| Author | Message | ||
     Pipeline Side Hero Username: Pipeline Post Number: 5461 Registered: 05-2009 Posted From: 68.147.231.162 Rating: N/A |
You asked opinion on 3 things. Though I still own small position and in no hurry to sell Suncor (because of little position), my opinion is as follows: Management - horrendous Business - not very simple, specifically with all the pipeline issues for oilsands production Undervalued+ under leveraged - it's not either. Relatively speaking IMO is better positioned than SU. Overall you may not lose on SU but I don't think you make big either. Like I said earlier, I am not selling because it won't make a big difference to me. I bought it around 32. I know too much about this company from my work, probably that's one reason I am little biased negatively. I don't follow Indian stocks. Yes, I agree that you want to invest in companies that supply third world. | ||
| Bangarappa Junior Artist Username: Bangarappa Post Number: 221 Registered: 09-2013 Posted From: 99.8.56.59 Rating: N/A |
suncor: 1) expectations oil prices will move up 2) hedge funds seem to be thinking the same..veela game lo nenu join avuthunanu 3) company ratios are much better than industry averages 4) think of my move as contrarian on this.. i am buying from pessimists like you lastly...i bought on the assumption costs will be tamed, time will tell. Peabody: 1) one of the few Amru companies that has assets in Australia/Indonesia, a damn awesome place to be if you are selling to Indians/Orientals/Chinese 2)Australia and Indonesia are very sexy places for Indian importing..surely you have heard of Lanco/GVK/Adani's rush into Australia. Well peabody is big player there. 3) Peabody already ships to places like India and China....has a leg up. 4) I actually don't care too much about natural gas in USA hurting Peabody. Peabody will rise on India and China, which is also tied to my ArcelorMittal, Rio Tinto and BHP assumptions too. 5) Coal prices are to go up in the future. 6) Natural gas development problems India is facing tells me coal is very much needed in the developing world. GVK is a perfect example of what happens when you bank on natural gas. by the way do you follow indian stocks ? GVK Australia debba tho out anukuntunnanu. even if they develop the mine, interest burden will eat into their profits. I still doubt they have found the financing for port rail etc. Lastly...ee picks tho..i can sleep well at night. another reason.. i see many other opportunities but i am not sure whether i can sleep well with them.. i never buy in doubt. my belief in these companies is tied to the future of the world. andaru kalisi adataniki idhi yemaina holy pandaga ? | ||
| Bangarappa Junior Artist Username: Bangarappa Post Number: 220 Registered: 09-2013 Posted From: 99.8.56.59 Rating: N/A |
aff course...aa gut feeling lekapothe konanu. buffet lead following sheer coincidence. actually energy side lo natural gas lo yedo choostante idhi dorikindhi...company fundamentals are strong. avathala valani follow aye vadini ante ee patiki Zynga lo American Airlines lo hype follow aye chesey vadini. ZYNGA lo bay area lo telisina vallu piccha pogutukunaru. during their FB games popularity era..telisina valu andaru..friends circle lo koda oka financially smart ga andaru consider chesey friend koda buy buy buy anevadu. pant, shirt, underwear...antha poindi dhantlo valaki. monna voka uncle ni kalisa... American Airlines lo $70,000 trading loss anta, which he put money on because of suggestions and following leads. talchukunteney bayam vesthandi. $70,000 loss ante....matalu ratledu.... andaru kalisi adataniki idhi yemaina holy pandaga ? | ||
| Pipeline Side Hero Username: Pipeline Post Number: 5460 Registered: 05-2009 Posted From: 68.147.231.162 Rating: N/A |
Let me play devil's advocate for a minute. Peabody - they produce thermal coal that is used in power generation. With all the regulation changes and shale gas abundance I doubt coal demand would be higher any time soon. Yes, coal still accounts for about 45% of the US power generation but it came down from >56% range. Suncor - yes Buffett put in 500 million into this but it's a pittance by his standards. It has one of the worst managements I have seen and no control on costs. But for petrocanada's merger this company would have gone into dumps by now. Buffett's news put some floor to the stock but if they don't get their act together fast, I see this going no where. I have small position in this stock and nothing changed in the last 5 years other than CEO. BHP and Rio - you should do okay in the long run, it's entirely depend on how the global economy fares. If there is another big global recession, these would suffer more than rest of the stocks. I own big position in TCK, basically same idea. But I build that position long time ago. | ||
| Rao Junior Artist Username: Rao Post Number: 213 Registered: 11-2011 Posted From: 82.212.50.95 Rating: N/A |
ok fine.. but one thing...don't buy based on some one or buffet bought it. Just buy it if u have conviction and if u understand that business.. All the best and god bless u. | ||
| Bangarappa Junior Artist Username: Bangarappa Post Number: 217 Registered: 09-2013 Posted From: 99.8.56.59 Rating: N/A |
vuncle ivvi naku telusu... long term (5+ years) stocks NYSE lo yemi baguntayo naku telidu. ippudu antha esearch chesey time koda ledu. Long term lo invest cheyali ante soofer confidence undali company medha. The type of businesses i understand well are mostly cyclical businesses - steel, mining, etc. So i just hope to ride the uptrend in the next 1/2/3 years which these businesses will experience. 1 year ante one year kadu...anyways i can guarantee you all my picks will be up more than 10% in the coming year. Also many billionaires are holding the stocks I bought...so vala volla konchem confidence vundhi naa selections medha. nenu yemaiana vulfa gadina telsa peak lo koney type yenduku ante andaru tesla arustunaru ani.... I am NOT a trader. kavali ante 1 year kurchunta without touching the buy/sell button. It just depends on the opportunities.... constantly buy chesi sell chesey alavata/durada naku ledu..thanks to my nature/genes. I got these stocks so far..... one is up 20% already in 2 months since I bought. Peabody Energy : loss making atm...couldnt have picked a better time 2 buy...will soar on global demand Suncor Energy ....buffet has put 2500 crores in this till date. America Movil ....some growth juice left in south america for connectivity services..economies are rising there. Also happens to be run/owned by world's richest man. Arcelor Mittal ...sexiest company in my selections..it is atleast 1/2 of its book value. has more in property plant and equipment than market cap. inka yemi cheppali. McDonalds lekapothe bathakochu kani steel lekapothe kashtam appa. 20% up since august 18th strike price. dont worry... i know what i am doing  andaru kalisi adataniki idhi yemaina holy pandaga ? | ||
| Rao Junior Artist Username: Rao Post Number: 212 Registered: 11-2011 Posted From: 82.212.50.95 Rating: N/A |
Bhayya...stocks are not meant for 1 year holding... Long term plan thone ne Wealth creation possible due to compounding effect... If u think trader type then I do not say any thing.its up to u. if u think u r self as invester then plan for min. 3 to 5 years. if u think u r slef as shor term trader then u wish... If u need money after 1 year..u may have to book loss and come out of stocks due to u r one year constarin. My policy is invest in stocks which u do not need for min 5 to 10 year... If u pick solid business..then in 10 years 10 bagger sure. | ||
| Bangarappa Junior Artist Username: Bangarappa Post Number: 200 Registered: 09-2013 Posted From: 99.8.56.59 Rating: N/A |
vuncle except for HDFC meeru cheppina stocks i cant buy. y do u say "For 1 year I would say strict no to the stocks." ? Nenu list chesina companies mostly lows lo vunnai.....supremely bullish on commodity producers and steel...europe and china rebound tho yekkadiko velthai ani. valready india lo tata steel jumping anta kadha...idhi koda antey.
kamedya ? or are you being serious....veetilo u have any holdings ? andaru kalisi adataniki idhi yemaina holy pandaga ? | ||
| Rao Junior Artist Username: Rao Post Number: 211 Registered: 11-2011 Posted From: 85.216.56.16 Rating: N/A |
If it really for 1 year then don"t go for stocks. Go for any debt fund or gilt funds... If u have minimum 3-5 years plan then go for following stocks. HDFC bank (Offcourse ICICI bank valuation cheap compared to HDFC bank) INDUSIND BANK GRUH FIN PAGE For 1 year I would say strict no to the stocks. | ||
| Farmer Hero Username: Farmer Post Number: 10752 Registered: 03-2012 Posted From: 74.63.112.142 Rating: N/A |
yess...shame2shame avee konu | ||
| Feelgud Comedian Username: Feelgud Post Number: 1688 Registered: 06-2009 Posted From: 122.178.210.6 Rating: N/A |
hmm .. Buffet too did couple of silly mistakes ..how many people know he select he stocks in less than 15 minutes ,, and track them couple of Q's to invest or on | ||
| Feelgud Comedian Username: Feelgud Post Number: 1687 Registered: 06-2009 Posted From: 122.178.210.6 Rating: |
icici vs hdfc.. see banking sector itself money commoditized sector .. can the bank have their own interset rates .. can not.. those are highly reglulated by RBI. so where from the returns comes banks.. Management risk capability and past history that is where hdfc scores over icici..i know icic is cutomer friendly and revaming the style with chanda kochhar but still long way to go | ||
| Bangarappa Junior Artist Username: Bangarappa Post Number: 188 Registered: 09-2013 Posted From: 99.8.56.59 Rating: N/A |
anna research lo anyway HDFC ni lookup cheseyvadini as it is competition. can you tell me what you know about the banking sector in india now. why HDFC over ICICI ? india stocks tho touch poindi...all i know is infrastructure is a bullshit sector at the moment, probably a long run gone case too.
try chesthunanu bhayya...kani vindia lo GMR tho chethulu kalchukunnanu. Buffett jeevitham chethulu kalchukoledu!  andaru kalisi adataniki idhi yemaina holy pandaga ? | ||
| Rebel Hero Username: Rebel Post Number: 10628 Registered: 02-2008 Posted From: 151.151.109.9 Rating: N/A |
ccdb buffet la unnav..inka neeku advices ichedi endi..nuvey kummey | ||
| Feelgud Comedian Username: Feelgud Post Number: 1686 Registered: 06-2009 Posted From: 122.178.210.6 Rating: N/A |
Replace icici with hdfc/bank | ||
| Bangarappa Junior Artist Username: Bangarappa Post Number: 187 Registered: 09-2013 Posted From: 99.8.56.59 Rating: N/A |
naa hit list for the next 1-2 years, minimum 1 year holding. Suncor Energy America Movil ICICI Peabody Energy BHP Billiton Rio Tinto Possibly BRK (B)..but it is at an all time high. mee opinions septara..what you think. 3 things are key for me; management, simple business, undervalued+under leveraged (must be both). i am off to doing research then... andaru kalisi adataniki idhi yemaina holy pandaga ? |
