After witnessing substantial falls in good, stable stocks like Bharti & SBI (Almost 10% in 2 days), it occurred to me that what would happen if suddenly, the markets decide to correct? My first reaction was that I would start…
Dev Ashish
Large cap Nifty stocks & 3 Year Lows
If you are looking for good, large cap (safe) stocks to invest in, a good starting point can be a list of stocks trading near their 3 year lows. While putting down the ground rules for our portfolio, we had…
Buy Low, Sell High – How to use market’s P/E ratio to profit from this strategy
In our previous post Do Indian stock markets bounce off PE levels of 12 & 24?, we found that there was some degree of truth in this statement. Indian markets do seem to bounce off PE levels of 12 and…
Read More Buy Low, Sell High – How to use market’s P/E ratio to profit from this strategy
Do Indian stock markets bounce off PE levels of 12 & 24?
Confession time... We are obsessed with P/E Ratios. Now this statement itself would shoo away a lot of intelligent readers. As a reader, you should understand that we have a bias for simple tools/ratios like PEs, PBVs & Dividend Yields.…
Read More Do Indian stock markets bounce off PE levels of 12 & 24?
Graham’s Number for Indian stocks
They say that profits are made at time of buying and not selling. Now suppose you have shortlisted companies, whose shares you want to buy, i.e. you have a Ready-2-Buy-List with you. (Check our favorite ones here). So would you…
Dividend History of Indian companies – 10 Years
We continue with our focus on dividends and dividend investing. Though dividend yields can attract an investor in short term, when investing for long term dividend income, it is important to look at the consistency with which the companies have paid…
Dividend Analysis of stocks in Dead Monk’s Portfolio
We highlighted in an earlier postthat DMP would be built, primarily around dividend investing. The core of DMP is made up of 5 stocks, namely ONGC, Clariant Chemicals (I) Ltd., Balmer Lawrie & Company, Graphite India, Tata Investment Corp Ltd.…
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15 stocks to buy for long term in india – Dead Monk’s Portfolio
We recently wrote a post detailing rules for Dead Monk’s Portfolio (DMP). Therein, we mentioned that we plan to divide DMP into different parts i.e., core and satellite(s). This approach will help in addressing requirements of dividend income, capital appreciation…
Read More 15 stocks to buy for long term in india – Dead Monk’s Portfolio
Launching the Dead Monk’s Portfolio – Ground Rules
After a lot of deliberation, both recorded (Part 1, 2, 3, and 4) and unrecorded, we have finally managed to put down the ground rules for Dead Monk’s Portfolio.If you haven’t read our earlier posts on this issue (which changed…
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Thoughts on starting a new portfolio – Part 4 – Why we prefer dividend investing for the Core of our portfolio?
In our last post, we discussed why entry price is important for a dividend investor. But does it mean that we are advocating timing the markets? The answer is Yes, and No. Yes because if one can time…
Thoughts on starting a new portfolio – Part 3 : Does entry price matter to a dividend investor?
Stocks mentioned in post - INFY We have been thinking a lot about developing a framework for our long term portfolio. As of now, we are quite sure that this portfolio would be based on Core-Satellite approach. For Core portion,…
Thoughts on starting a new portfolio – Part 2
Without wasting any time, we start from where we left in our last post. We mentioned that we might take core-satellite approach for Dead Monk’s Portfolio (Why this name?). After giving it a second thought, we think that instead of…
Thoughts on starting a new portfolio – Part 1
In our post on changing Stable Investor’s approach, we mentioned that we plan abandoning our existing portfolio (Monk’s Portfolio). We also plan to start a new portfolio named Dead Monk’s Portfolio (DMP). Reason for choosing this name is given in…
P/E Ratio, P/BV Ratio & Dividend Yield Analysis of Nifty50 : And how we can benefit from it
In last post, we detailed how we plan to change Stable Investor’s approach in future. This post is first step in that new direction. In this post, we analyze how a little effort on one’s part can help ensure that…
Poker and Stock Markets
Regular readers would be surprised to see the word Poker (a game known for gambling), being used for title of a post on Stable Investor, which is all about stability and anti-speculation. But a further reading would be helpful in understanding…
