Offline
| Post a Message | Explore Forums | Browse Stock Messages | Hot Discussions | Top rated Messages | Top Boarders | |
|
|
|
Platinum
I was there... I was right there when the markets crashed in the month of January... trading suspended for an hour.. sensex crashes by 10% in opening minutes... If that was a punch below the belt to the investor community then the journey from January to June has been nothing less than strangling... yes the markets have got dirtier... and I am also dirting myself. Earlier a hardcore investor, I have shifted to ruthless trading... though this is interesting... only as long as you're making money. According to me, the year of 2008 will go down history as one of the best opportunity to invest and reap the benefits in the years to come.
Tough times don't last, tough people do. Our growth story is intact and we will grow... all that is required is a vision... a faith... a belief that the growth path that our country is on is not shortlived... that its not hampered by inflation or rupee depreciation... Yes problems will come... our economy will be under pressure... but have no doubts that it will keep growing... it will... because it has to.
I would want to wish all our investor brother to have faith in the growth story.
I am now operating out of Europe and work for one of the best IT companies based out of Bangalore. I miss my country a lot. But to keep funding my dreams, I need to work from here and invest in the stock market. My hobbies are reading books, the one I'm reading now is by Ken Follett "Whiteout".. apart from that I love travelling and my latest trail was through the Wanderweg in Zurich.
Was a stamp collector as a kid ;-)... and well still keep them and I love writing... my diaries are indispensible...
The following companies are fundamentally strong and offer attractive valuation for investment for a period of 3-5 years where-in they will be alteast 3-10 times depending on the scrips:
1. Relinance Industries
2. Relinance Petroleum
3. Larsen & Tubro
4. Nagarjuna Constructions
5. Teledata Informatics
6. IVRCL Infrastructures
7. Punj Lloyd
8. Bank of Baroda
9. Bank of India
10. Siemens
11. NTPC
12. BHEL
13. Crompton Greaves
14. ABB
15. South Asia Petrochem
16. Thermax
17. GE Shipping
18. Powergrid
19. Welspun Gujarat
20. GAIL
21. Jain Irrigation
Time and the Indian Stock market are the best teachers if you have to build character.
I'd like to wish all of us good luck with our investments
http://ami-kye.blogspot.com
Also see souravkundu’s rated messages
Tracked by: 0 Boarder
But yes, fiscal deficits would be something which would impact the PnL accounts of these contructions players...
Where did you find this info by the way?
regards,
Sourav...
Tracked by: 0 Boarder
there is nothing particularly great about this email.. but the fact that you have taken time and effort to go through the guy`s portfolio and given him a end to end solution on what he needs to do... is highly highly appreciated.
Its boarders like you who make because of which MMB has still not lost its charms...
Keep up the good work friend... Appretiate your jesture..
regards,
Sourav
PS: This time when I rate your message, its not the content but the effort that is being rated....
Tracked by: 0 Boarder
The sector is highly subsidized by the GOI... over time the farmers will have to realize the benefits and savings that drip irrigation gives over the long term and have to shift to drip irrigation... that would be the time when this stock would be touching the sky...
regards,
Sourav...
Tracked by: 0 Boarder
Jain Irrigation was available dirt cheap on Friday... below 250...
Over the long term any buying below 20 times earnings should be considered to be good... I am not a trader and hence me outlook is also long...
Over the next 10-12 years Jain should be doing good..
regards,
Sourav...
Tracked by: 0 Boarder
IVRCL and NCC have been the favourite of the FIIs..
The global ression is not permanent... things would clear out in an year or 15 months... after which the FIIs will come back to the same stocks... since nothing fundamentally would have changed for the construction players...
I do not mind buying now and holding for long... I have the capacity to hold it for another 10-12 years... and these valuations are dirt cheap...
regards,
Sourav ...
Tracked by: 1 Boarder
Its all perspective... One school of thought suggests buying in smaller quantities over a long period of time, while the other school of thought suggests buying in one shot and forgetting about it till your target timeline.
I believe in the second approach... and yes in the short term it hurts, but I do not get affected by such cuts. The business is growing, the conditions are favourable.. company is expanding.. what else are you worried about?
Dividends would come on time as well...
I my vision is much beyond a few months and I have taken my share of shares... and now its time for me to search somewhere else.
Do not worry about Welspun Gujarat at all... its a business you have invested in and 250 is not at all a bad price... infact if you ask me any buy price close to 20 times earnings is considered good... you were getting this below 20 times when it was at 250.. be glad that you bought it at that valuations... 5-7 years down the line people would envy you when you`d tell them that you bought Welspun Gujarat at 250..
Go long is my approach...
I have a list of companies which I find are fundamentally strong and have excellent growth potential going forward... they will reward the shareholders in the long term.
Regards,
Sourav...
Tracked by: 0 Boarder
Welspun Gujarat is not expensive at 400 looking at its future growth... but its very important that you do not go on averaging...
The downside risk is very very less in case of Welspun Gujarat but will you be able to hold it and convince yourself if the price goes down to 120 levels?
You need to answer that...
My wisdom tells me to average it out, but you need to take the decision based on your risk appetite...
regards,
Sourav...
more
Explore Moneycontrol
