Indian investments thread

kumarn · Post by **kumarn** » 23 Oct 2014 21:28

^^^abhi to party shuru hui hai!!

archan · Post by **archan** » 31 Oct 2014 15:22

hey bhaat ij happening in the market!!
at such a high, where does one invest the new new salary which is to come in todin?

Theo_Fidel · Post by **Theo_Fidel** » 31 Oct 2014 19:48

Archan,

There is nothing wrong in keeping your powder dry if P/E valuations are very high. Find a 5% savings account and let the money keep up with inflation until you are ready. Then you can buy on the dips as happened recently.

negi · Post by **negi** » 03 Nov 2014 13:00

archan wrote:hey bhaat ij happening in the market!!
at such a high, where does one invest the new new salary which is to come in todin?

Apka surplus ka problem hai ? Thoda idhar bhej do.

Vikas · Post by **Vikas** » 22 Nov 2014 11:56

Paging Archan Garu..
SBI stock is split in 1:10 ratio and is quoting currently above 300.

Vikas · Post by **Vikas** » 22 Nov 2014 11:59

archan wrote:hey bhaat ij happening in the market!!
at such a high, where does one invest the new new salary which is to come in todin?

Bhaijaan, As high as mkts are, some stocks still will go up while some will climb down. There is always money to be made/lose in the market

Few stocks that I am interested in, with time frame of 3-6 months are

Orient Refract
Rico Auto
Garware Ropes
Wanbury

I have few of them but on very small quantity so planning to replenish my stock.

Vikas · Post by **Vikas** » 22 Nov 2014 12:06

VikasRaina wrote:Just sold my holding in Talwalkers which has been languishing in 195-215 range for quite sometime.

Stupid me. Silly me. Idiot me

I sold Talwalker at 203 on 9th Oct and within 6 weeks, It has climber 25%. I think Market was just waiting for me to dump my holdings and the upward journey would start.
Thats why I never advice myself to sell stocks and book loses

PS: Hello Markets, I am planning to sell L&T. Could you rise up by 30% on this inside information

archan · Post by **archan** » 27 Nov 2014 12:54

L&T has been doing well isn't it?

archan · Post by **archan** » 28 Nov 2014 11:35

VikasRaina wrote: PS: Hello Markets, I am planning to sell L&T. Could you rise up by 30% on this inside information

please keep posting. It is up by 1.94% todin!

Vikas · Post by **Vikas** » 28 Nov 2014 22:28

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.

archan · Post by **archan** » 29 Nov 2014 17:39

Can one put some kind of an alarm such that a SMS is sent to me once SBI goes under 300? I sold Axis bank at 420 a couple months ago and now its at 480 level. Grrr..

kumarn · Post by **kumarn** » 01 Dec 2014 01:23

VikasRaina wrote: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 might not be such a wise idea. IndusInd is a multibagger even from this price.

chanakyaa · Post by **chanakyaa** » 01 Dec 2014 04:42

Oil at $40 Possible as Market Transforms Caracas to Iran

If oil goes to $40, which firms stands to gain the most? Around the work transportation and utilities have had double digit rallies recently..

Gyan · Post by **Gyan** » 01 Dec 2014 10:56

VikasRaina wrote:
archan wrote:hey bhaat ij happening in the market!!
at such a high, where does one invest the new new salary which is to come in todin?
Bhaijaan, As high as mkts are, some stocks still will go up while some will climb down. There is always money to be made/lose in the market
Few stocks that I am interested in, with time frame of 3-6 months are

Orient Refract
Rico Auto
Garware Ropes
Wanbury

I have few of them but on very small quantity so planning to replenish my stock.

You need to explain your logic also

Vikas · Post by **Vikas** » 03 Dec 2014 22:43

Gyan babu, I am paying money to get tips on stocks and fortunately all 100% of them have made money for me till now

If I knew, How to select stocks..I would have been running my own BRF meet at my villa

archan · Post by **archan** » 04 Dec 2014 10:06

ICICI Bank has split 1:5. It was trading over 1700 yesterday, today 362 as of now.

archan · Post by **archan** » 04 Dec 2014 10:11

VikasRaina wrote:Gyan babu, I am paying money to get tips on stocks and fortunately all 100% of them have made money for me till now
If I knew, How to select stocks..I would have been running my own BRF meet at my villa

the stock code for Garware Ropes please..

Aditya_V · Post by **Aditya_V** » 04 Dec 2014 10:18

archan wrote:ICICI Bank has split 1:5. It was trading over 1700 yesterday, today 362 as of now.

As a proud owner of 3 ICICI shares I will now go an update my portfolio

Vikas · Post by **Vikas** » 04 Dec 2014 11:34

archan wrote:
VikasRaina wrote:Gyan babu, I am paying money to get tips on stocks and fortunately all 100% of them have made money for me till now
If I knew, How to select stocks..I would have been running my own BRF meet at my villa
the stock code for Garware Ropes please..

Sorry! I meant Garware Wall Ropes. Script ID on BSE is GARWALLROP

Vikas · Post by **Vikas** » 04 Dec 2014 11:36

kumarn wrote:
VikasRaina wrote: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 might not be such a wise idea. IndusInd is a multibagger even from this price.

You think IndusInd still has lot more to offer? I thought it is now a pretty expensive stock.

kumarn · Post by **kumarn** » 04 Dec 2014 15:08

VikasRaina wrote: 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 is my style!

krishnan · Post by **krishnan** » 04 Dec 2014 15:14

i am not into stocks , but i wont touch SBI

Vikas · Post by **Vikas** » 04 Dec 2014 16:32

Kya Yaar! I will buy INDUSIND once again but only if it comes down to levels of 700.
SBI still is one bank that I want to have in my kitty for investment.

To be honest, today after split, even ICICI was looking attractive

archan · Post by **archan** » 05 Dec 2014 10:27

GoI is offering SAIL shares. What do the jingoes think? one can bid today starting Rs. 83.

Vamsee · Post by **Vamsee** » 05 Dec 2014 11:21

archan wrote:GoI is offering SAIL shares. What do the jingoes think? one can bid today starting Rs. 83.

PSU stocks are for those who have a lot of excess money and want to lighten their burden

Vamsee · Post by **Vamsee** » 05 Dec 2014 11:22

VikasRaina wrote:Kya Yaar! I will buy INDUSIND once again but only if it comes down to levels of 700.
SBI still is one bank that I want to have in my kitty for investment.

To be honest, today after split, even ICICI was looking attractive

Why would any scrip become "attractive" after stock split?

If I cut a pizza into six slices instead of four slices, will it change the quantity of pizza?

Suraj · Post by **Suraj** » 05 Dec 2014 11:41

Splits and reverse splits affect buying thresholds. For example, a stock with a high price per share might get lower retail interest because it's individually priced high such that retail buyers don't buy them in as much volume. On the other end, stocks effect reverse splits when their price/share is too low, hampering institutional buyers, whose trading algorithms often require a stock to have a minimum price, as a qualitative measure. But yes, seemingly indiscriminate splits may not have much effect.

archan · Post by **archan** » 05 Dec 2014 20:33

My understanding was that if I have Rs 100 to invest and a share costs Rs. 100. I can buy one of it. If its value increases by Rs. 1, I gain Rs. 1.
If the same scrip is split into 1:5, I can buy 5 for my Rs. 100. If the value increase by the same Rs. 1, I earn Rs. 5 for the same amount of investment.
Pretty simplistic. However, gyani jan may please explain how it might be difficult to get the Rs. 1 increase when the scrip value is Rs. 20 instead of Rs. 100.

Suraj · Post by **Suraj** » 05 Dec 2014 22:38

All else being alike, a Rs.1 gain on a Rs.100 stock should mean a 20 paise gain on the Rs.20 stock post 5:1 split. If you're seeing Rs.1 move on the latter, you're benefitting from more aggressive price movement on the latter, which may be because of a rush of retail interest in the cheaper per-unit price.

Theo_Fidel · Post by **Theo_Fidel** » 06 Dec 2014 00:55

Doesn't WBuffet rubbish this. He has repeatedly refused to split his stocks to prevent speculators from piling on. Last check the BRK.A share is worth a scrumptious $225,000 per share! Heh. 4 shares will make you a millionaire.

Though there is a BRK.B running at ~ $6,000 or so IIRC.

Suraj · Post by **Suraj** » 06 Dec 2014 01:01

Theo, that's correct. Buffett was against stock splits, but he did give in through the cheaper BRK.B shares.

Vamsee · Post by **Vamsee** » 06 Dec 2014 01:04

Theo_Fidel wrote:Doesn't WBuffet rubbish this. He has repeatedly refused to split his stocks to prevent speculators from piling on. Last check the BRK.A share is worth a scrumptious $225,000 per share! Heh. 4 shares will make you a millionaire.

Though there is a BRK.B running at ~ $6,000 or so IIRC.

No. BRK.B was split again (at the time of BNSF merger I think). It is "just" $150/share now

Vamsee · Post by **Vamsee** » 06 Dec 2014 01:06

Suraj wrote:Theo, that's correct. Buffett was against stock splits, but he did give in through the cheaper BRK.B shares.

He was forced into doing it because some smart guy ran a mutual fund just to buy BRK shares and charged 1% or 2% management fee. That has pissed off WB and he created B shares to put them out of business

Suraj · Post by **Suraj** » 06 Dec 2014 01:09

Ah mutual funds. That's the only way I own BRK myself

Vamsee · Post by **Vamsee** » 06 Dec 2014 01:18

Trivia

In India, right now the most expensive "face value" stocks are

MRF - Rs. 38,050
Bosch - Rs. 20,544
Tide Water Oil - Rs. 19,055
Eicher Motors - Rs. 15,213

archan · Post by **archan** » 06 Dec 2014 09:51

My MFs are doing well touchwood. In three months I'm up by 27k. Losing some on stocks. I guess that's why the managers expertise is important. Shorted Airtel and Phoenix lamps yesterday. They seem sick to not be able to do half decent in such a good market. If I put that cash I the MF it will likely make up for the loss and then some in a year.

Vamsee · Post by **Vamsee** » 06 Dec 2014 10:09

Making a lot of money in the last 12-15 months is not a big deal

In fact next 4-5 years (at least) a lot of money can be made in Indian markets.

The real challenge is to handle bear markets and watch your portfolio bleed almost every day

In my portfolio, One of the best stock in the Indian market, HDFC Bank went down by 53% of its purchase price in 2009

For now, sit back and enjoy the ride....

-- Vamsee

member_20292 · Post by **member_20292** » 06 Dec 2014 15:35

Vamsee wrote:Trivia

In India, right now the most expensive "face value" stocks are

MRF - Rs. 38,050
Bosch - Rs. 20,544
Tide Water Oil - Rs. 19,055
Eicher Motors - Rs. 15,213

compare to berkshire hathaway series a stock value of 200,000USD

Hariprasad · Post by **Hariprasad** » 06 Dec 2014 16:04

Guru jan, I'm looking to shuffle my portfolio from debt to equity . This is a ULIP and I can just allocate a portion to equity fund. The total amount shifting will be ~ 80 K. My outlook is to maximize profit for a 3-4 year period.

The market is close to its peak. Should I enter equity now or wait for dips ?

archan · Post by **archan** » 06 Dec 2014 17:08

Vamsee wrote:Making a lot of money in the last 12-15 months is not a big deal
In fact next 4-5 years (at least) a lot of money can be made in Indian markets.

The real challenge is to handle bear markets and watch your portfolio bleed almost every day

In my portfolio, One of the best stock in the Indian market, HDFC Bank went down by 53% of its purchase price in 2009

For now, sit back and enjoy the ride....

-- Vamsee

Saar, I don't have the jigra for that. That's why before Modi ji came to the fore I never even thought of putting my hard earned money out there. For now it is Namo Namo. Later, let it all go into debt and FDs if the mafia returns to power.