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Re: Indian investments thread

Posted: 23 Oct 2014 21:28
by kumarn
^^^abhi to party shuru hui hai!!

Re: Indian investments thread

Posted: 31 Oct 2014 15:22
by archan
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?

Re: Indian investments thread

Posted: 31 Oct 2014 19:48
by Theo_Fidel
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.

Re: Indian investments thread

Posted: 03 Nov 2014 13:00
by negi
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. :mrgreen:

Re: Indian investments thread

Posted: 22 Nov 2014 11:56
by Vikas
Paging Archan Garu..
SBI stock is split in 1:10 ratio and is quoting currently above 300.

Re: Indian investments thread

Posted: 22 Nov 2014 11:59
by Vikas
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.

Re: Indian investments thread

Posted: 22 Nov 2014 12:06
by Vikas
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 :mrgreen:

Re: Indian investments thread

Posted: 27 Nov 2014 12:54
by archan
L&T has been doing well isn't it?

Re: Indian investments thread

Posted: 28 Nov 2014 11:35
by archan
VikasRaina wrote: PS: Hello Markets, I am planning to sell L&T. Could you rise up by 30% on this inside information :mrgreen:
please keep posting. It is up by 1.94% todin! :D

Re: Indian investments thread

Posted: 28 Nov 2014 22:28
by Vikas
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.

Re: Indian investments thread

Posted: 29 Nov 2014 17:39
by archan
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..

Re: Indian investments thread

Posted: 01 Dec 2014 01:23
by kumarn
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.

Re: Indian investments thread

Posted: 01 Dec 2014 04:42
by chanakyaa
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..

Re: Indian investments thread

Posted: 01 Dec 2014 10:56
by Gyan
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 :?: :D

Re: Indian investments thread

Posted: 03 Dec 2014 22:43
by Vikas
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

Re: Indian investments thread

Posted: 04 Dec 2014 10:06
by archan
ICICI Bank has split 1:5. It was trading over 1700 yesterday, today 362 as of now.

Re: Indian investments thread

Posted: 04 Dec 2014 10:11
by archan
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..

Re: Indian investments thread

Posted: 04 Dec 2014 10:18
by Aditya_V
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 :D

Re: Indian investments thread

Posted: 04 Dec 2014 11:34
by Vikas
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

Re: Indian investments thread

Posted: 04 Dec 2014 11:36
by Vikas
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.

Re: Indian investments thread

Posted: 04 Dec 2014 15:08
by kumarn
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!

Re: Indian investments thread

Posted: 04 Dec 2014 15:14
by krishnan
i am not into stocks , but i wont touch SBI

Re: Indian investments thread

Posted: 04 Dec 2014 16:32
by Vikas
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 :)

Re: Indian investments thread

Posted: 05 Dec 2014 10:27
by archan
GoI is offering SAIL shares. What do the jingoes think? one can bid today starting Rs. 83.

Re: Indian investments thread

Posted: 05 Dec 2014 11:21
by Vamsee
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 :D

Re: Indian investments thread

Posted: 05 Dec 2014 11:22
by Vamsee
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?

Re: Indian investments thread

Posted: 05 Dec 2014 11:41
by Suraj
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.

Re: Indian investments thread

Posted: 05 Dec 2014 20:33
by archan
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.

Re: Indian investments thread

Posted: 05 Dec 2014 22:38
by Suraj
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.

Re: Indian investments thread

Posted: 06 Dec 2014 00:55
by Theo_Fidel
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.

Re: Indian investments thread

Posted: 06 Dec 2014 01:01
by Suraj
Theo, that's correct. Buffett was against stock splits, but he did give in through the cheaper BRK.B shares.

Re: Indian investments thread

Posted: 06 Dec 2014 01:04
by Vamsee
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 :D

Re: Indian investments thread

Posted: 06 Dec 2014 01:06
by Vamsee
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

:)

Re: Indian investments thread

Posted: 06 Dec 2014 01:09
by Suraj
Ah mutual funds. That's the only way I own BRK myself :)

Re: Indian investments thread

Posted: 06 Dec 2014 01:18
by Vamsee
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

Re: Indian investments thread

Posted: 06 Dec 2014 09:51
by archan
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.

Re: Indian investments thread

Posted: 06 Dec 2014 10:09
by Vamsee
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

Re: Indian investments thread

Posted: 06 Dec 2014 15:35
by member_20292
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 :)

Re: Indian investments thread

Posted: 06 Dec 2014 16:04
by Hariprasad
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 ?

Re: Indian investments thread

Posted: 06 Dec 2014 17:08
by archan
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.