My Share Portfolio

Sstar wrote:

Octopus wrote:

Sstar wrote:

After Divestment of REXP@ 100 and part of KAPI @ 51

machan, well done you have got profits!  buy some LIOC  and good banks

you have gain only 10% profit. its not enough when the bull is active.
aim for at least 20-30%.

get rid of touchwood etc buy TKYO,TJL

I think I have got 51% for the 9 months.

Re- LIOC

I exited from LIOC share few years ago at Rs 49 after the IPO and since then haven't bought recently. Share never picked up during previous bull run, but it picked up during current bull. I am skeptical about their future growth due to transfer pricing. Most Indian companies exited from Market at a profit and I wonder what their long term strategy. This is a strategic asset to India which has a strategic value, so they wil run it irrespective of the profits or loss. 

LIOC Profitability is temporary to me. Because the owners of IOC know that moment they show a big profit from LIOC, government of Sri Lanka is going ask LIOC to reduce fuel prices. Elections are around the corner so, you better be prepared for a surprise.

Business with Government has element of high political risk.

SHARK wrote:Octopus,

She bought 10,000/- havent you read or you have not been following her

Octopus wrote:

SHARK wrote:Octopus,

She bought 10,000/- havent you read or you have not been following her

yes man. I really like her personality.
lets wait and see how much profit she gain and how long it would take now.
I personally has a doubt on her snap PF shots too.

Top Trader wrote:

Octopus wrote:

SHARK wrote:Octopus,

She bought 10,000/- havent you read or you have not been following her

yes man. I really like her personality.
lets wait and see how much profit she gain and how long it would take now.
I personally has a doubt on her snap PF shots too.

Shark why you only telling about what she bought, here she tells she sold it

Being an Co - Admin Promoting the shares what you all have and sell at at Profit, and keep quite. Isn't this falls under the promoting etc etc, you all highly worried,  and wanted to give it SEC, why can't you all give this to SEC then?

Sorry to say this, but now personally feel that you also get on with her and try to fool the retailers, please don't do that!!!

http://forum.srilankaequity.com/t36383p50-snap-shot-of-my-share-portfolio-latest#221366   - still she is not willing to disclose the detail transaction.

SHARK wrote:

Top Trader wrote:

Octopus wrote:

SHARK wrote:Octopus,

She bought 10,000/- havent you read or you have not been following her

yes man. I really like her personality.
lets wait and see how much profit she gain and how long it would take now.
I personally has a doubt on her snap PF shots too.

Shark why you only telling about what she bought, here she tells she sold it

Being an Co - Admin Promoting the shares what you all have and sell at at Profit, and keep quite. Isn't this falls under the promoting etc etc, you all highly worried,  and wanted to give it SEC, why can't you all give this to SEC then?

Sorry to say this, but now personally feel that you also get on with her and try to fool the retailers, please don't do that!!!

http://forum.srilankaequity.com/t36383p50-snap-shot-of-my-share-portfolio-latest#221366   - still she is not willing to disclose the detail transaction.

TT OMG..... here we go again ....... Go on bashing .....Its unbecoming of you .... to say some one should disclose everytime you buy and sell.
when she only said i bought 10000qty. and she did not take part on LIOC dicussion in the same manner some others did. Its not very good  to allege.

If one should go by what you say, all active members should say i bought  and i sold, now how many of us do like that.

Let us continue our journey, see the fire works LIOC  

I have never seen previous admin co admins or Mods going to same extent displaying their PF, and its individual choice to do it IMO ....

In any journey their will be passengers getting down  and some will continue and some would join in ....

So let us continue the journey

Top Trader wrote:

SHARK wrote:

Top Trader wrote:

Octopus wrote:

SHARK wrote:Octopus,

She bought 10,000/- havent you read or you have not been following her

yes man. I really like her personality.
lets wait and see how much profit she gain and how long it would take now.
I personally has a doubt on her snap PF shots too.

Shark why you only telling about what she bought, here she tells she sold it

Being an Co - Admin Promoting the shares what you all have and sell at at Profit, and keep quite. Isn't this falls under the promoting etc etc, you all highly worried,  and wanted to give it SEC, why can't you all give this to SEC then?

Sorry to say this, but now personally feel that you also get on with her and try to fool the retailers, please don't do that!!!

http://forum.srilankaequity.com/t36383p50-snap-shot-of-my-share-portfolio-latest#221366   - still she is not willing to disclose the detail transaction.

TT OMG..... here we go again ....... Go on bashing .....Its unbecoming of you .... to say some one should disclose everytime you buy and sell.
when she only said i bought 10000qty. and she did not take part on LIOC dicussion in the same manner some others did. Its not very good  to allege.

If one should go by what you say, all active members should say i bought  and i sold, now how many of us do like that.

Let us continue our journey, see the fire works LIOC  

I have never seen previous admin co admins or Mods going to same extent displaying their PF, and its individual choice to do it IMO ....

In any journey their will be passengers getting down  and some will continue and some would join in ....

So let us continue the journey

Shark - This is my point, she purposely disclose her PF, to promote her holdings, because in this forum few members get attracted by few posts. If she is not willing to say she disposed it, why she care to mention that she purchased it, PURE promotion.

I agree previous admins didn't disclose it, because they don't want the cheap promotion.

If you want me to disclose my PF, i can do it, but my PF have more than 200 shares, because at least i have ONE share of the most listed companies, except very few, to get the AR, for my Job, Study & Knowledge purpose.

Sstar wrote:This is what I wrote about LIOC before I purchased. So I exited quickly 


SstarI exited from LIOC share few years ago at Rs 49 after the IPO and since then haven't bought recently. Share never picked up during previous bull run, but it picked up during current bull. I am skeptical about their future growth due to transfer pricing. Most Indian companies exited from Market at a profit and I wonder what their long term strategy. This is a strategic asset to India which has a strategic value, so they wil run it irrespective of the profits or loss. 

LIOC Profitability is temporary to me. Because the owners of IOC know that moment they show a big profit from LIOC, government of Sri Lanka is going ask LIOC to reduce fuel prices. Elections are around the corner so, you better be prepared for a surprise.

Sstar wrote:This is what I wrote about LIOC before I purchased. So I exited quickly 


SstarI exited from LIOC share few years ago at Rs 49 after the IPO and since then haven't bought recently. Share never picked up during previous bull run, but it picked up during current bull. I am skeptical about their future growth due to transfer pricing. Most Indian companies exited from Market at a profit and I wonder what their long term strategy. This is a strategic asset to India which has a strategic value, so they wil run it irrespective of the profits or loss. 

LIOC Profitability is temporary to me. Because the owners of IOC know that moment they show a big profit from LIOC, government of Sri Lanka is going ask LIOC to reduce fuel prices. Elections are around the corner so, you better be prepared for a surprise.

Pethi wrote:

Sstar wrote:This is what I wrote about LIOC before I purchased. So I exited quickly 


SstarI exited from LIOC share few years ago at Rs 49 after the IPO and since then haven't bought recently. Share never picked up during previous bull run, but it picked up during current bull. I am skeptical about their future growth due to transfer pricing. Most Indian companies exited from Market at a profit and I wonder what their long term strategy. This is a strategic asset to India which has a strategic value, so they wil run it irrespective of the profits or loss. 

LIOC Profitability is temporary to me. Because the owners of IOC know that moment they show a big profit from LIOC, government of Sri Lanka is going ask LIOC to reduce fuel prices. Elections are around the corner so, you better be prepared for a surprise.

you quit few years ago @ 49???
Never seen your Portfolio with LIOC.
Anyway, I don't care whether you had it or not. I agree that LIOC has some serous risks associated with it.because we have Ceylon petroleum and this is an Indian company.

However, we should never forget that LIOC (couple of years ago) is completely different to LIOC today.
look at the no of trades during last 18 months. extraordinary and healthy. look at the no of filling stations grown.
look at the div. given. etc etc.

overall, this counter has become one of the good counters in CSE now.
Having said that,as with any counter, you need to play smart to get profit. its not easy.
You should have your own strategy and justification.

Sstar wrote:This is what I wrote on 4th September 2014 about LIOC before I purchased and exited. So I exited quickly with a small profits due to fear of losing money. My portfolio is real and decisions are actual. I do not request anyone to follow my decisions. Objective of my  transperancy is to educate the newcomers whilst showing actual adjustments, profit/loss taking and cut loss decisions. I am sure this would be a lesson to the others. They won't make the same mistake I am making. My objective is to make profits and I have already got 83% for last 9 months. Thank you.

My previous post link about LIOC:
http://forum.srilankaequity.com/t36722p75-catch-lioc-44-levels?highlight=LIOC


Sstar I exited from LIOC share few years ago at Rs 49 after the IPO and since then haven't bought recently. Share never picked up during previous bull run, but it picked up during current bull. I am skeptical about their future growth due to transfer pricing. Most Indian companies exited from Market at a profit and I wonder what their long term strategy. This is a strategic asset to India which has a strategic value, so they wil run it irrespective of the profits or loss. 

LIOC Profitability is temporary to me. Because the owners of IOC know that moment they show a big profit from LIOC, government of Sri Lanka is going ask LIOC to reduce fuel prices. Elections are around the corner so, you better be prepared for a surprise.

econ wrote:For me LIOC  is one of the crappiest shares in the market and due to this forum price has increased recently.

NC wrote:

econ wrote:For me LIOC  is one of the crappiest shares in the market and due to this forum price has increased recently.

Sstar wrote:I just added 5,000 shares of CINV today becos this investment trust is trading below net asset value. You may Mark to Market their stock portfolio to see the gains and profits. Generally funds are valued at NAV and not on a multiple of PER. I guess I  right.

Sstar wrote:I just added 5,000 shares of CINV today becos this investment trust is trading below net asset value. You may Mark to Market their stock portfolio to see the gains and profits. Generally funds are valued at NAV and not on a multiple of PER. I guess I  right.