Dear googol,

BOD is over due for you now. There are some names that are synonimous with certain things.

Jaya TV--------Jayalalitha

Kalaignar TV---Kalaignar

SUN TV---------Vijayakanth

NDTV-----------Shankar Sharma

MMB------------GOOGOL

The MOD is doing a great job. It is a very very tough one considering that there is a long list of talented boarders. But the ones selected by him/her are really great. so, deservedly and naturally you will be there sooner than later.

regards

Nadhi...

Dear micky,

May I place a request to change my nick?

regards

Nadhi...

Dear knair,

Happy to interact with you after a long time. I was wondering as to why no messages from you for sometime.

I accept that the market is unpredictable and irrational at times. But I dont see the short/near/intermediate/ terms. My message was just to say about what is going on, as per my views. I never look at the market fluctuations and get worried. As far as I am concerned I look at the business of the ones I invested. I strongly believe that India is going to be the fastest growing nation in a few years, if not in a year from now. What is going on in the global market is a game played by the investment banks of the U.S to save their own skin. I believe that the money will flow to the place where there is scope for earning. Nobody comes here for charity. The same FII will pump in money in a year from now, at the maximum if not earlier. I am confident on that.

I am also not an expert. I do not know anything about the global economy, neither at the micro nor at the macro level. That is not needed too. Even Buffett says that he know nothing about economy. The period may get dragged a little long. Bu I am confident of reaching the destination, even though a little bit late. Good days are ahead as far as I am concerned. The market went down on Friday as such everybody was selling and today it is buying as if there is no tomorrow. It had been happening for some time. Now the media says for the first time that the DII have bought 48000 crores during the past 5 months and the FII had sold stocks worth 69000 crores. We pretty well know as to why the FII were selling. They have their own compulsions in their home land. If the future is bleak why the DII bought stocks worth 48000 crores during which the analysts and experts were talking of doom and gloom. I repeat again Mr.Nair that the retailers will be getting fewer and fewer in the days to come. Those who have the courage will only stay. Gone are the days for the ones who invest on tips fed by others. Better in the sense that the volatility will go down.

I will be too happy to see your messages. Please interact frequently.

regards

Nadhi ...

Congratulations sbalu. You deserve it.

regards

Nadhi...

Dear Micky,

You are asking a million dollar question. How do men know what a woman wants. One poet wrote that the mind of a woman is deeper than the sea to be read. By the way do you really feel that all women like their husband to be Mr.Right? May be, right only to them.

I know that you would treat this too as evading. I am eveading as I dont want to be envied. Got the point?

regards

nadhi ...

Dear micky,


If I say "yes" I would be termed either as arrogant or ignorant. If I say "NO", I would be one with an inferiority complex.
Dear dear micky, you are putting us in a great dilemma. O.K.

Given a chance, I would have liked to have avoided from committing some mistakes and some blunders. Still I would like to be myself than anyone else, not even Micky. Just to have an outside and frank view I asked this question of yours to my wife.

She says that leaving apart all the other things, where else can I get a sucker as you are.

regards

Nadhi








...

Dear Peri,

It seems that an interesting debate is going on between you and Atheist. Like the decent way the points are debated. Carry on friends. While the market is affected by selective amnesia and the market views expressed in MMB are either biased or wishful thinking, this debate adds colour to the board.

Regards

Nadhi

...

Dear nadhi, This refers to your msg to GOOGOL dt 3rd sept. I have been in the process of shifting from Bangalore to Gulbarga and could not look at the stock mkt and msg board for about a month. I fully agree with you that the pundits would appear with buy recom.after sensex crosses 18K. They would be sending mad buy calls if it goes up further. When it comes down and if it hits 10K, they would be begging each and everybody to get out. We know why! But we learnt our lessons also, may be after burning our fingers. After seeing the up and down several times, I have come to one conclusion. The mkt can see 10K or 20K or 30K or vice-versa. The nature of mkt is cyclical. In my marketing life of near about 30 yrs, I visited all over India a number of times and met lakhs of dealers, merchants and traders. I experienced the cyclical changes several times. Although I have been in textile line, I have close contacts with other business people. In addition to that I have also seen how my sons experienced frustration and musthy in the software job mkt when the up and down cycle chased them. During my marketing period, I was able to dispose of even the worst material at a better price when the mkt was bullish and faced unpalatable complaints for thecream of products when the mkt went through bearish trends. Although I entered into stock mkt after my retirement and that too due to the pressure of my son to keep me occupied, (altogether a new field), I found the basic funda remained as the same. If anybody says that the mkt would touch 10K again, it doesn`t surprise me. It is possible. It can go up to 40K also (here no time period can be specified). The only debating point is whether the pundits those who talk about 12K and 18K when they see a small hulchhal in the mkt is realistic or not. But, I may repeat that we know things better than them now and the mkt is not going to stand at its own feet at least for a few more months. Don`t ask me how many months-here itself lies the hidden secret of the mkt which nobody knows yet. I made lot of mistakes in the stock mkt and therefore I would like to reveal that I am not an expert in this field. Hope you will bear with my untimely interruption. with regards, knair ...

Yes Mr Evader,got your point. You want to tell me that you would marry yourself but dont want to admit it so many words. Eat and have your cake !!...

Dear dear nadhi, Stop evading the question. Your wife would marry a guy like you.But if you were a woman would you marry a guy like yourself.Liking yourself is a different matter .you may be a great frien,a fabulous father,a wonderful employer,etc etc .But remember all the reasons ,that you would look for in Mr Right,are you that for your spouse?? They say the decision to marry someone is the most imp decision you will ever take in your life.Coz all your joy and sorrow for the rest of your life will stem from that one decision!! Do you get the point my friend?? I asked my husband the same ques and he said "over and over again" and when I asked him why?? I have realised he wants to marry me for all the wrong reasons...lol...he likes the traits that I hate in myself . And if you say "yes" an honest "yes".I wont term you arrogant.You will be envied !! :)...

NO SIR...i differ.they r prob the best managed group for shareholders ,employees and people, that is why corus mgmt decided in TATA's favour and even employees sided with TATAs.yes they are businessmen and earning profit is their duty so what is wrong...see all tata cos bonus, div history...thanks...

dear nadhi, valuation of some stocks will be always high compare to some other stocks in same sector. This is for simple reason, one keeps delivering the result better than market expectation and other one keeps disappointing the market. some time we are lucky to get good stock at cheap valuation and we need to buy those....

Dear nadhi, Thank you so much dear friend.I think OT is persuing the Mod about the Gems of MMB ,and hopefully we`ll get some action on that front. Actually its a nice feeling ,being the BOD....just sentimental old me ... Take care. :)...

Dear nadhi thanks for sharing the list. I like few picks from your list like kesoram and bartonics. i think LT investors are happy with those stocks which can give good gain in bull market and doesn't fall more than 40% in bear market or panic situation. Problem with some of the banking counter like Allahabad bank, syndicate bank, Andhra Bank, Vijya bank is they don't make much gain in bull market and fall most in bear market and remain in trading range for long time. So in LT, SBI, Bank Of India has given better returns. In private bank space we have evergreen stock like HDFC Bank and Axis bank which outperfoms in both bear and bull market. Realty stock are good for bull market but LT investors like 2 years investor has not made any gain because they have fallen from 60 to 80% from their pick value so LT investors have lost in them. in textile 5 years investor has not made any gain. In 5 year capital good sector has given massive returns and still even after this fall it has given many fold returns to investor. Its always safe to pick biggest laggard with good business at low price, because they are safe bet. I think most thing for investor is they need to churn their portfolio time to time to maximize their gain....