tag:blogger.com,1999:blog-110554234343066542.post118981784353158218..comments2023-09-29T18:15:16.234+05:30Comments on Shabu's: Anniversary notesShabu'shttp://www.blogger.com/profile/12626763738053404782noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-110554234343066542.post-78558531669778445322010-10-27T09:22:03.095+05:302010-10-27T09:22:03.095+05:30Dear Jack,
Doubt on management.
Valuation is not...Dear Jack,<br /><br />Doubt on management.<br /><br />Valuation is not the only point in choosing stocks. You need to think why its cheap also.<br /><br />Thank youMaheshhttps://www.blogger.com/profile/00133732633762988627noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-43555253878244585442010-10-26T21:50:00.350+05:302010-10-26T21:50:00.350+05:30Hello Sir,
Could you throw some light on temptati...Hello Sir,<br /><br />Could you throw some light on temptation foods, i find it attractive at current levels... thanks in advanceAnonymoushttps://www.blogger.com/profile/16815410064317254809noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-3384606341937013572010-10-16T19:27:29.170+05:302010-10-16T19:27:29.170+05:30Dear all,
Thanks for the inspiring comments and e...Dear all,<br /><br />Thanks for the inspiring comments and everyone of you encouraging me in a great way...<br /><br />regardsShabu'shttps://www.blogger.com/profile/12626763738053404782noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-51092197562971990342010-10-16T10:21:54.819+05:302010-10-16T10:21:54.819+05:30Sir,
According to me, we should give more importa...Sir,<br /><br />According to me, we should give more importance to valuation and business of stocks in our portfolio than to indices. Stocks in indices changes many times every year. Also returns from individual stocks in indices are different from each other. Some stocks like hero honda gave +ve returns in last bear market. But I think we should not fully ignore indices because sentiments can make small changes in fundamentals. <br /><br />Happy anniversary. You started this service during last phase of last bull run. Many analysts who started service during that time vanished during last bear market or at-least gave bearish advices when sensex went below 8K. <br /><br />Jamesjamesvaikomhttps://www.blogger.com/profile/17668503671795760827noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-7101490507167144812010-10-15T10:37:09.083+05:302010-10-15T10:37:09.083+05:30Sir..Yet another Superb Post!! Congratulations for...Sir..Yet another Superb Post!! Congratulations for the 3rd anniversary .<br /><br />Yes, India's growth story looks strong..recent held CWG were so successful after all the media bashing before the games..Even though Games event like this looks a different entity altogether with economy, but it has given a strong msg to world that India can adjust, accommodate and deliver the things in a niche area(Games event handling i think is new to India) with ease...<br /><br />I feel, we as a Indian's are strong because we can adjust in any situations...we learn other languages when we need to get jobs, we share the cab's when we travel if situation demands, we sit on friends lap when we go on college bus :)..So these ingredients Coupled with growth make us stronger than rest of the world.<br /><br />Thanks<br />VenkatVenkathttps://www.blogger.com/profile/14444100700983441399noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-15939060168004738802010-10-14T14:09:33.496+05:302010-10-14T14:09:33.496+05:30I find your analysis and comments very genuine, I ...I find your analysis and comments very genuine, I have been searching on the net and following few websites., where in you are the last person to know the news....Your site is very informative and also the service is top notch. I would have never invested (may be I would have noticed them after the jump but not early) in the companies you suggested on my own as I do not even know about those companies until you recommended. Association with you has changed my perception of investing and what to look for in companies than just numbers...I am really looking forward for a long association with you.....<br /> <br /> My only compaint (actually not a complaint but a wish) is to see frequent posting from you both on scripts and as well education series, so that people like me can gain more insights into investing. Thanks a lot and keep it up....Jagadeeshnoreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-64110024796391650122010-10-13T16:24:44.006+05:302010-10-13T16:24:44.006+05:30Dear Shabu,
Nice article.. keep it up!Dear Shabu,<br /><br />Nice article.. keep it up!Active Systemshttps://www.blogger.com/profile/16932976011401332266noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-18185896985194784722010-10-13T05:26:33.000+05:302010-10-13T05:26:33.000+05:30Dear all
Thanks for the inspiring comments, wishe...Dear all<br /><br />Thanks for the inspiring comments, wishes and support for the service/blog. I will try my best to keep this effort high. <br /><br />Mahesh,<br /><br />Thanking you again for providing supportive threads on the great Indian growth story in a comprehensive manner.<br /><br />regardsShabu'shttps://www.blogger.com/profile/12626763738053404782noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-84651370510334826782010-10-12T23:22:56.696+05:302010-10-12T23:22:56.696+05:30Dear Shabu,
Yet another excellent analysis on Indi...Dear Shabu,<br />Yet another excellent analysis on Indian equities. I whole-heartedly concur with your view on media freedom. And this is where i admire you and your portfolio advisory services, which is a real eye-opener and impeccable guidance for the younger generation and economic ignorant indivduals.<br /><br />Hearty congratulations to you on this anniversay . Keep up your noble work.<br /><br /><br />Kind Regards<br />Arullurahttps://www.blogger.com/profile/01029922636444648713noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-57007137395690469892010-10-11T21:01:21.108+05:302010-10-11T21:01:21.108+05:30Few general points why india will prosper in commi...Few general points why india will prosper in comming decades:<br /> <br />1. We know indian is the largest demography.<br /> <br />2. Ageing population(from other coutries) needs workers while young country(india) has workers.<br /> <br />3. The proportion of Indian's aged who are under 15 / over 64 age has declined from the 69% in 1995 to 56% this year.<br /> <br />4. Working-age population in india will increase by 136m by the year 2020.<br /> <br />5. Pvt firms are encouraged to compete with global players and it WORKED that's why export have shootup like any thing.<br /> <br />6. China's growth is state-directed but in india,by contrast, is driven by vibrant potential 45m entrepreneurs.<br /> <br />7. We have top class research institute IIT and IISC, who created $35 laptop. (could you imagaine, amazing).<br /> <br />8. Global players are adapting indian taste by reducing their product price and increasing sales.<br /> <br />9. illiterate parents are working hard to give better education to thier childern (incredible) instead of pulling childern out of school to work in the<br /> <br />fields, that leads to more educated people in india in the comming years.<br /> <br />10. Indian population ready to learn any other world language. IT guys learning german or other language to get onsite opportunity (look @ it, to<br /> <br />self-grow, our indian ppl are flexible to learn and compete).<br /> <br />11. Poverty rate is expected to decline from 51% to 24% by 2015 in india.<br /> <br />Out of world's top 20 pension fund, 15 are investing in india. Pension funds are sticky and stay for long term. What we see inflow/outflow of FII<br /> <br />money is actually Portfolio money, comming to india, who trade frequently to show better Quarter result in thier respective country. Due to this trade<br /> <br />we may see some glitches in the market. Even if FII sell, we have monster LIC who have more then 1lk crore to invest in Equity. What else we need<br /> <br />? :)<br /><br />12. Govt. is trying hard to reduce its ficial deficit. Govt spending will propel more jobs. Govt norm of min 25% public holding will create more liquidity.<br /><br />Corporate sector of indian has less effected by global down turn due to less global participation and stimulus package provided by govt.<br /><br />-<br /><br />Rating agency (like S&P), keep on changing thier rate on india based on external borrowing and repaying capacity, but India has never defaulted on <br /><br />the oversea debt obligation. RBI is the only central bank in the world who try to normalize between : inflation, growth, currency fluctuations by <br /><br />buying/selling dollars in the market, interest rate, govt borrowing program etc.<br /><br />-<br /><br />There is immense scope of retail participation in Equity, retail money is sticky. During April-June Quarter (2010), only 31 lack investors traded on NSE<br /> <br />cash market (look @ the figure, only 31lk, or assume it 1 crore if so only 1% of 110 crore population participation). Ok we will filter down to : not<br /> <br />intersted to participate, illitracy in finance etc. Consider only 5-10% of indian ppl participation in indian stock market, it will be humoungous.<br /><br />-<br />Korean LG Electronics Boss, said that still large number of indian population not yet bought electronics goods(something potential inside this<br /> <br />sentence).<br /> <br />-<br /><br />The Dharavi, for eg, in Mumbai Slum has every other doorway have small business (i watched in discovery channel, incredible to see). Everybody<br /> <br />want to own thier biz. Its just mumbai, the same case is there is in different part india. Thats India :).<br /> <br />Be a part of it. :).<br /> <br />Thank you.Maheshhttps://www.blogger.com/profile/00133732633762988627noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-41963629659530750402010-10-11T20:43:43.627+05:302010-10-11T20:43:43.627+05:30Dear Mr Shabu ,
First of all my heartiest Congra...Dear Mr Shabu ,<br /> First of all my heartiest Congratulation on 3rd anniversary of Blog & PAS.<br /> Your article is an eye opener , as most of us are busy tracking index levels and loose opprtunities of investing or earning great profits if invested.<br /> Thanks for showing us path to achieve our financial goals . I am sure that all of your esteemed clients must have made decent money in last year rally with your MULTIBAGGER scrips.<br /> It is very inspiring the way you share your thoughts on the blog and I am sure many of them read and follow it on regular basis though not your clients. <br /> Your comment - We are growing between bundles of negatives.<br /> INDIA is taken care by 33 crore gods and goddess and everything falls in place.<br /><br />May MAA LAKSHMIJI bless you.Yogesh Shah @ Punehttps://www.blogger.com/profile/12993669839795697569noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-42495384730268661532010-10-11T20:27:45.043+05:302010-10-11T20:27:45.043+05:30Dear Mr Shabu ,
First of all acsept my Hearties...Dear Mr Shabu , <br /> First of all acsept my Heartiest Congratulations on 3rd anniversary.<br />An eye opener article for all dear investors , as every is so busy watching index level they loose out on some bery good scrips.<br /> I am very glad to be associated with you and the way you want to hepl investor with your sound and fundamentally strong recomendation not only to your esstemed clients but also publish on the web for others.<br /> May Goddess LAKSHMIJI always bless you .<br /><br />Yogesh.Yogesh Shah @ Punehttps://www.blogger.com/profile/12993669839795697569noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-82772030357954613462010-10-11T08:15:53.094+05:302010-10-11T08:15:53.094+05:30Dear Vikas,
Thanks for the power packed comment. ...Dear Vikas,<br /><br />Thanks for the power packed comment. There is a probability of such negatives ahead. But I think we are gradually developing immunity against all these off-putting factors as well the increasing number of retail investors are also promising.Shabu'shttps://www.blogger.com/profile/12626763738053404782noreply@blogger.comtag:blogger.com,1999:blog-110554234343066542.post-39809095795424447772010-10-11T06:34:17.369+05:302010-10-11T06:34:17.369+05:30Hi Shabu,
Excellent article........
Your blog has...Hi Shabu,<br /><br />Excellent article........<br />Your blog has been an outstanding platform for equities knowledge.<br /><br />But i really feel sorry for lot of Indian retail investors who has not looked upto equities has an investment class.Only 2% of the total population are investing into Indian equities.<br /><br />I really feel this market is being pumped up too much by FII.....and the US Fed is really pushing and targeting emerging economies by creating an asset bubble.This too has really affected our inflation and all the commodities have moved northwards.Now looking at this mkt which is running on the mercy of Foreigners who are making lots of money in lieu of Indian investor/people by pumping money which is available to them at Zero rate interest into it.<br /><br />Anyways i have started tracking US interest rates more rather than the Indian growth story ( which i feel will remain more intact for a loner duration) for another MKT crash. And i feel US Fed will some day push the interest rate northwards ( to protect their economy) and that too it will push it very fast and make it very high which india won't be able to match it. That day this MKT is bound to crash in a very big way even though the Indian growth story is intact and strong.<br /><br />To avoid this crash India investors have to come forward and pick up equities as an investment class and grow their wealth, which people like you through your blog is promoting.<br /><br />Please comment.....<br /><br /><br />Regards,<br />Vikas KarunakaranVikashttps://www.blogger.com/profile/10234514737654204451noreply@blogger.com