Restoring Traders/Investors Faith into Investing

[Mr.G]

Small tip for you guys, Use DCF formula for calculating intrinsic value of bonds, it is SPOT ON. Extremely good for distressed investing. Cheers.

 

[Einstein]

Hi Mr.G, Are you shorting gold? QE has created a good opportunity in commodity market too..

by the way, just want to add something which really annoys me, that most of the indian economist and cartoon character on TV channels don't understand the quantity easing. i hear most saying its just taper, means cut in buying(not selling). what they don't understand is that tapering is holding down interest rates, if the FED cut its buying program then the aggregate supply curve WILL move toward the left, which will increase the interest rates to go up.

http://www.prometheusmi.com/2012/10/18/detailing-the-ineffectiveness-of-quantitative-easing/

what analyst should know is that if the interest rates moves up dramatically then the value of equity market goes down. If U.S govt 10 year bon yield spikes more then 3.5% by February we can expect a start of bear rally in U.S market.

 

[Mr.G]

Youl die of hyper irritation if you keep listening to the TV cartoons man! I am a stock market guy and i keep in my limits. I dont know anything about gold or commodities and neither do I wish to indulge in it.

I was playing with the idea of speculation in penny stocks, Why? Because they are away from the view of fund managers and professional analysts. Higher chances of a market inefficiency there.

Value buying paradise, I think as written in security analysis that a series of speculative activities with net a positive result can be deemed as an investment operation.

There is more return and more opportunity which gives us more for spreading of risk of bets.

 

[Einstein]

Youl die of hyper irritation if you keep listening to the TV cartoons man! I am a stock market guy and i keep in my limits. I dont know anything about gold or commodities and neither do I wish to indulge in it.

I was playing with the idea of speculation in penny stocks, Why? Because they are away from the view of fund managers and professional analysts. Higher chances of a market inefficiency there.

Value buying paradise, I think as written in security analysis that a series of speculative activities with net a positive result can be deemed as an investment operation.

There is more return and more opportunity which gives us more for spreading of risk of bets.

well.. yes that approch works, but just keep in mind market cap should be higher then 2,000 crores or 3,000 crores to be on safer side.

to choose stocks, you can check this link.. http://www.bseindia.com/corporates/List_Scrips.aspx or
http://money.rediff.com/companies/market-capitalisation/groupb

choose category B from it of any sector, you should get a good list out of it.

 

[Einstein]

List of good companies.

Alembic Pharmaceutic
Asian Paints
Bajaj auto
Balkrishna Industries
Bata India
Berjer Paints
Bluedart
Britannia
cairn
CMC Ltd.
dabur
dr reddy
Godrej consumer
Guj. Gas Co. Ltd
Havells
IGL
ipca lab
ITC
kajaria ceramic
Kansai Nerolac Paint
lupin
Marico
Mindtree
MOIL Ltd.
Mrf tyres
Natco pharma
Pageindustries
PI Industries
Pidilite ind
Rallis
Supreme Industries
supreme industries
torrent pharma
ultra tech
Ultratech cement
Vardhman Textiles
Wabco-TVS


about 50-60 stocks are still left in my list, please note some of the stocks in this list are expensive as well, final list will be in moneycontrol's portfolio format.

have any suggestions please don't hesitate to comment.

 

[Mr.G]

well.. yes that approch works, but just keep in mind market cap should be higher then 2,000 crores or 3,000 crores to be on safer side.

to choose stocks, you can check this link.. http://www.bseindia.com/corporates/List_Scrips.aspx or
http://money.rediff.com/companies/market-capitalisation/groupb

choose category B from it of any sector, you should get a good list out of it.

I am talking about microcap to small cap stocks dude. i would be one hell of a roller-coaster.

 

[Einstein]

reminder: not to follow TV analysts

 

[Einstein]

As a security Analyst, I made a big mistake, I looked at aurobindo pharma few years back before investing into alembic pharma and somehow didn't give it much time. and now it seems like a million$ mistake i made.. its still a buy..

 

[rkkarnani]

I am talking about microcap to small cap stocks dude. i would be one hell of a roller-coaster.

In India till recently, and maybe its still rampant, .... microcap and small caps were favourites of the "manipulators" who do it for generating TAX FREE "Long Term Capital Gain" through these stocks.
One has to be a bit extra careful while choosing the stock.

 

[Vertigo_1985]

"Oil and Natural Gas Corporation has struck a gas and oil reserve in the KG DWN 98/2 block " how fundamental people are seeing it ? whats ur analysis ?