Thursday, September 7, 2017

IREF - Subscribed Threads Update

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Dear ck.kislay,

You are subscribed to the thread "Indian Stock Advice Trading Strategies Trends Market Predictions & Regulations" by pcpune, there have been 16 post(s) to this thread, the last poster was neokewl.

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

These following posts were made to the thread:

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: humblefool

On: September 7 2017 08:57 AM

[QUOTE=neokewl;n2550713]you will be amazed to know how long companies can run goosing up financial statements. Enron model of accounting hasn't really gone. Satyam ran a fair bit before collapse. [/QUOTE] Yes, the longer they cook books the more scarier the aftermath. If this happens at the level of a country, where government endlessly cooks it books, some day a full scale mayhem will follow. Pensions and retirement nest eggs will vanish, people who saved up for responsibilities will see not a single paisa exists. This is apart from the fact that full scale losses in informal sectors, job losses, loss in investor confidence etc etc. Prepare for enormous social and personal strife. Coupled by a long drawn painful recovery cycle. Basically it will be be 1970s and 1980s all over again.

With warm regards,
Team IREF

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: humblefool

On: September 7 2017 09:01 AM

[QUOTE=sachdeva51;n2550693] This is true for all assets. That under-construction flat that you bought with assumption that some day builder will deliver possession and it's resale value will increase. Lots of people who are invested in flats of Jaypee, DLF, Unitech, Emaar MGF, BPTP, Amrapali...and such are finding that these companies are nothing but ponzi schemes disguised as real estate. The plot you may be holding in some part of XYZ city hoping that the location will become developed in next 10-20 years from now and plot's value will appreciate. Then the paper currency notes that you have in your pocket carry a line like "I promise to pay the bearer..." Lots of folks found during the demonetization that reality was something different. They had to give some 20% to 50% of that note as bribe to a fraud banker to get the balance value for their money. The value of cash was exposed then and there. People were speculating that a Rs 1000 note was worth 1000 bucks but it turned out to be worth like 750 rupees only. I can go on and on but I guess you get the basic idea, It doesn't matter how smart you are. All assets are bought with speculation that they will either appreciate or retain their value. Everyone is basically looking for a bigger fool.[/QUOTE] That is true for all assets in the sense that timescales of application are not uniform. Terminal of a flat is 0. Terminal value of land is whatever people can pay for the land at the time. If you buy land, in case the economy crashes, land still remains and will fetch you money once economy recovers. In case of an economic crash, the companies in which you invested your money in will go bankrupt, they won't recover your money is gone forever. Lastly one also needs to look at recovery scenarios, not just crash scenarios.

With warm regards,
Team IREF

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: humblefool

On: September 7 2017 09:06 AM

[QUOTE=TruthSeeker1;n2550635] Speaking from personal experience... I turned 2 lakhs into 7 lakhs trading options in 8 months.... then lost all the gains in the next 6 months... despite wasting so much time learning so called indicators... position sizing .. blah blah... this was 7 years ago now i am wiser and don't do cr** like that.... Trading in not for 99.9% of people... [/QUOTE] This is classic gamb.lers fallacy. In economies like ours, the only way one can make in a scheme like this is, if others lose money. So for you to make big profits, somebody else has to make a big loss. [I][B]In other words this is very little of an investment scheme, this is in essence a wealth transfer scheme[/B][/I]. Your situation could be a lot worse. And for many people, it actually is.

With warm regards,
Team IREF

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: Sharpj

On: September 7 2017 12:08 PM

What are you talking about.. Why should all companies go bankrupt if there is a economic crash.. If you are reckless and invest in fly by night operators yes.. but otherwise.. what you are saying is not reasonable at all.. [QUOTE=humblefool;n2550795] If you buy land, in case the economy crashes, land still remains and will fetch you money once economy recovers. In case of an economic crash, the companies in which you invested your money in will go bankrupt, they won't recover your money is gone forever. Lastly one also needs to look at recovery scenarios, not just crash scenarios.[/QUOTE]

With warm regards,
Team IREF

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: sbajaj

On: September 7 2017 12:19 PM

[QUOTE=neokewl;n2550716]Try researching these: .. Pick up big when ever Nifty corrects Maruti Eicher Dhfl Motherson Iifl Edelwe iss Icici Pru Rbl bank Godrej properties Baj fin Baj finserv Caplin point  [/QUOTE] Thanks [USER="126676"]neokewl[/USER] I already have most of them on my watch list but i think they have run up too much n too fast. In bajaj category - I think Bajaj Holdings is the best bet ( no real business of there own but thrive on interest and dividend from bajaj finserv and bajaj finance ). DHFL was the one i was talking about which has run upto 40% in less than a month. It's a solid company with potential but it zoomed while I remained just a spectator waiting for a correction :-( A big tectonic shift is coming in Automotive sector ( EV and related tech ). Many companies are going to be next kodak / M.otor.ola / N.okia ( more or less finished ) and many will emerge as the next big thing ( apple / samsung / HTC etc ). Idea is to figure out who will lead the game in EV segment ( makers and supplier ). I found Igarashi mortors very interesting but very expensive ( suppliers to Tesla). [B]UTI Transportation & Logistics Fund [/B]- What is your views on this ? It's a unique fund and star performer from the last 12 years ( 22% per annum returns from the last 12 years......1 lakh invested in 2005 is 11 lakhs in 2017). It's pretty good return IMO ....worth taking a big bet on this fund ? I would like to bet big on automotive sector......I think a big packet can me made from this sector in coming times ( risk-reward ratio is very attractive ). Please suggest / discuss something in this sector. regards sbajaj

With warm regards,
Team IREF

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: humblefool

On: September 7 2017 12:20 PM

[QUOTE=Sharpj;n2550825]What are you talking about.. Why should all companies go bankrupt if there is a economic crash.. If you are reckless and invest in fly by night operators yes.. but otherwise.. what you are saying is not reasonable at all.. [/QUOTE] Of course if you have invested in Infosys or Reliance or Tata, a few months of misery won't matter much. But if you have invested in such companies. The returns too are not going to be multiple folds. Big risky investments which people in this forum claim to make millionaires overnight are almost all in the category you say 'fly by night' operators. They might not have evil intentions to take your money and run. But if the state of the economy itself is such, no one can help such businesses. In short. You make profit only if businesses make profit. To make more the business has to grow rapidly. If not at best case its stagnate and burn existing cash reserves, at worst its bankruptcy.

With warm regards,
Team IREF

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: TruthSeeker1

On: September 7 2017 01:18 PM

[QUOTE=humblefool;n2550796] This is classic gamb.lers fallacy. In economies like ours, the only way one can make in a scheme like this is, if others lose money. So for you to make big profits, somebody else has to make a big loss. [I][B]In other words this is very little of an investment scheme, this is in essence a wealth transfer scheme[/B][/I]. Your situation could be a lot worse. And for many people, it actually is.[/QUOTE] of-course short term directional bets ie options, futures , margin buying, short selling are all nothing but gam-bling when done in isolation.... People in these cases are not investing in income generation potential of the underlying but purely the capital appreciation/depreciation...

With warm regards,
Team IREF

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: humblefool

On: September 7 2017 02:00 PM

[QUOTE=polo1234;n2550853]Trading is without doubt a zero sum game . If a stock price remain same for a month , all the trading put together in that month for the stock will have equal losses and equal profit [/QUOTE] Not for the same person. Unfortunately you can burn your hands rather too quickly. I fathom it will take a unique combination of skills, math work, luck and intuition to do well in a game like this. There are only two factors out of those traits you can train yourself to be good at. The remainder is a throw of dice.

With warm regards,
Team IREF

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: sachdeva51

On: September 7 2017 02:53 PM

[QUOTE=humblefool;n2550795] That is true for all assets in the sense that timescales of application are not uniform. Terminal of a flat is 0. Terminal value of land is whatever people can pay for the land at the time. If you buy land, in case the economy crashes, land still remains and will fetch you money once economy recovers. In case of an economic crash, the companies in which you invested your money in will go bankrupt, they won't recover your money is gone forever. Lastly one also needs to look at recovery scenarios, not just crash scenarios.[/QUOTE] I was invested in mutual funds in 1990s. That is when LTCM collapse and Asian currency crisis played out in 1997-98, then Vajpayee government tested atomic bombs and sanctions were imposed on India by most developed countries, then Kargil war happened. It was followed by tech bubble burst, which was followed by 9/11 attacks. Those were 5-6 consecutive years of turbulence. Even after all that bull run restarted in 2003 and people made a lot of money in next 5 years. Point is you have to know what you are doing or hire the experts (mutual funds). I am not aware of any mutual fund ever going to zero but I can give you examples of around 10 real estate companies where builders vanished after taking money from customers and thousands of investors realized terminal value of 0 for their land and flats. Real estate companies in Delhi NCR are bigger fraud than anything in financial markets and property dealers are lowest among the lowlife creatures on this earth.

With warm regards,
Team IREF

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: humblefool

On: September 7 2017 03:13 PM

Mutual funds don't have to take you money and RUN. They have legal rights to lose all your money without you having any complaints at all. Which is why they scream at the end of every ad, that you are in on your risk and yours alone.

With warm regards,
Team IREF

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: Dkumar12

On: September 7 2017 03:24 PM

[QUOTE=humblefool;n2550871]Mutual funds don't have to take you money and RUN. They have legal rights to lose all your money without you having any complaints at all. Which is why they scream at the end of every ad, that you are in on your risk and yours alone.[/QUOTE]Off topic..but.. Bhai, this is stocks and Mfs thread... Why are you promoting your plots here.?

With warm regards,
Team IREF

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: Sharpj

On: September 7 2017 03:25 PM

Yes.. They mention that specifically to dispel any misguided thought of looking at it as a short term gamble. Any investment the risk is with the buyer. You can hedge it to some extent but the risk resides with the investor only .. [QUOTE=humblefool;n2550871]Mutual funds don't have to take you money and RUN. They have legal rights to lose all your money without you having any complaints at all. Which is why they scream at the end of every ad, that you are in on your risk and yours alone.[/QUOTE]

With warm regards,
Team IREF

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: Sharpj

On: September 7 2017 03:40 PM

[COLOR=#0000CD][B]Please do make good contribution and do not make random claims that are not substantiated. [/B][/COLOR] [QUOTE=humblefool;n2550827] Of course if you have invested in Infosys or Reliance or Tata, a few months of misery won't matter much. [COLOR=#0000CD][B]You do not have to invest in these named stocks only. There are many good companies and business you can invest in. No one is asking you to invest in penny stocks. There are a few traders in the thread and technical analyst too. But no one is betting against them or acting on their tips and there are many long term investors too[/B][/COLOR] But if you have invested in such companies. The returns too are not going to be multiple folds. [B][COLOR=#0000CD]Just look at MF returns on past data [/COLOR][/B] Big risky investments which people in this forum claim to make millionaires overnight are almost all in the category you say 'fly by night' operators. They might not have evil intentions to take your money and run. But if the state of the economy itself is such, no one can help such businesses. [B][COLOR=#0000CD]I do not think anyone is claiming to make any one millionaire overnight. I know you are speaking figuratively and not literally but just go back the thread anytime in 7 years no such claim exists[/COLOR][/B] In short. You make profit only if businesses make profit. To make more the business has to grow rapidly. If not at best case its stagnate and burn existing cash reserves, at worst its bankruptcy. [COLOR=#0000CD][B]Suggestion go long on good business[/B][/COLOR] [/QUOTE]

With warm regards,
Team IREF

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: TruthSeeker1

On: September 7 2017 04:36 PM

[QUOTE=Manoj2012;n2550721]The new interface is bugged ...... whatever I post get posted with addition of some junk characters like "&bsp" [/QUOTE] they cant release any thing new with out breaking old stuff ie no regression testing.. or may be no testing at all... :P

With warm regards,
Team IREF

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: vishalmcp

On: September 7 2017 06:35 PM

[QUOTE=TruthSeeker1;n2550894][QUOTE=Manoj2012;n2550721]The new interface is bugged ...... whatever I post get posted with addition of some junk characters like "&bsp" [/QUOTE] they cant release any thing new with out breaking old stuff ie no regression testing.. or may be no testing at all... :P[/QUOTE]No offense to anyone, I am member of other forums also, they dont change UI things too frequently & I hope many people here will agree.. Here they are going from good to bad & then worst.... 

With warm regards,
Team IREF

https://www.indianrealestateforum.com/forum/city-forums/pune-real-estate/9993-indian-stock-advice-trading-strategies-trends-market-predictions-regulations

Posted by: neokewl

On: September 8 2017 02:47 AM

[QUOTE=sbajaj;n2550826] Thanks [USER="126676"]neokewl[/USER] I already have most of them on my watch list but i think they have run up too much n too fast. In bajaj category - I think Bajaj Holdings is the best bet ( no real business of there own but thrive on interest and dividend from bajaj finserv and bajaj finance ). DHFL was the one i was talking about which has run upto 40% in less than a month. It's a solid company with potential but it zoomed while I remained just a spectator waiting for a correction :-( A big tectonic shift is coming in Automotive sector ( EV and related tech ). Many companies are going to be next kodak / M.otor.ola / N.okia ( more or less finished ) and many will emerge as the next big thing ( apple / samsung / HTC etc ). Idea is to figure out who will lead the game in EV segment ( makers and supplier ). I found Igarashi mortors very interesting but very expensive ( suppliers to Tesla). [B]UTI Transportation & Logistics Fund [/B]- What is your views on this ? It's a unique fund and star performer from the last 12 years ( 22% per annum returns from the last 12 years......1 lakh invested in 2005 is 11 lakhs in 2017). It's pretty good return IMO ....worth taking a big bet on this fund ? I would like to bet big on automotive sector......I think a big packet can me made from this sector in coming times ( risk-reward ratio is very attractive ). Please suggest / discuss something in this sector. regards sbajaj[/QUOTE] Hold off the EV investments until the policy is clear.. Electric vehicles are not viable if a business has to function on its own w/o subsidies. The other development is a more recent from Mazda which has designed an extremely efficient ICE. { internal cumbustion engine }. WIll Indian manufacturers push this remains to be seen? I am sure some lobbying will start so that firms don't need fresh investments. Yeah, you are right its a big game changer in the industry. I would like to see the subsidies being offered to the firms by the govt before jumping into investing.. UTI fund : I am in it for last 2 years now...Given me about 30% & I am pretty happy with it. I think its worth it & stay in it for atleast 3-5 years ...

With warm regards,
Team IREF

With warm regards,

Team IREF

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