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 The Equity Desk Forum :Market Strategies :Fundamental
Message Icon Topic: Is The Equity Desk biased against cyclicals? Post Reply Post New Topic
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prosperity
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Quote prosperity Replybullet Posted: 30/Aug/2007 at 7:23pm

With a fresh perspective, I went through COMPLETE 8 PAGES of:

http://www.theequitydesk.com/forum/forum_posts.asp?TID=279&PN=1

- Came to know why i was feeling the way i felt .... Towards the end of this topic (pages 6,7,8) found so many members saying they learnt to ignore cyclicals after joining TED ..
 
- Got various views/insights of so many members on cyclicals/commodites
 
- Also Found here Vivek Sukhani's post on Tisco which Kulman was trying to find
 
Interesting Diverse Collection on above subtopic - Was very good to back and refresh by reading all posts there !
 
Thanx !
 
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Vivek Sukhani
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Quote Vivek Sukhani Replybullet Posted: 30/Aug/2007 at 7:44pm
Although, TEd is a wonderful place, I think the biggest mistake one committs is by changing a person's opinion.......I would always like to be what I am and will like others to be what they are......if you are comfortable with cyclicals play that game, dont care a dime about what others say. I for one have my portfolio loaded with chemicals, cement , shipping and power generation companies but I dont care what people have to say for them....its your style and you should never change it whatever may be the case. after all, its our money naa, so how we use it entirely our discretion.....
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deveshkayal
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Quote deveshkayal Replybullet Posted: 30/Aug/2007 at 7:53pm
After i made a loss in Bajaj Hindhustan, i nver thought of investing in commodities...
"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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us121
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Quote us121 Replybullet Posted: 30/Aug/2007 at 10:08pm
Originally posted by kulman

  • Here we have an opportunity to interact with & learn from many people who are better than us.


i was just reading AMA (Ahmedabad Management Association) monthly news paper. I  could not resist myself from copying some lines here:

IF WE ARE MATURE ENOUGH TO LEARN

HOW TO TELL THE TRUTH TO EACH OTHER,
BEHAVE IN WAYS WHICH, OVER TIME, CREATE AND BUILD MUTUAL TRUST, WHERE WE GENUINELY CARE FOR EACH OTHER, SUPPORT, INSPIRE AND HELP EACH OTHER TO GROW,
LEARN TOGETHER TO ACHIEVE COLLECTIVE AND INDIVIDUAL MASTERY  -

 THEN, AND ONLY THEN

WILL WE CREATE THE RESULT WE ARE LOOKING FOR -
A GREAT TEAM

I would like to replace last line as 'A GREAT TED'


Edited by us121 - 30/Aug/2007 at 10:08pm
ABILITY will get u at d top. CHARACTER will retain u at d top
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basant
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Quote basant Replybullet Posted: 30/Aug/2007 at 11:51pm

Vivek: I started maintaining distance from your opinions because you wanted to view everything through one looking glass. When I initiated discussion on Pantaloon, Tv18 and Educomp you were there opposing it tooth and nail (refer to the relevant posts) these stocks have been up between 3 to 8 times in 14 months except that I have turned negative on Educomp when it was less then half the current price still I made a 5 bagger out of it and am happy to say that.

At that time it seemed strange that instead of looking at the opportunity you were one day talking about dividends and the next day talking charts and the following day warning everyone of how bad a bear market could be and what happens to growth stocks.
 
Prosperity I have answered you before and have nothing more to add except that we should follow our beliefs and convictions.
 
There is nothing for me to add on this except to suggest that I am not the pied piper of Hamlin and if anyone thinks so then I am flatteredLOL.
'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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Vivek Sukhani
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Quote Vivek Sukhani Replybullet Posted: 30/Aug/2007 at 12:31pm
pied piper of hamlin?????? hahahaha....you mix humour quite well......
However, on a slightly serious note, your performance will also invite some envious eyes and I dont think if someone expects you to be pied piper, he is over-expecting. I think I was quite harsh on educomp and I also think I have recognised my foolishness and have been candid in the confession in all the posts I have made for technicals for any stock. As far as pantaloon goes, I am not sure of what i said but for TV-18, I spoke the truth that its yet to test its all time high.....for me its all dead and buried now and although I am quite passionate about stocks and will fight hard if someone talks rubbish about them but wont stop talking if someone is very brutal against me for them....i think life's more  big than stocks and all I know is success in stock markets is a very fleeting experience so will always like to pinch myself if I become too successful anytime.....sorry again if you still carrying that grudge.......
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xbox
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Quote xbox Replybullet Posted: 30/Aug/2007 at 5:16am

Shaanti OM. Shaanti Shaanti OM.

<<Yesterday, I went to one Indian restaurant, there one big TV (Plasma) was put-up & to waste the resources it was running DD-National. So I selected table where I can sit opposite to TV. During dinner, my wife was watching TV and suddenly told me that Shaanti program is broad-casted on TV.>>
To Bhai logo, jab Shaanti abhi bhi chal rahi hai, to phr shaanti banane me kya harz hai.
*** This is pure jugad. Kahi ka sir aur kahi ka pair. Aap dimag nahi lagaye maine bhi nahi lagaya tha.
Don't bet on pig after all bull & bear in circle.
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tigershark
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Quote tigershark Replybullet Posted: 30/Aug/2007 at 5:51am
basant if you are the pied piper of hamlyn then the rest of the folks who have bought pantaloon and tv18 have to be RATS!
understanding both the power of compound return and the difficulty getting it is the heart and soul of understanding a lot of things
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