Added quarterly data on pledged shares. Made some changes in the website, and moved things around.
The links to investors and stocks in portfolio charts are now clickable. You can disable this through the Settings tab in the top-right corner.
The front-page now shows the old trends page, while portfolios have moved to Stock Portfolios and Investor portfolios respectively. Financial data has been dropped for now, trying to think of a better way to represent it.
Nice strategy,
What method do you follow to choose the contracts? and the weighing scheme?
BTW, I personally your method is far more efficient than leveraged ETFs. The only problem is the rollover cost as 3 month futures aren’t necessarily the most liquid. Might actually be better to use monthly contracts. Other than the liquidity there is the advantage of having a specific rollover product per script which helps you minimise impact cost. Another drawback for most small investors is that these days each lot is a minimum of Rs. 4-5 lakhs so minimum exposure that one can take is actually a bit steep.
Cheers
Sachit
A lot is riding on the 2,500cr revenue projections, but project details provided in Q2 presentation might imply that not all of that revenue belongs to Arvind.
Specifically comparing “Sporcia” and “Electronic City” projects in Bengaluru, both have very similar areas (5 acre, 0.52 msqft), revenue projections (225 cr) and completion year (2017). That makes sense except for the fact that Sporcia is 100% AIL while AIL has 65% stake in Electronic City. There could be couple of explanations
Does that mean that AIL revenue would be ~1400 cr adjusted for their share in properties?
@onliabhishek, as you seemed to be sure of the revenue share, could you take a look.
Disclosure: Not invested, evaluating.
Though large caps don’t give high returns but there are quality large caps which assures steady growth for long term.
Currently the method I use is to buy futures contract for it for 3 months and then sell it irrespective of what price it is at and replace it with another futures contract for next three months, so mentally I am holding it for long term. This way I keep replacing every 3 month.
What other ways can a value investors use to leverage for long term ?
I read somewhere there is a way to purchase leveraged ETF for long term, Is it possible in India ?
Hindistan Media Ventures Limited (HMVL) : A mis-spelt bet 
(read the thread topic )
Disc : Invested with 5% of portfolio.
Disclosure: Bought some Deepak Fertilizers today
Not expecting a huge upside even if profits reach Rs 200cr. Find the HDFC Sec target of Rs 190-200 realistic. What is the PE that a company like this should get? Current market cap is Rs 1361cr. So about 46% return if share reaches a PE of 10 with profit of 200cr.
I think this stock is best avoided like most of small cap IT/ITES companies. You don’t need to over analyze this and company may be trying to do right things.
But ITES market has become hyper competitive and smaller guys have strong niche they can not make money.
e.g. Take solution has found a niche and trying to reinvent itself. Market seems to like it. But even there we will need to see if they succeed.
Companies who could not grow in hey days in last 25 years have very little chance now unless they have a strong niche.
I think it is very important to recognize here that both the initiator of an post/stock story and the moderator/admin have good intentions as the primary driver of their posts/actions.
The initiator wants to share his/her views on a new idea which he/she feels has potential to create value for investors and hence wants to share the same with the tribesmen. On the other hand, the moderator has a job to ensure that given the wide spectrum of members on this forum, no unintended damage is done to the investors who are learning the ropes or are entering the market for the first time So, if we work with that basic premise, the context is set right for the discussion.
Then the real focus should be to ensure that the rules/guidelines are so designed to maintain the fine balance between the twin objective of both the stakeholders (Member & Admin). Instead of getting into debate around once specific instance (which of course has triggered this discussion), I feel we should delve upon
Having said that, I feel it is very important to have a guideline/rule based forum or else with 11,000 members participating in free flowing discussions,we risk the forum becoming another moneycontrol message board/TED. We must ensure, that VP remains a forum that is regarded for it’s structured and balanced discussions and collaborative effort. Thus, having right guidelines and enforcing them dispassionately is critical for the success of VP.
@subashnayak_19_, I am sure many on this forum will recognize your excellent contribution to this forum as I am surely one of them. VP, from it’s early years have benefited from time to time from your posts/inputs. I personally feel that it is perfectly fine to have diametrically opposite view point and yet collaboratively prosper together on forum like VP.
I am sure all of us including admin and moderator will agree that VP is because of it’s tribe and not otherwise. Based on my limited experience, I feel VP is a unique platform that is created by all of us and belongs to all of us. The sense of belonging that I see in many VP folks is exemplary. We must ensure that this unique experiment in collaborative research grows multifold and benefits the larger investor community in the long run.
To be frank I don’t have much idea. From a big picture perspective, the hope is that if govt. is serious about this, they will find ways to enforce compliance. Coming to the specifics, I am hoping that there will be a rush as March approaches, since the RPO requirement is on an annual basis.
I’m quoting some important lines from the news article as the significance of this news is immense, given the context of prevailing situation and the country we are talking about.
CFC = Cupid Female Condom.
Outcome of study done starting 2014:
RESULTS from an Acceptability study for the Cupid Female Condom (CFC) in Zimbabwe, commissioned in 2014 by the Ministry of Health and Child Care (MoHCC), the Zimbabwe Family Planning Council and UNFPA have shown that the condom is acceptable in the country.
Cupid Female Condon acceptability:
“Results show that the condom is acceptable in Zimbabwe, in fact the level of acceptability for the Cupid Female Condom CFC is very high. There is evidence that this is a condom that will be liked by all participants of this study; men, women, young people, sex workers and people living with HIV.
Significant statement to make which should help Cupid secure orders:
“Therefore, the Cupid Female Condom (CFC) provides an additional safer sex option and it is recommended to be considered for introduction into Zimbabwe,” she said.
Prevention is better than cure:
Despite the myths and misconceptions, condoms are so far the only method that has been proved to help in the prevention of unwanted pregnancies, HIV and other sexually transmitted diseases.
Source link (posted by a member already in one of the above posts):
Disclosure: I hold Cupid.