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basant
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   Posted: 15/Jun/2007 at 9:34am |
WHy is Kotak bank missing from that list. I think this hold maximum promise with relaince capital as an integrated financial play.
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'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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deveshkayal
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Posted: 16/Jun/2007 at 1:14pm |
In the next 5-7 yrs one of Indian companies should become like Morgan Stanley($93B), Meryll Lynch($78B), Capital One ($36B), JP Morgan ($172B ), Wachovia ($103B).. My bet - Reliance Capital, India Bulls Invst, India Infoline, IL & FS Investmart, Geojit in that order. --------------------------------------------------------------------------------------------
I would bet on Reliance Capital if u r looking for Merill Lynch of India..its just that they are late entrance in investment banking..but i believe Anil Ambani would make it big.
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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monu_duggad
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Posted: 16/Jun/2007 at 5:35pm |
Sexy portfolio boss...i like ur confidence in holding only 5 scrips....!!
Do well !!
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If you think you can,You Can
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smartcat
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Posted: 16/Jun/2007 at 10:49pm |
Vivek - Holding both NW18 and TV18 in a portfolio (Equitydesk XI included) doesn't make sense, more so in your case, because you have decided to hold only 5 stocks. If you had a tough time deciding on leaving out a particular stock, I would recommend put it in the portfolio and getting rid of either TV18 or NW18. The fate of NW18 and TV18 will be similar. Over a long term, I don't expect their performances to be different.
If you are holding NW18 because it is a 'value' buy and you like other businesses that comes with it (like Home shopping, new businesses etc), then go ahead and hold 47% in NW18. Get rid of TV18.
Now if you are holding TV18 because you think that NW18, being a holding company might underperform in the short term, then get rid of NW18 and keep only TV18.
Having NW18 and TV18 in your portfolio is like buying 2 train tickets - one in a general compartment and one in an AC compartment. If the growth engine derails, both the compartments will go off the track. And If everything goes well, both the compartments will eventually reach the station. One compartment has more frills than the other - that's all.
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vivekkumar_in
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Posted: 16/Jun/2007 at 11:13pm |
Originally posted by basant
WHy is Kotak bank missing from that list. I think this hold maximum promise with relaince capital as an integrated financial play.
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Basantji, It is certainly one to consider. But looks like Kotak is not very aggressive as Rel Cap or India bulls . Is that correct ?
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Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
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vivekkumar_in
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Posted: 16/Jun/2007 at 11:16pm |
Originally posted by deveshkayal
In the next 5-7 yrs one of Indian companies should become like Morgan Stanley($93B), Meryll Lynch($78B), Capital One ($36B), JP Morgan ($172B ), Wachovia ($103B)..
My bet - Reliance Capital, India Bulls Invst, India Infoline, IL & FS Investmart, Geojit in that order.
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I would bet on Reliance Capital if u r looking for Merill Lynch of India..its just that they are late entrance in investment banking..but i believe Anil Ambani would make it big.
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Valuations have run up a bit in the recent months or so.. I would want to get in around 900 or so..May be I will get it at that range.. Lets see...
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Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
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vivekkumar_in
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Posted: 16/Jun/2007 at 11:24pm |
Originally posted by smartcat
Vivek - Holding both NW18 and TV18 in a portfolio (Equitydesk XI included) doesn't make sense, more so in your case, because you have decided to hold only 5 stocks. If you had a tough time deciding on leaving out a particular stock, I would recommend put it in the portfolio and getting rid of either TV18 or NW18. The fate of NW18 and TV18 will be similar. Over a long term, I don't expect their performances to be different.
If you are holding NW18 because it is a 'value' buy and you like other businesses that comes with it (like Home shopping, new businesses etc), then go ahead and hold 47% in NW18. Get rid of TV18.
Now if you are holding TV18 because you think that NW18, being a holding company might underperform in the short term, then get rid of NW18 and keep only TV18.
Having NW18 and TV18 in your portfolio is like buying 2 train tickets - one in a general compartment and one in an AC compartment. If the growth engine derails, both the compartments will go off the track. And If everything goes well, both the compartments will eventually reach the station. One compartment has more frills than the other - that's all. |
I get your point smartcat.. The reason I am holding Tv18 is because it is the best to play with good growth and an additional CAS kicker as it comes along. I hold NW18 as it offers value and for its holding in GBN(which TV18 does not have) which is very exciting too.. I am not very interested in other things like HSN that much.. I could very well convert my NW18 to GBN if at some point GBN comes to a reasonable price.. I am only playing NW18 as a proxy for GBN more than proxy for TV18.. I don't think it is a significant risk to hold 2 companies from same stable..if both have their own growth path(TV18 & GBN being) etched..
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Often we forget there's a company behind every stock,and there's only one reason why stocks go up. Companies go from doing poorly to doing well or small companies grow to large companies.
P Lynch
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deveshkayal
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Posted: 16/Jun/2007 at 11:51pm |
Valuations have run up a bit in the recent months or so.. I would want to get in around 900 or so..May be I will get it at that range.. Lets see... ------------------------------------------------------------------------------------
I dont think Rel Cap will get there...maybe around 950 could be a good price..
I am also playing NW18 as a proxy for GBN..
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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