| Author | Message | ||
     Jalsa Legend Username: Jalsa Post Number: 30812 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
http://www.celfrost.com/ Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
| Jalsa Legend Username: Jalsa Post Number: 30811 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
Growth untadha inkaa? Nenu adigindhi, commercial kitchen equipment annai, not residential. Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
| Tilak Megastar Username: Tilak Post Number: 25443 Registered: 02-2012 Posted From: 49.207.190.100 Rating: N/A |
Btw .. Bambino position enti? worth investing .. or aipoyinatte na growth inka? inka perugutunda stock? Narendra Modi, Pradhan Mantri, Bharata Ganarajya - www.pmindia.nic.in - www.narendramodi.in | ||
| Darth_vader Comedian Username: Darth_vader Post Number: 1946 Registered: 12-2006 Posted From: 122.175.10.160 Rating: N/A |
ttk prestige Indian cities have their share of problems, but they are also places where you can walk around their shadiest areas at 1 am and be safer than say parts of Chicago, NYC, London, Madrid, Sydney etc... | ||
| Jalsa Legend Username: Jalsa Post Number: 30810 Registered: 02-2008 Posted From: 107.77.70.94 Rating: N/A |
Bump Only when the tide goes out do you discover who's been swimming naked - Warren Buffett | ||
| Jalsa Legend Username: Jalsa Post Number: 30802 Registered: 02-2008 Posted From: 159.53.110.141 Rating: N/A |
Tilak cheppina food processing business ki related ga I was trying to find out for a while if there are any commercial kitchen equip. supply company (or related) publicly listed...something like Middleby in USA which acquired Celfrost in India. | ||
| Jalsa Legend Username: Jalsa Post Number: 30801 Registered: 02-2008 Posted From: 159.53.46.141 Rating: N/A |
What's the rationale? | ||
| Mahi_chiru Junior Artist Username: Mahi_chiru Post Number: 97 Registered: 05-2008 Posted From: 171.161.56.16 Rating: N/A |
Guess i also bought PI Ind and Mold-Tek Packaging today | ||
| Tilak Megastar Username: Tilak Post Number: 25309 Registered: 02-2012 Posted From: 49.207.190.100 Rating: N/A |
nice .. ee timing unte chaalu .. Narendra Modi, Pradhan Mantri, Bharata Ganarajya - www.pmindia.nic.in - www.narendramodi.in | ||
| Darth_vader Comedian Username: Darth_vader Post Number: 1867 Registered: 12-2006 Posted From: 122.175.10.160 Rating: N/A |
Didn't exit completely. Just monetizing the gains & also needed cash. My rule of thumb is to earmark just "X" amount in equities market. Indian cities have their share of problems, but they are also places where you can walk around their shadiest areas at 1 am and be safer than say parts of Chicago, NYC, London, Madrid, Sydney etc... | ||
| Tilak Megastar Username: Tilak Post Number: 25306 Registered: 02-2012 Posted From: 49.207.190.100 Rating: N/A |
super .. Jubilant baga perigindi .. arvind mills why exit? it will grow more right? HDFC too?? Narendra Modi, Pradhan Mantri, Bharata Ganarajya - www.pmindia.nic.in - www.narendramodi.in | ||
| Darth_vader Comedian Username: Darth_vader Post Number: 1866 Registered: 12-2006 Posted From: 122.175.10.160 Rating: N/A |
I think it'll fall even more anyway my entry was also at the same price of 300 but I'm gonna hold it for now. Indian cities have their share of problems, but they are also places where you can walk around their shadiest areas at 1 am and be safer than say parts of Chicago, NYC, London, Madrid, Sydney etc... | ||
| Raman Legend Username: Raman Post Number: 37716 Registered: 01-2009 Posted From: 192.251.134.5 Rating: N/A |
ongc around 300 now is it good to buy baga taggindi recently | ||
| Darth_vader Comedian Username: Darth_vader Post Number: 1865 Registered: 12-2006 Posted From: 122.175.10.160 Rating: N/A |
Jubilant Foodworks, arvind mills, Lloyd Electric & Engineering Limited, HDFC, Petronet lng rest all safe bets like bhel, ongc etc.. Indian cities have their share of problems, but they are also places where you can walk around their shadiest areas at 1 am and be safer than say parts of Chicago, NYC, London, Madrid, Sydney etc... | ||
| Tilak Megastar Username: Tilak Post Number: 25304 Registered: 02-2012 Posted From: 49.207.190.100 Rating: N/A |
past portfolio ne kada .. avento cheppu bhayya .. plz ..  TV telecast meeda emanna ravacha? theatrical release kastam emo elaga .. marketing ki .. konni travels (specially Hyd-Vijayawada, Hyd-Bangalore ila high density sectors lo operators) tho tie up avvadam baguntundemo? I am trying to think how can marketing costs be minimized for entertainment projects? Narendra Modi, Pradhan Mantri, Bharata Ganarajya - www.pmindia.nic.in - www.narendramodi.in | ||
| Darth_vader Comedian Username: Darth_vader Post Number: 1864 Registered: 12-2006 Posted From: 122.175.10.160 Rating: N/A |
Dubbing daka fine no biggie but marketing costs & then recouping that will be a challenge. Indian cities have their share of problems, but they are also places where you can walk around their shadiest areas at 1 am and be safer than say parts of Chicago, NYC, London, Madrid, Sydney etc... | ||
| Darth_vader Comedian Username: Darth_vader Post Number: 1863 Registered: 12-2006 Posted From: 122.175.10.160 Rating: N/A |
Anyway after 3 years I made some changes in my portfolio after cashing out on some stocks and added these three companies. Will take stock again around 2018 till then sit tight!! Indian cities have their share of problems, but they are also places where you can walk around their shadiest areas at 1 am and be safer than say parts of Chicago, NYC, London, Madrid, Sydney etc... | ||
| Tilak Megastar Username: Tilak Post Number: 25301 Registered: 02-2012 Posted From: 49.207.190.100 Rating: N/A |
bhayya .. ilanti movies ni .. other regional .. international languages lo ki dub chese projects ki profits scope unda? or is it a losing proposition? Marathi lo oka low budget movie undi .. want to see if dubbing it into Hindi, Telugu and other languages will not be a big strain money wise .. wats ur idea? Narendra Modi, Pradhan Mantri, Bharata Ganarajya - www.pmindia.nic.in - www.narendramodi.in | ||
| Darth_vader Comedian Username: Darth_vader Post Number: 1862 Registered: 12-2006 Posted From: 122.175.10.160 Rating: N/A |
Simple funda bro high valuation stocks lo investment chesina returns & CAGR won't be high because you can't afford investing in volumes. All three companies I've posted have decent managements & with infra spending poised to take off these companies being leaders in their respective business lines should get the first spoils of the spend that Gadkari has initiated. Indian cities have their share of problems, but they are also places where you can walk around their shadiest areas at 1 am and be safer than say parts of Chicago, NYC, London, Madrid, Sydney etc... | ||
| Tilak Megastar Username: Tilak Post Number: 25300 Registered: 02-2012 Posted From: 49.207.190.100 Rating: N/A |
yes .. ippudu domino's ee .. (I wasnt just talking abt pizza .. processed food ki janam lo craze gurinchi cheptunna .. as an example .. relevant article kanipisthe icha anthe ..) nenu kuda ade antunna .. anni companies big league lo ki vellavu .. kaani konni for sure ga veltayi .. avi identify cheste .. inka mana money ki tiruguledu .. Narendra Modi, Pradhan Mantri, Bharata Ganarajya - www.pmindia.nic.in - www.narendramodi.in | ||
| Mahi_chiru Junior Artist Username: Mahi_chiru Post Number: 96 Registered: 05-2008 Posted From: 171.161.56.16 Rating: N/A |
Darth_vader brother why you believe this companies will do good, please explain a bit there business and future, when ever you have time. | ||
| Darth_vader Comedian Username: Darth_vader Post Number: 1861 Registered: 12-2006 Posted From: 122.175.10.160 Rating: N/A |
Allcargo Logistics Ltd (ALLCARGO) is another company which I'm betting heavily on Indian cities have their share of problems, but they are also places where you can walk around their shadiest areas at 1 am and be safer than say parts of Chicago, NYC, London, Madrid, Sydney etc... | ||
| Darth_vader Comedian Username: Darth_vader Post Number: 1860 Registered: 12-2006 Posted From: 122.175.10.160 Rating: |
Long term horizon look at these two companies; entry value is very less. Action Construction Equipment (ACE) Ahluwalia Contracts India (AHLUCONT) Indian cities have their share of problems, but they are also places where you can walk around their shadiest areas at 1 am and be safer than say parts of Chicago, NYC, London, Madrid, Sydney etc... | ||
| Mahesh_fan Hero Username: Mahesh_fan Post Number: 18797 Registered: 09-2010 Posted From: 115.98.89.51 Rating: N/A |
mastaru weekend naa andhari portfolio petandi pk kummesthunadu abba... If PK Win's it for TDP or not .. i will be officially PK fan from now... | ||
| Awara1984 Side Hero Username: Awara1984 Post Number: 3371 Registered: 12-2010 Posted From: 125.16.29.3 Rating: N/A |
mee portfolio pettandi | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2418 Registered: 10-2014 Posted From: 50.137.216.187 Rating: N/A |
expect chesin daniknaa weak gaa start ayyindhi markert. evening kallaa last few days laa paduthundaa malli? ee Santhi_Swaroop flash back loo Paga_Babai_Paga  | ||
| Saint Legend Username: Saint Post Number: 46287 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
ala emi ledu...world markets meeda depend ayyi vuntadi...avi lesthe idi lesthadi..avi padukunte idi padukuntadi | ||
| Saint Legend Username: Saint Post Number: 46286 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
thammudu..ilanti companies lo manchi management vunte kallu musukuni pettochu... | ||
| Saint Legend Username: Saint Post Number: 46285 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
if money vunte inka ekkuva invest chese vadini.. | ||
| Saint Legend Username: Saint Post Number: 46284 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
market antha down ina, comedy ga ninna naa stocks up except gruh... | ||
| Jalsa Legend Username: Jalsa Post Number: 30793 Registered: 02-2008 Posted From: 159.53.174.142 Rating: N/A |
Domino's odey largest player kadhaa? | ||
| Tilak Megastar Username: Tilak Post Number: 25293 Registered: 02-2012 Posted From: 49.207.190.100 Rating: N/A |
Intha strong pull undi konni products ki .. and no wonder Desis are flocking into this biz .. http://www.rediff.com/movies/report/what-if-slum-children-cr aved-for-pizza-what-would-they-do/20150326.htm Narendra Modi, Pradhan Mantri, Bharata Ganarajya - www.pmindia.nic.in - www.narendramodi.in | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2410 Registered: 10-2014 Posted From: 198.203.175.175 Rating: N/A |
Calling feelgud, Rao, Saint, 111 etc ALL old investors, Meru profits book chesukuntunnaraa lekaa holding aaa? Just oka Idea kosam. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Tilak Megastar Username: Tilak Post Number: 25287 Registered: 02-2012 Posted From: 49.207.190.100 Rating: N/A |
different markets lo operate chestaru bhayya companies .. Nirma, Ujala lantivi .. low income groups lo mega hits (sales volumes are huuuge, very good distribution channel, no need of branding bongu boshanam) .. Ariel, Henko Surf are high income consumers kosam (profits are better, but less sales volumes and huge competition for branding and shelf space) .. and naa uddesam lo .. desi corporates will come up with innovative marketing techniques to corner biz .. ika pothe .. processed food industry lo .. Priya, Ruchi, MTR, ITC, Bambino, Cavin care .. several decently well doing Indian companies unnayi .. and people are coming up with more products now .. expanding their product portfolios .. and branding di emundi annai .. oka 2 years mahesh babu, nagarjuna, surya, samantha, nayanathara, kajal agarwal la tho market cheyistaru .. all set .. Narendra Modi, Pradhan Mantri, Bharata Ganarajya - www.pmindia.nic.in - www.narendramodi.in | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2408 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
so manam Jyothy Labs daani initial gaa pattukuntee adi kudaa benifit yee kadhaa ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Jalsa Legend Username: Jalsa Post Number: 30792 Registered: 02-2008 Posted From: 159.53.46.142 Rating: N/A |
They (local) might succeed, but I think you are underestimating the power of a brand. which local companies make chips, soups, pasta etc? in detergents, Indian cos like Jyothi Labs' Ujala are successful, but ARIEL still top anukunta ga? | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2407 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
i will also dig from my end and share with you. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Tilak Megastar Username: Tilak Post Number: 25283 Registered: 02-2012 Posted From: 49.207.190.100 Rating: N/A |
I am betting big on this .. only thing is .. ippudu sector lo saraina companies identify chesi invest cheyyali .. there will also be huge consolidation in the sector .. so regular ga oka kannu vesi unchali .. Narendra Modi, Pradhan Mantri, Bharata Ganarajya - www.pmindia.nic.in - www.narendramodi.in | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2406 Registered: 10-2014 Posted From: 198.203.177.177 Rating: N/A |
i think its interesting one. thanks for sharing. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Tilak Megastar Username: Tilak Post Number: 25280 Registered: 02-2012 Posted From: 49.207.190.100 Rating: N/A |
gone analedu .. monopoly undadu markets meeda annanu .. I still stand by it .. not only that .. govt is coming up with huge infra upgrades like cold storages, rural roads, frieght rails, ports, solar power .. and Indian consumption of processed food will only increase from here .. and chinna chinna companies kuda processed food lo ki enter ayyi profits choostunnaru .. u take any small retail super market .. 90% shelves anni processed food ee .. local made pickles, chips, chudwa, soups, jams, pasta, ketch up etc .. and thats how MNCs hold on the sector will reduce antunna .. Narendra Modi, Pradhan Mantri, Bharata Ganarajya - www.pmindia.nic.in - www.narendramodi.in | ||
| Jalsa Legend Username: Jalsa Post Number: 30789 Registered: 02-2008 Posted From: 159.53.78.141 Rating: N/A |
avunu mastaaru, I was adding to your list of cos for which mayur is the supplier. BTW, Mayur ki exports untey profits ekkuvuntai....they need to get another 1 or 2 manufacturers apart from ford & chrysler. | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2404 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
Mayur Auto loo kudaa vundhi kadhaa for leather seats etc kadhaa. nenu alaa cheppaa. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2403 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
Food processing plants. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Jalsa Legend Username: Jalsa Post Number: 30786 Registered: 02-2008 Posted From: 159.53.78.141 Rating: N/A |
+1 Same applies for footwear like Bata, Relaxo etc for which Mayur is the raw material supplier | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2402 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
Nuvvu few Nestle etc gone annadhi, recent gaa announce chesina food project plants etc drustiloo pettukonaa? ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2401 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
Nenu konnalu follow ayyaa kaani endhukoo antha reliable anipinchalaa. apart from that naa limite knowledge ki ilaa TVS motors, EICHER moters etc oka auto group danikanna Auto Ancillary like BOSCH, Amara Raja Batteries, Mayur Uniquators like irrespective auto sector vativi choose chesukuntee best ani naa feeling. Oka season Hero Honda, Inko season TVS Victor, Bajala Pulser, Ippudu EICHER etc vuntundhi. kaani veti annatiki commona gaa Auto ancillary vuntundhi. Long term loo vallaki adi best ani naa feeling. I may be wrong. correct me if I am going wrong. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2400 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
eeorju sesex few hundread points gain avuthundhi anukunnaa. But correct coarse of action will know only after next week. enthamandhi 2012 etc loo enter ayinvallu profits book chesukutunnaru. I guess most of them in that mode. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Tilak Megastar Username: Tilak Post Number: 25276 Registered: 02-2012 Posted From: 49.207.190.100 Rating: N/A |
BTW .. no one has stocks of Hero, TVS Motors? Narendra Modi, Pradhan Mantri, Bharata Ganarajya - www.pmindia.nic.in - www.narendramodi.in | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2398 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
Derivative contracts. Ivi some securities related etc anukuntaa. I never into that. But I know one IMP thing every month loo Last Thursday (aa roju holiday ayithe wednesday and so on) ee contacts end ayipothayi. so janalu aa contract batti ammadamoo konadamoo cheyali. So ee time loo ekkuva consolidation avuthundhi. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Guess Junior Artist Username: Guess Post Number: 121 Registered: 04-2012 Posted From: 146.127.253.45 Rating: N/A |
Thanks Chiru.. bought some more PI IND today..adding in dips.. BTW added SPARC also In general all the housing finance stocks have taken a hit today..DHFL..GRUH | ||
| Mahi_chiru Junior Artist Username: Mahi_chiru Post Number: 95 Registered: 05-2008 Posted From: 171.161.56.16 Rating: N/A |
Guess looks like PI Industries is good, rao also holds it, was planning to buy but never bought it, not sure about dewan housing. hope rao garu comments here !! | ||
| 111 Hero Username: 111 Post Number: 10140 Registered: 04-2008 Posted From: 216.251.53.20 Rating: N/A |
what is this contact close dtae means ? | ||
| Awara1984 Side Hero Username: Awara1984 Post Number: 3368 Registered: 12-2010 Posted From: 125.16.29.3 Rating: N/A |
HUUUGGGEEEE FALL Today by 600 points | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2361 Registered: 10-2014 Posted From: 50.137.216.187 Rating: N/A |
contact close date etc valla less than 27K loki enter ayyindhi index. few weeks ilanee vuntundhi anukuntaa. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| 111 Hero Username: 111 Post Number: 10133 Registered: 04-2008 Posted From: 192.76.82.89 Rating: N/A |
may be this one willgive some suppor to SBI...it is going down day by day... it came from 310- 265 now.. | ||
| Saint Legend Username: Saint Post Number: 46197 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
support ledu..correction vasthundi...ee month lo RBI inko rate cut anounce chesthe malli peruguthundi | ||
| 111 Hero Username: 111 Post Number: 10117 Registered: 04-2008 Posted From: 192.76.82.87 Rating: N/A |
morning time bhagane untundhi..end of the day vachhekalla,damal antundhi.. | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2349 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
Day by day index is going down. Repu inkaa ekkuva paduthundhi emoo? ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Guess Junior Artist Username: Guess Post Number: 120 Registered: 04-2012 Posted From: 146.127.253.44 Rating: N/A |
Thanks Chiru.. bought 500 last night.. Also planning on increasing portfolio for Dewan housing and PI Ind.. any ideas on that??? | ||
| Mahi_chiru Junior Artist Username: Mahi_chiru Post Number: 94 Registered: 05-2008 Posted From: 171.161.160.10 Rating: N/A |
i bought granules also, looks good for long term as they acquired other companies like acutas etc and thats going to be profitable soon, for more details please read the info in value picker. http://www.valuepickr.com/forum/untested-worth-a-look/294912 67#664427300 and its PE is less, if every thing goes well, PE re-rating might happen and we can get good returns. | ||
| Guess Junior Artist Username: Guess Post Number: 118 Registered: 04-2012 Posted From: 146.127.253.44 Rating: N/A |
any inputs on Granules.. planning to enter @ 87.5 | ||
| Ustad Megastar Username: Ustad Post Number: 23713 Registered: 07-2008 Posted From: 206.16.133.52 Rating: N/A |
I am not trying to discourage you but for how long you've been investing in indian market? As Saint said, last 2 years is an outlier and every kulfi stock is min. 2 bagger. It is impossible to get such returns in the long run. Strength is the product of struggle, you must do what others don't to achieve what others won't - Henry Rollins | ||
| Saint Legend Username: Saint Post Number: 46101 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
target 5-10 years ithe appudu quality vs non-quality stocks lo difference telsuthundi...ee last 2 years exception....future lo kooda same returns ivvagaligithe appudu vatini consider cheyyochu....short term lo double/triple ayyayi ani anukotam waste.... edanna 20x/30x ithe next 5-10 years lo then alanti stocks gurunchi matladandi... | ||
| Mahi_chiru Junior Artist Username: Mahi_chiru Post Number: 93 Registered: 05-2008 Posted From: 49.205.113.128 Rating: N/A |
yeah saint we have to see, from now on performance of the companies should reflect the stock price, they will not be double triple in one year for sure. | ||
| Saint Legend Username: Saint Post Number: 46100 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
ee stocks mathrame konali ani evvaru decide cheyyaru...1000 stocks lo each sector lo top3 stocks lo, manaki nachina sector lo manaki nachina stocks lo ettukuntam... it doesn't mean other stocks wont grow/wont give returns. its all depends our gut feeling / our analysis / our confidence... suzlon 9 daggira vunappudu bangarappa reco chesadu...mamuluga ithe touch kooda cheyyam alanti stocks....ippudu 30+ lo trade avuthundi... konni stocks ithe 2x-3x perigayi last 1 year lo....avi normal ga antha quality stocks kadu anukuntam..... | ||
| Saint Legend Username: Saint Post Number: 46099 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
| ||
| Saint Legend Username: Saint Post Number: 46098 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
ante business growth and stock growth kooda...large cap stocks kada...u can get better returns in other companies. | ||
| Mahi_chiru Junior Artist Username: Mahi_chiru Post Number: 92 Registered: 05-2008 Posted From: 49.205.113.128 Rating: N/A |
natco 2000 plus, rao garu recommanded at 700 atleast when i saw, i bought at 1000 most of the stocks i bought are near to double Cera - more doubled HSIL - almost doubled Natco - doubled Page - more then doubled repco and gruh little less returns i entered stocks after elections still i made some good money. i am very happy with the returns long live rao and feelgud | ||
| Mahi_chiru Junior Artist Username: Mahi_chiru Post Number: 91 Registered: 05-2008 Posted From: 49.205.113.128 Rating: N/A |
memu page, repco, gruh, kaveri, cera, hsil, eicher motors, natco kitex lo vuna planning to add more like mold tek packaging, astral, mayur all i bought with recommendation of rao and feelgud, my target 35 CAGR for long term | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2331 Registered: 10-2014 Posted From: 198.203.177.177 Rating: N/A |
Business growth aa stock growth aa? ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Saint Legend Username: Saint Post Number: 46097 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
growth/returns | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2330 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
Nenu chsukunna analysis batti Tech Mahendra and Mindtree technology loo quality stocks annatu anipinchayi. so I am looking for hold for long run. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2329 Registered: 10-2014 Posted From: 198.203.177.177 Rating: N/A |
eemi base chesukoni waste? adi kudaa cheppaheee. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Enigmatic Junior Artist Username: Enigmatic Post Number: 447 Registered: 11-2010 Posted From: 117.216.210.247 Rating: N/A |
sarigga chudaledu.npa's perigi 90% padindi anukunna.  | ||
| Saint Legend Username: Saint Post Number: 46095 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
adhi padatam kaadu..stock split ayyindi | ||
| Enigmatic Junior Artist Username: Enigmatic Post Number: 446 Registered: 11-2010 Posted From: 117.216.210.247 Rating: N/A |
sbi bagunnattu vundi. daarunam gaa padindi last year lo - almost 90%. | ||
| Saint Legend Username: Saint Post Number: 46094 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
last 2 years lo prathi kupli stock kooda minimum 2x perigindi...so last 1.5-2 years exclude chesi choodandi stock growth ela vundi anedhi! SBI/ICICI waste appa.....returns chala takkuva vuntayi! | ||
| Saint Legend Username: Saint Post Number: 46091 Registered: 01-2011 Posted From: 12.22.163.132 Rating: N/A |
india lo hidden gems pattukogaligithe ultimate ga vuntadi...ee gruh/repco/etc anni known stocks..it may not give the same returns as it used to give. but 25-30% mee target ithe possible. last 1.5 years lo ivi baaga perigayi...gruh and repco consolidation phase lo vunnayi. astral aa stage daati next upward movement ki ready ga vundi.... page idnustries toomuch ga perigindi..wait chesthe 11-12k range lo dorakochu.... | ||
| Asdf Side Hero Username: Asdf Post Number: 4152 Registered: 12-2014 Posted From: 205.157.66.4 Rating: N/A |
what is your take on this - hold for long term? | ||
| Jalsa Legend Username: Jalsa Post Number: 30739 Registered: 02-2008 Posted From: 159.53.110.140 Rating: N/A |
antha PE ani kaadhu future earnings base meedha kooda 80 P/E undhi...last quarter result was a little down, yet it went up 30-40%. Better opportunities untai, but have to dig 'em out. | ||
| 111 Hero Username: 111 Post Number: 10079 Registered: 04-2008 Posted From: 73.137.72.60 Rating: N/A |
SF enta aa navvu...Hanumanthuni mundhu kuppi ganthulu vesthunnama ? | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2327 Registered: 10-2014 Posted From: 50.137.216.187 Rating: N/A |
Technology loo I am following Tech Mahendra, HCL some what TCS, Mindtree. Migthavi idea ledhu rao gaaru. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2326 Registered: 10-2014 Posted From: 50.137.216.187 Rating: N/A |
Nenu okka annual report yee kaadhu. 2007 nunchi Book Value increase, EPS increase aa proportionate loo share anni chusaanu. Last 5 years loo (till 2014) EPS and Book value 300% perigithee Share 700% range perigindhi. adee over anukuntaa ee okka year loo share inkaa perigindhi. Premium textiles industry ki antha PE ante assalu reasonable anipinchdam ledhu rao gaaru. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2325 Registered: 10-2014 Posted From: 50.137.216.187 Rating: N/A |
enti mastaru navvuthunnaru? ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Secured_future Side Hero Username: Secured_future Post Number: 5213 Registered: 02-2014 Posted From: 124.123.183.247 Rating: N/A |
 SFI Annual Returns Last 3Years 20% www.securedfuture.co.in ; Banks v SFI - Updated | ||
| Ustad Megastar Username: Ustad Post Number: 23706 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Entoo naa kallu revenue, EPS and debt tappa vere lines choodavu. Nuvvu emi spl. observe cheso chepte choosi pedta. Strength is the product of struggle, you must do what others don't to achieve what others won't - Henry Rollins | ||
| Jalsa Legend Username: Jalsa Post Number: 30731 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
Anyone heard of Zensar Technologies? | ||
| Jalsa Legend Username: Jalsa Post Number: 30730 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
choodavoi mundhu...icons taruvatha vedhhuvu | ||
| Ustad Megastar Username: Ustad Post Number: 23696 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
Choosi emi cheyyali  Strength is the product of struggle, you must do what others don't to achieve what others won't - Henry Rollins | ||
| Jalsa Legend Username: Jalsa Post Number: 30723 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
By the way, veelunnappudu, oka saari Page vaadi annual report choodandi | ||
| Jalsa Legend Username: Jalsa Post Number: 30722 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
Danger kadhaa antey, yes, but mana market dynamics different from US laga undhi. Also, Gruh/Repco/Astral etc ilaantivaatiki long runway undhi. Affordable housing push tho they have great visibility in terms of earnings. And that section of population ki shortage ledhu desam lo and will keep on coming. Of course, I'm still not invested in any | ||
| Jalsa Legend Username: Jalsa Post Number: 30721 Registered: 02-2008 Posted From: 69.126.211.48 Rating: N/A |
+1 But, when the stock was first recommended here by Rao, Feelgud, Pidugu etc (roughly 4-5 months)....it was the same case...and was at 10K. Just for the valuation, forward P/E too, I didn't buy it, yet it rose 50% almost to 15K.... | ||
| Ustad Megastar Username: Ustad Post Number: 23683 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
I agree market is currently over paying for page but quality companies are never cheap. Page projected to grow at 25% for many more years and a ROE of 60% can be only achieved by sector leaders. You might not see much price appreciation in 1 years but if you hold it for long term, it will give marketing beating returns. Strength is the product of struggle, you must do what others don't to achieve what others won't - Henry Rollins | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2324 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
antha PE ratio meedha naaku dhyairam ledhu bhayyaa. already price future exceptions base chesukoni baa perigipoyindhi. adi relative gaa new company kudaa. starting loo enter ayina vallaki profits emoo kaani. naa lanti late comer ki kastam. denikanna Bosch lanti business more reliable and observe cheyadanki long history kudaa vundhi. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| 111 Hero Username: 111 Post Number: 10075 Registered: 04-2008 Posted From: 216.251.53.20 Rating: N/A |
page is already quoting at 14.5K..eppudu enter ayithe ela untundho..ekuva money pettali.. | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2323 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
Meru kudaa milk share chesthaa vundandi. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2322 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
naa first entry Kaveri seeds. just starting ani 10K pettaa. daniki next add cheyalaa ippudu with in 2months loo 40% perigindhi I am also watching SBI. danikanna ICICI elaa vuntundhaa ani chusthunnaa. inkaa naa vipu nunchi analysis cheyyalaa. crisil & page naku elaa nammalo ardaham kavatam ledhu. Nestle and GSK ki vachinathaa confidence veetimedha ravadam ledhu. My goal is 3-5 years. not one year or 2 years. real estate loo elaa investment chesamoo alanee money petti manam anukunna prise vachinnapudu manchi gaa exit kotadam ani chusthunnaa. aa lekkanaa chusthee naku Page and Crisil meedha nammakam ravadam ledhu. Most of my profile loo Midcap and Largecap yee chusthunna. Only small cap I have is Mayur Uniquaters. I feel vall business long run loo baa vuntundhi anipichi just enter ayyaa. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| 111 Hero Username: 111 Post Number: 10067 Registered: 04-2008 Posted From: 216.251.53.20 Rating: N/A |
yes , i am here ..will contribute to it.. am looking for these stocks... SBI , Suzlon Page Industries : it is almost at 14K now..looking for entry point..not sure ebtering at this stage is profitable or not. Kaveri seeds.. will update some more.. | ||
| Ustad Megastar Username: Ustad Post Number: 23681 Registered: 07-2008 Posted From: 76.169.161.29 Rating: N/A |
 Strength is the product of struggle, you must do what others don't to achieve what others won't - Henry Rollins | ||
| Tilak Megastar Username: Tilak Post Number: 25138 Registered: 02-2012 Posted From: 106.51.111.83 Rating: N/A |
chusthu undu annai .. in the next 5 years .. Indian companies like MTR, Priya, Heritage, Udhayam etc will start to take on MNCs .. and they will be incredibly successful too, like ITC .. Narendra Modi, Pradhan Mantri, Bharata Ganarajya - www.pmindia.nic.in - www.narendramodi.in | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2319 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
Yes Bank, Gruh, Repco Home lantivii high price to book value vunnayi. avi danger kaadhaa? BTW Kontha analysis cheshaaka finance shares ki PE kanan Price to book value consider cheyadam best ani chadivaa. Do you follow the same? ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2318 Registered: 10-2014 Posted From: 198.203.177.177 Rating: N/A |
Idi kastam rao gaaru. Colgate, Horlicks, Maagi etc lantivi replace vundadhu. vallu marketing thoo champestharu. asalu avi India companies kaadhu ani evariki kudaa teliyadhu. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2317 Registered: 10-2014 Posted From: 198.203.175.175 Rating: N/A |
Nestle ki main Maagi, Kitkat, Milk products, Coffee etc vunnayi. GSK ki palu rakalaa horlicks. ivi monopoly from decades. aa market ki koncham try chesthundhi ITC. But not in close. so ivi ikakda P&G type. valla market inokollu kottaleru and food industry is least impacted one. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2316 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
come on mee lanti TFI vallu vasthee ee thread ki glamor vuntundhi. aa OT kurradini stocks investment vipu tippithee OT ichee publicity and hype DB loo janlaki emi miss avuthunanro ardahm kaadhu. DB janallau sontha dabbulu 3rd person ki invest cheyadaniki istpaduthunanru kaani Own gaa cheyadaniki no antunnaru. come on guys (testing legend style loo). ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Tilak Megastar Username: Tilak Post Number: 25135 Registered: 02-2012 Posted From: 106.51.111.83 Rating: N/A |
Nestle ki main earning in India is through chocolates and health drinks .. alage GSK ki health drinks .. long term perspective lo (5 yrs) .. naa opinion aithe .. ippudu unna monopoly undadu market meeda ee MNCs ki .. I think India is on the verge of a "swadeshi" outbreak in terms of companies/products .. Narendra Modi, Pradhan Mantri, Bharata Ganarajya - www.pmindia.nic.in - www.narendramodi.in | ||
| Shikari Hero Username: Shikari Post Number: 16380 Registered: 03-2010 Posted From: 49.207.166.32 Rating: N/A |
nenu kuda inka follow avvali..ee yr lo enter avudham anukuntunna. http://i.imgur.com/eUYcc.gif | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2315 Registered: 10-2014 Posted From: 198.203.175.175 Rating: N/A |
few months back' ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2314 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
Good at least. Om pradamagaa okaa step padindhi. alaa kaniyyi. try to get the idea. Nenu eppati nunchi anukuntee, few months start chesaaa. ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2313 Registered: 10-2014 Posted From: 198.203.181.181 Rating: N/A |
so far mana DB loo janalu andaru Page, Gruh etc lanti vati meedha ekkuva chepparu. as per my analysis vetikanan more reliable (though high E/P ratio or similar ration) Nestle and GSK etc best anipisthundhi. avi proven and constantly giving return irrespective of time. ee Page, Gruh etc kannaa I feel more comfortable with Nestle and GSK. their EPS constantly good. what do you say? ee Santhi_Swaroop flash back loo Paga_Babai_Paga | ||
| Tilak Megastar Username: Tilak Post Number: 25133 Registered: 02-2012 Posted From: 106.51.111.83 Rating: N/A |
contribute seyyalekapovachu .. but will follow .. Narendra Modi, Pradhan Mantri, Bharata Ganarajya - www.pmindia.nic.in - www.narendramodi.in | ||
| Santhi_swaroop Side Hero Username: Santhi_swaroop Post Number: 2312 Registered: 10-2014 Posted From: 198.203.177.177 Rating: N/A |
Indian stocks thread kudaa weekly okati start cheddam. Please ee thread koncham popular ayye Janalu alavatu paddakaa vere section ki move cheyavachhu. Movie section loo vunnchandi. Thanks to Mods and Admins. Inka matter ki vasthee. Looks like thanks to US Fed Interest rate decision, Indian Markets are going down day by day. Looks like in few months everybody gets entry point soon. Foreign investors (US) also apart from Interest benefit USD gain ayithee valla money back techhukonetappudu bokka. already USD is showing strong signs. So foreign investors money PULL cheayavachi (already chesthaa vunda vachu) in a month or two. Looks like sensex may go down gradually day by day. I guess it may go 26000 or even more. So next few months may be entry points. already chalaa stocks high loo trade avuthunnayi. so quality stocks select chesukoni low ki vachinnapudu konadam idee best chance. so daily base meedha discuss chesukuntee best. any takers for this thread. I know 111 kurradu, saint into Indian stocks. Give your opinions. ee Santhi_Swaroop flash back loo Paga_Babai_Paga |
