@21stCentValue
@UnrivaledInvest
They obviously thought their stock was undervalued @ $160 and it’s overvalued now and want to take advantage now while the going is good.
Nothing wrong with that so long as everything is in the public domain it’s just that the company is playing with it’s own stock.
2 things I have learnt over my investing career :
1. Always have funds of 15-25% in the bank which you can deploy if the market goes badly south.
2. Do not sell early even though when you bought some stocks which were “penny” stocks or they have already appreciated beyond your
@dmuthuk
Thats why I have vowed never to take anyones money and invest on their behalf, nor have I ever charged for my advice and never will.
The minute there is money involved, you become morally responsible. No matter what is written in the form. "subject to market risk...." or "read
@ETNOWlive
@udaykotak
Its a pipe dream .... unless (a) India has 100% convertibility on current and capital account. (b) a judicial system which give swift impartial justice (c) and no sudden surprises from the powers that be.
@WSJ
These things come to mind:
- What goes around comes around.
- You can fool some of the people some of the time. But you can’t fool all the people all of the time.
@udaykotak
Let's call it an irresponsible, decadent currency which uses its disproportionate power to try to bully other countries with no care for the consequences it brings upon itself.
@livemint
@sauravanand04
Sir, instead of appreciating even 1 rupee of value add you are running down the system. haven't you heard the expression .... "from small acorns do great oaks grow"
@devinamehra
@sandeep_PT
Hello? What about men who want to leave an unpleasant nagging unfaithful spend thrift wife but can't because of the kids or parental pressure or residential issues? Why do we almost always assume that the man is at fault?
@velumania
I never invest in stocks which do not have a track record of consistent earnings growth, strong balance sheet and most important of all the must be listed and all information should be available in the public domain.
If you move away from this three primary conditions, you are
@adhicutting
I can respond to your question with less than 4 words
Demand, Supply & Free enterprise.
Do not worry this will soon come to an end the airline industry has a very elastic supply the more the demand for seats the more aircraft will come in under dry or wet leases to accommodate
@danmurrayserter
The genie is out of the bottle. Let me tell you it’s a damn good thing. It’s made my life easier and far more productive. I would never turn back the clock. I wonder what people thought when they discovered the WHEEL!
@dmuthuk
Warren Buffet does not practice what he preached. I don’t think he ever has. If he did he would never have sold a single stock. Which he has.
Further, In my humble opinion…. I completely disagree.
- Different stocks fire at different times. Stocks price and fundamentals can
Did you know google finance has a feature you can create your portfolio and then measure your portfolio against and index or script.
Then you know if you are a fantastic, good, average, bad or terrible investor
@AdityaD_Shah
This is what I got from Google Bard:
HDFC Bank plans to invest 7-8% of its net revenue in technology in the coming years.
Some of the new technology initiatives that HDFC Bank is investing in include:
(a) Artificial intelligence (AI): HDFC Bank is using AI to automate tasks,
I lost more money today, then on any single day since I started investing.
Every substantial drop is an opportunity to buy.
I kept selling across the board to create a buffer for this kind of opportunity.
Like every greedy investor, I wish I had sold more and created a
@suhasinih
$47,000 is not going to move the needle for Mr Trump even in the slightest degree, so they can be no assumption that this is going to influence him in any way in favour of India.
@dmuthuk
Sir, In my humble opinion…. I would check the Price Earning Growth (PEG) ratios of the stocks you are holding, intend to continue to hold and those you are buying.
For the uninitiated, the PEG ratio, or price/earnings to growth ratio, is a stock valuation metric that combines
@WeekendInvestng
zerodha is a product company and TCS is a services company.
In TCS case revenues and cost rise and fall in tandem. Zerodha once it has invested in the platform there is only very small maintenance cost. 90% of additional top line revenue goes straight to the bottom line.
@connectgurmeet
I beg to differ sir.
I bought a large number of shares of Reliance power @ Rs 5.77 CMP Rs 13.30 which is 2.4x my cost - a minor multi bagger. Book value is 32.6 is 5.5x my cost.
Who knows based on replacement cost what the multiplication is?
Generation stands at 5,945 MW!
@_KiranRajput
When I was you about 45 years ago I was a voracious reader, 2-3 books a week. One of the books I read was called the seven sisters, it was about the 7 largest oil companies in the world of which 5 were owned by John D Rockerfeller. How they were founded how they grew and how they
@shyamsek
You are absolutely 101% right.
The problem is not with the companies the problem is with SEBI who should provide a standard format which should encompass everything that a normal investor should be able to understand and comprehend 4 example.
a) All values should be in rupees
@greg16676935420
As far as I know.... He didn't put his blood sweat and tears to build twitter. He did put his blood sweat and tears to build Tesla and made an obscene amount of money and borrowed gainst it and/or used $44B of it to buy twitter.
I have come to the conclusion that if any of my stocks exceed 60 PE I should sell them no matter how great the future appears to be and no matter how strong the balance sheet seems to be.
This makes the process of selling much more painless.
@AIFutureDesign
@elonmusk
The per capita income in the US in 1920 was $223.87 & the birth rate of 23.3 births per 1,000 people in 1919. So the more money they make less children they have. Sad but true.
The per capita income of the US in 2023 is estimated to be $68,309 the birth rate is 12.023 births
Buy like this when the market is falling you will enjoy watching the share price drop!
IMPORTANT Buy only fundamentally sound and growing companies.
This table assumes prices will drop by 30% from CMP if you feel they will drop more be more aggressive buy putting even lower
@revjeffvox
@21stCentValue
@UnrivaledInvest
Yes, you are correct. But you cannot argue if all the information is in the public domain and if what they are doing is for the betterment of the company in the long run, which I agree is correct.
However individual share holders who are trading in the stock will not benefit by
@_KiranRajput
In my humble opinion…. In the long run, investing in mutual funds is a losing proposition, better to invest in exchange traded funds, mid cap, small cap and large cap, 33%, each.
But the more important question to ask is now that we are at the peak of the market. How much is
If you buy a stock like this you are onto a winner.
Sales Growth > 12% pa for 5-10 yrs
EPS Growth > 15% pa for 5-10 yrs
Positive free cash flow for 5-10 years
High ROCE/ ROE > 15% for 5-10 years
Large Runway = Market Cap less than Rs 25,000 Crs
@borsszoro
@muskQu0tes
@elonmusk
Thank you, for your gift. I do wish everybody wouldn't get worked up to the point of responding with aggression, simply because somebody has a different point of view.
@varinder_bansal
You are right, "people who live in glass houses shouldn't throw stones at others." but you cant dismiss everything he says because you think there are some things which aren't correct.
@saurabhkoratkar
In my humble opinion…. She is a lady of exemplar reputation, character, capability and qualifications.
Because you don't agree with her doesn't make her wrong.
She is looking at the big picture not day to day fluctuations or how particular segments of the market perform.
@dmuthuk
What you say is right but unfortunately all insurance companies in India are operating in an industry which is riddled with problems, over regulation and excessive competition.
@AdityaD_Shah
I will admit that HDFC Life is the finest life insurance company in India but:
1. The fundamental problem remains that it operates in an extremely competitive industry.
2. The industry is very very highly regulated by the IRDA.
3. Profitability in the industry is not
@ishmohit1
If you look at the situation dispassionately, it is our mistake that we have not got together and formed an investors club which is powerful enough and which is well funded to take on these multinationals and create a campaign where they exposed for what they are doing and where
@contrarianEPS
If there is minimal earnings and topline growth as compared to its PE ratio then what do you expect?
Ultimately, earning and top line should grow in the same proportion as the PE ratio, you can’t have a PE ratio of 75 and earnings growth of 5% per annum. It is just not
@21stCentValue
@UnrivaledInvest
Here are 10 large US companies with a market cap of $2B who have done buybacks.
Marathon Petroleum Corp
Builders FirstSource Inc
Synchrony Financial
Avis Budget Group Inc
AutoNation Inc
DigitalOcean Holdings Inc
Group 1 Automotive Inc
American Equity Investment Life Holding Co
@WeekendInvestng
@CNBCTV18Live
Give me a break guys, why is everyone overreacting, its a genuine mistake. I use MC, BC, SOB, f***, G****o, etc. all the time. so long as its not accusatory or said in an rude aggressive tone, its fine.
Parsi's are known for this kind of language said in a humorous, fun, nice
@21stCentValue
@UnrivaledInvest
What is the moral of the story
…. look for companies who are buying back to their own shares big time buy those shares and sit tight
@connectgurmeet
A major reason why people send their children abroad is because Indian IIMs, IITs & top engineering colleges are so difficult to get into.
Solution 1 Build more IIMs, IITs & top engineering colleges the drain will stop.
It is terrible when so much investment is put into an
@_KiranRajput
My gold Rolex which I bought brand new from Dia @ the Taj Mumbai in 2007 before the crash. I bought out of the profits of a penny stock which went up 10x. Every time I look at my wrist to check the time I see the power of penny stock investing.
Just bought Expleo Solution - Around @ Rs 1,400
Rational… German Software Co - Excellent Financials - Promotors Increased Shareholding From 56% To 71% In June 23 - Low Market Cap – Reasonable PE - Good sales growth & Profitability. No debt. Excellent ROCE & ROE
Important:
@_KiranRajput
True.
HDFC Bank is unfairly valued
All the others in your list have either had time correction or price earnings correction and most deservedly so.
In my humble opinion…. Further time and price correction will happen till earnings growth kicks in so that PEG Is close to
Happy to do detailed Company research and send it to you. Pick any 1 company. No charge. I have a research team and it’s nice to have a look at new ideas.
@Nigel__DSouza
Cement is NOT an industry to invest in
It is a commodity biz
The ONLY exception is SHREE CEMENT.
Capacity keeps coming up
No moat
Prices have not risen with inflation
Only way to make big money is by being lowest cost producer
There are far better opportunities
Google Finance
@BrianFeroldi
I don’t agree with you at all. You have only provided one reason, there are several other upsides to high dividend yield stocks.
- Market is in a severe bear phase.
- The stock may be having tremendous underlying assets which are not recognised by the market.
- it may be a
@BullMarkets1
correct except no 1. 1 stock which was only 5% of my portfolio over time it went to 75% of my portfolio. If I had sold out early I would have missed out on the huge upswing. Later I trimmed & my other stocks performed. Now it's 40% Don't pull out the flowers & water the weeds.
@1shankarsharma
I will agree that Indira Gandhi's had ballsy leadership, wrt foreign policy, Pakistan, Bangla Desh and of course Pokhran.
In hindsight though our neighbour then as a matter of prestige had to gain parity and now they have the A Bomb with who knows what chain of command. That is
Think clearly, don't panic.
Do an script wise analysis.
Look at the intrinsic value of each script.
Don't assume every script is bad or good, over valued or under valued.
After you have done this then act.
@connectgurmeet
Be that as it may in all these years not a single global Indian IT giant has not made a single product like Adobe Facebook Google Microsoft Office and Windows etc etc
It's been smaller IT companies which have made the products but they are only deployed in India
I have been buying small caps and penny stocks from the very beginning of my career in the stock market in 1986.
So long as you realise that there are several days when you will want to sell the stock and there will be only sellers and no buyers. and it will hit the lowest
@sandipsabharwal
I am buying polycab as a punt a few shares at every drop of Rs 150 in price spread over 5 instalments starting from Rs 4000. DO NOT BUY BASED ON WHAT I AM SAYING. Do independent unbiased research.
I have sold 5% of my trading portfolio across the board. I have made 50.51% YTD alone Vs Sensex of 14.15%.
This is quite a scary market and one needs to have some dry powder in case there is a dramatic fall...
@Arpit1223
So what??? You don’t have to start of like a millionaire to become a billionaire you can start of almost like a pauper and become a billionaire. It depends on your capability.
@shyamsek
This is very true stock can go to 50x from your cost, you sell it and then it goes up another 20x from your sale price.
And remember when it has gone up from 50 X it has gone up from a very low base when it goes up 20 X from a high base that is a very very significant number In
@AdityaD_Shah
I agree with your hypothesis. But for this to happen 2nd class trains fares will need to rise to within 75 % of plane travel for the equivalent sector or plane tickets need to fall to 25% above that of train tickets. 1st of politically difficult 2nd is economically difficult.
The below mentioned scripts meet these parameters.
Financial Strength>=8/10
Profitability Rank>=9/10
Growth Rank>=10/10
PE Ratio (TTM)<=15x
PEG Ratio<=0.50
Do not buy or sell based on my comments. Do independent unbiased research.
If there is one thing I have learnt in my investment career it is:
If you are buying a stock with a price earnings ratio of more than 50 then you better make damn sure that:
(a) Your analysis is correct.
(b) The history of growth in earnings and cash flow should be remarkable
@sandipsabharwal
Sir, who listens to people like me, when I say that anything which has a PE of more than 30 should not be buy.
they tell me I am an old man and a fool and I don’t know anything about anything and they know everything about everything.
now this is the result, if there is not
@equialpha
It most certainly is start with a few shares. Double the quantity and reduce the price by 2 or 3%. Keep doing this until your full budget is over for this particular script. This is known as the pyramid method.
I was looking at CNBC and I saw that many years ago Titan was being quoted at ₹4 per share. It is now close to thousand times that value.
This is the power of penny stock investing.
Don’t believe in anybody who tells you penny stocks are for fools. Study the Stock and