Exit Polls in Delhi indicate Exit of Congress ~So should one Exit Shorts ! or Exit Markets on Highs ! as one goes into 2014 ?
December 5th, 2013
Tags: Exit Polls in Delhi indicate Exit for Congress ~So should one Exit Shorts ! or Exit Markets on Highs ! as one goes into 2014 ?
Exit Polls in Delhi indicate Exit of Congress ~So should one Exit Shorts ! or Exit Markets on Highs ! as one goes into 2014 on fears of US Tapering and FIIs reversing to significantly Net Outflows !?
Ah ! The Long and Short of it is that Fence Sitters rarely earn Money
So make your Call on Indian Equities…it’s a potential opportunity now for both Micro and Macro approaches to work out favourably
Sensex closed 2012 at 19427 and so far in 2013 has returned only 7.9% gains closing today at 20958
So far it has been a Selective Fundamental Approach to Stocks that has got in good returns
So far our 33 SS 1 to SS 4 Stock Selections show 25 in the Green ,some quite stunningly over 100% of which one is over 1000% !, 2 remain flat and 6 are in the red
On the other hand we had even warned on Stocks that would Strangle and they did ! ~ like Arshiya International,Wockhardt,CEBBCO and YBrant Digital despite them being recommended by many,some of who are leading names in our Markets
And Now we have another Option Opening out ~ to play the Indices with better conviction
Posted in Foreign Institutional Investors, Interesting News Sightings, Investing Approaches, INVESTOR MISTAKES, Reflections, Sensex, STOCKS, VALUATION |
2013 Noble Laureate & Economist Robert Shiller is worried that US Stocks continue Rising
December 3rd, 2013
Tags: 2013 Noble Laureate & Economist Robert Shiller is worried that US Stocks continue Rising
Nobel Laureate 2013 for Economics, Robert Shiller is worried about a Bubble developing in US Stocks & Real Estate in Brazil
2013 Noble Laureate & Economist Robert Shiller is worried that US Stocks continue to Rise and Real Estate in Brazil does too
He is the Yale Professor the World listens too as he correctly predicted the Sub Prime Mortgage Housing Crisis in US and before that the dot.com bust.
“I am most worried about the boom in the U.S. stock market. Also because our economy is still weak and vulnerable,” ~ he feels Finance and Technology Stocks are overvalued
“I am not yet sounding the alarm. But in many countries stock exchanges are at a high level and prices have risen sharply in some property markets.That could end badly.”
Interesting,in this context,to see how India will pan out in Equities & Realty in the General Election Year 2014
Posted in Banking, Financing, Global Economic Crisis, Inspiring and Motivating, Interesting News Sightings, Investor Gurus, INVESTOR MISTAKES, Reflections, Sectors, Technology, VALUATION |
Great ! Dashing through the Snow Jingle Bell Merry December is on us ! Enjoy it Healthily & Heartily & Happily as it heralds in 2014
December 1st, 2013
Tags: Great ! Dashing through the Snow Jingle Bell Merry December is on us ! Enjoy it Healthily & Heartily & Happily as it heralds in 2014
Great ! Dashing through the Snow Jingle Bell Merry December is on us ! ~ Already Feel the Joy & Warmth in a cool yet to become chilly early morning Breeze and expect the Nights to get Nippier
Enjoy it Healthily,Heartily and Happily as much as you can as it heralds in 2014 just as I began to do this morning ! ~
Started December with an early morning ‘Happy Feet’ barefoot walk in the Garden Dew followed by a Healthy and Hearty Breakfast at the Club of Hot Masala Dosa without Oil & Butter with Hot Sambar & Chutney & A Lovely Chilliless but Hot Akori made from Whites only on Butterless Brown Bread Toast and Strong Mint Tea with Splenda instead of Sugar ~ it’s a No Calorie Sweetener from Sucralose derived from Sugar and does not contain Aspartame
…and tomorrow is the Club’s Annual Day Evening Celebrations for Members ~~ There’s Cocktails & Dinner and a Live Band in attendance ‘Infra Red Entertainers’ ~ All on the House ~ So there would be Drinks & Dancing and ‘De gustibus non est disputandum’ Dinner if one goes by historic precedence of past Annual Days in recent years ~ It’s a Latin maxim meaning “In matters of taste, there can be no disputes” and all in the Delightful Company of Good Friends
…and it’s all Free !~ till this Sunday morning over 700 Members had registered for the Celebrations tomorrow
On the Professional Work Front,Pre Diwali October was fantastic for our Stock Selections as was November ~ Started December with Clients who renewed and upgraded and the promise of many joining us ~ December should continue this run of Luck & Skills and I expect 2014 too to be a Bountiful Equity Year on Specific Selections and Strategies and even in the Macro Indices if NDA comes into power at the Centre in the General Elections as is widely expected and indicated
Cheers to December 2013 as it heralds in a much awaited 2014
Posted in Inspiring and Motivating, Investing Approaches, Investing Themes, Reflections, STOCKS, VALUATION, When My Mind Meanders... |
BSE is Always Fun & Titillating & Seducing & Colourful ! ~ Here is Latest Google Evidence !~ Now stop Chuckling !
November 30th, 2013
Tags: BSE is Always Fun & Titillating & Seducing & Colourful ! ~ Here is Latest Google Evidence !~ Now stop Chuckling !
BSE is always Seducing & Titillating !
I’ve always held that BSE is great Fun & holds Colourful ‘Pretty Secrets’ that we strain to discover ! ~ It’s a Temptress ! ~ out to Entertain,Seduce and Titillate ! ~ One cannot Enter it and leave without being stripped Naked or Near Naked !
Google now provides you evidence of all of this from BSE post Closing near 4 pm Screen Shot yesterday as above !
‘Pretty Secrets’ Indeed !~What’s your favourite Colour !? Some prefer Black but Mine is the Combination of Pink (Quite Obvious)and Green (All Clear Go!)
Who bothers about Valuations when Prices are Cheap ! 3 for Rs 598!
Surely it’s not about Maxing your Entertainment and Gains by buying 3 Shares at @ 5% discount of Max India quoted at Rs 209 !
Come on BSE ! ~ Is this a deliberate strategy to glamorise BSE and make it more exciting to attract more business by Inspiring Derivative Strategies and Stock Selection Decisions !? ….and has not your Independent Board and your relatively new over paid Professionals who you brought in from the outside not noticed this !? ~ or it’s just easier to blame it on Google Ad ! ~ for your sake I just hope you don’t have a formal arrangement with them !
Wonder if BSE Website Content comes under the Regulator SEBI’s Purview !?
Whatever ! ~ It’s more fun Viewing BSE Website Now for Ad Quotes not Stock Quotes !!!
…..and all of you have a Chuckling good Weekend ….Cheers !
Posted in Chuckle !, Entertainment, Inspiring and Motivating, Interesting News Sightings, Investing Approaches, Investing Themes, Reflections, SEBI, Sectors, Sensex, STOCKS, VALUATION, When My Mind Meanders... |
November 2013 Posts in three Free Access Modules ~ Scrip Standpoint ~One Company under Scrip Tease ~19 Companies under Scrip Watch
November 28th, 2013
Tags: November 2013 Posts in three Free Access Modules ~ Scrip Standpoint ~One Company under Scrip Tease ~19 Companies under Scrip Watch
Check these November 2013 Posts on our Website in the various Free Access Modules
Scrip Standpoint Module ~ Four Week Ending Posts and Four Specific Posts
Scrip Tease Module ~ One Company
Scrip Watch Module ~19 Companies ~ These are not committed SS Selects that Clients have access to in Other Modules
Posted in Automobiles, Cement, Chemicals, Dairy, Hospitality, Information Technology, Infrastructure, Mineral Resources, Pharmaceuticals, Real Estate, Reflections, Retail, Sectors, Steel, STOCKS, Tyres, VALUATION |
Law of the Garbage Truck ~ Nice to be reminded of it once in awhile !
November 27th, 2013
Tags: Law of the Garbage Truck ~ Nice to be reminded of it once in awhile !
Law of the Garbage Truck ~ Nice to be reminded of it once in awhile !
“One day I hopped in a taxi and we took off for the airport. We were driving in the right lane when suddenly a black car jumped out of a parking space right in front of us.
My taxi driver slammed on his brakes, skidded and missed the other car by just inches!
The driver of the other car whipped his head around and started yelling at us. My taxi driver just smiled and waved at the guy.
I mean, he was really friendly.
So I asked, ‘Why did you just do that? This guy could almost ruin your car and sent us to the hospital!’
This is when my taxi driver taught me what I now call, ‘Law of the Garbage Truck’
He explained that many people are like garbage trucks. They run around full of garbage, full of frustration, full of anger, and full of disappointments.
As and when their garbage piles up, they need a place to dump it and sometimes they’ll dump it on you.
Don’t take it personally. Just smile, wave, wish them well, and move on. Don’t take their garbage and spread it to other people at work, at home, or on the streets.
The bottom line is that successful people do not let garbage trucks take over their day.
Life’s too short to wake up in the morning with regrets, So … Love the people who treat you right. Pray for the ones who don’t.
Life is 10 % what you make it.
90 % how you take it!
Have a garbage – free Life !!! “
Posted in Inspiring and Motivating, Investing Approaches, Investing Themes, INVESTOR MISTAKES, Reflections |
Challenger Magnus Carlsen dethrones Vishwanathan Anand as World Chess Champion
November 23rd, 2013
Tags: Challenger Magnus Carlsen dethrones Vishwanathan Anand as World Chess Champion
Magnus Carlsen celebrates in his Chennai Hotel Swimming Pool after becoming World Chess Champion
Defending World Champion Anand vs Challenger Carlsen in Chennai battling it out for the World Chess Champion Crown
The 22 year old Norwegian Chess Prodigy,Magnus Carlsen was crowned the new World Chess Champion in Chennai yesterday dethroning twice his age 44 year old Indian,Viswanathan Anand in his own den.Anand was the reigning Champion from 2007 to 2013
Carlsen showed his youthful exuberance by jumping into his Chennai Hotel Swimming Pool to celebrate being crowned as the World Chess Champion ….Cannot imagine Anand ever doing this ! ~ Carlsen is already popular and even idolised within the Younger Generation who play Chess
He is the second youngest to win this Crown,the youngest being Garry Kasparov,who had flown into Chennai with his wife to cheer Carlsen for this Match as he had coached Carlsen in 2009 ~ Kasparov was not given a formal welcome in Chennai as he was not an invited guest by World Chess Body FIDE,for which he will run for President next year ~ as he himself says “I’m here as a Chess Tourist” ~ Kasparov is reckoned to be the Greatest Chess Player the World has seen to date
Clearly it was the Vigour of Youth that played a Vital Part as Carlsen took the World Crown in just 10 games of the scheduled 12 games Championship Match winning three of the Ten Games( Games 5,6 and 9) and drawing the rest and last one to emerge the Victor with a score of 6.5 to 3.5
Anand summed it up best when he admitted “My mistakes didn’t happen just by themselves. Clearly, he managed to provoke them”
Carlsen confirmed on Anand that “The blunders that he made are unusual”
The worry is that this was the first time in Eight World Championship Matches since 1995 that Anand has not won a single game and he may not get another chance to become World Champion ~ he has been Five Times World Champion thus far before Carlsen ended his Era yesterday ~ In fact Carlsen had placed ahead of Anand in the last eight Tournaments where both have played
48 year old British Grandmaster,Nigel Short’s Interview in Mumbai Mirror today is quite candid and blunt that no one was expecting Anand to win as in recent years he goes for Draws rather than a Win and lacks Energy now
Nevertheless despite being dethroned as the World Chess Champion,Vishwanathan Anand remains one of the Worlds Greats in Chess
PS : 6 year old Dev Shah,a Chess Prodigy from Mumbai, saw his idol,Magnus Carlsen win from close quarters ~ he was there in Chennai at the Championship
…and my daughter,a student of Psychology, had been approached by Dev’s Mother to talk to him and motivate and inspire him ~ she has already had a few successful one to one sessions with Dev before he went on to win a Gold and Silver at the u 7 Asian School Championships in Sri Lanka in September ~ and has received appreciation from his Family ~ Dev has a FIDE Rating of 1466 and was rooting for Carlsen who he wants to emulate and even better his record ~ “Carlsen became a Grandmaster at the Age of 13.I want to become a GM at 11″ ~ and this is great goal when Dev states this on his Idol Carlsen at the Chennai World Chess Championship ” I want to sit where he is sitting.Maybe when he is 43,I will “
Posted in Chess, Inspiring and Motivating, Interesting News Sightings, Reflections, Sports |
Tarun Tejpal of Tehelka and Shazia Ilmi of the Aam Aadmi Party ~ Those who Sting are getting Stung !
November 22nd, 2013
Tags: Tarun Tejpal of Tehelka and Shazia Ilmi of the Aam Aadmi Party ~ Those who Sting are getting Stung !
Tarun Tejpal of Tehelka accused of Rape by Colleague at Thinkfest 2013 in Goa
Shazia Ilmi of Aam Aadmi Party caught in a Camera Sting
Tarun Tejpal of Tehelka and Shazia Ilmi,Leader of the new Aam Aadmi Party ~ Those who Sting are getting Stung !
~ some would categorise them as self proclaimed virtuous watchdogs of our three arms in our Dysfunctional Democracy ~ Legislature,Executive and Judiciary
Tarun Tejpal of Tehelka accused of sexual assault by a colleague ~ Tehelka within Tehelka !
At Thinkfest 2013 in Goa on November 7 and November 8 earlier this month Tarun Tejpal had sexually misbehaved with a lady journalist of Tehelka itself who first confided in Tarun’s own daughter who chided her father for this but later the Journalist complained officially to Shoma Chaudhary,the Tehelka editor ~ there was an attempt at cover up at Tehelka but the Goa Police’s FIR today has squashed this effort
Tejpal had resigned a few days ago as Editor -in-Chief of Tehelka for as he put it ”The last few days have been most testing, and I squarely take the blame for this. A bad lapse of judgment, an awful misreading of the situation, have led to an unfortunate incident that rails against all we believe in and fight for. I have already unconditionally apologised for my misconduct to the concerned journalist, but I feel impelled to atone further. I must do the penance that lacerates me. I am therefore offering to recuse myself from the editorship of Tehelka, and from the Tehelka office, for the next six months”
Tarun Tejpal began his career in India Today in the 1980s and then left to co-found Outlook Magazine .He left Outlook to set up Tehelka in March 2000 ~was hounded by the NDA government when in 2001 he had done a Sting Operation ‘Operation West End’ to expose shady Defense Deals for which ex BJP chief Banguru Laxman was trapped on camera ~now BJP accuses the Congress of protecting him though the Goa Police has slapped a FIR on him today for outraging the Modesty of a Woman under Sec 354 of the IPC and Rape under Sec 376 of the IPC
Tarun Tejpal has authored a Book “The Story of My Assassins” ~ His Victim must surely feel he is one too !
Sting Operation on the Aam Aadmi Party
Clearly AAP has been rattled by this Sting Operation and it’s Delhi Elections Campaign is now in jeopardy as differences are emerging within party leaders,some of who want to expel Shazia Ilmi ~ A few days ago even Anna Hazare wrote to Arvind Kejriwal not to use his name to collect Funds for the AAP
So it’s probably now settled ! that the Delhi Elections and the General Elections in 2014 will be a direct UPA v/s NDA fight as the new kid on the block the AAP will find it difficult to retain the credibility it had build up to cleanse the Corrupt System from within itself
It’s difficult to remain apolitical in a Dysfunctional Democracy ~ I neither hold a Brief for the Congress or the BJP ~ but we do need a Change in the Government ~ and I was rooting for the AAP to scale itself up to some significance to make a strong influence ~ and Delhi Elections would be their first Litmus Test ~ This Sting will surely affect their Fortunes at the Turnstile
Politics is Dirty and so can be the Media at times ~the Line is getting increasingly Blurred between Fact & Fiction or between Illusion & Reality
I for one, do not know who or what to believe now ! ~ but I do believe I would be doing injustice to our Constitution and my right to Vote if I Click on ‘None of the Above’ Option (NOTA) now to be included below the Candidates in the Elections
Posted in Controversies, Corporate Governance, Insider Trading, Interesting News Sightings, Reflections, When the Heart Explodes through the helpless Mind |