Comments on sandip sabharwal: A time for contrarian investing

Hi Sandip, You've very rightly said that well...

2011-12-07T23:06:48.762+05:30

Hi Sandip,

You've very rightly said that well established mid sized corporates with strong brand franchises are likely to do well. I don't think long term investors need to worry about where the market levels are headed, it's instead preferable to keep accumulating good stocks. We have put a list of some such stocks in our view in the form of a virtual portfolio list at http://www.investor-link.blogspot.com/

Do visit the blog and give your views on the picks.

Regards

Shikhar

Sandip do you think a petrol price cut of around 5...

2011-11-30T14:41:54.556+05:30

Sandip do you think a petrol price cut of around 5 rupess will mark the start of a bull market?

Lot of stocks which are over leveraged will find i...

2011-11-28T12:41:54.548+05:30

Lot of stocks which are over leveraged will find it difficult to come back strongly. And the company that Anonymous has quoted is one of them.
It will not be possible for me to suggest any stock, however there are several around.
I am planning to come out with a contra strategy and that will be available on the plindia.com website, so as and when it is finalized whoever wants can go through that as it will also have some examples.

Hi Sandip, While talking about contra investing, ...

2011-11-26T19:16:30.218+05:30

Hi Sandip,

While talking about contra investing, do you see value in beaten down names like HDIL where correction is overdone. with a 2-3 year view.

Manish

Hi Sandip, While talking about contra investing, ...

2011-11-26T19:16:08.449+05:30

Hi Sandip,

While talking about contra investing, do you see value in beaten down names like HDIL where correction is overdone. with a 2-3 year view.

Manish

Sir, In last few months you wrote many times that...

2011-11-24T10:13:56.340+05:30

Sir,

In last few months you wrote many times that RBI can't control inflation by rate hikes. This turn out to be true. Govt. can't reduce trade deficit by reducing oil imports. But we can reduce deficit by exporting Pressurised Heavy Water Reactors (PHWRs). Gulf countries have developed because they utilized their oil reserves. How can we develop without utilizing our thorium and titanium reserves? India have 25% of world's thorium reserves. If Govt. can expose corruption done by team anna members then why can't they expose people who protest against our nuclear projects. If Govt. can't do anything for the welfare of tax paying citizens then why should they listen to protest done by people who depend on Govt. subsidies for living.

ur quote "At this stage my key contra bets wi...

2011-11-22T07:55:03.828+05:30

ur quote "At this stage my key contra bets will be well established mid sized corporates which strong brand franchises or business franchise " which sector or corporates or businesses u are pointing at this stage.Is it hotel inds with strong brand and br franchises (ind hotel) or consumer durable with high debt in their balance sheet and good free cash flow also(sintex)?can u pl elaborate where r u pointing at this stage?
rgrd
dr randeep singh

Sandip, in deed very nice article. Can you suggest...

2011-11-21T11:28:56.476+05:30

Sandip, in deed very nice article. Can you suggest some of stocks which are good for long term holding. and which are the stocks that you are buying in your PMS. If all hope that market bottom out here and consolidate before it enter into bull run. Cheers!

sandeep, normally at inflexion times in the market...

2011-11-20T21:40:32.004+05:30

sandeep, normally at inflexion times in the markets the asset class that should be most avoided looks to be the most attractive. This scenario holds true specially for gold today. I believe the overweight position on equities should keep on increasing as against debt. Equities will move more in accordance with the interest rates and earnings growth rather than what UPA is doing. As such we should see good equity returns over the next 3 years.
Naresh, we are going through the worst phase in terms of newsflow right now. Markets are normally forward looking and as such last year same time when things were looking good markets started to fall. Similarly today when one cannot see any glimmer of hope markets should bottom One has to be selective in banking sector exposure.

Hi Sandip, Very nice article on contra investing. ...

2011-11-19T20:04:46.324+05:30

Hi Sandip,
Very nice article on contra investing. hope tohear more on this subject. With series of bad news in the Banking scetor it does look good. Do you think it has bottomed out or there is more negative news left to come? How do you see recovery of this situation considering that fundamental changes in macro economy are required

I really wonder how can anybody say that India wil...

2011-11-19T16:45:25.990+05:30

I really wonder how can anybody say that India will keep growing at 7-8%. Anyway, India's GDP has no relevance to company's profits. Company's revenue might have increased but not the profits. It can be easily seen in infra companies.

Note that there is no bad news in Europe so far. Imagine what will happen if ECB does not print money to buy bonds. Europe will go into recession. India survived without much damage in 2008 does not mean it will survive this time also. Indian government doesn't have firepower to fight upcoming recession. I won't be surprised if many companies default on loans in coming 12 months. (RBI will decrease interest rates by 2% or more...that is another matter.)

In fact this is more serious issue than 2008. The issue is just not housing bubble in US. The issue now is pandora's box opened up because of 2008 recession - greece, ireland, spain, dubai.

World economy is going to take a lot of time to heal. There is much pain ahead. Sit tight.

Thanks for your nice analysis as always. I read lo...

2011-11-19T11:58:38.107+05:30

Thanks for your nice analysis as always. I read long back in one of your article in which you have stated that Indian Market potential is so huge that in longer term it’s not going to make much difference whether investor had put their money at 5000 or 6000 Nifty. Now when we are hovering on the lower end, do you thing that on risk-return basis, we are at; least Risk Vs huge Return; to be unfold in next 3-5 years despite working of UPA II Govt. is not satisfactory on many fronts and further ongoing global uncertainties. Should Equity be highly overweight compare to Debt at this point in time, considering longer term Market outlook?