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manish_okhade
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Quote manish_okhade Replybullet Topic: What to do in present scenario?
    Posted: 25/Jul/2009 at 12:40pm
- Now sensex is at 15K
- Political stability is present
- mansoon is not bad either.
- No further bad news to have drastic impact on indian markets.
- Interest rates are slowly softening.
- Recent edition of business india is forcasting sensex at 25K level , its
  ironical that news was opposite to them few months back.
 
Only down side is outsourcing is low and real estate is not still picking up that means people are still not sure to put their money in real estate.
 
So the i have the money to invest but not sure whether i put that now in the market! All quality and even subquality businesses looks expensive. Investing at this time is more of a gamble than any rational decison to me.
 
I am sure Buffett would have started preparing for fishing but What Peter Lynch would have done now if both of them in India?
 
 
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basant
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Quote basant Replybullet Posted: 25/Jul/2009 at 4:40pm
Bothe would invested a few months back!
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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manish_okhade
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Quote manish_okhade Replybullet Posted: 25/Jul/2009 at 6:41pm
Originally posted by basant

Bothe would invested a few months back!
 
Yep, i missed the bus, now have to wait till assets become cheaper Cry.
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hit2710
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Quote hit2710 Replybullet Posted: 25/Jul/2009 at 8:34pm
Originally posted by manish_okhade

Originally posted by basant

Bothe would invested a few months back!

 

Yep, i missed the bus, now have to wait till assets become cheaper Cry.


According to Lynch, he says don't ask me when it is the right time to invest. Lots of bargain buys outside of index stocks available even now. But for these you have to magnify your search somewhat.
Stockmarket is a weird place. For every person who buys a stock there is a person who sells it and both think they are very smart.
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vsb2pwn
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Quote vsb2pwn Replybullet Posted: 25/Jul/2009 at 1:44am
Relax and have heart

Money Grows On Trees

Confused !!!!!!!!

Either You Have To Find Those Trees,

Or You Have To Grow Them

When Markets are to volatile stop looking at Indices.

Shut yourself from market.

Start Researching For A Potential Multibagger.

Take this opportunity Godsent to do research and abstain from markets for few days.
That's my time-tested formula. These days I am researching factors involved in construction companies evaluation. You are welcome to join me on it.
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manish_okhade
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Quote manish_okhade Replybullet Posted: 25/Jul/2009 at 9:47am
Originally posted by hit2710

Originally posted by manish_okhade

Originally posted by basant

Bothe would invested a few months back!

 

Yep, i missed the bus, now have to wait till assets become cheaper Cry.


According to Lynch, he says don't ask me when it is the right time to invest. Lots of bargain buys outside of index stocks available even now. But for these you have to magnify your search somewhat.
 
Yes Hit, Bargains are always there but efforts increase proportionatly to search them with SENSEX.
 
Let me know if you see any bargain? I think LEAF and PRAJ are such scrips to bet on.
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hit2710
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Quote hit2710 Replybullet Posted: 25/Jul/2009 at 10:10am
Hi Manish,
 
Agreed that LEAF  and PRAJ  are bargain buys. About LEAF,  I can concur that it will give you money if you buy at this price but it will very certainly test the patience of most investors with the kind of noises the government is making on rice export front.
 
I feel fertiliser sector should be kept in mind because there will be a big difference in their performance once kg basin gas is available to them. I am looking at that sector.
 
Another sector watching is the tea sector because of crop failure and rising tea prices. I especially like Goodricke and there is a whole thread dedicated to the company.
 
Another small company I feel with good potential is Cords and Cable India .(I am still evaluating it) Looking at the first quarter earnings of a few cable companies, I think cable companies should be in for good times considering the fall in the commodity prices.
Stockmarket is a weird place. For every person who buys a stock there is a person who sells it and both think they are very smart.
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nannu_68
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Quote nannu_68 Replybullet Posted: 26/Jul/2009 at 8:17pm
An article in latest Outlook dated 03 Aug issue. LEAF has filed a court case against govt decision on non basmati rice export. Govt sold rice to Nigeria and South Africa under the garb of poor nations. Nigeria refused saying that it didn't need the rice neither had they asked for it. Govt is embarrassed trying to explain their export with ban in force. While bengal, bihar and assam were actually short on non basmati rice for Above Povrty Line distributions... How will this affect LEAF?? Guess FCI has to start buying again as rice crop is likely to be poor this time because of untimed monsoon.. More comments and assessments pleaseSmile
nannu
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