tag:blogger.com,1999:blog-7004453.post6058737419231492650..comments2023-09-02T19:53:06.144+05:30Comments on Understanding and applying value investing principles: Johnson & Johnson - part IIRohit Chauhanhttp://www.blogger.com/profile/00356455735241398199noreply@blogger.comBlogger17125tag:blogger.com,1999:blog-7004453.post-40241639654580819342009-08-20T01:44:11.095+05:302009-08-20T01:44:11.095+05:30Hi G
i dont give buy or sell recos. that is upto t...Hi G<br />i dont give buy or sell recos. that is upto the reader to decide. what i can say is that the current price is cheaper than my estimate of intrinsic value<br /><br />hi anirudha<br />its the other way round - i have been analysing jnj as buffett has a holding <br /><br />regards<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-88570144347489936722009-08-20T01:44:08.985+05:302009-08-20T01:44:08.985+05:30Hi G
i dont give buy or sell recos. that is upto t...Hi G<br />i dont give buy or sell recos. that is upto the reader to decide. what i can say is that the current price is cheaper than my estimate of intrinsic value<br /><br />hi anirudha<br />its the other way round - i have been analysing jnj as buffett has a holding <br /><br />regards<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-42570601975187581252009-08-18T12:19:25.066+05:302009-08-18T12:19:25.066+05:30Rohit
Did Buffet visit your blog?
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Josh Funk,...Rohit<br />Did Buffet visit your blog?<br />=====<br />Josh Funk, THE ASSOCIATED PRESS<br />August 14, 2009<br />OMAHA, Neb. - Billionaire Warren Buffett's company revealed Friday that it had bought a new stake in medical supply company Becton, Dickinson&Co. and boosted its holdings in Johnson&Johnson during the second quarter.<br />Berkshire Hathaway Inc. disclosed those investments and several other changes to its roughly $49 billion U.S. stock portfolio in documents filed with the Securities and Exchange Commission. The filing offers a snapshot of the Omaha-based company's holdings as of June 30.<br />Berkshire reduced its holdings in CarMax Inc., ConocoPhillips, Eaton Corp., Home Depot Inc., and health insurers UnitedHealth Group Inc. and WellPoint Inc. <br />=====Aniruddhahttps://www.blogger.com/profile/11483611948764893946noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-58434176495679441372009-08-16T09:43:08.133+05:302009-08-16T09:43:08.133+05:30rohit,
Do you mean that jnj is a buy at the curre...rohit,<br /><br />Do you mean that jnj is a buy at the current price of $60???\<br /><br />Or do we need to wait for a certain price?<br /><br />GAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-38708624398537859642009-08-15T21:59:45.059+05:302009-08-15T21:59:45.059+05:30Hi anirudha
happy independence day to you and all...Hi anirudha<br /><br />happy independence day to you and all the indian readers of the blog<br /><br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-87532075816576238672009-08-15T21:58:58.357+05:302009-08-15T21:58:58.357+05:30hi rajiv
let me respond to your question by a post...hi rajiv<br />let me respond to your question by a post.<br /><br />sachin<br />i wish it was the case :)..its the other way round. i found jnj on buffett's portfolio and decided to analyse itRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-41710974095823120882009-08-15T21:57:47.413+05:302009-08-15T21:57:47.413+05:30Hi puneet
i have will have to investigate more the...Hi puneet<br />i have will have to investigate more the questions you have asked. maybe some reader on this blog maybe able to answer the question more readily<br /><br />regards<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-88637991183377061232009-08-15T11:33:38.602+05:302009-08-15T11:33:38.602+05:30I Wish a Happy Independence day to Rohit & all...I Wish a Happy Independence day to Rohit & all Readers of Rhohit's blog.<br /><br />Jai HindAniruddhahttps://www.blogger.com/profile/11483611948764893946noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-5408736010225627712009-08-15T05:03:09.962+05:302009-08-15T05:03:09.962+05:30Hi Rohit,
Recently read in news that Buffett has ...Hi Rohit, <br />Recently read in news that Buffett has brought 4 million shares of JNJ. Looks like he is also following your blog :)<br /><br />SachinAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-13605981788542659472009-08-14T12:22:30.581+05:302009-08-14T12:22:30.581+05:30Rohit,
As a stock moves towards its intrinsic val...Rohit,<br /><br />As a stock moves towards its intrinsic value, there is a temptation to exit a little before the final value is hit, especially if you have waited a long time for Mr. Market to come around.<br /><br />I feel that as a value investor the sell decision is much tougher than the buy decision, because the buy decision usually comes with a big enough margin of safety. However, during the sale decision the market value may be stuck at Intrinsic Value minus 10%, making the investor quite jittery to sell.<br /><br />Would be good to hear out your thoughts on this?<br /><br />- from a fellow Value investor<br /><br />RajivRajivhttps://www.blogger.com/profile/01126602995365685494noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-15392254670115362832009-08-13T14:23:03.256+05:302009-08-13T14:23:03.256+05:30Dear Rohit
Could you kindly briefly tell me for o...Dear Rohit<br /><br />Could you kindly briefly tell me for overseas investment mode. In case of overseas investment how is dividend paid out. What is the taxation of this dividend. Also can we readily sell any overseas stock purchase? Any weblinks which can update us on hot to invest in overseas stocks?<br /><br /><br />regards<br />PuneetPuneet Singhalhttps://www.blogger.com/profile/16168647853303185182noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-12268662678849734432009-08-12T20:41:41.930+05:302009-08-12T20:41:41.930+05:30Hi puneet / karthik
this stock does not trade on t...Hi puneet / karthik<br />this stock does not trade on the nse or BSE. it is a US listed company.<br /><br />anon - i have not checked the overseas investing via icici direct, but i think one should be able to buy this stock via that option. <br /><br />regards<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-67938167303427010432009-08-12T20:39:52.894+05:302009-08-12T20:39:52.894+05:30Hi dripo
thanks for the link. i am not sure if we ...Hi dripo<br />thanks for the link. i am not sure if we will get a price in low 50s unless we have a major drop in the marked<br />regards<br />rohitRohit Chauhanhttps://www.blogger.com/profile/00356455735241398199noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-69662727480796864042009-08-12T19:37:33.990+05:302009-08-12T19:37:33.990+05:30since this is US listed company can i do a oversea...since this is US listed company can i do a overseas investing in tis stock via icicidirectAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7004453.post-24447672692352295772009-08-12T15:30:36.865+05:302009-08-12T15:30:36.865+05:30Dear Rohit,
I am very impressed by your analysis ...Dear Rohit,<br /><br />I am very impressed by your analysis and worksheets. They are very thorough. Regarding johnson Johnson is it a publically traded company. If so on which stockj exchange is it listed NSE or BSE?<br /><br />wbrgds<br />PuneetPuneet Singhalhttps://www.blogger.com/profile/16168647853303185182noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-52690758821996081652009-08-12T09:12:09.865+05:302009-08-12T09:12:09.865+05:30Hi Rohit,
Good analysis.. Iam not able to locate ...Hi Rohit,<br /><br />Good analysis.. Iam not able to locate the stock in ICICI Direct or in Money control. Does it trade in Sensex?karthikhttps://www.blogger.com/profile/06869050750982435094noreply@blogger.comtag:blogger.com,1999:blog-7004453.post-57884367869070379882009-08-12T07:03:50.888+05:302009-08-12T07:03:50.888+05:30http://www.valueline.com/dow30/f4979.pdf
If one b...http://www.valueline.com/dow30/f4979.pdf<br /><br />If one buys in weak market ( low 50s), you can expect to make 15-20% annual returns based on a 3-4 years hold time. http://www.valueline.com/dow30/f4979.pdfdripohttps://www.blogger.com/profile/13005267323161223140noreply@blogger.com