| Author |
Message |
Hitesh Shah
Senior Member
Joined: 12/Oct/2008
Online Status: Offline
Posts: 3656
|
   Posted: 22/Oct/2009 at 8:30am |
Originally posted by smartcat
....
Nav Bharat Ventures: ..realizes that there is big money in merchant power and goes ahead makes plans to setup a 1000 MW merchant plant. Reliance MF (along with a host of other mutual funds) is invested in this one.
... |
Hmmm.... Looks like adult supervision is required.
|
 IP Logged |
|
|
|
 |
|
tigershark
Senior Member
Joined: 13/Oct/2006
Location: India
Online Status: Offline
Posts: 3542
|
Posted: 23/Oct/2009 at 2:26pm |
|
10 pgs have been added after you published your portfolio.i suppose its the fastest 10 pgs added.hitesh shah appears to have been the major contributor besides the cat, btw your indian bank has come out witha pretty decent performance
|
|
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
|
|
IP Logged |
|
|
|
Hitesh Shah
Senior Member
Joined: 12/Oct/2008
Online Status: Offline
Posts: 3656
|
Posted: 23/Oct/2009 at 3:54pm |
|
If one can't be successful, at least one should suck up to those who are! This is from the Swahili translation of the Arthashastra.
|
|
IP Logged |
|
|
|
smartcat
Senior Member
Joined: 29/Mar/2007
Location: India
Online Status: Offline
Posts: 4243
|
Posted: 23/Oct/2009 at 4:27pm |
If Religare PSU Fund manages to get Rs. 5000 cr, then the elusive PSU Bank re-rating might finally happen. All my hopes are on the success of this advertisment.
|
|
IP Logged |
|
|
|
tigershark
Senior Member
Joined: 13/Oct/2006
Location: India
Online Status: Offline
Posts: 3542
|
Posted: 23/Oct/2009 at 4:42pm |
that nurse will attract at least 10000crs! plus an electric shock worth 10000megawatts. rumour has it that kulman is planning to invest 
|
|
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
|
|
IP Logged |
|
|
|
PKB2000
Senior Member
Joined: 11/Aug/2006
Location: India
Online Status: Offline
Posts: 1453
|
Posted: 27/Oct/2009 at 12:14pm |
Originally posted by smartcat
It is official now - I am ashamed to report that I have now become a "value investor". I uploaded my portfolio into value research online and under 'analysis' tab, the investment style is showing as "value".
The final restructured portfolio looks like this -
- There are 92 stocks in the portfolio!
- About 15% of the portfolio consists of the infamous "defensive stocks" from FMCG and pharma sectors.
- Another 15% goes to PSU banks & small regional private banks (you know, those 50 to 100 year old banks).
- Still, around 30% of the weightage goes to low or no dividend payout "growth" stocks. If I need to take out money from the market, these stocks will be the first to get the pink slip.
- I intend to keep the 'brand' stocks for the long term. Rest are expendable.
- Fame, TCS, Yes Bank etc are in the top not because I have more faith in them. The just happened to outperform the other stocks in the portfolio. |
R U still holding
1. IRB Infra
2. ERA infra
3. TTK prestige
4. TATA elaxi
??
|
|
I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso
|
|
IP Logged |
|
|
|
smartcat
Senior Member
Joined: 29/Mar/2007
Location: India
Online Status: Offline
Posts: 4243
|
Posted: 27/Oct/2009 at 12:51pm |
|
Holding all of them. IRB & Era infra would be sold in case I need to take some money out of the market.
Met tigershark today somewhere in Goa for dinner. And he did not beat me up for buying strange stocks and changing my investment style.
|
|
IP Logged |
|
|
|
prashantmohta
Senior Member
Joined: 23/Jul/2006
Location: India
Online Status: Offline
Posts: 1074
|
Posted: 17/Nov/2009 at 9:31am |
|
Smartcat u were positive on lanco infra sometime back.
In power whAt's your view on torrent and lanco.
|
|
IP Logged |
|
|
|
Active Topics
Memberlist
Calendar
Search
Help
Register
Login
