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Panther
Junior Artist Username: Panther
Post Number: 46 Registered: 07-2014 Posted From: 99.240.152.172
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 07:07 pm: |
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Saint:ela pattav ee stock? just ene gut feeling tho vellava? or mgmt meeda neeku nammakam vunda?
Got some nth hand info that, Centum was going to supply Electronic devices to our Mars Mission, thats why i bought 2 lakh worth of shares @ 70 still they are saying that it would touch 2k i got my 2 Lakhs long back, just holding on to profit & will see if i can make a call early to exit from stock, but 5the thing is i want to identify one such stock which could emulate Centum |
   
Panther
Junior Artist Username: Panther
Post Number: 45 Registered: 07-2014 Posted From: 99.240.152.172
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 07:04 pm: |
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Rao:
OK Bro, will do, not sure if i have to invest more in Gruh or diversify to other such stocks which looks promising i know that Gruh & Repco are sure bets, just wanna see if i can get to hold another centum kinda stock |
   
Saint
Legend Username: Saint
Post Number: 45535 Registered: 01-2011 Posted From: 12.22.163.132
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 05:44 pm: |
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http://content.icicidirect.com/mailimages/IDirect_Gladiators tocks_Series11.pdf ICICI vaadi gladiator stocks..page next move ki ready antunadu..16500 anta target... |
   
Saint
Legend Username: Saint
Post Number: 45506 Registered: 01-2011 Posted From: 12.22.163.132
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 04:24 pm: |
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Jalsa:
no..do u know why I posted that information. last 1.5 year some junk stocks also doubled/tripled due to bull market run. since everything going good, these stocks went up like anything even though they are not great stocks... adhe bear market ithe andullo enni stocks 2x returns isthayi ante I cant even pick 1 stock among them... may be 20-30% returns vasthayemo... |
   
Saint
Legend Username: Saint
Post Number: 45505 Registered: 01-2011 Posted From: 12.22.163.132
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 04:22 pm: |
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111: saint baa , eenni crs profits kummavu total ga ? between how did u find these stocks ?
antha ledu baa...profit edo so so ga vachindi kaani....nenu worth vunna stocks anni konni short term trading chesa....appudu aa time lo best anipinchinavi konna...anthe... |
   
Saint
Legend Username: Saint
Post Number: 45504 Registered: 01-2011 Posted From: 12.22.163.132
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 04:21 pm: |
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Jalsa:Saint, kummaav ga... It will be tough to find these kind of multibaggers....
endi kummedi? ivanni nenu hold cheyyatam ledu...last 1.5 years atleast 1 month hold chesina stocks...nenu gain ina 5-20% maximum gain ayyi vunta veetillo....thats it. later I stopped doing short term trading and I sticked to repco, gruh, pageind, astral. I played options during elections. (with different stocks) |
   
111
Side Hero Username: 111
Post Number: 9923 Registered: 04-2008 Posted From: 159.63.144.194
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 03:50 pm: |
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Saint:
saint baa , eenni crs profits kummavu total ga ? between how did u find these stocks ? |
   
Jalsa
Legend Username: Jalsa
Post Number: 30557 Registered: 02-2008 Posted From: 69.126.211.48
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 02:48 pm: |
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Saint, kummaav ga... It will be tough to find these kind of multibaggers.... |
   
Saint
Legend Username: Saint
Post Number: 45500 Registered: 01-2011 Posted From: 12.22.163.132
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 01:33 pm: |
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Some more : last 1.5 years ONMOBILE GLOBAL LIMITED : 29 - 76 (2.6x) GATEWAY DISTRIPARKS LIMITED : 102 - 407 (3.9x) GUJARAT STATE PETRONET LIMITED : 54 - 112 (2.1x) CADILA HEALTHCARE LIMITED : 750 - 1550 (2x) TECMAH : 900 - 2900 (3.1x) Persistant tech: 500 -1800 (3.5x) HCL Tech: 780 - 2060 (2.4 x) (2007 lo 280 ki trading chesa) Cera Sanitary: 1200 - 2700 (2.2x) HDIL: 42 - 115 (3x) BAJAJ FINANCE LIMITED : 1400- 4200 (3x) RURAL ELECTRIFICATION CORPORAT : 165: 350 (2.5x) |
   
Saint
Legend Username: Saint
Post Number: 45496 Registered: 01-2011 Posted From: 12.22.163.132
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 12:29 pm: |
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Shikari:error vachi enaka mundhu kottepatiki nee post padipoyindhi
ok uncle..next cinema eppudu vasthundi? |
   
Shikari
Hero Username: Shikari
Post Number: 16234 Registered: 03-2010 Posted From: 49.207.160.87
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 12:04 pm: |
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Saint:whatt uncle..correst chesa kada...
error vachi enaka mundhu kottepatiki nee post padipoyindhi http://i.imgur.com/eUYcc.gif |
   
Saint
Legend Username: Saint
Post Number: 45492 Registered: 01-2011 Posted From: 12.22.163.132
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 12:02 pm: |
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Shikari:
whatt uncle..correst chesa kada... |
   
Shikari
Hero Username: Shikari
Post Number: 16232 Registered: 03-2010 Posted From: 49.207.160.87
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 11:56 am: |
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Saint: 170 - 1070 (10x)
 http://i.imgur.com/eUYcc.gif |
   
Saint
Legend Username: Saint
Post Number: 45485 Registered: 01-2011 Posted From: 12.22.163.132
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 11:43 am: |
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Saint: Aurobindo Pharma - 170 - 1070 (6x)
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Rao
Junior Artist Username: Rao
Post Number: 531 Registered: 11-2011 Posted From: 122.169.182.20
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 11:42 am: |
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Saint:
for long term ..yes.. |
   
Saint
Legend Username: Saint
Post Number: 45482 Registered: 01-2011 Posted From: 12.22.163.132
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 11:42 am: |
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nenu last 1.5 year lo touch chesina stocks (short term / long term) but nenu hold cheyyaledu just 4 pix tappa.. Aurobindo Pharma - 170 - 1070 (10x) Yes Bank - 300 - 950 (3x) Astral - 450 - 420 - 4x ( 2 times split ayyindi ) IndusInd bank - 400 - 950 (2.5x) page ind - 4000 - 12900 (3.2x) repco - 250 - 700 (2.8x) gruh - 180 - 260 - 3x (stock 400 touch ayyi split ayyindi ) axis bank - (700- 620) 5x (1700 kellaka 5:1 split ayyi malli 620 kochindi: ) kajaria - 200 - 900 (4.5x) Natco pharma - 400-1500 (3.7x) inka gurthu vachinavi post chestha.... |
   
Saint
Legend Username: Saint
Post Number: 45481 Registered: 01-2011 Posted From: 12.22.163.132
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 11:35 am: |
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Panther: Centum Electronics - it was one such risky proposition which i went by my pure gut feeling, made a killing on this one, entered in 70, now its around 900
ela pattav ee stock? just ene gut feeling tho vellava? or mgmt meeda neeku nammakam vunda? |
   
Saint
Legend Username: Saint
Post Number: 45480 Registered: 01-2011 Posted From: 12.22.163.132
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 11:33 am: |
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Rao:Mayur Uniquoters,astral polytechnic,etc..
rao gaaru..astral too much expensive ga anipisthundi...still suggest chesthara? |
   
Saint
Legend Username: Saint
Post Number: 45478 Registered: 01-2011 Posted From: 12.22.163.132
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 11:29 am: |
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Jalsa:Everything looks pretty expensive.
even I felt so. last 1.5 year lo manam matladukune stocks 2x-5x range lo perigayi...malli same run vuntunda anedhi doubt? but as long as everything goes well (estimates/results) may be we should be good. |
   
Saint
Legend Username: Saint
Post Number: 45477 Registered: 01-2011 Posted From: 12.22.163.132
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 11:25 am: |
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Panther:will put some in Repco right away
it was @640 a week back. today it is @ 700+. |
   
Rao
Junior Artist Username: Rao
Post Number: 529 Registered: 11-2011 Posted From: 122.169.182.20
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 11:05 am: |
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Panther:
good bets for long term.. Gruh fin,repco,Indus ind Page ind Kaveri seeds, Pi ind Eicher motors,Autul auto,amara raja batteries Kitex garments Avanti feeds,symphony Mold tek packaging HSIL/Cera saniteryware/Kajaria/Somany ceramics Ajanta pharma,Natco pharma,granuels,Arthi drugs,shilpa Mayur Uniquoters,astral polytechnic,etc.. please study those business before venturing into those.. |
   
Pidugu
Junior Artist Username: Pidugu
Post Number: 165 Registered: 12-2009 Posted From: 144.160.98.91
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 01:46 am: |
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sites or research reports may give forward PE but you need to see what rationale they are putting for that and see if you agree with that. they might assume 40% growth. You have to see if that is ahchievable? For PI, If they can do 30-40% growth for next 3 years then you can safely pay 34 PE. |
   
Jalsa
Legend Username: Jalsa
Post Number: 30546 Registered: 02-2008 Posted From: 69.126.211.48
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 01:05 am: |
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Pidugu:For me, I am not able to understand if the company is doing good or not based on quarterly numbers. They might sell all their inventory in one quarter and have nothing in another quarter. So i do not know when to sell, what price to buy etc. so stayed away. Fro businesses like page i can easily understand how much they grew and whether it is inline with my expectation or not.
Good point. In this way of rev recognition, earnings might be lumpy. PI Industries kooda around 35 undhi PE....management is very confident of 35-40% growth. |
   
Jalsa
Legend Username: Jalsa
Post Number: 30545 Registered: 02-2008 Posted From: 69.126.211.48
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 01:01 am: |
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Pidugu:For companies like mayur which are already widely known you cannot expect PE rerating. You are only going to see share price increase in line with growth. so it would be a stable compounder provided the business continues to do good.
Yep, that's true.
Pidugu:forward PE ante emi ledu bro.. You already know the EPS for the 9 months in this year. just guess the eps for next quarter and next 4 quarters based on the insights in annual report and past growth. then you can estimate what the EPS would be for FY16. Then calulate PE from that EPS. We are already at the end of the year. So all companies would look expensive if you look at last year PE.
Yeah bro, just trying to figure out if sites give out this information like in US. |
   
Pidugu
Junior Artist Username: Pidugu
Post Number: 164 Registered: 12-2009 Posted From: 144.160.98.91
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 01:00 am: |
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and also mayur is not at 17 PE. There is a 1:1 bonus. So it is 34. |
   
Pidugu
Junior Artist Username: Pidugu
Post Number: 163 Registered: 12-2009 Posted From: 144.160.98.91
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 12:52 am: |
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forward PE ante emi ledu bro.. You already know the EPS for the 9 months in this year. just guess the eps for next quarter and next 4 quarters based on the insights in annual report and past growth. then you can estimate what the EPS would be for FY16. Then calulate PE from that EPS. We are already at the end of the year. So all companies would look expensive if you look at last year PE. For companies like mayur which are already widely known you cannot expect PE rerating. You are only going to see share price increase in line with growth. so it would be a stable compounder provided the business continues to do good. |
   
111
Side Hero Username: 111
Post Number: 9904 Registered: 04-2008 Posted From: 50.180.239.141
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 12:18 am: |
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Jalsa:I don't think that's forward P/E?
ya , looks like that is just curent P/E |
   
Jalsa
Legend Username: Jalsa
Post Number: 30544 Registered: 02-2008 Posted From: 69.126.211.48
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 12:16 am: |
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111:
I don't think that's forward P/E? |
   
111
Side Hero Username: 111
Post Number: 9903 Registered: 04-2008 Posted From: 50.180.239.141
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 12:08 am: |
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Jalsa:Where can we look for this?
http://money.rediff.com/companies/Mayur-Uniquoters-Ltd/12200 057?srchword=Mayur+Uniquoters+Ltd.&snssrc=sugg check below inthat page , Report Card PE Ratios17.07 EPS (Rs.)26.23 Sales (Rs. Cr)129.26 Face Value (Rs.)5 Net Profit Margin (%) 12.04 Last Bonus1:1 Last Dividend(%)16 Return on Average Equity 35.25 |
   
111
Side Hero Username: 111
Post Number: 9902 Registered: 04-2008 Posted From: 50.180.239.141
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, March 05, 2015 - 12:06 am: |
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Pidugu:dont look at 52 week highs. Look at forward PE to start with. Then you can check if that PE is justified based on future growth visibility, quality of business and management quality.
Bro , i check PE ration in Pidugu:111 bro, dont look at 52 week highs. Look at forward PE to start with. Then you can check if that PE is justified based on future growth visibility, quality of business and management quality.
yes sure.. |
   
Jalsa
Legend Username: Jalsa
Post Number: 30543 Registered: 02-2008 Posted From: 69.126.211.48
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, March 04, 2015 - 11:57 pm: |
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Pidugu:Kitex is good at current levels. I personally bought 3 days back. expensive but has good growth visibility as well as margin expansion due to automation. Also further margin expansion can happen if they get wholesale license in US.
kitex cash in foreign currency ani chadivaa...and they are not cashing or hedging that! any thoughts? |
   
Jalsa
Legend Username: Jalsa
Post Number: 30542 Registered: 02-2008 Posted From: 69.126.211.48
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, March 04, 2015 - 11:55 pm: |
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Pidugu:Look at forward PE to start with.
Where can we look for this? |
   
Pidugu
Junior Artist Username: Pidugu
Post Number: 161 Registered: 12-2009 Posted From: 49.205.17.240
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, March 04, 2015 - 11:31 pm: |
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111 bro, dont look at 52 week highs. Look at forward PE to start with. Then you can check if that PE is justified based on future growth visibility, quality of business and management quality. |
   
Pidugu
Junior Artist Username: Pidugu
Post Number: 160 Registered: 12-2009 Posted From: 49.205.17.240
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, March 04, 2015 - 11:29 pm: |
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Many good investors are into ashiana. For me, I am not able to understand if the company is doing good or not based on quarterly numbers. They might sell all their inventory in one quarter and have nothing in another quarter. So i do not know when to sell, what price to buy etc. so stayed away. Fro businesses like page i can easily understand how much they grew and whether it is inline with my expectation or not. mayur went up too fast so it is in consolidation. It may consolidate longer or start moving. |
   
111
Side Hero Username: 111
Post Number: 9897 Registered: 04-2008 Posted From: 50.180.239.141
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, March 04, 2015 - 11:26 pm: |
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Raman:mayur uniquoters looks underperforming you should start from there i think
it's 52weeks high is 499 , currently it is trading at 440Rs... u mean it is under valued ? |
   
Jalsa
Legend Username: Jalsa
Post Number: 30541 Registered: 02-2008 Posted From: 69.126.211.48
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, March 04, 2015 - 11:14 pm: |
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Pidugu:
Feelgud:
Your thoughts on Ashiana Housing?
Raman:mayur uniquoters looks underperforming you should start from there i think
Do you mean Undervalued? Haven't looked into it in detail. |
   
Raman
Legend Username: Raman
Post Number: 36757 Registered: 01-2009 Posted From: 59.92.38.19
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, March 04, 2015 - 10:22 pm: |
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Jalsa:
mayur uniquoters looks underperforming you should start from there i think |
   
Pidugu
Junior Artist Username: Pidugu
Post Number: 159 Registered: 12-2009 Posted From: 49.205.17.240
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, March 04, 2015 - 10:12 pm: |
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Kitex is good at current levels. I personally bought 3 days back. expensive but has good growth visibility as well as margin expansion due to automation. Also further margin expansion can happen if they get wholesale license in US. |
   
Panther
Junior Artist Username: Panther
Post Number: 39 Registered: 07-2014 Posted From: 99.240.152.172
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, March 04, 2015 - 08:55 pm: |
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Feelgud:
FeelGud Brotheru, almost 4 million Rupees, have another 4 lakhs in hand to invest will put some in Repco right away what do you say about Mirza Industries, Ybrant Digital, Trigyn Tech, Liberty Shoes, Kitex Garments?? Please look into any of these & let me know if they are any good right now to invest As Always, Thanks for the advise & response Please post me your mail id, so that i can get in touch with ya |
   
Jalsa
Legend Username: Jalsa
Post Number: 30539 Registered: 02-2008 Posted From: 69.126.211.48
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, March 04, 2015 - 08:46 pm: |
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How long have you been in the market? I am looking to start now. Everything looks pretty expensive. Look at PI Industries. |
   
Feelgud
Side Hero Username: Feelgud
Post Number: 2235 Registered: 06-2009 Posted From: 124.123.194.85
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, March 04, 2015 - 08:40 pm: |
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Your PF size ? .. See repco home |
   
Panther
Junior Artist Username: Panther
Post Number: 35 Registered: 07-2014 Posted From: 99.240.152.172
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, March 04, 2015 - 07:56 pm: |
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I'm looking in for Mid to Long Haul Stocks so far Gruh Finance Page Ind Indus Ind Centum Electronics - it was one such risky proposition which i went by my pure gut feeling, made a killing on this one, entered in 70, now its around 900 Lemme know Players |
   
Panther
Junior Artist Username: Panther
Post Number: 34 Registered: 07-2014 Posted From: 99.240.152.172
Rating: N/A Votes: 0 (Vote!) | | Posted on Wednesday, March 04, 2015 - 07:53 pm: |
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Calling Rao, FeelGud, Indian Stock Gurus Emanna Tips iyyandri, Indian Stocks lo Invest seyyaaali Mee Advise valla i have made more than a 2 Million Rupees so far Pure Speculators stay away from this thread & let the Big Fish talk |