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. 224 31.95%
26 - 50% -- I have a few stocks. 313 44.65%
51 - 75% -- I'm an active trader. 114 16.26%
76 - 100% -- Hey, I'm an i-banker!!! 50 7.13%
Voters: 701. You may not vote on this poll

Reply
 
Thread Tools Search this Thread
Old 13th January 2016, 18:32   #3151
BHPian
 
Join Date: May 2008
Location: Bangalore
Posts: 131
Thanked: 49 Times
Default Re: Do you play the stock market

What you guys think. Is it right time to take a contrarian call on banks, Specially SBI and ICICI. I know there is fear of NPA's but at current price point both these look interesting for long term say 5-10 years. I am thinking of starting SIP, like picking up 25 shares every time it goes down.

BTW is there a way to find out the % of corporate and retail lending for banks?

-Ijeet
ijeet is offline   Reply With Quote
Old 13th January 2016, 20:11   #3152
Distinguished - BHPian
 
swiftnfurious's Avatar
 
Join Date: Sep 2009
Location: Chennai
Posts: 6,449
Thanked: 6,438 Times
Default Re: Do you play the stock market

I have been hearing about the market correction to a possible 7300 (Nifty). Anyone else who thinks a good correction is due?
swiftnfurious is offline   Reply With Quote
Old 14th January 2016, 12:15   #3153
BHPian
 
Join Date: Nov 2007
Location: Pune
Posts: 193
Thanked: 15 Times
Default Re: Do you play the stock market

Quote:
Originally Posted by ijeet View Post
What you guys think. Is it right time to take a contrarian call on banks, Specially SBI and ICICI. I know there is fear of NPA's but at current price point both these look interesting for long term say 5-10 years. I am thinking of starting SIP, like picking up 25 shares every time it goes down.

BTW is there a way to find out the % of corporate and retail lending for banks?

-Ijeet
I had the same feeling...based on this simple valuation model:

http://valumonics.com/wp-content/upl...anks-worth.pdf

Comments are appreciated!

SBI Valuation based on this model: (using Sep Qrtr data)

Deposits NPAs Value Number of Shares Value Per Share
15,76,793.24 56,834.28 179684.70 746.57 240.6803193

Last edited by Ferrari1976 : 14th January 2016 at 12:19. Reason: formatting
Ferrari1976 is online now   Reply With Quote
Old 14th January 2016, 12:36   #3154
BHPian
 
Join Date: Sep 2015
Location: Pune
Posts: 424
Thanked: 416 Times
Default Re: Do you play the stock market

Quote:
Originally Posted by swiftnfurious View Post
I have been hearing about the market correction to a possible 7300 (Nifty). Anyone else who thinks a good correction is due?
Nifty at 7300 or 7000 or 8000. If you are a long term investor (10 years+), just start putting in money every month. Buy a mix of blue chips and you will never (yes I will say NEVER) lose money.

You can make a killing in penny stocks and Midcaps, but Large Cap Index stocks will give you peace of mind and a very healthy return in the long term.
freedom is online now   Reply With Quote
Old 14th January 2016, 14:17   #3155
BHPian
 
Join Date: Oct 2009
Location: Delhi / Chandigarh
Posts: 44
Thanked: 11 Times
Default Re: Do you play the stock market

Quote:
Originally Posted by deepv View Post
Not very sure if there is another thread about this, quick search didn't point to any.

Would like to seek suggestions upon which demat/trading account to go for.
How does the low cost ones like Zerodha work out?
Am currently using ICICI Direct and happy with their services. The only drawback, they are relatively costly in terms of brokerages compared to some other providers. For example, they charge a flat brokerage in their iSecure plan only if you have purchase of 6.5K~7K odd or above else it is a % of trade which is a higher amount. This restricts you that when you buy you buy shares in quantity that it works out to this amount and hence minimum brokerage or else you may have to pay a slightly higher brokerage per share.

Zerodha on the other hand offers ZERO brokerage for delivery based trades and for trading / futures n options the brokerage is quite low (INR 20 or a % of trade which ever is lower).

One drawback of Zerodha as of today is that you would not be able to apply for IPOs, buy tax free bonds, NCDs, Mutual Funds (though I guess most of us would be moving to direct investments now). These are features that they are planning to add we they move along but today are absent. Another point, which I am not very sure of, is that there is a cost associated with transferring money from your bank to zerodha (from where deductions would happen for your trades). Other forum members who use Zerodha could confirm on this aspect.

Am planning to open a new account in Zerodha and do all my equity investment from that account and retain ICICIDirect for IPOs, TFBs etc.

Hope this helps.

Cheers,
S
sukhoi is offline   Reply With Quote
Old 14th January 2016, 15:33   #3156
Awaiting Email Confirmation
 
Join Date: Mar 2009
Location: ............
Posts: 3,260
Thanked: 4,212 Times
Default Re: Do you play the stock market

My buy order of 100 Karnataka Bank @ 98 was executed just before the closure of today's trading at NSE.
J.Ravi is offline   Reply With Quote
Old 14th January 2016, 16:05   #3157
Senior - BHPian
 
shajufx's Avatar
 
Join Date: Apr 2007
Location: BLR & Muscat
Posts: 1,678
Thanked: 445 Times
Default Re: Do you play the stock market

Just curious to know whats the best quarterly and annual return one can make through stocks in India ! I have been training and trading in international forex since 2001, managing a pool up fund since October 2015 and its going as per plan. I have never tried stocks and no clue about the possible annual figures. If its interesting, I like to give it a shot !
shajufx is offline   Reply With Quote
Old 14th January 2016, 23:48   #3158
BHPian
 
Join Date: Oct 2011
Location: mumbai
Posts: 450
Thanked: 181 Times
Default Re: Do you play the stock market

Hi everybody.
A peek into the past and based on it a forecast of the future. Whether the market will go up or down is anybody's guess.
http://epaperbeta.timesofindia.com/A...14012016009034.
Happy investing.
Regards
faustus77 is offline   Reply With Quote
Old 15th January 2016, 19:38   #3159
BHPian
 
Join Date: Nov 2007
Location: Pune
Posts: 193
Thanked: 15 Times
Default Re: Do you play the stock market

This article written in the context of Chinese banks is directly applicable to the current situation of Indian Banks. A lengthy article but must read for all those wanting to invest in Banks:

http://blog.mpettis.com/2014/02/what...-about-growth/
Ferrari1976 is online now   Reply With Quote
Old 15th January 2016, 20:32   #3160
BHPian
 
anand_lukose's Avatar
 
Join Date: Dec 2006
Location: Nashville,Hyder
Posts: 124
Thanked: 58 Times
Default Re: Do you play the stock market

I think its a good time to start investing in portfolios that matches with your age and or risk profile. Folks who have been in on SIPs with their Mutual Funds should start increasing their SIP amounts if they can.

Investments should never be in lumpsum and there is no point trying to bottom fish and find the lowest point the markets can go to. It may go down to 7300 or even 7000 but would advise to start picking up good quality companies. If GST bill passes then we would start another bull run for sure.

Foreign investors have been selling out from every country and it is our domestic funds that have been supporting us so far. India among the Emerging Markets is still one of the best and safest but with pricier valuations. I am of the opinion that a much more stable yet growing economy nowadays can command more valuations. So, once FIIs realize that and return we should be already invested.
anand_lukose is offline   Reply With Quote
Old 15th January 2016, 22:40   #3161
BHPian
 
Join Date: Nov 2006
Location: Bombay
Posts: 70
Thanked: 22 Times
Default Re: Do you play the stock market

Quote:
Originally Posted by shajufx View Post
Just curious to know whats the best quarterly and annual return one can make through stocks in India ! !
Hi Shajufx ,

I started trading for a living since July 2013. I only trade in NSE stock futures and write options and dont do delivery based trading. My Annual returns (not compounded) were:
In Fy 2013-14 = 19 % , Fy 2015-16= 34 % , Current Fy 2015-16= 83 % so far. I prefer shorting stocks and write options.
spookey is offline   Reply With Quote
Old 16th January 2016, 01:09   #3162
BHPian
 
Join Date: Oct 2012
Location: Hyderabad
Posts: 374
Thanked: 133 Times
Default Re: Do you play the stock market

Quote:
Originally Posted by sukhoi View Post
Am currently using ICICI Direct and happy with their services. ...

One drawback of Zerodha as of today is that you would not be able to apply for IPOs, buy tax free bonds, NCDs, Mutual Funds (though I guess most of us would be moving to direct investments now). ...
Thanks for your insight .. Sukhoi!

I have been looking at Zerodha's pricing and options for some time, and haven't been jumping for it due to lack of IPO support.
But you are right, it would make sense to have two accounts and use them according to suitability.
deepv is offline   Reply With Quote
Old 16th January 2016, 04:34   #3163
BHPian
 
Join Date: Nov 2006
Location: Bombay
Posts: 70
Thanked: 22 Times
Default Re: Do you play the stock market

Quote:
Originally Posted by spookey View Post
Hi Shajufx ,

Fy 2015-16= 34 %
Sorry for the typo please read it as Fy 2014-15
spookey is offline   Reply With Quote
Old 18th January 2016, 15:14   #3164
Awaiting Email Confirmation
 
Join Date: Mar 2009
Location: ............
Posts: 3,260
Thanked: 4,212 Times
Default Re: Do you play the stock market

Bought 50 Coal India @ 310. It has a dividend yield of 6.6% at this price.
J.Ravi is offline   Reply With Quote
Old 19th January 2016, 11:59   #3165
Newbie
 
Join Date: May 2013
Location: Chennai
Posts: 21
Thanked: 7 Times
Default Re: Do you play the stock market

Quote:
Originally Posted by VindyWheels View Post
Hi, not sure...everything small is cracking today.

Cupid, I had bought at 270 and would not buy at current price as margin of safety is less as per me. If it corrects to 300, would be quite interesting. Have a look at Pharma stocks like Jubilant Lifescience and Neuland Labs. Take solutions also look good after the corrections.
Hi Vindywheels,

What is the strategy you are following at this correction phase, any new picks or are you adding your old picks. Please share your views!!
Ravijai 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 23:47.

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