Thread: Very long term investment

Originally Posted by juhi

I am a very longterm investor who hate selling stocks.I want to invite people who have similar Ideas and want to share their experience with their old stocks.
Let me start with my initial investments in 1994.I bought HDFC bank(10 Rs share from IPO),Sun Pharma(150 rs in IPO),SBI (90 Rs IPO),Reliance petroleum(60 rs for a debenture).These are among other many shares,many of which are not traded at the moment. I bought Fem Pharma
at 45 rs which ent don to 8-10 rs for a longtime but eventually came back to more than 300 rs.
HDFC has given more than 100 times return,Sun Pharma more than 70 times,SBI more than 12 times,Reliance petroleum(converted to RIL and then few shares of all split companies) has also given significant return.
Now their dividents is 30-40 % of initial investment.
I want to shares my vision with other people who think in the current market which shares has the potential to become like HDFC bank,Sun Pharma,SBI bank,Reliance industries after 10-15 years.
The one which I can loosely think of are Yes Bank,Selan exploration,Allied digital etc.What others think of any share which has the potentil to become big.
Any openion is welcome.

Hi Juhi
I too am an long time invester, but still I am slightly confused some times about the time frame of long time. it is true that investers of Infosys and such Companies are real heros of market to receive 100 times of return, but how to pick these Companies in the early stage is the real question.Looking into these factors, I feel, a time frame of about 3-5 years is sufficiently long time perspective and it can be furthered based on the evaluation of performance. Keeping this in mind I feel one should have some stocks of power in the portfolio. can some body suggest which stock in power can be purchased at this time. REL is a good stock but I feel it is already run up a lot. can it be recommended to enter in this stock at this level. another stock I like in this pack is Torrent Power and I have purchased 600 @80. Yes Bank is OK but can one enter at this level. Power Grid Corporation is another stock, one shouls accumulate.

whay I think about longterm is initially 3-5 years and review your investment.If some company is doing well,I will stick to it even if it drops 20%.If some company is not performing well even after 3 years,I will review whether to exit or not.Although there is no hard and fast rule.For example IPCA lab came out with IPO in 1993 Dec at 130 Rs.It was at discount for a longtime.Few years ago,after it starting making Artemesnan(anti malarial product),it started moving up and it gave 1:1 bonus 2 years ago and is currently at 700 Rs.Few people once buy share,never sell them(Ride with the company and drown with the company) and shares are passed from one generation to another like gold assetts.

Date 09/28/07 time 9.1 pm

Hi Juhi,
What u have said about equitites as a assest class is really true. There is only one problem though that not everyone is gifted with the analytical powers and more then that not everybody thinks of equities as a class they wish to hand down from generation to generation People generally r far more greddy and self interets oriented for them to do things that way. Its very heartening to see somebody at least think like that, its another story whether u urself will end up doing it. I for one strongly beleive in what u write. The only problem is that i am dependent upon the markets for my monthly income. And hence the need to look at something more close, in time and money wise too. But nonetheless wise words.

Dear joesb213
Thanks for your appreciation.I went out for a weeklong holidays because of school holidays and did not bothered myself to sit on the net.Any way the market has not fallen in one week and rather appreciated.Good to see investment growing slowly( in fact not slowly).TTML has come down a bit,L&T , JP industries,DLF has gone up,Power grid opened with 100% premium.(these are few of my investments).I had thought of buying some power grid shares from the market taking clue from the grey market premium of 20-24 Rs.Mind tree which was flavour after listing has nearly come down to IPO price(after getting oversubscribed more than 100 times).Infosys ADR has appreciated from 46 US dollars to 54 US dollars.
Wait to see how the market behave next week after results of Igate on wed and Infosys on friday.

hello, tell me about ABAN. what are the short term and medium targets-

I foresee GMR Infra has such potential to give good returns in long term.

Originally Posted by juhi

I am a very longterm investor who hate selling stocks.I want to invite people who have similar Ideas and want to share their experience with their old stocks.
Let me start with my initial investments in 1994.I bought HDFC bank(10 Rs share from IPO),Sun Pharma(150 rs in IPO),SBI (90 Rs IPO),Reliance petroleum(60 rs for a debenture).These are among other many shares,many of which are not traded at the moment. I bought Fem Pharma
at 45 rs which ent don to 8-10 rs for a longtime but eventually came back to more than 300 rs.
HDFC has given more than 100 times return,Sun Pharma more than 70 times,SBI more than 12 times,Reliance petroleum(converted to RIL and then few shares of all split companies) has also given significant return.
Now their dividents is 30-40 % of initial investment.
I want to shares my vision with other people who think in the current market which shares has the potential to become like HDFC bank,Sun Pharma,SBI bank,Reliance industries after 10-15 years.
The one which I can loosely think of are Yes Bank,Selan exploration,Allied digital etc.What others think of any share which has the potentil to become big.
Any openion is welcome.

The share is now ruling at Rs.350 at its issue price. This discounts FY 08 earning by about 7 times, while may have discounting of just 5 times for FY 09 earnings. It seems that the fundamentals of the company have not been rightly understood by the market and share lost as an I.T. Stock, which now a non-preferred sector.

Patient investor can take a long position.

Dear Juhi
your idea is nice. i would like to know that are you thinking about the devaluation of our Rupee. The positive thing i can find you idea is that you are not interested to eat the speculative money. are you satisfied with the dividend you getting from the holding stocks. do you mean the return you got HDFC as its dividend.
regards
ash

Originally Posted by juhi

I am a very longterm investor who hate selling stocks.I want to invite people who have similar Ideas and want to share their experience with their old stocks.
Let me start with my initial investments in 1994.I bought HDFC bank(10 Rs share from IPO),Sun Pharma(150 rs in IPO),SBI (90 Rs IPO),Reliance petroleum(60 rs for a debenture).These are among other many shares,many of which are not traded at the moment. I bought Fem Pharma
at 45 rs which ent don to 8-10 rs for a longtime but eventually came back to more than 300 rs.
HDFC has given more than 100 times return,Sun Pharma more than 70 times,SBI more than 12 times,Reliance petroleum(converted to RIL and then few shares of all split companies) has also given significant return.
Now their dividents is 30-40 % of initial investment.
I want to shares my vision with other people who think in the current market which shares has the potential to become like HDFC bank,Sun Pharma,SBI bank,Reliance industries after 10-15 years.
The one which I can loosely think of are Yes Bank,Selan exploration,Allied digital etc.What others think of any share which has the potentil to become big.
Any openion is welcome.

hello friend,

I like your opinion. becoz it is one of the truth of STOCK MARKET INVESTOR . fraknly i tell u that i was the trader Intraday till now. But i defeated in it. I think that you are right.