Bharat Rakshak

kumarn

goldmine of info the site. axis bank looks better than sbi and hdfc in terms of good growth and lower PE. hdfc is probably bit overvalued in terms of PE. HDFC bank has better return on assets and a higher Net interest margin and more importantly, lower NPA. Hence, market assigns premium to it and w...

kumarn

^^^12%. Axis Bank

kumarn

Vamsee wrote:Leverage?

Yes, LAS.

kumarn

Book Recommendation: One Up On Wall Street: How To Use What You Already Know To Make Money In The Market By Peter Lynch This is one of the best book for investors and a very easy read. No complex algorithms or formulas. Just commonsense advise based on real life experience of ace investor. Second t...

kumarn

Or you invest small amount on one risky company. Even if at the end of the year you lose 70% of it it won't hurt that much. OTOH if it gives a 400% return you get to grin. sir ji, uske liye Las Vegas ha na! :D On a serious note, I have 120 percent of my net worth ( outside of real estate) invested ...

kumarn

Chances are Hawkins will be around for decades. That is why it is such a good stock. when you have stocks like hawkins, why go for something like indosolar and potentially lose your shirt! Just buy good companies with strong brands at reasonable valuations and sleep easy. Good companies with strong ...

kumarn

Hawkins has reported a bad quarter - topline growth is bad, but in-line with most major consumer companies. The stock has been punished badly, rather hammered by Mr. market. You may want to take a look. Disclamer: I have held some since it was 450. CMP: ~3700.

kumarn

Banks are down and am looking to buy Axis today. It touched 625 some days ago and is hovering around 555 today. Any thoughts? I'm not really looking for real long term at the moment. This is what a typical retail investor does. Buys a stock thinking of a quick 5-10% gain in a few days. If it rises,...

kumarn

Something tells me that the return on the shares of the manager would be higher than the returns on the funds managed by that manager!

kumarn

Vikas bhai, In a bull market every stock jumps up. It is easy to make notional gains. But once the bull run ends, all of it will be given back in inferior companies. The trick is to be able to retain a large part of what you made once the bears come calling. This is possible mostly with high quality...

kumarn

VikasRaina sir, Have you bought HDFC Bank and Gruh Finance yet? check for the details posted by couple of posters in the earlier pages of this very thread. Boss, these two together will safely compound your money at 25% cagr for the next decade. First have these two in your portfolio. Then add other...

kumarn

+1001 Awesome post, pankajs!

kumarn

Outlook business has a list of 10 stock picks from 10 different analysts. Looks interesting to me...clicky

kumarn

Housing finance companies are a good investment bet. Vamsee has already written about Gruh with facts and figures. It is probably the best play in this segment. Repco is another one, which I hold from 320 levels (current price 630). For some more background: After Rakesh Jhunjhunwala, Mohnish Pabrai...

kumarn

We need some supporting facts and "figures". Let me give you example of "Vipul" it had market cap of Rs 50 crores with assets of Rs 5,000 crores. I discovered this when I went to Gurgaon to buy a property. Similarly CMC 20 years back had market cap of Rs 20 crores while having o...

kumarn

I thought people here would give us inputs about tech savvy companies in important niche areas waiting to become multi baggers with Indian Growth story why bother about high tech which may or may not work, which you may or may not understand. whats wrong with something simpler? say, a kajaria? Look...

kumarn

havells is an excellent company. after the downgrade the price has become quite attractive.

REPCO , MCX, United spirits, Aurobindo Pharma, Page Industries, Amara Raja Batteries, Whirlpool, Cera, Kajaria, Symphony, Atul Auto, VGuard are all excellent companies worth considering.

kumarn

Gyan wrote:Hi guys, Any suggestions on buying opportunities after fall in markets for last couple of days?

check out havells and kajaria ceramics

kumarn

Just on TV: November WPI is 0.00%.

please please raghu bhaiyya, cut rate, at least for my student loan emi sakes

kumarn

You think IndusInd still has lot more to offer? I thought it is now a pretty expensive stock. IndusInd is indeed expensive and will remain expensive. This is one stock you can stick to for the next 5-10 years. It should safely multiply 10-15 times in 10 years, which is good enough for me. But that ...

kumarn

Sold IndusInd bank today @756. Made a killing of 400% in 4 years. Am planning to buy SBI with this money once SBI is below 300. Also on Radar is Vanati Organics and AllCargo which are next big star on the horizon. selling a 25%+ compounder like IndusInd for a slow grower like SBI with huge NPAs mig...

kumarn

Gurus, In the current scenario of falling inflation and stalled growth what is the argument for not cutting rates now?

kumarn

^^^abhi to party shuru hui hai!!

kumarn

archan wrote:The stock beat the 52 week record today I think. How can a teeny weeny investor get in on it at this time?

why should a 52 week high bother anyone? It is a secular growth story and does not fall much. So most of the times it remains close to its all time high, unless there is mayhem in the market.

kumarn

^^^ archa ji, just wait for the FII limit issue to be settled. Stock will fly. Regardless, it is a 20-25% compounding machine for a good decade, with minimal risk of capital erosion.

kumarn

This is not an investment advise but I am pretty sure HDFC Bank is currently at very good valuations. Someone holding it for next 5-10 years will do very well. The reason why it is stuck at this price for this long is because FII's have reached the limit. It is almost certain to grow 20%-25% every ...

kumarn

If you are not sure about the stock market, better not to invest. But if you still want to, buy only blue chips. Spread it across 8-10 stocks from 3-4 sectors. Keep equal allocation. Some suggested stocks: Asian Paints, HDFC Bank, TCS, NESTLE, GSK, Sun Pharma, Bajaj Auto, Titan Ind. Such a portfolio...

kumarn

Any suggestions on Handy cams? I need it for shooting video of kids, mostly indoors. But want it to be able to perform well in outdoors also. tia!

kumarn

Agnimitra wrote:Ved Pratap Vaidik ji's personal website: http://www.vpvaidik.com/

from the article on the website:
उन्होंने बताया कि हाफिज ने उनसे नरेंद्र मोदी की पत्नी के बारे में भी पूछा।

Hafeez enquired about Modi's wife.

kumarn

^^^ True that! And so should Baba Ramdev and others. Now that the BJP govt is formed, they should stay away from media. Come only you see the govt deviating from the agenda.

kumarn

sudarshan ji, I have put it on my FB wall. Hope it is fine with you!

kumarn

http://www.thehindu.com/business/Economy/rangarajan-says-cad-to-be-around-2-of-gdp/article5978735.ece Why not move Gold into the capital account? Problem solved. China does that, Russia does that and so does Eurozone. This is a consequence of following the UN System of Accounts where gold is treate...

kumarn

Heard from a friend: In silvassa the local congress candidate is claiming vote for me because I have a better relationship with modi than the your bjp candidate! He is effectively campaigning in modi's name.

kumarn

watching MJ Akbar and sabir Ali on TV singing namo namo - great!
Look on the face of sardesais and bdutts - priceless!

guys, what has been done has been done. now if you kick sabir ali out, it will hand everyone else a stick to beat bhajpa with.

kumarn

thanks for your suggestion guys! I have started taking oats for breakfast. saw a video of baba ramdev on cholesterol control. so have started drinking 2 glasses of hot water first thing in the morning. going to buy navratna atta from one of his stores. hope it tastes good! no more mithai for the nex...

kumarn

Sanjay wrote:IndraD, how do you see the Varanasi race shaping up ?

i asked a close relative the same question and her reply was that even her 4 year old son runs around shouting "abki baar modi sarkar".

kumarn

4 years of L&M has taken its toll on the body. got a health screen done at the local lab. cholesterol and BP have shot up. surprisingly, vitamin D is almost absent in the body! anyways, have bought a small treadmill. started walking uphill for 20 mins. hope to increase it to 30-40 mins, 5 days a...

kumarn

This Is The Most Plausible Theory For The Plane's Disappearance We've Heard Yet...

Apologies if it has already been posted.

kumarn

Of the 134, BJP wont contest in 10 in Bihar, In UP around 15 , Bihar 4-5, Jharkhand, 2-3 are out of the game straightaway (religion/caste demographics/ Gandhi Boroughs, BSP strongholds, SP dens, Lalu sure seats, JVM holds in 2 seats, Jamshedpur, sharad yadav seat) , so we are talking about 100 from...

kumarn

bhaiyon, if modi doesn't win from varanasi, then he doesnt deserve to be the PM candidate. speculation should be on the margin of victory. people are getting energised even in Bihar. Masterstroke hai! Expect 100 seats from UP-Bihar-Jharkhand.

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