Taking cues from Morgan Stanley’s ‘Connecting the Dots’ (June 2012), we decided to shortlist our own set of dependable stocks. For this we used following filters –Filter 1: Is the Sales growth faster than nominal GDP growth?This can be achieved…
Read More Best Nifty Stocks and 3 questions that let us shortlist them
A study found that a goalkeeper who stands in the middle — the stock market equivalent of doing nothing — has better success than one who tries to guess which way a free kick will come. It was found that…
Read More Power of doing nothing in stock markets – Indian Stock Markets Perspective
This is an update on price performances of stocks suggested for Dead Monk’s Portfolio. It’s been 3 months since we came up with a list of 15 stocks to hold for long term. Though 3 months is nothing when…
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…
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…
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…
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
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…
Read More Launching the Dead Monk’s Portfolio – Ground Rules
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…
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,…
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…
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…
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…
Dividend Yield is a ratio of dividend paid last year to current market price. A further reading on Dividend Yields can be found here. One of the two metrics used to evaluate over- or under-valuation of markets is Dividend…
In our previous post, we saw that Indian markets are presently trading at PEG ratio of 0.97. We arrived at this figure by dividing current P/E of 16.7 by average growth rate (in last 18 years)of 17.1%. For details, please…
