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somu0915
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Joined: 25/Nov/2008
Location: India
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Posts: 703
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   Posted: 21/May/2009 at 11:48pm |
Originally posted by subu76
Originally posted by somu0915
If RJ is so bullish on Pantaloon, why did he sell his stake? |
Sale could have been as he needed funds for a better opportunity.
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As of now we have not received any news about any significant investment made by RJ in this bear market.. The amount of sale he has made is a significant one..
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chimak10
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Joined: 30/Aug/2007
Location: India
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Posted: 21/May/2009 at 11:55pm |
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well don't know how much money gurujee made or lost shorting the market.
there are many ways to make money in the market .........long or short.
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somu0915
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Joined: 25/Nov/2008
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Posted: 21/May/2009 at 11:59pm |
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But it is really strange that he did not make any long term investment in the past months when everything was so cheap..
Either he has invested in too many companies with small amounts or we don't have the information about his significant investment.
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NileshGambhava
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Joined: 28/Feb/2009
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Posted: 22/May/2009 at 5:14pm |
RJ’s most of investment turned to multi-bagger over a period of time. His success ratio is almost 80% which is amazing ratio in stock market.
Indage Vinters, Rallis India are his latest investment and Autoline Industry & Viceroy hotel is available at much cheaper price then his investment price.
Should I invest 50% of my Cash into these 4 companies?
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:)
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basant
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Posted: 22/May/2009 at 8:56pm |
WHat if these four companies constitute the other 20% of his portfolio hits. ALways take your own decison in this market because unlike ideas conviction cannot be borrowed!
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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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Joined: 04/Sep/2006
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Posted: 23/May/2009 at 10:20am |
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Rallis India looks good. CMP:650, FY09 EPS:54, ROE:25.51%, ROCE:33.88%, Dividend: Rs 16/share. Beneficiary of good monsoon and new government.
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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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mahesh004
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Posted: 24/May/2009 at 12:48pm |
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Also Autoline is good. very small MCap but very good management with conviction to grow. It corrected from 250 (Apr 08) to 50 (Oct 08) with no volumes. There has been continous insider trading and no promoter, PE player or slew Dalal street investors have sold their shares. In fact they have added. This company wants to do "arts to Part" meaning do artwork in the Italian firm they own, engineering in Pune and Detroit and manufacturing in India. They are supposed to get big orders...if the order size can easilty be above 200-300 crores. The stock will zoom. Since the company does art and design work they will get much better margins than a typical auto component manufacturer. The management said, last year, that they are aiming for 4000 crores by 2013. It looks achievable considering that US market is bottoming out.
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vishnu1975
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Joined: 05/Mar/2009
Location: India
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Posted: 29/May/2009 at 9:34pm |
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there are many threads on this forum that talk abt that company, please refer those.
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Vish_bone
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