Active TopicsActive Topics  Display List of Forum MembersMemberlist  CalendarCalendar  Search The ForumSearch  HelpHelp
  RegisterRegister  LoginLogin

Large Cap Blue Chips
 The Equity Desk Forum :Investment Ideas - Creating winning portfolios! :Large Cap Blue Chips
Message Icon Topic: Kotak Bank - A valuation exercise! Post Reply Post New Topic
<< Prev Page  of 8
Author Message
kumardiwesh
Senior Member
Senior Member
Avatar

Joined: 26/May/2008
Location: India
Online Status: Offline
Posts: 721
Quote kumardiwesh Replybullet Posted: 27/Jan/2009 at 1:57am
Originally posted by basant

See most of these companies are leveraged to a bull market and unless we get aroaring bull in place how can companies with brokerages, Asset management busineses etc do well and even if they do markets wil never rate them with a higher PE>


Hence I would not buy them but if you are holding 20 stocks you can add a couple of these and that too when the stock price just stays flat for a few months and goes nowhere.

 

 


Would it make sense to buy these companies just like we buy cyclicals?
That is to buy them after a few quarters of negative EPS growth?
"History does not tell you the probability of future financial things happening" - Warren Buffett
IP IP Logged
basant
Admin Group
Admin Group
Avatar

Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
Quote basant Replybullet Posted: 27/Jan/2009 at 7:10am
That is the oly method to gain from such companies but one has to hold them - till they go up!!!
'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
IP IP Logged
s_praharaj
Senior Member
Senior Member
Avatar

Joined: 10/Sep/2006
Location: India
Online Status: Offline
Posts: 357
Quote s_praharaj Replybullet Posted: 01/Feb/2009 at 7:36pm
I am not hearing good things about Kotak Bank these days.
Its prudent not to Buy the stock now.
Shashi Praharaj
IP IP Logged
bub100
Senior Member
Senior Member
Avatar

Joined: 08/Sep/2006
Online Status: Offline
Posts: 110
Quote bub100 Replybullet Posted: 02/Feb/2009 at 3:55pm
looking for equity partner? please send more details.

thanks
gs
IP IP Logged
<< Prev Page  of 8
Post Reply Post New Topic
Printable version Printable version

Forum Jump 		You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot delete your posts in this forum
You cannot edit your posts in this forum
You cannot create polls in this forum
You cannot vote in polls in this forum



This page was generated in 0.047 seconds.
 Bookmark this Page

Join Theequitydesk.com Today!

It’s easy to Join and it’s free.

Here's why members would love to be a part of theequitydesk.com

  • Equity Desk focuses on why to buy shares and invest in share rather than what to buy.
  • Live discussion forum wherein members can discuss the current Indian share Market trend, BSE Sensex or the Nifty Index.
  • Have huge cache of information on Indian and World Share Market.
  • Analysis of Indian stock market, Global events, Investing insights, portfolio management strategies and thoughts,
  • Meet investors from round the globe check their investing strategies share experiences and learn for their experiences on stocks and shares, evaluate opinions on investing in India.

Register now while it’s free!

Already a member? Close this window and log in.

Join Us           Close
Partner Site India Forums : Indian Television, Bollywood, Bollywood movies, Discuss TV Shows India, Indian Television Serials Forum, Star Plus, Set India, Zee TV with Daily Update
Powered by