tag:blogger.com,1999:blog-7004453.post114470296914072540..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: A good idea carried too farRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-7004453.post-1144835907701247442006-04-12T15:28:00.000+05:302006-04-12T15:28:00.000+05:30I dont contest the doubts which u have raised. Nor...I dont contest the doubts which u have raised. Nor would I disagree from the fact that the economy is going great guns from most of the directions, coupled and propelled with favourable conditions created by govt/managers to make things better around us in India. The spendings from the young population, propelling growth, is very real and visible across the country.<BR/><BR/>Overall the markets have become expensive, thanks to the party-popping firangis who are flowing into the country with handbags filled with millions, to be deployed "immediately", and the momentum-players promising to do so "immediately". <BR/><BR/>But if you are willing to take cognizance, its only the top few 100s or 500 companies which have gone too far. The small/mid cap are still low hanging (thou thats not a recommendation to go on a confident buying spree). If the mkt crashes, the entire set will go down. <BR/><BR/>Hence it makes a prudent sense to dislodge from the highest priced scrips in the portfolio, and hang on to the others. I guess special situations, and sitatuation where there is strong earning visibility for next 3-4 years can be retained. Overall, I "feel" that things should not go ugly for a value investor on the whole.<BR/><BR/>V^Value Architectshttps://www.blogger.com/profile/08725808087736481381noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-1144773388482622692006-04-11T22:06:00.000+05:302006-04-11T22:06:00.000+05:30Hi satishdiffcult to make a sweeping statement for...Hi satish<BR/><BR/>diffcult to make a sweeping statement for others. i can at best speak for myself. I am definitely not buying and looking at selling securities which i think are overvalued.<BR/><BR/>ofcourse if you hold securities which you think are undervalued, then the general market levels should not influence your decisionRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-1144751358393986242006-04-11T15:59:00.000+05:302006-04-11T15:59:00.000+05:30hi,Would you advise investors to book profits and ...hi,<BR/>Would you advise investors to book profits and exit the markets at these levels.<BR/>cheers<BR/>satishAnonymoushttps://www.blogger.com/profile/11102416268932336745noreply@blogger.com