Catchsudipto's Portfilio

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Topic: Catchsudipto's Portfilio

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basant
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Joined: 01/Jan/2006
Location: India
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Posts: 18403

Posted: 01/Nov/2007 at 3:31pm

BOTH - in terms of risk reward!

'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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tyler_durden
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Joined: 24/Oct/2006
Location: India
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Posts: 1615

Posted: 01/Nov/2007 at 3:36pm

Originally posted by sunlight

Yes Bank at 222 looks attractive. But you might want to look at TV18 again. A few minutes, I heard Rajiv bahl (on CNBC) telling that web18 spin off looks very near.

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if thats true then TV18 can give good returns from here...any idea as to when this spin of can take place??

If you aren't fired with enthusiasm, you will be fired with enthusiasm.

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catchsudipto
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Joined: 06/Sep/2006
Location: India
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Posts: 641

Posted: 01/Nov/2007 at 3:56pm

Thanks Tyler. While i was selling Tv-18 i know that Web-18 can create enormous wealth for tv-18 shareholders. But i sold off that holdings to get an entry in PRIL as i believe PRIL might create more wealth with 6 listlings( Basantji).

So i am not going to enter Tv-18 now.

Make your Life as simple as possible.

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nil_money
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Joined: 13/Jun/2007
Location: India
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Posts: 223

Posted: 01/Nov/2007 at 4:03pm

since u already have good exposure to Banking and Retail ... why dont you look something in Power, infrastructure play???

Thanks,
Nilesh

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vivek.650
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Joined: 14/Jun/2007
Location: India
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Posts: 91

Posted: 01/Nov/2007 at 5:03pm

Sir, Add power grid corp to your portfolio.Thanks

vivek

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catchsudipto
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Joined: 06/Sep/2006
Location: India
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Posts: 641

Posted: 01/Nov/2007 at 5:22pm

Sir, Add power grid corp to your portfolio.Thanks

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First thanks for the reco. Why are u expecting Power Grid to be a multi Bagger. It will be a great help if u can please elaborate it.

Make your Life as simple as possible.

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bgkochar
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Joined: 28/Jan/2007
Location: India
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Posts: 151

Posted: 01/Nov/2007 at 7:51pm

punj lloyd is still good. it is trading at 20 pe on fy10 eps.

gvr/gmr is also good(both power+infra)

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basant
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Joined: 01/Jan/2006
Location: India
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Posts: 18403

Posted: 01/Nov/2007 at 9:34pm

While Punj remains a good bet we should evalaute stocks on the basis of Fy 09 PE for the moment.

'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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