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Indian Stock Market Investors - Conti...

Chalanachithram.com DB » New TF Industry Related » Archive through May 01, 2015 » Indian Stock Market Investors - Continued « Previous Next »

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111
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Posted on Friday, May 01, 2015 - 10:51 am:       


Mahesh_fan:

good business ni namukuntay problem undadu anukunta




true , for some good business ...
 

Jalsa
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Posted on Friday, May 01, 2015 - 10:20 am:       

bump
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Jalsa
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Posted on Thursday, April 30, 2015 - 11:02 pm:       


Ustad:

Market opens on Monday.



abbaa boring ayithe...inka padukunta.
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Mahesh_fan
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Posted on Thursday, April 30, 2015 - 06:12 pm:       


111:

Secured-feature said "never catch a falling knife" unless u have very good conviction abt that stock.



appl.. example... good business ni namukuntay problem undadu anukunta
pk kummesthunadu abba... If PK Win's it for TDP or not .. i will be officially PK fan from now...
 

Enigmatic
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Posted on Thursday, April 30, 2015 - 05:36 pm:       

http://www.nseindia.com/products/content/derivatives/irf/mrk t_timing_holidays.htm
repu may day. public holiday
 

Ustad
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Posted on Thursday, April 30, 2015 - 05:28 pm:       


Jalsa:

will the market be open tomorrow


Market opens on Monday.
Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett
 

Jalsa
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Posted on Thursday, April 30, 2015 - 05:22 pm:       

will the market be open tomorrow
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

111
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Posted on Thursday, April 30, 2015 - 11:27 am:       


Pidugu:

avanti is into selling shrimp feed..

kaveri is into selling seeds..

metha vs vittanam




got it..Thanks..
 

Pidugu
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Posted on Thursday, April 30, 2015 - 11:18 am:       

avanti is into selling shrimp feed..

kaveri is into selling seeds..

metha vs vittanam
 

Pidugu
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Posted on Thursday, April 30, 2015 - 11:17 am:       


111:

both are same business kadha ?




 

111
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Posted on Thursday, April 30, 2015 - 10:55 am:       


Guess:

this is going down consistently...i bought a lower elvels as well.
but now wondering to accumulate more or wait




Secured-feature said "never catch a falling knife" unless u have very good conviction abt that stock.
 

111
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Posted on Thursday, April 30, 2015 - 10:53 am:       


Pidugu:

what a move in avanti. researching since last 4 days but was not able to build any conviction.




super ga perigindhi..

Avanthi Vs Kaveri , both are same business kadha ? emaina differenc eundha bsiness model lo and target customers lo?
 

Guess
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Posted on Thursday, April 30, 2015 - 10:51 am:       

Any Inputs on Atul Auto??

this is going down consistently...i bought a lower elvels as well.

but now wondering to accumulate more or wait
 

Ustad
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Posted on Thursday, April 30, 2015 - 09:55 am:       


Jalsa:

big move in PI too


Good price action in the past 2 sessions.
Forget what you know about buying fair businesses at wonderful prices; instead, buy wonderful businesses at fair prices - Munger to Buffett
 

Pidugu
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Posted on Thursday, April 30, 2015 - 08:03 am:       

I have good allcation to shilpa medicare. Modest allocation to ipca labs and granules.

Ajanta Pharma 20.19%
Shilpa Medicare 17.39%
Granules India 3.07%
Ipca Laboratories 3.03%
 

Jalsa
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Posted on Thursday, April 30, 2015 - 07:48 am:       


Pidugu:

have too many bets in pharma



Apart from Ajanta, what others do you hold?
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Pidugu
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Posted on Thursday, April 30, 2015 - 07:00 am:       

expecting pharma, agri and consumer themes will lead this bull run. so trying to pick good businesses in those themes. i currently have too many bets in pharma. consumer theme is also well represented. Want to load on Agri going forward.
 

Pidugu
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Posted on Thursday, April 30, 2015 - 06:57 am:       

I own PI but allocation is very very small. just 1.5% of my portfolio. I picked it up as part of my plan to get into agri theme. planning to pickup some businesses related to agri but yet not too dependent on monsoon.
 

Jalsa
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Posted on Thursday, April 30, 2015 - 05:37 am:       

just woke up...big move in PI too.
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Pidugu
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Posted on Thursday, April 30, 2015 - 01:27 am:       

what a move in avanti. researching since last 4 days but was not able to build any conviction.
 

Santhi_swaroop
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Posted on Thursday, April 30, 2015 - 12:38 am:       

ee roju market 26K range loki vachhindhi. Looks like few months all time low anukuntaa.
ee Santhi_Swaroop flash back loo Paga_Babai_Paga
 

Tpg
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Posted on Wednesday, April 29, 2015 - 11:07 pm:       

your thoughts on BATA INDIA?
 

Jalsa
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Posted on Wednesday, April 29, 2015 - 04:04 pm:       


Bugatti:



What's that site you were using?

Basic cashflow annual statements anni screener.in lo untai ga..
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Bugatti
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Posted on Wednesday, April 29, 2015 - 03:55 pm:       

Money control is a piece of sh*T. you guys should use proprietary tools from proper fintel companies.

http://postimg.org/image/oaff7cz1h/
Qurbani, Sherwani, Biryani, Meherbani, yeh zila Ghaziabad nahi...yeh hai zila HYDERABAD !
 

Pidugu
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Posted on Wednesday, April 29, 2015 - 02:35 pm:       

already has 60% market share, higher base will decrease growth rate, possible thai shrimp industry revival are holding me back. If i can get convinced that it can grow > 25% for next 3 years despite these then it can be picked up.
 

Pidugu
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Posted on Wednesday, April 29, 2015 - 02:27 pm:       


Jalsa:

what did you decide on Avanti?




haven't decided. can't say for sure yet that the growth rate can be maintained. so still trying to understand..
 

Jalsa
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Posted on Wednesday, April 29, 2015 - 01:32 pm:       


Mahesh_fan:

ess pe and better growth prospects anukunta



I think they're running at full capacity, so there's some expansion needed anukunta.
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Mahesh_fan
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Posted on Wednesday, April 29, 2015 - 01:29 pm:       


Jalsa:

what did you decide on Avanti?



less pe and better growth prospects anukunta
pk kummesthunadu abba... If PK Win's it for TDP or not .. i will be officially PK fan from now...
 

Jalsa
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Posted on Wednesday, April 29, 2015 - 12:37 pm:       


Pidugu:



what did you decide on Avanti?
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Jalsa
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Posted on Wednesday, April 29, 2015 - 05:07 am:       


111:

doctor precription aa?



yes. sumatriptan
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Pidugu
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Posted on Wednesday, April 29, 2015 - 02:33 am:       

rao, i am looking at avanti recently. sales are very non linear. Is there any way you estimate sales growth?. Are q3 and q4 traditionally weak?
 

111
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Posted on Tuesday, April 28, 2015 - 11:18 pm:       


Jalsa:

Reddy labs no idea - but my migraine generic medication is manufactured by them




entiee medicine..? out of the counter untundha ? doctor precription aa?
 

Santhi_swaroop
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Posted on Tuesday, April 28, 2015 - 10:12 pm:       

Kaveri seeds FII holding limit reach ayyindhi antee enti result? kontha kalama stock peragadhaa as not much from FII buying? or any other issue? Koncham pundits oka idea ivvandi. TIA
ee Santhi_Swaroop flash back loo Paga_Babai_Paga
 

Asdf
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Posted on Tuesday, April 28, 2015 - 10:00 pm:       


Jalsa:

appudappudu oka quick 20% trade ki panikosthayemo




yea, aurobindo and reddys choodali. aa wockhardt small profit nunchi band padindi
 

Santhi_swaroop
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Posted on Tuesday, April 28, 2015 - 09:55 pm:       

Here we have results calender. chala rojula nunchi chuthunna. Now I got it.

http://www.moneycontrol.com/mccode/common/results_calender.p hp?sort=date
ee Santhi_Swaroop flash back loo Paga_Babai_Paga
 

Jalsa
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Posted on Tuesday, April 28, 2015 - 09:24 pm:       


Asdf:



appudappudu oka quick 20% trade ki panikosthayemo
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Asdf
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Posted on Tuesday, April 28, 2015 - 03:54 pm:       


Jalsa:




multi bagger kastam kani, stable stock to trade anipistundi. but again, stocks touch chesi jamaana aindi :-(
 

Jalsa
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Posted on Tuesday, April 28, 2015 - 03:31 pm:       


Asdf:

RDY baga padindi kada, ipudu pick cheyachaa?



Reddy labs no idea - but my migraine generic medication is manufactured by them :D
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Asdf
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Posted on Tuesday, April 28, 2015 - 03:25 pm:       


Jalsa:




RDY baga padindi kada, ipudu pick cheyachaa? options ki suitable kaadu though
 

Jalsa
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Posted on Tuesday, April 28, 2015 - 03:20 pm:       


Asdf:

thxu. kaveri enduku vaddu?

we are holding mayur , will keep it for time being. inkaa chala junk clear cheyali, ee 2 weeks lo baagane poyindi



I like PI ... will start a position in that.
Mayur ki inkoka foreign client raavali...appudu rechhings inka
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

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Posted on Tuesday, April 28, 2015 - 03:19 pm:       


Jalsa:

Granules, Gruh, Firstsource.




thxu. kaveri enduku vaddu?

we are holding mayur , will keep it for time being. inkaa chala junk clear cheyali, ee 2 weeks lo baagane poyindi
 

Asdf
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Posted on Tuesday, April 28, 2015 - 03:18 pm:       


Jalsa:

What are those?




wockhardt
vikas
l&t
tech mahindra
 

Jalsa
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Posted on Tuesday, April 28, 2015 - 03:17 pm:       


Asdf:

liquidated few positions
what are your top picks now?



What are those?

Granules, Gruh, Firstsource.
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Asdf
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Posted on Tuesday, April 28, 2015 - 03:06 pm:       


Jalsa:




liquidated few positions
what are your top picks now?
 

Jalsa
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Posted on Tuesday, April 28, 2015 - 02:52 pm:       

bump
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Asdf
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Posted on Tuesday, April 28, 2015 - 11:34 am:       


Raman:

750 lo ammi 700 lo kondam ani telivaina plan esi naki poyya :d




LOL. ilanti plans usually nenu estuntaa
 

Raman
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Posted on Tuesday, April 28, 2015 - 11:27 am:       


Asdf:



babayi ki chaadastam ekkuva a


i was not worried at all jalsa kurradi point ki 750 lo ammi 700 lo kondam ani telivaina plan esi naki poyya :d
naa leg mahima emo teleedu gani 3 months ga kadalani stock 2 days lo 200 perigindi :-(
 

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Posted on Tuesday, April 28, 2015 - 11:26 am:       


Jalsa:

andhari mundhu kummestunnadu yuvasamrat unkul nannu




babayi ki chaadastam ekkuva annai. choosi choodanatlu vundaali
 

Jalsa
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Posted on Tuesday, April 28, 2015 - 11:14 am:       


Rebel:

manollu andaru enter the dragon ante adi greed territory....we always catch after the fire is gone...jalsa oka kiki eskoo



I used to think like that - market is at all time high, not the right time to enter ani....both US and India. Last year US lo didn't enter thinking it's 6th year of bull run, kastam alaa ani...it lasted one year and at least I'm positive in returns
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Rebel
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Posted on Tuesday, April 28, 2015 - 11:10 am:       

manollu andaru enter the dragon ante adi greed territory....we always catch after the fire is gone...jalsa oka kiki eskoo
ila short term pains oka 2,3 oste ade long term auddi
 

Ustad
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Posted on Tuesday, April 28, 2015 - 11:10 am:       

Page is holding fort like a true warrior
A profitable investment with decent allocation has the power to knock off several thousand hours of your work life - BM
 

Guess
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Posted on Tuesday, April 28, 2015 - 11:08 am:       

Nitin Spinners meeda recent ga ValuePicker lo discussion start chesaaru..i was more convinced on future EPS

Current PF - Losers
Gruh
Atul
Nerolac
Granules

Gainers
Shilpa
Ajanta
Kajaria
DHFL
ASTRAL
 

Jalsa
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Posted on Tuesday, April 28, 2015 - 11:04 am:       


Guess:

BTW Nitin Spinners is the latest addition



any specific reasons why you added?


Guess:

My stocks went down by more than 15% in last couple of weeks.



short term pain anthey :-) what's your PF?
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Guess
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Posted on Tuesday, April 28, 2015 - 10:59 am:       

BTW Nitin Spinners is the latest addition and it went up 17% yesterday
 

Guess
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Posted on Tuesday, April 28, 2015 - 10:58 am:       

My stocks went down by more than 15% in last couple of weeks.

Added more quantities to the existing stocks..

Keeping fingers crossed now
 

Raman
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Posted on Tuesday, April 28, 2015 - 10:57 am:       


Jalsa:


 

Jalsa
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Posted on Tuesday, April 28, 2015 - 10:51 am:       


Santhi_swaroop:



thanks tamudu, andhari mundhu kummestunnadu yuvasamrat unkul nannu
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Raman
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Posted on Tuesday, April 28, 2015 - 10:50 am:       


Santhi_swaroop:


 

Santhi_swaroop
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Posted on Tuesday, April 28, 2015 - 10:46 am:       


Jalsa:

edho okati le..nannu oggestey saalu :D




aa thread naa dggaraa vundhi. aa thread loo discussion no panic small incidents ki discoo chesthunnaru. Ramana uncle post kudaa vundhi. aa threas 400+ kotti vachetapttiki Yuvasamrat panic ayyi ammesaadu.

Panic avvakudadhu ani enni threds vesinaa day trading bokkaa enni sarlu cheppinaa two things (may be mistakes) chesaadu Yuvasamrat Ramana Uncle. ;)

Malli prathi threas loo ninnu antaadu, chussssssss. :D
ee Santhi_Swaroop flash back loo Paga_Babai_Paga
 

Jalsa
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Posted on Tuesday, April 28, 2015 - 10:42 am:       


Santhi_swaroop:

Yuvasamrat Ramana Uncle chebuthundhi (I guess) ee roju first time konnaa 76 dagagra ani oka 2K shares ani anukuntaa.

Yuvasamrat baa cheppanaaa? naki gold model nakakundaa isthavaaa



edho okati le..nannu oggestey saalu :D
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Santhi_swaroop
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Posted on Tuesday, April 28, 2015 - 09:42 am:       


Raman:

nenu first time kona 76 daggara oka 2 k




AW:




Jalsa:




Yuvasamrat Ramana Uncle chebuthundhi (I guess) ee roju first time konnaa 76 dagagra ani oka 2K shares ani anukuntaa.

Yuvasamrat baa cheppanaaa? naki gold model nakakundaa isthavaaa :D
ee Santhi_Swaroop flash back loo Paga_Babai_Paga
 

Jalsa
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Posted on Tuesday, April 28, 2015 - 09:38 am:       


Raman:

nenu first time kona 76 daggara oka 2 k



76 first time around aa? antey, 76 nunchi 1000 ki vellindhi adhi....and stock split...12-bagger kottaav, keka Raman unkul...
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Onlytruth
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Posted on Tuesday, April 28, 2015 - 09:29 am:       

http://m.thehindubusinessline.com/news/states/ap-to-launch-i ndustry-mission-at-vizag-to-ink-number-of-mous/article715082 2.ece/
 

Andhrawala
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Posted on Tuesday, April 28, 2015 - 09:25 am:       


Raman:

nenu first time kona 76 daggara oka 2 k




awesome kathaa. ippudu 1000 vundhii

so 1.52 lakhs investment ki ivvaala 20 lakhs

enni years lo aindhii.

Bahusaa ee tiem lo bonus or splits koodaa baane vacchivuntaayi kathaa
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Raman
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Posted on Tuesday, April 28, 2015 - 08:08 am:       


Jalsa:


nenu first time kona 76 daggara oka 2 k
 

Jalsa
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Posted on Tuesday, April 28, 2015 - 08:05 am:       


Redbull:

some experts say..never buy a stock when its falling..you don't know where bottom is



Unless there's a change in fundamentals of the business, when it corrects, we need scoop up the opportunity.
I've lost many good picks waiting for the falling knife to hit the board :-)
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Jalsa
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Posted on Tuesday, April 28, 2015 - 08:04 am:       


Redbull:

.but bleeding continued in midcaps...

ee quality of stocks story baane vuntundhi gaani..we need guts and conviction..when stocks go down 7-8% in successive days..

granules..1 week lo 15-20% down anukuntaaa..we may have to have exit strategy and hunt for hidden gems again



Yes, midcaps bleeding.
Granules 52 wk high undindhi till couple of weeks ago...
whole market got ahead of itself, so had to give back some gains. Midcaps lo definite ga untundhi ga impact.
HDFC add cheyalsindhi cheyaledhu....can't monitor Indian market whole night from NJ :-)
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett
 

Redbull
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Posted on Tuesday, April 28, 2015 - 07:59 am:       

some experts say..never buy a stock when its falling..you don't know where bottom is :-)
 

Redbull
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Posted on Tuesday, April 28, 2015 - 07:58 am:       


Jalsa:




Blue chips performed well today..but bleeding continued in midcaps...

ee quality of stocks story baane vuntundhi gaani..we need guts and conviction..when stocks go down 7-8% in successive days..

granules..1 week lo 15-20% down anukuntaaa..we may have to have exit strategy and hunt for hidden gems again
 

Jalsa
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Posted on Tuesday, April 28, 2015 - 07:43 am:       

vacheyandi

added some more granules today.
Only when the tide goes out do you discover who's been swimming naked - Warren Buffett

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