| Author | Message | ||
     Rao Junior Artist Username: Rao Post Number: 295 Registered: 11-2011 Posted From: 193.28.80.44 Rating: N/A |
offcourse managment is one of the criteria for stock selection..but that is not whole the reasoin to pick the stock.. | ||
| Rao Junior Artist Username: Rao Post Number: 294 Registered: 11-2011 Posted From: 193.28.80.44 Rating: N/A |
brother on valuation terms I prefer HSIL even though I have Cera in my portfolio.management may not be top notch but at the same time no issues with management.. what is longeterm..I will look upto max. next 2-3 years earnings..accordingly I will go for.. till one month back I was holding kajaria..I felt its valuations went beyond the fundamentals..So switched to cera and HSIL..when valuation is getting narrowed between kajaria,cera,hsil..then i will switch back to kajaria.. for tha mater Repco management is not top class as that of Gruh..but on valuation terms and growth point of view Repco scores better...when valuation gap reduces between gruh and repco..then I will switch to Gruh.. so this kind of shufflings are needed in every 2 years due to huge run up and valuations.. even if I feel PAGE growth is stagnated definately i will exit and look for better growth stock.. keeping 5-10 years view on particular stock won#t work I feel.. any way this is my strategy..may not be coincide with others views.. | ||
| Mahi_chiru Junior Artist Username: Mahi_chiru Post Number: 43 Registered: 05-2008 Posted From: 171.161.56.16 Rating: N/A |
Thanks a lot Saint | ||
| Feelgud Side Hero Username: Feelgud Post Number: 2070 Registered: 06-2009 Posted From: 196.15.16.100 Rating: N/A |
hsil vs cera .. i bet cera anyday .. hsil management is not top notch .. Hsil is just a bounce back candidate which is not the best of reasons to buy a stock for longterm  | ||
| Saint Legend Username: Saint Post Number: 35925 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
Thanks brother..I will check these!! | ||
| Poler Junior Artist Username: Poler Post Number: 683 Registered: 03-2014 Posted From: 144.160.5.103 Rating: N/A |
bhayyo, ayithe HSIL lo pettestha oka lakaaram, intha gattiga seppaaka, verevi aanatledu | ||
| Rao Junior Artist Username: Rao Post Number: 293 Registered: 11-2011 Posted From: 46.5.217.127 Rating: N/A |
if u donot have much knowledge..then go for following stocks.. just buy and sleep.. in addition to GRUH and PAGE go for following.. 1.Mayur Uniquoters 2.Kaveri seeds 3.Astral ( valuations too high)..take little bit exposure in this..once if correction comes load heavily.. 4.cera sainteryware/somany ceramics/HSIL...go for nay one form these 3. I am holding 2 among these 3..my stong bet is HSIL due to its lower valuations and its turnaround story..its eps for FY 14 is 5.1...as per conf.call its estimated eps for FY15 is 16.. | ||
| Poler Junior Artist Username: Poler Post Number: 678 Registered: 03-2014 Posted From: 144.160.5.103 Rating: N/A |
brother, manaki antha market meeda knowledge ledu anduke, will listen up to advices from people like you, feelgud already invested some amount in Gruh & Page Ind as suggested by Feelgud, they all have increased so much as per your advice will buy HSIL for a lakh rs | ||
| Rao Junior Artist Username: Rao Post Number: 292 Registered: 11-2011 Posted From: 46.5.217.127 Rating: N/A |
brother... HSIL is turnaround Ceramics player..and he is leader in indian saniteryware business.. Next year by this time it trades in 4 digits.. if u hold 2 years..u would never regret.. save this message and comeback by this time next year..and question me why it is not trading in 4 digits. But DO YOUR STUDY..do not invest with some one"s suggestion... | ||
| Poler Junior Artist Username: Poler Post Number: 675 Registered: 03-2014 Posted From: 144.160.5.103 Rating: N/A |
HSIL - 20% - 239.70 undi, koneyochaa & to hold for atleast 3 years? | ||
| Rao Junior Artist Username: Rao Post Number: 291 Registered: 11-2011 Posted From: 46.5.217.127 Rating: N/A |
YTD my portfolio has given me 53% yield. superb run by Mayur,astral,kaveri,cera,HSIL.. | ||
| Rao Junior Artist Username: Rao Post Number: 290 Registered: 11-2011 Posted From: 46.5.217.127 Rating: N/A |
Waiting for USFDA Aproval for copaxone drug.. its innovator TEVAs patent has got expired in may..this gives way for natco pharma to launch this drug after getting approval from USFDA.. its 4bn dollars business in usa..where as natco yearly sales is 100 cr.. need some patience..as i said its eps for FY15 is 4 t0 5 fold duw to this upcoming COpaxone drug. | ||
| Rao Junior Artist Username: Rao Post Number: 289 Registered: 11-2011 Posted From: 46.5.217.127 Rating: N/A |
natco pharma fundamentals r not changed.. strong producs are in pipeline..Copaxone is game changer..it will be mulitbagger for sure.. anyway its individual call to pick any stock..please study thorughly any stock u pick ... its 10% in my PF. Cera i am holding for last 3 years..it has given 7 fold returns in last 3 years.. Kaveri seeds very good stock of agri theme... Mayur uniquoters...PVC player..foray into Polyurethene.. all those are 10% allocation stocks... Recently 3 months back added HSIL..my allocation into this is 20%.. here are my stocks. HSIL - 20% MAYUR UNIQUOTERS - 10% KAVEI SEEDS - 10% PI INDUSTRIES - 10% ASTRAL - 10% CERA SANITERYWARE - 10% PAGE - 10% REPCO - 10% NATCO PHARMA - 10% | ||
| Feelgud Side Hero Username: Feelgud Post Number: 2069 Registered: 06-2009 Posted From: 124.123.193.73 Rating: N/A |
What happend to natco? Why no moment? | ||
| Bangarappa Side Hero Username: Bangarappa Post Number: 2517 Registered: 01-2014 Posted From: 107.133.164.31 Rating: N/A |
cyclicals are still undervalued.... but yes this is becoming true with every passing day. Prathi vodu pulilu simhalu yenugulu yelakalu tho yedava comparisons yelaparam vochesthundi ! | ||
| Rao Junior Artist Username: Rao Post Number: 288 Registered: 11-2011 Posted From: 46.5.217.127 Rating: N/A |
brother..look for following stocks... HSIL Somany ceramics Cera saniteryware.. HSIL top bet for next 3 years...its EPS is going to be 5 to 6 fold in next 2 years.. | ||
| Newguy123 Megastar Username: Newguy123 Post Number: 20797 Registered: 01-2009 Posted From: 192.200.5.41 Rating: N/A |
indian mkt kothaga ippudu enter ayithe chetulu kaltayi ..jagratta | ||
| Pidugu Junior Artist Username: Pidugu Post Number: 41 Registered: 12-2009 Posted From: 49.205.17.240 Rating: N/A |
saint annaye..traderji.com lo saint handle needena? | ||
| Saint Legend Username: Saint Post Number: 35916 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
My advice..its really difficult to know the bottom price and you never know when it will correct or rally!!! konni sarlu great stocks kooda one year paatu 10% range lo move avutha vundochu!! so best thing is select some stocks and invest like SIP! first invest X money and then do SIP ..10-20% correction vachinappudu invest/pump more into that stock...! also nuvvu suppose oka stock meeda 4L pedadam ani decide ithe start with 1/1.5L ...every 20% + or - pumpp another 1.5L ...oke sari konte 20% up ithe bane vuntadi...ade 20% correction vasthe nuvvu avg chesukune money nee daggira vudnali!idi inko strategy! next 2-3 years india market ki dokha ledu! maree modi chetha ga perform chesthe tappa!! next 5 years lo nee stock multibagger ayyettu choosukovali! or analyse market and prepare ur own strategy! nenu market lo ki last year jump kottagane....nenu pettina stocks motham except gruh baaga correct ayyayi!! 20-50% range lo down ayyayi! aa time lo bottom anedhi emitoo teliyaka ..avg cheyyallo vaddoo kooda teliyaka vadilesam!! alanti time lo professional ga deal cheyyatam chala kastam..chala emotions mana intelligence ni test chestha vuntayi! appudu gunde nibbaram ga vundatam chala kastam! if u have a 10 year vision..go for it! | ||
| Pidugu Junior Artist Username: Pidugu Post Number: 40 Registered: 12-2009 Posted From: 49.205.17.240 Rating: N/A |
feelgud annaye..can you share your email if you dont mind.please send it to pidugu2001@yahoo.com. Want to get your inputs occasionally. | ||
| Side Hero Username: Reddit Post Number: 5245 Registered: 05-2013 Posted From: 122.169.233.241 Rating: N/A |
Made good money. Used to trade till couple of years back now anni long term investments. | ||
| Feelgud Side Hero Username: Feelgud Post Number: 2068 Registered: 06-2009 Posted From: 196.15.16.101 Rating: N/A |
end of the day , Total How much money you day so far .. trading ? or long term investing ? | ||
| Feelgud Side Hero Username: Feelgud Post Number: 2067 Registered: 06-2009 Posted From: 196.15.16.101 Rating: N/A |
gruh is overly valued even for the great business and great management it got .. in my opinion it should come down 15 - 20% at some point .. if you dont mind that pls go ahead buy it | ||
| Mahi_chiru Junior Artist Username: Mahi_chiru Post Number: 42 Registered: 05-2008 Posted From: 49.205.69.224 Rating: N/A |
thanks bro, i will reduce the investment, i will try to understand as much as i can, and follow you guys advices as well when needed.  | ||
| Side Hero Username: Reddit Post Number: 5234 Registered: 05-2013 Posted From: 122.169.233.241 Rating: N/A |
emi anukonu ante oka free advice oke sari 10-20 lakhs tho diagatam kante 1 lakh tho start ayyi understand the market even if there are loses you won't feel the pinch. 8 years ninchi investing, I've gone through terrible loses and at the same time I've made good money too but my exposure to equities market will be the same X % of my savings. | ||
| Mahi_chiru Junior Artist Username: Mahi_chiru Post Number: 40 Registered: 05-2008 Posted From: 49.205.69.224 Rating: N/A |
is this the reason you wanted us to wait ? | ||
| Mahi_chiru Junior Artist Username: Mahi_chiru Post Number: 39 Registered: 05-2008 Posted From: 49.205.69.224 Rating: N/A |
for GRUH what is this bonus pending on jun 10 th ? so its good to buy before bonus or after bonus, see the comment from moneycontrol ///Another 25% jump possible before ex. bonus. Ex.bonus it can go to a level of 300 after some consolidation. Leader in the industry and sector will be in bull run shortly. /// freegud bro is this you wanted us to wait ? | ||
| Man_of_masses Megastar Username: Man_of_masses Post Number: 26870 Registered: 01-2008 Posted From: 98.235.223.34 Rating: N/A |
nasty annai chuss  Success Doesn't Guarantee Happiness.. http://i42.tinypic.com/54g1g2.png | ||
| Simhapuri_kurrodu Side Hero Username: Simhapuri_kurrodu Post Number: 8076 Registered: 07-2008 Posted From: 76.109.165.236 Rating: N/A |
bootho boothu | ||
| Man_of_masses Megastar Username: Man_of_masses Post Number: 26869 Registered: 01-2008 Posted From: 98.235.223.34 Rating: N/A |
annai oka 2 stocks cheppandi petti 1-2 yrs marchipoyela... Success Doesn't Guarantee Happiness.. http://i42.tinypic.com/54g1g2.png | ||
| Feelgud Side Hero Username: Feelgud Post Number: 2066 Registered: 06-2009 Posted From: 124.123.193.73 Rating: N/A |
good to know this .. repco home finance is the listed company .. | ||
| Feelgud Side Hero Username: Feelgud Post Number: 2065 Registered: 06-2009 Posted From: 124.123.193.73 Rating: N/A |
do your study .. dont buy just because myself rao saint told so .. saint is very well into stock market .. he knows how to deal with when stocks come down .. repco home is the risky bet compared to gruh .. but you need to give 3 - 5 years time . i am sure it will give 25 - 30% cagr | ||
| Feelgud Side Hero Username: Feelgud Post Number: 2064 Registered: 06-2009 Posted From: 124.123.193.73 Rating: N/A |
moving to kotatk for reducing brokerage .. ever year i am paying almost 1 lakh as brokerage charges icicidirect which is quite high.. i see Jubliant has good growth if u looks 3 - 5 years perspective | ||
| Feelgud Side Hero Username: Feelgud Post Number: 2063 Registered: 06-2009 Posted From: 124.123.193.73 Rating: N/A |
I am the active member in TED forum unlike this DB .. here i rarely post ..i know basant snce 2007 .. if you are beginner to stock markets I dont recommend that BC.. start get the basics first about stocks | ||
| Basky_indya Legend Username: Basky_indya Post Number: 33902 Registered: 10-2007 Posted From: 49.204.188.120 Rating: N/A |
repco bank also gives highest fd rate now at 9.8% kRUshITHO nAsthee dURbhikSHAM!! JP_ROCKS: ...der unte enchakka andarni giant wheel ekkistadu..girrr mani oogachu.. MASTER BLASTER 'Sir' SACHIN TENDULKAR FANS ASSOSIATION YOUTH PRESIDENT.. | ||
| Mahi_chiru Junior Artist Username: Mahi_chiru Post Number: 38 Registered: 05-2008 Posted From: 183.82.96.131 Rating: N/A |
I have money in my savings account doing nothing, getting interest of 4 % from last one year, since i was having money people are asking money i am giving them, its hard to recover from them, thought i will invest in risk free stocks other words less risk stocks, so that i can say i don't have money in bank i want to start with 10 or 20 lakhs, was planning to buy GRUH(suggested by feelgud) since feelgud brother said to hold on for now, i will by repco home tomorrow suggested by same. since i don't know much about stock market any input from experts are highly appreciated 20 % per year i am happy, any thing more i am really happy | ||
| Jodhaa Megastar Username: Jodhaa Post Number: 28322 Registered: 02-2008 Posted From: 69.174.58.140 Rating: N/A |
missed golden opportunity aa? | ||
| Mahi_chiru Junior Artist Username: Mahi_chiru Post Number: 37 Registered: 05-2008 Posted From: 183.82.96.131 Rating: N/A |
feelgud, saint etc after seeing your posts from 6 months, one month before when you guys told that Modi government comes the stocks will double, i applied for dmat account and i got it, but due to my lazyness etc it took uptill this week chaa missed the chance  | ||
| Giriqwert Side Hero Username: Giriqwert Post Number: 2299 Registered: 09-2011 Posted From: 122.167.81.57 Rating: N/A |
Thanks bro..why shifting to kotak? what do u look at genly ani asking.. wat do u think abt these..technocraft,aurobindo pharma, jubilant food,sesa sterlite? TIA | ||
| Pidugu Junior Artist Username: Pidugu Post Number: 39 Registered: 12-2009 Posted From: 49.205.17.240 Rating: N/A |
feeelgud annaye..are you subscribed to basant's corner on equity desk. if so do you recommend it? | ||
| Feelgud Side Hero Username: Feelgud Post Number: 2062 Registered: 06-2009 Posted From: 124.123.193.73 Rating: N/A |
Girli I use icicdirect planning to move to kotak.. No idea about zerodha.. Page ind , gruh, repco home are small and mid caps only | ||
| Giriqwert Side Hero Username: Giriqwert Post Number: 2298 Registered: 09-2011 Posted From: 122.167.81.57 Rating: N/A |
which demat you use brother? is zerodha good? midcaps n smallcaps try cheyara meeru? | ||
| Bangarappa Side Hero Username: Bangarappa Post Number: 2499 Registered: 01-2014 Posted From: 107.133.164.31 Rating: N/A |
aaa rojulloney port ante vala thinking ki  Prathi vodu pulilu simhalu yenugulu yelakalu tho yedava comparisons yelaparam vochesthundi ! | ||
| Saint Legend Username: Saint Post Number: 35896 Registered: 01-2011 Posted From: 68.13.22.105 Rating: N/A |
Bangarappa.. Yes telugu valle... Krishnapatnam port initial ga vallake vachindi cbn time lo... | ||
| Amara Hero Username: Amara Post Number: 16196 Registered: 09-2010 Posted From: 49.205.148.211 Rating: N/A |
indian stock markets lo invest cheyyalante em vundaali? money tho paatu..demat a/c aa? ela invest cheyyaali? aa gruh,repco llo min entha invest chesthe entha vasthundi..1 year time frame lo..rendu mukkallo cheppandi plzz.. | ||
| Bangarappa Side Hero Username: Bangarappa Post Number: 2495 Registered: 01-2014 Posted From: 107.133.164.31 Rating: N/A |
natco pharma telugu valladey kadha ? management manchida? nenu stocks lo besides financials #1 other thing i look at is management..management...management ! Prathi vodu pulilu simhalu yenugulu yelakalu tho yedava comparisons yelaparam vochesthundi ! | ||
| Saint Legend Username: Saint Post Number: 35895 Registered: 01-2011 Posted From: 68.13.22.105 Rating: N/A |
sure annai!! If I am adding I will do my research!! | ||
| Feelgud Side Hero Username: Feelgud Post Number: 2061 Registered: 06-2009 Posted From: 196.15.16.100 Rating: N/A |
pls study natco fully .I am not fully convinced . initially i was just carried away by the RAO's opinion .. | ||
| Feelgud Side Hero Username: Feelgud Post Number: 2060 Registered: 06-2009 Posted From: 196.15.16.100 Rating: N/A |
I think for trading the best time mas before modi ceremony .. all RE ( cera/kajaria) , BANKS ( esp PSU's) gave minimum 50% returns ..
Nope .. I have tried this during my initial days of stock market investing in 2003. my 4 lakhs became 4 thousand rs .. so stayed away from it permanently .. costly lesson though | ||
| Saint Legend Username: Saint Post Number: 35894 Registered: 01-2011 Posted From: 68.13.22.105 Rating: N/A |
I have only 4 stocks in portfolio now!! (same as feelgud annai except astral poly) 3 of them have > 90% returns in < 9 months (Gruh, Repco, astral poly) 1 has 50% return in < 9 months (Page industries) I have been planning to add natco pharma but still didn't add!! | ||
| Bangarappa Side Hero Username: Bangarappa Post Number: 2494 Registered: 01-2014 Posted From: 107.133.164.31 Rating: N/A |
companies bagunai kani ivvi coca cola types.... 6 months lo double ayeyi kavali ante itla undavu ! anduke naa targets batti cyclicals pick sesukuna.... meevi anni ituvantivena or do you have some more risky holdings like cyclicals ? M.B.F. | ||
| Side Hero Username: Reddit Post Number: 5149 Registered: 05-2013 Posted From: 122.169.233.241 Rating: N/A |
Lol... you jinxed the tickers | ||
| Feelgud Side Hero Username: Feelgud Post Number: 2059 Registered: 06-2009 Posted From: 196.15.16.100 Rating: N/A |
oh my mad ..can not take this .. some mad run .. seems like some FII's dumping their money to gruh and repco home.. | ||
| Feelgud Side Hero Username: Feelgud Post Number: 2058 Registered: 06-2009 Posted From: 196.15.16.100 Rating: N/A |
repco you can add if you have have 3 years time .. for gruh i will wait .. but gruh is safest if we compare with repco
home | ||
| Feelgud Side Hero Username: Feelgud Post Number: 2057 Registered: 06-2009 Posted From: 196.15.16.100 Rating: N/A |
frankly i dont read/watch any finance news papers/channels .. but i do follow this sites for last 7 years .. They dont give you ant stock picks ..but teach you how to analyze the business and educated stuff.. http://theequitydesk.com/ http://www.valuepickr.com/ http://www.researchbytes.com/ House finance is safest and most profitable for NBFC's and can work most of the time .. gruh and repco rural home finance companies and are growing 25-30% CAGR for last 10 years .. modi govt promised build houses for rural people by 2025 . that could be one of reason for recent runup | ||
| Bangarappa Side Hero Username: Bangarappa Post Number: 2493 Registered: 01-2014 Posted From: 107.133.164.31 Rating: N/A |
market will hit 30,000 within 12 months ..no doubts... M.B.F. | ||
| Maverick Legend Username: Maverick Post Number: 51162 Registered: 01-2008 Posted From: 70.39.231.181 Rating: N/A |
can we add more or will it cool off? after a year enta undacchu ee stocks Happy Vizag | ||
| Bangarappa Side Hero Username: Bangarappa Post Number: 2492 Registered: 01-2014 Posted From: 107.133.164.31 Rating: N/A |
feelgud what finance news do you read ? naku civil/infra background vundi so nenu cyclicals like epc and power piccha knowledge...like the back of my hand.. i dont know anything about the housing sector.. asla hdil endi, repco home enti...dont even know the diff. M.B.F. | ||
| Feelgud Side Hero Username: Feelgud Post Number: 2056 Registered: 06-2009 Posted From: 196.15.16.100 Rating: N/A |
WATCH GRUH AND REPCO HOME .. FIRING LIKE MISSILES .. EARNED MY ANNUAL CTC in 15 days in stock market |
