Go Back   Team-BHP > Around the Corner > Shifting gears


View Poll Results: Stocks as a percentage of my net assets are -
0 - 25% -- I'm like the most conservative Indians. I love FDs. 219 32.02%
26 - 50% -- I have a few stocks. 302 44.15%
51 - 75% -- I'm an active trader. 113 16.52%
76 - 100% -- Hey, I'm an i-banker!!! 50 7.31%
Voters: 684. You may not vote on this poll

Reply
 
Thread Tools Search this Thread
Old 30th July 2014, 12:52   #2461
BHPian
 
csateesh's Avatar
 
Join Date: Feb 2006
Location: Bangalore
Posts: 480
Thanked: 112 Times
Default Re: Do you play the stock market

I never knew stocks would be discussed on T-BHP ;-)

I do invest in stocks but very minimal as I prefer the MF route as just can't track the stocks.

I am very bullish on Sona Koyo as they seem to be having a near monopoly on Steering systems

And with the automotive sector looking up given the Mgmt team I am planning to stay invested.

Comments and insights are welcome

Thanks

-Sateesh
csateesh is offline   Reply With Quote
Old 30th July 2014, 13:46   #2462
Senior - BHPian
 
humyum's Avatar
 
Join Date: Feb 2006
Location: Leicester/Mumbai
Posts: 2,275
Thanked: 2,115 Times
Default Re: Do you play the stock market

Check out Petronet LNG for really short term. Its a good buy this price ( 183 arounds) for a 10 to 15 rupee gain in a few days. Results are on the 4th of August.
humyum is offline   Reply With Quote
Old 3rd August 2014, 19:12   #2463
BHPian
 
sabsubs's Avatar
 
Join Date: Jul 2009
Location: Bangalore
Posts: 259
Thanked: 39 Times
Default Re: Do you play the stock market

Quote:
Originally Posted by VindyWheels View Post
I am going to Chennai for Igarashi Motors AGM on 30th, another promising story.
Hi VindyWheels, any update on the Igarashi Motors AGM on 30th June. The price of Igarashi crashed and came back to 170 ish last week. Seems like results of Igarashi were not as expected.
sabsubs is offline   Reply With Quote
Old 3rd August 2014, 19:19   #2464
BHPian
 
JMaruru's Avatar
 
Join Date: Jun 2008
Location: Bengaluru
Posts: 518
Thanked: 97 Times
Thumbs up Re: Do you play the stock market

Quote:
Originally Posted by humyum View Post
Check out Petronet LNG for really short term.
Should be good for long term also, unless reliance and other players pump up the domestic gas volumes significantly.
JMaruru is offline   Reply With Quote
Old 3rd August 2014, 20:06   #2465
Senior - BHPian
 
humyum's Avatar
 
Join Date: Feb 2006
Location: Leicester/Mumbai
Posts: 2,275
Thanked: 2,115 Times
Default Re: Do you play the stock market

Quote:
Originally Posted by JMaruru View Post
Should be good for long term also, unless reliance and other players pump up the domestic gas volumes significantly.
Yes, could be good for long term too, but in holding for long term, one should always capitalize the fluctuations in the market. For example. NALCO, It went down to 49, buy it, it went to 63, sell it, again wait for it to go down to lower levels to buy it, then again sell it when it touches a high. That way, you have made double the money than what you would have if you would have just kept holding it for that stipulated time.

Reliance sounds like a very good long term stock though.

Watch out for Petronet Tomorrow, result time !
humyum is offline   Reply With Quote
Old 4th August 2014, 10:06   #2466
Distinguished - BHPian
 
sgiitk's Avatar
 
Join Date: Dec 2007
Location: Kanpur
Posts: 7,044
Thanked: 3,591 Times
Default Re: Do you play the stock market

A gradual 5% or so correction may be on the cards.
sgiitk is offline   Reply With Quote
Old 4th August 2014, 12:20   #2467
Senior - BHPian
 
S_U_N's Avatar
 
Join Date: Mar 2010
Location: Pune
Posts: 1,778
Thanked: 375 Times
Default Re: Do you play the stock market

Quote:
Originally Posted by humyum View Post
Yes, could be good for long term too, but in holding for long term, one should always capitalize the fluctuations in the market. For example. NALCO, It went down to 49, buy it, it went to 63, sell it, again wait for it to go down to lower levels to buy it, then again sell it when it touches a high. !
That sounds good, but how do you manage the complications with respect to the capital gains and including them in the IT returns?
Do you rely on the statement by your demat account provider?
S_U_N is offline   Reply With Quote
Old 4th August 2014, 12:55   #2468
Senior - BHPian
 
humyum's Avatar
 
Join Date: Feb 2006
Location: Leicester/Mumbai
Posts: 2,275
Thanked: 2,115 Times
Default Re: Do you play the stock market

Quote:
Originally Posted by S_U_N View Post
That sounds good, but how do you manage the complications with respect to the capital gains and including them in the IT returns?
Do you rely on the statement by your demat account provider?
I haven't got to that stage yet as I have recently started investing. Will cross the bridge when it come
humyum is offline   Reply With Quote
Old 4th August 2014, 18:56   #2469
Distinguished - BHPian
 
sgiitk's Avatar
 
Join Date: Dec 2007
Location: Kanpur
Posts: 7,044
Thanked: 3,591 Times
Default Re: Do you play the stock market

@humyum; The broker provides a statement. In any case if it is over a year, and subject to STT then Capital Gains in nil!
sgiitk is offline   Reply With Quote
Old 5th August 2014, 12:02   #2470
Senior - BHPian
 
Latheesh's Avatar
 
Join Date: Dec 2007
Location: Bangalore/Kannur
Posts: 2,849
Thanked: 2,147 Times
Default Re: Do you play the stock market

@VindyWheels - Could you please share your views on Bannari Amman Spinning Mills? It is coimbatore based textile company. We are using some of their products like QuickDry sheets and pretty impressed with the quality, so thought of checking about the manufacturer.
Latheesh is offline   Reply With Quote
Old 5th August 2014, 13:10   #2471
Newbie
 
Join Date: Jun 2014
Location: Mumbai
Posts: 9
Thanked: 3 Times
Default Re: Do you play the stock market

Here's a quick question to all the stock pickers out here:

What is your own expectation of returns from the market over the long term (say 7 years plus) and how much return more the market would you like to have our portfolio achieve?

With the above question as a backdrop, how many stocks do you have in your portfolio, and what is the overall portfolio style (focused--10 percent or more to top holdings--or well-diversified--30-50 stocks with not too much weightage to top holdings?)
nazimk24 is offline   Reply With Quote
Old 5th August 2014, 18:31   #2472
Senior - BHPian
 
S_U_N's Avatar
 
Join Date: Mar 2010
Location: Pune
Posts: 1,778
Thanked: 375 Times
Default Re: Do you play the stock market

Quote:
Originally Posted by nazimk24 View Post
Here's a quick question to all the stock pickers out here:

What is your own expectation of returns from the market over the long term (say 7 years plus) and how much return more the market would you like to have our portfolio achieve?

With the above question as a backdrop, how many stocks do you have in your portfolio, and what is the overall portfolio style (focused--10 percent or more to top holdings--or well-diversified--30-50 stocks with not too much weightage to top holdings?)
For me, if money is doubled every three years, then that is excellent return on investment. At the moment, mutual funds are showing around 25-30% returns annual but that is due to the bull run.

So, expecting 25% annual growth per year is excellent performance.

My portfolio is very small and percentage wise, it is less than 5% of my investment. However, I intend to put in more money every year in the stock market.
S_U_N is offline   Reply With Quote
Old 5th August 2014, 20:22   #2473
BHPian
 
tiger_stripes's Avatar
 
Join Date: Jan 2014
Location: Mumbai
Posts: 72
Thanked: 42 Times
Default

Quote:
Originally Posted by nazimk24 View Post
Here's a quick question to all the stock pickers out here:

What is your own expectation of returns from the market over the long term (say 7 years plus) and how much return more the market would you like to have our portfolio achieve?

With the above question as a backdrop, how many stocks do you have in your portfolio, and what is the overall portfolio style (focused--10 percent or more to top holdings--or well-diversified--30-50 stocks with not too much weightage to top holdings?)
Good question! Over a 7 year period, assuming it would cover a bull and bear market cycle, I would expect an average return of 15-20 %.

I really don't trust myself with stock picking, so would prefer a diversified portfolio to cover my risk.
tiger_stripes is offline   Reply With Quote
Old 5th August 2014, 22:58   #2474
BHPian
 
Saanil's Avatar
 
Join Date: Apr 2011
Location: Mumbai
Posts: 358
Thanked: 166 Times
Default Re: Do you play the stock market

Quote:
Originally Posted by nazimk24 View Post

What is your own expectation of returns from the market over the long term (say 7 years plus) and how much return more the market would you like to have our portfolio achieve?
Quote:
Originally Posted by S_U_N View Post
My portfolio is very small and percentage wise, it is less than 5% of my investment. However, I intend to put in more money every year in the stock market.
Quote:
Originally Posted by tiger_stripes View Post

I really don't trust myself with stock picking, so would prefer a diversified portfolio to cover my risk.
Don't you think setting expectations for 7 years is a bit too long. In my opinion, it is possible to have an idea about a business for maximum of 1-2 years in the future - that too I think is difficult. I prefer to have investment horizons of about 1 year. I know it is not a rule as such but this is how I try to think about my investments.
Saanil is offline   Reply With Quote
Old 5th August 2014, 23:32   #2475
BHPian
 
JMaruru's Avatar
 
Join Date: Jun 2008
Location: Bengaluru
Posts: 518
Thanked: 97 Times
Thumbs up Re: Do you play the stock market

Quote:
Originally Posted by nazimk24 View Post
What is your own expectation of returns from the market over the long term (say 7 years plus) and how much return more the market would you like to have our portfolio achieve?
With the above question as a backdrop, how many stocks do you have in your portfolio, and what is the overall portfolio style (focused--10 percent or more to top holdings--or well-diversified--30-50 stocks with not too much weightage to top holdings?)
I would be happy with 25%+ CAGR for a 5+ year term.

I have around 15 stocks, out of which 5 of them are core holdings and the rest, I would be getting in and out based on the valuation.
JMaruru is offline   Reply With Quote
Reply


Thread Tools Search this Thread
Search this Thread:

Advanced Search


Similar Threads
Thread Thread Starter Forum Replies Last Post
Stock Steering Wheel with Audio Controls Connected to After Market Headunit? Epic In-Car Entertainment 34 24th July 2014 12:36
Stock Market - Technical Analyis Tutorial carboy Shifting gears 5 24th June 2011 23:28
Games you can play at office (Flash / browser based) Spinnerr Shifting gears 24 23rd September 2010 20:37


All times are GMT +5.5. The time now is 04:52.

Copyright 2000 - 2017, Team-BHP.com
Proudly powered by E2E Networks