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Message |
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Vjawarrior
Megastar Username: Vjawarrior
Post Number: 20424 Registered: 02-2014 Posted From: 153.2.247.31
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, October 05, 2015 - 11:57 pm: |
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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 |
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Jalsa
Legend Username: Jalsa
Post Number: 33170 Registered: 02-2008 Posted From: 159.53.110.140
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, October 05, 2015 - 09:48 am: |
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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. |
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Vjawarrior
Megastar Username: Vjawarrior
Post Number: 20303 Registered: 02-2014 Posted From: 153.2.247.30
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, October 02, 2015 - 02:48 pm: |
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Jalsa:
bro...can u let me know some good india stock picks... |
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Acf
Side Hero Username: Acf
Post Number: 4280 Registered: 01-2008 Posted From: 38.109.75.245
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, October 02, 2015 - 10:29 am: |
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Jalsa:why not?
age problem concentrate cheyatam kastanga vundhi... oka Udemy course konna aa videos choosthunna, will see if that helps |
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Jalsa
Legend Username: Jalsa
Post Number: 33148 Registered: 02-2008 Posted From: 159.53.110.143
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, October 02, 2015 - 09:52 am: |
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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. |
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Jalsa
Legend Username: Jalsa
Post Number: 33147 Registered: 02-2008 Posted From: 159.53.110.143
Rating: N/A Votes: 0 (Vote!) | | Posted on Friday, October 02, 2015 - 09:50 am: |
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mastaarlu, US market licked ye na? |
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Acf
Side Hero Username: Acf
Post Number: 4279 Registered: 01-2008 Posted From: 38.109.75.245
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, October 01, 2015 - 09:59 am: |
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Ustad:I do it manually.
ok thanks. |
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Acf
Side Hero Username: Acf
Post Number: 4278 Registered: 01-2008 Posted From: 38.109.75.245
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, October 01, 2015 - 09:59 am: |
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Asdf:profit ke i guess?
yes bot at 286.50 and sold at 303 |
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Ustad
Megastar Username: Ustad
Post Number: 25501 Registered: 07-2008 Posted From: 76.169.161.29
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, October 01, 2015 - 09:57 am: |
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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 |
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Asdf
Hero Username: Asdf
Post Number: 13226 Registered: 12-2014 Posted From: 205.157.66.4
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, October 01, 2015 - 09:46 am: |
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Acf:sold in pre market
cool . profit ke i guess? |
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Andhrawala
Legend Username: Andhrawala
Post Number: 43874 Registered: 03-2008 Posted From: 152.51.56.1
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, October 01, 2015 - 09:41 am: |
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Test No Signature |
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Acf
Side Hero Username: Acf
Post Number: 4277 Registered: 01-2008 Posted From: 38.109.75.245
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, October 01, 2015 - 09:11 am: |
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Acf:bot some IBB
sold in pre market |
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Acf
Side Hero Username: Acf
Post Number: 4276 Registered: 01-2008 Posted From: 38.109.75.245
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, October 01, 2015 - 08:50 am: |
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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? |
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Ustad
Megastar Username: Ustad
Post Number: 25495 Registered: 07-2008 Posted From: 206.16.133.52
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, September 30, 2015 - 04:41 pm: |
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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 |
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Ustad
Megastar Username: Ustad
Post Number: 25494 Registered: 07-2008 Posted From: 206.16.133.52
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, September 30, 2015 - 04:35 pm: |
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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 |
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Acf
Side Hero Username: Acf
Post Number: 4273 Registered: 01-2008 Posted From: 38.109.75.245
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, September 30, 2015 - 12:53 pm: |
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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  |
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Rebel
Hero Username: Rebel
Post Number: 14094 Registered: 02-2008 Posted From: 159.45.71.9
Rating: N/A Votes: 0 (Vote!) | | Posted on Tuesday, September 29, 2015 - 11:02 am: |
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Chiru_fan:Added stocks GRPO @ 30; AMBA @ 55 and GILD @ 95 yesterday
DB US investor award neekicheddam..bottom fishing baaga chestunnav |
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Asdf
Hero Username: Asdf
Post Number: 13151 Registered: 12-2014 Posted From: 205.157.66.4
Rating: N/A Votes: 0 (Vote!) | | Posted on Tuesday, September 29, 2015 - 10:43 am: |
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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 |
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Asdf
Hero Username: Asdf
Post Number: 13150 Registered: 12-2014 Posted From: 205.157.66.4
Rating: N/A Votes: 0 (Vote!) | | Posted on Tuesday, September 29, 2015 - 10:42 am: |
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Jalsa:Don't add him. sampesthad options ani 
group name ni investors ni hour traders ayyetlu sesta |
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Chiru_fan
Megastar Username: Chiru_fan
Post Number: 23276 Registered: 04-2008 Posted From: 104.129.194.50
Rating: N/A Votes: 0 (Vote!) | | Posted on Tuesday, September 29, 2015 - 10:37 am: |
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Maa Simham brother desam loo kooda options yeenaa? market yedainaa saree...Simham single gaa vasthundi type anna maata! CHIRU - SACHIN - FEDERER |
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Chiru_fan
Megastar Username: Chiru_fan
Post Number: 23275 Registered: 04-2008 Posted From: 104.129.194.50
Rating: N/A Votes: 0 (Vote!) | | Posted on Tuesday, September 29, 2015 - 10:36 am: |
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Added stocks GRPO @ 30; AMBA @ 55 and GILD @ 95 yesterday CHIRU - SACHIN - FEDERER |
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Ustad
Megastar Username: Ustad
Post Number: 25490 Registered: 07-2008 Posted From: 206.16.133.52
Rating: N/A Votes: 0 (Vote!) | | Posted on Tuesday, September 29, 2015 - 10:24 am: |
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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 |
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Chiru_fan
Megastar Username: Chiru_fan
Post Number: 23274 Registered: 04-2008 Posted From: 108.15.15.205
Rating: N/A Votes: 0 (Vote!) | | Posted on Tuesday, September 29, 2015 - 06:28 am: |
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Ustad:
thanks Ustad bahi.....sent you an e-mail.... CHIRU - SACHIN - FEDERER |
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Jalsa
Legend Username: Jalsa
Post Number: 33064 Registered: 02-2008 Posted From: 69.126.211.48
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 11:47 pm: |
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Ustad:
Don't add him. sampesthad options ani  |
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Ustad
Megastar Username: Ustad
Post Number: 25489 Registered: 07-2008 Posted From: 76.169.161.29
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 11:17 pm: |
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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 |
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Asdf
Hero Username: Asdf
Post Number: 13139 Registered: 12-2014 Posted From: 76.109.165.236
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 10:46 pm: |
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Ustad:
annai ur mail id pls. i want to join the gropu |
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Ustad
Megastar Username: Ustad
Post Number: 25488 Registered: 07-2008 Posted From: 76.169.161.29
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 09:39 pm: |
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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 |
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Chiru_fan
Megastar Username: Chiru_fan
Post Number: 23273 Registered: 04-2008 Posted From: 108.15.15.205
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 05:42 pm: |
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Ustad:Are you already invested in desam stocks or planning to start soon?
No bhai...not yet...planning to..... CHIRU - SACHIN - FEDERER |
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Ustad
Megastar Username: Ustad
Post Number: 25487 Registered: 07-2008 Posted From: 206.16.133.52
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 05:30 pm: |
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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 |
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Chiru_fan
Megastar Username: Chiru_fan
Post Number: 23270 Registered: 04-2008 Posted From: 108.15.15.205
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 04:54 pm: |
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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 |
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Acf
Side Hero Username: Acf
Post Number: 4272 Registered: 01-2008 Posted From: 38.109.75.245
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 02:26 pm: |
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Asdf:aug lows tappithe inko support vunda ikkada?
no, but im playing for oversold bounce |
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Ustad
Megastar Username: Ustad
Post Number: 25486 Registered: 07-2008 Posted From: 206.16.133.51
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 02:03 pm: |
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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 |
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Asdf
Hero Username: Asdf
Post Number: 13104 Registered: 12-2014 Posted From: 205.157.66.4
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 01:49 pm: |
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Acf:bot some IBB
aug lows tappithe inko support vunda ikkada? |
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Acf
Side Hero Username: Acf
Post Number: 4271 Registered: 01-2008 Posted From: 38.109.75.245
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 01:28 pm: |
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Acf:might buy IBB around 290, if we get there next week
bot some IBB |
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Chiru_fan
Megastar Username: Chiru_fan
Post Number: 23269 Registered: 04-2008 Posted From: 166.137.240.52
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 01:20 pm: |
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Jalsa:
Annai, energy kooda pedda gaa dobbatam ledu kadaa? CHIRU - SACHIN - FEDERER |
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Chiru_fan
Megastar Username: Chiru_fan
Post Number: 23268 Registered: 04-2008 Posted From: 166.137.240.52
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 01:19 pm: |
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Ustad:
Can I ask you why you are preferring Desi market over videsi ? CHIRU - SACHIN - FEDERER |
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Asdf
Hero Username: Asdf
Post Number: 13101 Registered: 12-2014 Posted From: 205.157.66.4
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 12:59 pm: |
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Ustad:
desam lo biggest holding mayur. its not doing good, covered calls explore cheyali |
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Jalsa
Legend Username: Jalsa
Post Number: 33042 Registered: 02-2008 Posted From: 69.126.211.48
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 12:53 pm: |
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Chiru_fan:Why don't you think that this would be a right time to load few good stocks?
"Not Applicable" option for me May be long term ki big energy cos and consumer staples load cheyalemo. |
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Ustad
Megastar Username: Ustad
Post Number: 25485 Registered: 07-2008 Posted From: 206.16.133.51
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 12:48 pm: |
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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 |
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Chiru_fan
Megastar Username: Chiru_fan
Post Number: 23267 Registered: 04-2008 Posted From: 166.137.240.52
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 12:11 pm: |
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Ustad:
Why don't you think that this would be a right time to load few good stocks? CHIRU - SACHIN - FEDERER |
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Ustad
Megastar Username: Ustad
Post Number: 25484 Registered: 07-2008 Posted From: 206.16.133.51
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 11:31 am: |
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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 |
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Asdf
Hero Username: Asdf
Post Number: 13088 Registered: 12-2014 Posted From: 205.157.66.4
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 10:18 am: |
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Jalsa:em laabham only options ki parimitham ayipoyav
adi kooda masi ne. now am picha calm, market line lo ki vachindi ante chaalu  |
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Jalsa
Legend Username: Jalsa
Post Number: 33037 Registered: 02-2008 Posted From: 69.126.211.48
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 10:15 am: |
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pagulthundhi naaku ikkada....  |
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Jalsa
Legend Username: Jalsa
Post Number: 33036 Registered: 02-2008 Posted From: 69.126.211.48
Rating: N/A Votes: 0 (Vote!) | | Posted on Monday, September 28, 2015 - 10:14 am: |
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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 |
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Asdf
Hero Username: Asdf
Post Number: 13076 Registered: 12-2014 Posted From: 76.109.165.236
Rating: N/A Votes: 0 (Vote!) | | Posted on Sunday, September 27, 2015 - 08:35 pm: |
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Jalsa:
LB soosinava, last 1 month lo almsot 15% perigindi. good brands are not going away. also, LB competitors are no where near |
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Asdf
Hero Username: Asdf
Post Number: 13063 Registered: 12-2014 Posted From: 76.109.165.236
Rating: N/A Votes: 0 (Vote!) | | Posted on Sunday, September 27, 2015 - 10:54 am: |
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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 |
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Chiru_fan
Megastar Username: Chiru_fan
Post Number: 23253 Registered: 04-2008 Posted From: 108.15.15.205
Rating: N/A Votes: 0 (Vote!) | | Posted on Sunday, September 27, 2015 - 06:54 am: |
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Jalsa:
GILD CELG BIIB?? CHIRU - SACHIN - FEDERER |
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Jalsa
Legend Username: Jalsa
Post Number: 33017 Registered: 02-2008 Posted From: 69.126.211.48
Rating: N/A Votes: 0 (Vote!) | | Posted on Sunday, September 27, 2015 - 12:27 am: |
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PM, JNJ, PG, XOM, CVX etc na? |