| Author |
Message |
   
Entikaburlu
Junior Artist Username: Entikaburlu
Post Number: 605 Registered: 07-2011 Posted From: 67.247.83.224
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, August 11, 2011 - 11:55 pm: |
    |
Vjawarrior:But the news hits the big boys first.....by tht time the stock's already uppp...External events etc....
with our meager resources, here is how you would research. the only thing that works for us is, subjective research not objective research. let me explain. you first focus on a few shares. lets take TTM and MT. come to think of it i am already liking them. this is what you would do BEFORE buying them. Imagine they are two Coat Pegs on a wall. You can do this for upto 6 to 12 at a time. So you have 6 mental coat plugs on your mental wall. Ready? you read a paper. you read a forum. you watch news. you talk with friends. you notice something - a truck driving by on your way to work. the mental pegs are always there. all you have to do is, look for anything that you come across, that can be attached to any of these mental hooks. it could be completely related, or half-related. the more information you can collect, the more attractive the stock is. sometimes, you cannot find anything for a given peg even after trying for a few weeks. that means, probably there is nothing there! sometimes there is something, but you couldn't find, that's ok. you just missed the boat. "Occasional outbreaks of those two super-contagious diseases, fear and greed, will forever occur in the investment community. The timing of these epidemics is equally unpredictable, both as to duration and degree. Therefore we never try to anticipate the arrival or departure of either. We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful." - Warren Buffett |
   
Vjawarrior
Junior Artist Username: Vjawarrior
Post Number: 882 Registered: 02-2011 Posted From: 69.139.15.161
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, August 11, 2011 - 11:44 pm: |
    |
Entikaburlu:one thing you need to consider when you pick a stock is the catalyst. stock price do not go up on their own. there is no reverse-gravity that constantly pulls stock prices up. what pulls them up is "news". so, first thing you look for in research is, is there a catalyst - exogenous or endogenous - that is, on their own (like apple keeps on pushing new products on their own) or external events like economic news (US govt is going to come up with a new rule for credit cards, so Visa may go up on favorable news) etc.
excellent advice ....But the news hits the big boys first.....by tht time the stock's already uppp...External events etc......edo blogs etc chaduvutaanu..but dont know the exact method to research.....will appreciate if u can educate me on this... |
   
Entikaburlu
Junior Artist Username: Entikaburlu
Post Number: 603 Registered: 07-2011 Posted From: 67.247.83.224
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, August 11, 2011 - 11:38 pm: |
    |
Vjawarrior:
unlikely you would see any major action in the nest 6 months. since you are already in, accumulate. share prices do not go up if they just do what they are supposed to do. one thing you need to consider when you pick a stock is the catalyst. stock price do not go up on their own. there is no reverse-gravity that constantly pulls stock prices up. what pulls them up is "news". so, first thing you look for in research is, is there a catalyst - exogenous or endogenous - that is, on their own (like apple keeps on pushing new products on their own) or external events like economic news (US govt is going to come up with a new rule for credit cards, so Visa may go up on favorable news) etc. So, have you researched and found a possible catalyst? "Occasional outbreaks of those two super-contagious diseases, fear and greed, will forever occur in the investment community. The timing of these epidemics is equally unpredictable, both as to duration and degree. Therefore we never try to anticipate the arrival or departure of either. We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful." - Warren Buffett |
   
Vjawarrior
Junior Artist Username: Vjawarrior
Post Number: 881 Registered: 02-2011 Posted From: 69.139.15.161
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, August 11, 2011 - 11:27 pm: |
    |
Entikaburlu:Why Steel? Why Indian Auto?
tata Motors cos...JLR has turned around and due to the tight credit around...Feel Nano will be in demand now...TTM is beaten down a lottt... Mittal steel....coz its 50%below book value...Developing countries lo infra projects r goin on...May be china is slowing a little bit...But the pricing tempted me...Juss scared if it is too much exposure to The euro bank crisis... |
   
Entikaburlu
Junior Artist Username: Entikaburlu
Post Number: 601 Registered: 07-2011 Posted From: 67.247.83.224
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, August 11, 2011 - 11:21 pm: |
    |
Vjawarrior:
tell me how did you choose them. Why Steel? Why Indian Auto? I am not challenging you, I want to understand your line of thinking. Any way I saw TTM results y'day - I do not follow Indian Auto, i briefly held TTM ADR 3 years ago, and sold when there's no movement. the results are expectedly down beat. if you want auto, take F for long term. I do not follow Steel - hard to follow anything in which US is not a major player, but Steel tracks global economy, so MT is seeing tough weather. If you want Metals, buy QRE -for a crapshoot - they produce niobium used in steel making, only company outside china. On the otherhand, MT may be a good long term hold, but my heart is not in it. "Occasional outbreaks of those two super-contagious diseases, fear and greed, will forever occur in the investment community. The timing of these epidemics is equally unpredictable, both as to duration and degree. Therefore we never try to anticipate the arrival or departure of either. We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful." - Warren Buffett |
   
Vjawarrior
Junior Artist Username: Vjawarrior
Post Number: 880 Registered: 02-2011 Posted From: 69.139.15.161
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, August 11, 2011 - 11:14 pm: |
    |
annai...Ivvala MT and TTM konnanu....Mittal ki emanna problems unnaya....Mari antha padutundi enti....is it cos its euro based? Also FAS/FAZ option plays cheppi punyam kattukondi annai |
   
Dosakaaya
Side Hero Username: Dosakaaya
Post Number: 5974 Registered: 02-2010 Posted From: 166.137.138.229
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, August 11, 2011 - 09:10 pm: |
    |
Adhi forecast, but overall economy slow ayyithe it will adjust itself emo. |
   
Entikaburlu
Junior Artist Username: Entikaburlu
Post Number: 592 Registered: 07-2011 Posted From: 67.247.83.224
Rating: N/A Votes: 0 (Vote!) | | Posted on Thursday, August 11, 2011 - 08:33 pm: |
    |
bro, oil good days started - 5 mil barrel shortage anta.. "Occasional outbreaks of those two super-contagious diseases, fear and greed, will forever occur in the investment community. The timing of these epidemics is equally unpredictable, both as to duration and degree. Therefore we never try to anticipate the arrival or departure of either. We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful." - Warren Buffett |
|