...Simham single gaa vasthundi type anna maata!
CHIRU - SACHIN - FEDERER
 

Chiru_fan
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Posted on Tuesday, September 29, 2015 - 10:36 am:       

Added stocks GRPO @ 30; AMBA @ 55 and GILD @ 95 yesterday
CHIRU - SACHIN - FEDERER
 

Ustad
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Posted on Tuesday, September 29, 2015 - 10:24 am:       


Jalsa:

Don't add him. sampesthad options ani



The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet
 

Chiru_fan
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Posted on Tuesday, September 29, 2015 - 06:28 am:       


Ustad:



thanks Ustad bahi.....sent you an e-mail....
CHIRU - SACHIN - FEDERER
 

Jalsa
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Posted on Monday, September 28, 2015 - 11:47 pm:       


Ustad:



Don't add him. sampesthad options ani :D
 

Ustad
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Posted on Monday, September 28, 2015 - 11:17 pm:       


Asdf:


mrniceguy2030@yahoo.com
The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet
 

Asdf
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Posted on Monday, September 28, 2015 - 10:46 pm:       


Ustad:




annai
ur mail id pls. i want to join the gropu
 

Ustad
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Posted on Monday, September 28, 2015 - 09:39 pm:       


Chiru_fan:


if ur serious about investing in desam, I can add u to the watsapp group. All db desam investors are in this group.
The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet
 

Chiru_fan
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Posted on Monday, September 28, 2015 - 05:42 pm:       


Ustad:

Are you already invested in desam stocks or planning to start soon?




No bhai...not yet...planning to.....
CHIRU - SACHIN - FEDERER
 

Ustad
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Posted on Monday, September 28, 2015 - 05:30 pm:       


Chiru_fan:


Are you already invested in desam stocks or planning to start soon?
The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet
 

Chiru_fan
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Posted on Monday, September 28, 2015 - 04:54 pm:       


Ustad:

There are many 20%+ secular growers available at decent valuation in desam



Ustad bhai, konni cheppagalaraa sample ki....also, desam stocks ki ikkada stocks ki same basics apply cheyyagalamaa or any different approach we should take? also, any good online source and/or books you can suggest? TIA
CHIRU - SACHIN - FEDERER
 

Acf
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Posted on Monday, September 28, 2015 - 02:26 pm:       


Asdf:

aug lows tappithe inko support vunda ikkada?



no, but im playing for oversold bounce
 

Ustad
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Posted on Monday, September 28, 2015 - 02:03 pm:       


Chiru_fan:

Can I ask you why you are preferring Desi market over videsi ?



Better opportunities in desam compared to vomerika.

There are many 20%+ secular growers available at decent valuation in desam. Here you buy similar growth companies at ridiculous valuation.
The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet
 

Asdf
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Posted on Monday, September 28, 2015 - 01:49 pm:       


Acf:

bot some IBB




aug lows tappithe inko support vunda ikkada?
 

Acf
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Posted on Monday, September 28, 2015 - 01:28 pm:       


Acf:

might buy IBB around 290, if we get there next week



bot some IBB
 

Chiru_fan
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Posted on Monday, September 28, 2015 - 01:20 pm:       


Jalsa:



Annai, energy kooda pedda gaa dobbatam ledu kadaa?
CHIRU - SACHIN - FEDERER
 

Chiru_fan
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Posted on Monday, September 28, 2015 - 01:19 pm:       


Ustad:



Can I ask you why you are preferring Desi market over videsi ?
CHIRU - SACHIN - FEDERER
 

Asdf
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Posted on Monday, September 28, 2015 - 12:59 pm:       


Ustad:




desam lo biggest holding mayur. its not doing good, covered calls explore cheyali
 

Jalsa
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Posted on Monday, September 28, 2015 - 12:53 pm:       


Chiru_fan:

Why don't you think that this would be a right time to load few good stocks?



"Not Applicable" option for me :D
May be long term ki big energy cos and consumer staples load cheyalemo.
 

Ustad
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Posted on Monday, September 28, 2015 - 12:48 pm:       


Chiru_fan:

Why don't you think that this would be a right time to load few good stocks?



You are right. There are lot of great opportunities but my current focus is in Indian market.
The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet
 

Chiru_fan
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Posted on Monday, September 28, 2015 - 12:11 pm:       


Ustad:



Why don't you think that this would be a right time to load few good stocks?
CHIRU - SACHIN - FEDERER
 

Ustad
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Posted on Monday, September 28, 2015 - 11:31 am:       


Jalsa:

pagulthundhi naaku ikkada


Shame here.

Anni moosukoni silent ga kurchunna.
The happiness of most people is not ruined by great catastrophes or fatal errors, but by repetition of slowly destructive little thing - Ernest Dimnet
 

Asdf
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Posted on Monday, September 28, 2015 - 10:18 am:       


Jalsa:

em laabham only options ki parimitham ayipoyav




adi kooda masi ne. now am picha calm, market line lo ki vachindi ante chaalu :-)
 

Jalsa
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Posted on Monday, September 28, 2015 - 10:15 am:       

pagulthundhi naaku ikkada.... :-(
 

Jalsa
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Posted on Monday, September 28, 2015 - 10:14 am:       


Asdf:

LB soosinava, last 1 month lo almsot 15% perigindi. good brands are not going away. also, LB competitors are no where near



super ammaa nuvvu....em laabham only options ki parimitham ayipoyav
 

Asdf
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Posted on Sunday, September 27, 2015 - 08:35 pm:       


Jalsa:




LB soosinava, last 1 month lo almsot 15% perigindi. good brands are not going away. also, LB competitors are no where near
 

Asdf
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Posted on Sunday, September 27, 2015 - 10:54 am:       


Jalsa:

JNJ, PG, XOM, CVX etc na?




JNJ,PG down trend lo vunnai maastaru ee year. reason naaku telvad

PM or some tobacco brand 2006 market peak lo spl dividend , 2 digits lo ichaaru anta. alanti jackpot tagilithe rachal
 

Chiru_fan
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Posted on Sunday, September 27, 2015 - 06:54 am:       


Jalsa:



GILD
CELG
BIIB??
CHIRU - SACHIN - FEDERER
 

Jalsa
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Posted on Sunday, September 27, 2015 - 12:27 am:       

PM, JNJ, PG, XOM, CVX etc na?

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