hi frnds.. im new 2 stock market.. can u suggest any book 2 know abt shares, mutual funds & bonds
Hello guys,
I am planning to invest through SIP type of investment, although i won't be investing in MFs but in 5 stocks only. The term of investment will be minimum 3 years. I have chalked out few stocks which include 1) Cairn India 2) Piramal Healthcare 3) JSW Holdings 4) Yes Bank 5) IRB Infrastructure. I will be adding a small amount in each stock on monthly basis.
Let me know ur views about my picks. And please let me know if any better ideas u have. The main basis of choosing the stock is that it must be fundamentally strong, so that it has limited downside risk. I will prefer more capital preservation than profits. Please give your valuable feedback 
Hello guys,
I am planning to invest through SIP type of investment, although i won't be investing in MFs but in 5 stocks only. The term of investment will be minimum 3 years. I have chalked out few stocks which include 1) Cairn India 2) Piramal Healthcare 3) JSW Holdings 4) Yes Bank 5) IRB Infrastructure. I will be adding a small amount in each stock on monthly basis.
Let me know ur views about my picks. And please let me know if any better ideas u have. The main basis of choosing the stock is that it must be fundamentally strong, so that it has limited downside risk. I will prefer more capital preservation than profits. Please give your valuable feedback
Well, first of all, good strategy to invest :thumbsup:
I'd like to give my opinion. But I think you are in better position to decide based on your research as you are already working in the field.
I haven't dig anything on IRB but if it has good prospects and a strong balance sheet, then it shouldn't be a problem. Or you can consider to include a stock from FMCG / CD sector, as it inclines with your basis to preserve capital. You can take your pick from HUL / Colgate / Nestle / ITC / any other stock that you have found worth investing in this sector.
Banking is definitely a sector you can bank on
And 3 years from now, returns are going to be amazing and at one point, I believe, these stocks may outperform the rest. So if you have adequate capital, you might want to add one more bank to your portfolio. BOB, HDFC Bank (Dena, Allahabad may be) have reasonably good numbers, they have performed good in these quarters and they are well positioned in the market. Deregulation in the interest rates will be a factor to be considered for short term, I think, but in the long run (10-20 years & more) well positioned banks will have an edge over other banks. As giving more interest to customers will increase expense for the banks, which, in turn, can have some effect on balance sheet. E.g. SBI has deposits of rupees 3.5 lakh crore, increasing the interest rate by 1% means they'll have to shed out rupees 3500 crore (more!) from their account 😉 One can decide on his/her own discretion.
Good luck & Great returns 😃
regarding ibulls fin i would like to say that its in the hunt for banking license , if it really finds its prey(license) then it could b could trigger point for enhanced liquidity on this counter ... i suppose it would be an agressive player if it gets into banking space akin to Yes bank
meanwhile Crisil -- the rating agency is a gud bet in fin sector ... i would be willing to enter it near 750-800 levels... stock is at an exciting stage post the split n its expanding biz with more verticals make it a gud candidate to have in one's portfolio both for medium to long term
But Indiabulls promoters said that they are not interested in BANKING.i checked in ET.What about ICSA guys....?
harsh985 SaysBut Indiabulls promoters said that they are not interested in BANKING.i checked in ET.What about ICSA guys....?
management has sounded a bit shabby when it cums to roadmap for future ... mkts always expected ibulls to b a strong candidate for banking license ...however current thinking of management is to pursue an infrastructure finance company status in future
but its still early days so lets c what plan of action management actually takes when RBI opens more cards w.r.t. new licenses
Puyz,
Can anyone throw some light on CRISIL? The only thing I know about it is that it is a credit rating company, like S&P.; But what are the prospects for such a company? How is the growth? And is it worth to invest in the company for long term (like, more than 5 years)? What price range can be considered to enter this stock?
I read on moneycontrol.com that it is a good long term buy as it has monopoly in its industry. It has got really good numbers for last few years and balance sheet is in healthy state, cash flow is also good. So plz share your views on the same.
Thanks 😃
@ Jagadeesh - Checkout the below link for more details... idfference between the Mutual funds and Shares
Difference between shares and mutual funds
jagadeeshraja Sayshi frnds.. im new 2 stock market.. can u suggest any book 2 know abt shares, mutual funds & bonds
Puyz,
Can anyone throw some light on CRISIL? The only thing I know about it is that it is a credit rating company, like S&P.; But what are the prospects for such a company? How is the growth? And is it worth to invest in the company for long term (like, more than 5 years)? What price range can be considered to enter this stock?
I read on moneycontrol.com that it is a good long term buy as it has monopoly in its industry. It has got really good numbers for last few years and balance sheet is in healthy state, cash flow is also good. So plz share your views on the same.
Thanks :)
CRISIL is a part of S&P; i.e S&P; is the parent company of CRISIL. There are many more credit rating companys like FITCH, CARE, so it doesnot have monopoly. And as you read on moneycontrol.com , you can also read reports of brokerage houses like Motilal Oswal and rely on there recommendations.
Hope it will help you!
Hello guys,
I am planning to invest through SIP type of investment, although i won't be investing in MFs but in 5 stocks only. The term of investment will be minimum 3 years. I have chalked out few stocks which include 1) Cairn India 2) Piramal Healthcare 3) JSW Holdings 4) Yes Bank 5) IRB Infrastructure. I will be adding a small amount in each stock on monthly basis.
Let me know ur views about my picks. And please let me know if any better ideas u have. The main basis of choosing the stock is that it must be fundamentally strong, so that it has limited downside risk. I will prefer more capital preservation than profits. Please give your valuable feedback
1 CAIRN INDIA EXCELENT PICK good growth and wonderful valuation will surely become a big dividend payer over the next 2-3 years as production peaks at 250000 bpd, but a cheaper way to own Cairn India with some leverage would be Sesa goa! as they hold 30% of cairn india shares and sesa market cap is much lower so you litrally get the Iron ore business free but w8 for MINING scam dust to settle. till then Cairn india by itself is a better play
2 Piramal Healthcare Great price to buy it in as for every share worth 350 the balance sheet has 800 rupees of cash !!! and negligible debt the kicker is where will the cash be deployed ? But still a great stock and one should back the truck up at these prices
3 Yes Bank wonderful banking growth story.. if india has to grow banking also has to grow and that too much faster!! good policy actions make this sector preferable over the next 4-5 years however in this sector i prefer AXIS BANK as valuations are similar 10-12 PE but a bigger and more trustworthy bank:P Still YESBANK is a good company and you shal make good profits over time!
4 IRB Infrastructure havint gone through this one recently I direct keeps recomending it but i personally dont feel Infrastructure will look up until RBI stops Intrest rate hikes as infra needs cheap credit which is just not possible with such high bank rates. would w8 and buy once rate cycle peaks.
5 JSW HOLDINGS havint studied this one but i presume a major part of their assets are JSW steel which i would keep away from as no captive iron ore mines !but not sure!:nono:
@ Jagadeesh - Checkout the below link for more details... idfference between the Mutual funds and Shares
Difference between shares and mutual funds
thanks 4 the link
markets showing weakness with Euro Zone plunging into crisis after crisis ... i'm w8ing for correct levels on individual stocks to get into so as to play on the volatility front
Following the simple mantra ....Trade with Correct Levels & Avoid the Twin Devils of Greed and Fear
Puyz,
What are your views on Gitanjali Gems as a Company?
Puys does anyone has any idea abt NCCMP course/certification by NSE...
Want to gain some real knowledge abt stock market and its functioning.....
Markets are at two year lows. Value investors like me are scouting for good stocks. What are your stock picks?
Daemon_hunter SaysMarkets are at two year lows. Value investors like me are scouting for good stocks. What are your stock picks?
my bets would be
Yes , HDFC Bank,
SREI Infra, L&T; , BHEL , IVRCL Infra
Reliance Infra
earned a quick buck on jubilant food counter
bought it @ 740 3-4 days back
sold it yesterday @ 808
First RBI was liberal in increasing interest rates to contain inflation. Then they got aggressive and sacrificed growth for the same but till now the inflation is not under control.
Now they allowed rupee to depreciate and when the water is above head they are going for damage control. In the process money is flowing out of country. Till now the forex reserve of our country is not equal to the reserve before 2008 crises.
I cant see why this is happening in the era of best economist of country who laid the foundation of economic growth in 1991.
What's your opinion puys?
First RBI was liberal in increasing interest rates to contain inflation. Then they got aggressive and sacrificed growth for the same but till now the inflation is not under control.
Now they allowed rupee to depreciate and when the water is above head they are going for damage control. In the process money is flowing out of country. Till now the forex reserve of our country is not equal to the reserve before 2008 crises.
I cant see why this is happening in the era of best economist of country who laid the foundation of economic growth in 1991.
What's your opinion puys?
just a naive question :)
with the increasing rate of INR, shouldn't the forex reserves be swelling as more people remit foreign funds to India to get a better rupee rate?
PS: i haven't studied economics
so thought to clear my doubt. 😃
just a naive question :)
with the increasing rate of INR, shouldn't the forex reserves be swelling as more people remit foreign funds to India to get a better rupee rate?
PS: i haven't studied economicsso thought to clear my doubt. :)
An answer with whatever limited info i have
lets discuss the reason for rupee depreciation , a simple eco law when demand of a commodity reduces its price reduces , hence demand of indian rupee has reduced , what could be the probable reason
Firstly people are really scared and want to move their investments into safer havens i.e into dollar or gold , now FIIs who invest in Indian stock markets , they withdraw money in huge amount converting rupees into dollars hence increasing value of dollars and decreasing of INR ( analogus to buying dollars and selling indian rupees)
Now our currency exchange rate regime is managed float , meaning RBI using market mechanisms to control depreciation of INR , what RBI does is utilize market to sell dollars and buy Indian rupees to offset somehow whats happening in the first para 😃 , so reduction in reserves
Taking an example from an extract :)
Exports from India are of handicrafts, gems, jewelry, textiles, ready-made garments, industrial machinery, leather products, chemicals and related products. Since the 1990s, India is the worlds largest processor of diamonds. The mentioned export items contribute substantially to foreign receipts. During the periods when the dollar was moving high against the rupee, exporters stood to gain, when $1 = Rs. 48, was getting them Rs. 4800 for every $100. Since the beginning of the year 2007, rupee appreciated by about 10%. With its value of rupee Rs. 39.35 = $1 as on 16 Nov 2007, for every $100, exporters would get only Rs. 3935. This difference is towing away the profit margins of exporters and BPO service providers alike.
Imports to India are of petroleum products, capital goods, chemicals, dyes, plastics, pharmaceuticals, iron and steel, uncut precious stones, fertilizers, pulp paper etc. With the same scenario as given for export, if we analyze - an importer is paying Rs. 3935 now instead of Rs. 4800 paid during yester years for every $100. This gain on FX is likely to create savings in cost, which could be passed on to consumers, thereby contributing to control inflation
Hope it may help explain something 😃
Have just been wondering about Options trading and came across a nice explanation for calls and puts today.
Options Basics: Puts And Calls - Forbes.com