Vivek's portfolio

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vivekkumar_in
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Joined: 19/Sep/2006
Location: United States
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Posts: 606

Topic: Vivek's portfolio
Posted: 21/Nov/2006 at 4:53am

Hi,
Presenting my portfolio for your review

	Stock	Percentage
1	Pantaloon Ret	15.95%
2	TV 18	13.46%
3	AdityaBirlaNuvo	10.96%
4	Balmer Lawrie	6.72%
5	HDFC	5.61%
6	Indian Hotels	5.20%
7	Nucleus Softwar	4.97%
8	Zee	3.92%
9	Viceroy Hotels	3.68%
10	Hitachi Home	3.10%
11	Trent	3.02%
12	Mount Everest	2.97%
13	Educomp Sol	2.81%
14	ICICI Bank	2.77%
15	Hinduja TMT	2.76%
16	HDFC Bank	2.71%
17	Lloyd Electric	2.46%
18	Sundarmfin	2.38%
19	Zicom Security	2.32%
20	INOX Leisure	2.24%

Even though it looks like 20 stocks, the top 7 holdings are near to 62% of my portfolio.

HindujaTMT, Zee & Mount Everest are meant more of short term bets. Once they materialize am planning to convert them into HDFC Bank & ICICI Bank.

I am not sure if I need Trent(3%) in my portfolio while I have Pantaloon Retail(15%).

Likewise , any ideas if I should convert Lloyd electric to Voltas?

Your reviews on my portfolio & any suggesions for improvements are welcome..

Regards,
Vivek

Edited by vivekkumar_in - 22/Nov/2006 at 8:30pm

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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PrashantS
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Joined: 14/Oct/2006
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Posts: 1294

Posted: 21/Nov/2006 at 5:58am

A veyr good profile ........it should create lot of wealth in some time

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basant
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Location: India
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Posts: 18403

Posted: 22/Nov/2006 at 12:20pm

A very well thought out plan of action. I would just take some off Pantaloon and put into Educomp. Just a casual thought but overall it looks solid. There are some stocks which I do not know (understand) like Mt. Everest, Balmer Lawrie, Hit Home etc.

On the whole this should create huge wealth in a few years.

'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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vivekkumar_in
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Joined: 19/Sep/2006
Location: United States
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Posts: 606

Posted: 22/Nov/2006 at 8:30pm

Thanks for the review !

Balmer Lawrie :

I started investing in Oct 2004 & at that time say approx 2 % of my portfolio. It so happened Balmer Lawrie rose 3 times from there and now occupies near to 7% now..

Though it has been by far in a range in past 1 yr.. It is still attractive at a PE of 11 ..Hence I am holding on to it as ..'Do not sell a winner' theme

Hitachi :

As you would have figured by now some of my shares Nucleus, Balmer Lawrie, Mt Everest, Hitachi are RD picks.. Though I do not buy all that he recommends..

Hitachi is a good play in consumar durables and A/C is one are where there is low penetration yet to residences.. 10 yrs ago there were less houses with A/C.. 5 yrs ago many ppl I knew had A/Cs in 1 master bedroom.. Now they have A/Cs in all bedrooms.. India being a hot country & raising disposable incomes A/Cs are one major growth area at least for next 3-4 yrs when it will start to saturate... Hitachi is available at attractive valuations and is a good player.. Last 1 month there have been some good technical breakouts also.. So I am holding on to it..

Mt Everest:

This is a short term investment..I am merely holding it for a take over candidate..I have already gained say 40-50% on this one and right now it is moving in a range.. Wondering if I should sell it now and convert it to HDFC/ICICI Banks...

Of course I should also consider opp. cost while I wait on Mt Eve to materialize these 2 bank stocks are raising too..

BTW any suggestions if I should converts Lloyd electric to Voltas or Blue Star ? I was driven to Lloyd electric thru the topic in equitydesk only..

Regarding your suggestion of converting some Pantaloon retail to Educomp... I have been holding Pantaloon since it was Rs 450. Last month I purchased some more at Rs1800 after reading your write ups..

So my average price has a very good margin..

Are you thinking

1) I am over concentrated on Pantaloon (or)

2) Educomp is attractive now hence I can increase exposure to Educomp

If you think it is (2) then I would be comfortable to convert one of other stocks that have less convincing stories to educomp..(any suggesions Basantji looking at the list ?)

If you think it is (1) let me know your reasoning...

Regards,

Vivek

Edited by vivekkumar_in - 22/Nov/2006 at 8:31pm

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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basant
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Posted: 22/Nov/2006 at 9:20pm

2) Educomp is attractive now hence I can increase exposure to Educomp -

This stock deserves a slightly higher concentration, why not convert from Trent since it is now clear that Pantaloon has been far ahead of Trent in the retail race.

'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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vivekkumar_in
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Joined: 19/Sep/2006
Location: United States
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Posts: 606

Posted: 22/Nov/2006 at 10:00pm

Thanks Basantji for the prompt reply..

That sounds great.. I was not anyway convinced with Trent as much as Pantaloon Retail..

I hold a 2010 perspective, but at the same time also want it to be with a margin of safety from 1 yr perspective..

Educomp has risen so much in past 3 months.. Just want to get your view if you think at 650 levels it is good to enter? Do you think it has some margin of safety ?

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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basant
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Posted: 22/Nov/2006 at 7:16am

Yes Educomp has risen no doubt but it has kind of stabilised over the past 3 months and soon we should start discounting Fy 08 - That should make it reasonable again. The risks in Educomp will diminish as we enter the next Financial year.

'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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vivekkumar_in
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Joined: 19/Sep/2006
Location: United States
Online Status: Offline
Posts: 606

Posted: 18/Dec/2006 at 3:29am

Basantji ,
My revamped portfolio

Stock
Stock	%
Pantaloon Ret	16.84%
TV 18	13.62%
AdityaBirlaNuvo	12.07%
Balmer Lawrie	5.66%
Indian Hotels	5.57%
HDFC	5.35%
Nucleus Softwar	5.20%
Educomp Sol	4.24%
Zee	3.99%
ICICI Bank	3.72%
Viceroy Hotels	3.62%
HDFC Bank	3.44%
Hinduja TMT	3.33%
Hitachi Home	2.80%
Lloyd Electric	2.41%
Zicom Security	2.39%
Sundarmfin	2.34%
INOX Leisure	2.25%

Key things I did was
- Increased Educomp exposure by converting Trent & Mount Everest. Entered Educomp at Rs650 or so..

I have few questions

1) I want to convert Hitachi Home to Blue Star (or) Voltas. Of the 2 BlueStar & Voltas which one makes the most sense ?

2) As you see I have Sundaram Finance 2.4%. Would it sound prudent to convert that to HDFC-HDFC Bank duo ? (or) Is Sundaram Finance itself a good Insurance & AMC play and hence stay with it?

3) Is ENIL a good one to add to? What kind of growth are we looking ahead for ENIL till 2010 ? Can we say 30% or more ?
After all the demerging in Zee & HTMT, I want to sell them say Feb/Mar & want to convert it to ENIL. How does that sound?

Regards,
Vivek

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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