IK Singh's portfolio
Printed From: The Equity Desk
Category: Investment Ideas - Creating winning portfolios!
Forum Name: Annual reports - Reading, Understanding and Discussing.
Forum Discription: Here we can discuss individual company Annual Reports. The idea is to make Annual Report reading easier and comfortable for the Non Finance People at TED
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=3079
Printed Date: 18/Apr/2025 at 1:51pm
Topic: IK Singh's portfolio
Posted By: lksingh
Subject: IK Singh's portfolio
Date Posted: 22/Nov/2010 at 5:00am
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Hi Basantji,
Please let me know your opinion on the following stocks on fundamentals so that i can hold for very long.( Say Life time). And plan will be as to invest in those as per SIP on a monthly basis irrespective of market going up or down.
Will be very happy to hear more details so that Whether i need to deselect any or if in case anything which can be added.
Thank you in advance
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Replies:
Posted By: basant
Date Posted: 22/Nov/2010 at 6:14am
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Sorry but I have very little idea on these companies.
------------- '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 |
Posted By: vijayM
Date Posted: 23/Nov/2010 at 1:43pm
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cyclical stocks like prism cement should not be held for long term ------------- If a business does well, the stock eventually follows:Warren Buffett |
Posted By: UnuUnc
Date Posted: 23/Nov/2010 at 1:46pm
| Would be more helpful if you tell us % allocation and entering price. |
Posted By: Ravenrage
Date Posted: 23/Nov/2010 at 2:20pm
| Deepak Fertiliser and Deepakfert are different companies ? |
Posted By: UnuUnc
Date Posted: 23/Nov/2010 at 7:21pm
| From the info that I have , Andhra Bank has lot of exposure to MFI in Andhra Pradesh |
Posted By: excel_monkey
Date Posted: 23/Nov/2010 at 9:18pm
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many cyclicals have been multi baggers
infact in last 10 years have generated better returns than FMCG cyclicals like JSPL returned 100s of times
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Posted By: lksingh
Date Posted: 23/Nov/2010 at 1:38am
| Bought Alok Industries at 28 for one year plan and intend to invest Monthly on it. Targetting to 40 by year end. |
Posted By: master
Date Posted: 24/Nov/2010 at 9:17pm
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Any idea how Alok Industries is going to handle the huge debt it has on books going forward? If they pile up more debt under some subsidy programme (TUFS) to enhance their production capacity, will its discounting further suffer. What's your opinion on the company? ------------- Someone’s sitting in shade today because someone planted a tree long time ago. |
Posted By: lksingh
Date Posted: 24/Nov/2010 at 2:45am
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Gujral told CNBC-TV18, "I think Alok has corrected to strong supports at around Rs 28, so people who want to get back in can do that, keep a stoploss of about Rs 25 and I think you should get back to levels of Rs 38-39." |
Posted By: lksingh
Date Posted: 24/Nov/2010 at 2:50am
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The company is trying to acquire funds by means of the TUFF scheme of the government as you mentioned and has more subsidies which help the company.
http://india.gov.in/govt/viewscheme.php?schemeid=241 - http://india.gov.in/govt/viewscheme.php?schemeid=241
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Posted By: basant
Date Posted: 24/Nov/2010 at 7:04am
forum_posts.asp?TID=3085 - Alok Industries
Posted By: hit2710
Date Posted: 24/Nov/2010 at 9:45am
If you want to make serious money, you will have to develop your own viewpoint rather than depend on guys coming on tv and expressing their opinion. If you have not read up "One Up on Wall Street" by Peter Lynch, I suggest you purchase and read it and treat it as Bhagwad Gita for investment guidance. regards ------------- Stockmarket is a weird place. For every person who buys a stock there is a person who sells it and both think they are very smart. |
Posted By: lksingh
Date Posted: 24/Nov/2010 at 10:24am
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Hey Thank you. I have been studying that from past one week and understanding to create my own process. As you told no doubt its a bible for investors. Also i dont just follow by what they show, unless and until i also study. if you see in stock synopsys details on Alok i have put and one part i have taken risk is teh debt what Alok has. But to check the way they can come back less on debt is what i am observing in this quarter and probably next quarter. |