pcpune

Aditya Birla Nuvo - I think its a worst BIG stock, the company may be good. Historically, the Birlas have never been a good stock for the shareholders, and even in future, I dont think they will be. Technicals-very flattish growth, NPM and RoE really suck, even if the company performs really well, dont think it can reach 2400 in respectable timeframe.
Basically, you need to SELL, and I would advise you to look for pharma companies - especially the leader(s) to triple your investment from here....and patience and time would surely bring back your investment in green!!!!!

realacres

16 pages done!! Looks like this will open up other forms of investment ideas other than RE.

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IREF Rules - Read Me

monds

Yes indeed, it did 12 pages in 6 days , real estate never rallied like this in the boom time ...good to see that people know where to invest and how to invest...
PCP, here is an opportunity, open a separate forum for Stock Investments, you will be busy for your life time and don't forget to keep thread for real estate, in that forum...

ash7979

At last you have convinced of "Something" which I say

If you have a bearish outlook for RE & you feel that RE gonna crash in next 2-3 years then you should buy housing finance companies, as "IF" RE market go down then ppls will buy more & the they will take Housing loan & then these companies will make lots of money, so Invest in HDFC or if you wanna Diversify (Play safe) then invest both in HDFC & LICHF & then see how much money you will make in next 4-5 years ( I expect at least 30 CAGR return with these 2)...

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Cheers,
-Ashish

pcpune

Thanks.,Well, if not RE , you need stocks/gld for investments !!!!!!
I think the stock markets and the RE prices has a VERY good co-relation.DLF has been trading 50% below its offer price and now about 15-20 RE IPOs are waiting to have some kind of a rally in RE stocks, to launch their IPOs but alas, the wait is really long....Nitesh Estates tried to go against the tide, stock is down 40% from offer.

As I said, markets know the future of RE better, and unless we see huge upside in these RE stocks, DONT THINK we can have any RE boom in India fromk here, infact, the RE stocks have been down almost 300% from its peak which hasnt been reflected in RE prices - though the results of the RE companies show this.Hence, they want to hold inventory which leads to phenomenon called "HARD LANDING".

Hence, it is imperative to track the RE stocks here. I believe the markets and investors in general know the future of RE, and hence they are all having a very BEARISH VIEW on RE.Hope the stocks really fall another 50% from here, and we might see a huge correction in RE prices then.

Venkytalks

I shifted 1% from LICHF to FMCG fund.

Any other thoughts on the sector allocation I posted yesterday? Where to reduce and where to increase?

Bank14.9
Construction13.32
Metal12.2
Cement10.94
FMCG9.39
Chemicals6.5
Pharma6.5
Paint5.3
Ship4.7
Hotel3.9
Oil3.4
Durable1.92
Auto1.68
IT1.55
Health0.750.3
Telecom0.2

In FMCG I have ITC 5.3% of total portfolio, Godrej Consumer 2.9%), Smithkline Beecham (0.3) and Essel packages 0.9% (a legacy from a very old investment, now half the original investment).

Any thoughts?

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Venky

pcpune

I think you need a major overhaul, however, I dont believe in diversifying into many sectors, I beleive in quality stocks - whatever sector they may be. But to help you - sell construction,cement,shipping,hotel,oil - and increase healthcare/it/auto bit....

pcpune

Wiseman/All,

I need your view on two stocks - Andrew Yule & Company & Saint Gobain, any and every information/analysis would be very useful...

Venkytalks

Construction I have HCC, Pidilite and Sintex

Cement I have Madras, Kesoram and JP

Shipping I have GE and Varun

Hotel I have Indian and Leela

Oil I have only GAIL

What says you to "which to AXE?)

Digvijay

Hungary has ruled out further austerity measures and shown the door to EU & IMF.

I think this is just the start, sooner or later contries will start ruling out further austerity cuts. Iam still expecting a major meltdown.

Again guys do use one percent of ur portfolio value to buy out of money put options to hedges, speread it over next 3 months or so. ( especially for guys with bigger exposure like Venky and Ash).