Ask Basant: how P/E ratio Or Price to Book & Other Stock Queries
ฝัง
- เผยแพร่เมื่อ 19 มิ.ย. 2024
- Should one use the Price to Book or the P/E Ratio while evaluating stocks. Why does owning a house add up to your cost even though we don’t add it up. These and more queries from today’s session of ‘Ask Basant’.
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Covered In This Video:
0:00 Intro
0:11 CRR
1:03 RBI Policy
1:54 Term Insurance
3:16 L&T FINANCE
4:08 Largecap IT
5:22 CA & Stock Market
6:40 15 Lakh Portfolio In 7 Stocks
9:16 BM FOCUSED SMALLCAP
9:51 Can Sell Flat And Invest In BM SMALLCASE?
12:04 How To Identify Share Undervalued Or Overvalued?
13:07 Negative ROE& Positive ROCE
14:29 What P/E Should Be Invest?
14:55 How To Major The Growth Rate Of The Company?
15:08 What Does Your Class Doctor Do?
16:08 MASTEK
17:42 LATENTVIEW
18:39 20 Lakh Should Be Invested At Once Or Divided In BM SMALLCASE
19:03 BM VISION 2030 SMALLCASE
19:38 FUSION MICRO Finance
20:08 Return On Assets
20:51 How Do You Know About Bill Ackman Short Bond?
22:45 BAJAJ FINANCE,COFORGE,HOME FIRST FINANCE,KIE,POLYCAB
23:11 What Is Best Demat Account For 5 Year Old Daughter?
23:56 Should I Buy A House Or Invest 25 Lakhs?
24:35 Bull Market & Bear Market Sentiment
26:03 Trading Or Investing After Completing My Law?
26:31 Tax Problem
27:18 View On Portfolio
28:46 What To Do If The Market Increases?
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Sir mere paas aise share
1 ASTRAL
2 CAMPUS
3 DEEPAKNTR
4 DMART
5 HARSHA ENGEENIRIG
6 HOME FIRST FINANCE
7 INDIGO PAINT
8 JUBILAND FOODWORK
9 TITAN
10 KPIT TECH
11 LTIM
12 MANYVAR
13 CDSL apka view chahiye
Hello Sir, This is Raj from NCR. You are volcano of stock market knowledge. My perception has been changed towards stock market for past 7 months after listening to you. I am the eldest brother in the family but i consider yourself as my elder brother. God bless you and stay fit and healthy. One day i will surely meet you😊
Dear Sir, I hold the Chartered Accountant profession in high regard, understanding its expertise in finalizing accounts and interpreting financial statements. My intention is not to be impolite; I deeply respect your knowledge. Below, you'll find a compilation of successful Chartered Accountants who have excelled in the stock market:
1. Rakesh Jhunjhunwala
2. Ramdev Agarwal
3. Motilal Oswal
4. Nilesh Shah, Kotak Mutual Fund
5. Anil Singhvi, Zee Business
6. Porinju V Veliyath
It's noteworthy that Chartered Accountants often possess a keen understanding of financial intricacies and a meticulous approach to data analysis. This acumen can translate into well-informed investment decisions in the stock market.
Your dedication to aiding investors is truly commendable. Please continue your valuable efforts. With lots of love and best wishes.
Dear Basant Sir asking 4 time,, Its a great experience listening you every day. My age is 42. This is the best channel I have seen in past 6 years of investing. Please review my portfolio.Also tell me if anything I should change My portfolio size is around 50 lac
ITC 12.8
Bajaj Finance 9.41
Titan 8.7
Dmart 7.6
Tata Elxsi 7.4
Syngene 6.4
Narayana Hrudalya 6.3
Neuland Labs 6.1
PI Industries 5.9
IDFC First Bank 5.5
Newgen Software 5.3
Laurus 4.2
Varun Beverages 3.9
Sona Comstar 3.7
Go Fashion 3.5
PB Fintech 3.2
Sir ji batengey , remove first four and last two, remove chemical i.e PI and syngen add two consumer stocks
"Aeh Padhayee ka samay phir nahi aayega" Golden words
Har din kuch shikhne ko milta hai,, thanks a lot..... Namaste..
You are simple awesome sir❤
Since last few months listening you and u left me awestuck with clarity of thinking.
🎉
Very thankful to you sir ji for your guidance
Its wonderful class🎉
14:30 bahut khoob samjhaya, sir.
Thank you Sir.... Your video is very useful for common people... Ur way of explain question is superb....
Thankyou for your focus direction
I am clear now
Thankyou ones again sir
Great
simplified and
to the point answer
🎉🎉Thxx Sirji for all the knowledge
Ram ram sa 🙏,
This is fourth time I am asking the question
KPIT vs COFORGE vs Persistent SYS. business analysis kar dijiye. Even if it is in small case please do it for entertainment purpose
Great learning Sir.
SIR ,on what parameters you bought MAS FINANCIAL SERVICES rather than Armaan financial services
Thnkx sir for taking my question abt HCC 🎉
Thanks for sharing your practical knowledge of your life and market..you are real master . ..learning with motivation in your video sir.god bless you and your family
Yielding income does have impart to upliftinng people I do appreciate and grateful to Mrs Anya Nicole Bradford for her dedication that bring me to this point, finally paid off my mortgage and all my debts, what more could I've asked for
I invest with Mrs Anya Nicole Bradford too, she charges a 20% commission on profit made after every trading session which is fair compare to the effort she put in to make huge profits.
this is not the first time i am hearing of Mrs Anya Nicole Bradford, and her exploits in the trading world but i have no idea how to reach her.
With the consistent weekly profits I'm getting investing with her , there's no doubt she is the most reliable in the market. such a genius
She is on Telegrams with the user below
....INVEST WITH ANYA ####%%%%%
Good Evening... Thank you very much for sharing very valuable information... Regards..
Lot of learning from your video. Thank you very much.
Dear Sir
A real awakening for me when you said one can maximum lose 100% money but can win 1000% I first got stumped then realised that even though my 100% money is lost but my shares are still there which can zoom in few years to 1000%. I think I interpreted the concept right. I thank you so much that you give us revolutionary concepts so frequently 🙏🙏🙏
Both of them are Gurus. I heard this from Sir
Hello Mr. Charming... You never takes my questions? Don't why... You are honest person. God bless you
Namaskar sir
Sir apki videos 2 months se dekh raha hu daily. Share bazar me apke knowledge/gyan ko pranam
Q1. Share market me apke jitna knowledge kaise len, please bataiyen
Apki book "The Thoughtful Investor" from Amazon se khareed lene ke baad apki video se pata chala waha fake copies bechte hain, koi baat ni ab apke videos se bahut seekh raha hu.
Apka bahut aabhar sir ji 🙏🏻
Thanks Sir.
Thanks for all the advice.
Thanks a ton for excellent wisdom 😊😊😊😊😊❤❤❤❤
Sir Thank you for taking my question ❤
Thank you Basant sir for opening financial eyes
Thank you Basant ji for your valuable information.
धन्यवाद 😊
Sir, Good evening. I hope you take my question at the very first time.
What was Page industries like when you first invested in the stock. Like what was PE, Growth, RoE, Debt to equity, overall competition in the sector, sector growth, Margins as compared to competition, Operating cash flows, Debtor days as compared to Creditor days. Thanks a lot.
Thanks for great knowledge sharing
Thank you 🙏
Great content sir. Thanks for educating us
Thank you
Thank you !
Thank you sir
Thanks A Lot Sir
Sir, today were PIDILITE results and long term investor in this share. The revenue [topline] has increased and so did the PAT Q2Q and Y2Y. The eps has also gone up 5.X to 9.X for q2q and 6.X to 9.X on y2y. This will also mean that PE will contract as EPS has gone up. Now the question is all the above data points say that company is now expanding its margin growth and dips should be looked as a buying opportunity. I did look at the quarterly results before writing this message. Is there anything i am missing which is in the result and critical or any area i need to look into. Thanks in advance
Sir big fan of yrs kabhi kabhi indirect way mein apne investment ke stock bata Diya kariye.hum apni analysis kar liya karenge❤😂😂
The kind of example you give on the fly without slowing the pace is remarkable, it shows how well you are connected with life. Commendable
I am 42 yrs of age and have small portfolio of 35 lakh plus a flat in banglore 40 lakh.
35lakh stocks are
HDFC Bank, idfc, Agarwal Industries, talbros auto, ICICI Bank, Bajaj finance, texmaco, LTTS, coforge.
View is of 12 years
Hello Basnt sir
Jis din mastek 50% down hua tha usi din INFY ke result bhi aayaa tha
Wo April 2003 ka case hai
Us din mastek mai hi kar raha tha company me
Sir I am an Arbitrager
Deepak sharma
New Delhi
Thank you ❤
Pranam Guruji ❤
Awesome Basant jee.. you are wonderful
Thanks, i am your regular viewer
Thanku sir for ur analysis
Very nice knowldege in your video
Thank you Sir ❤
Sir, after listening you, now I don't panic when the shares price go down, being a long term investor (say at least one year). Secondly, technical analysis has its own limitation, and relevant only for traders. So, therefore, I don't give much importance to technical analysis.
4:00 9:17
😊
Technical analysis gives you knowledge to enter right time in stocks
Thank you sir .....
Thank you so much sir learned a lot from you 🎉
Hello Basant sir, I'm a CMA(USA) student and I love the way you explain complex concepts and ratios with simple examples, I have been following your channel for the past 1 and half year and I've also watched your Stock Market Investment Series. And my TH-cam ad algorithm is very funny because I watch your videos for investment knowledge and in between TH-cam plays ads about trading and stuff😂😂
Very nice information sir..
Thank you sirji
Thank you sir🙏
Hoping 3rd time lucky 🙂
Hi Sir,
Please take my question.
Atlest the 1st part if I should exist from the stocks listed and invest in focused small cap.
Appreciate if you can take this question.
I have about 25L in BM focused and planning to increase this further, so have 2 questions.
1. What from these can I sell and move to Focused Small Cap : CDSL, CUMMINS, BHEL, NELCAST, BEL (sitting on 100- 300% profit)
2. With your popularity going up and lots of people investing in focused small cap, will it topple the cart. - Small Caps go up due to lots of people investing Ex. Marcellus not taking any further investment in Little Champs for the same reason(FYI I have invested in their Consistent Compounders and Rising Giants)
नमस्ते बसंत जी, मैं आपके दोनों शो हर रोज़ देखती हूँ । बहुत कुछ समझ पाई हूँ। लेकिन बहुत कुछ समझना है। मैं आम घरेलू महिला हूँ ।
🙏
Thank sir
Good evening sir this my fifth comment but this time i not asked any question you r doing great job and aware about retailers.❤
Good evening sir, kya aap questions you tube ke comments se lete hai ya phir or koyi method hai. Me apke BM vision fund me invest karna chahta hoon, par uski pricing nahi samaz pata hoon. Agar me brokerage account me bahut sare stock hoge to apko kese pata chalega kitni monthly fees Leni hai ? Paise kese deduct hoge ?
Do we have anyone who speaks his heart out? we have Basant Sir .!!
Thank You Guru Ji…🙏
Great Sir, videos is usefull for all age
Awaiting your analysis on Pricol / Minda / Motherson Sumi
Good video. Thx
THANKYOU SIR
the portfolio is always dynamic...so how will you do portfolio allocation...absolute max percentage of allocation?
Thanks
Sir I have great regards for you and love listening to your videos - what is a stock operator and how do people do insider trading by knowing what operator is going to do
Query on EPS calculation:
While calculating EPS why do we subtract the minority shareholders' share of net profit from the total net profit?
A big fan of you.
Earlier I've decided to invest 30L in the next one year in your smallcases- vision 2030 & smallcap focussed. But after seeing your video regularly, I've invested it in around the past 35 days itself.
I have great faith in you.
God bless you Sir.
Thank you .
Tnx
Sir..I Deepak From Ahmedabad, Sir your sessions are always eye opener..sir apka khansi aati hay to hame chinta hoti hai ,..please drink more water and drink less coffee may resolve this. Please take care of your health
Nice session sir
Sir, this is my third attempt. Please take my question. I am Ajay from Mumbai . I am retired from the Indian Navy and investing part of my savings into equity. There are lots of hidden gems which one picks up while listening to you. Your knowledge and experince sharing intentions are very noble because no one tells such inside stories of share market in public forum. My question is " During bull run should we hold on to good share till nifty peaks ? I mean good shares may become slow but not fall in bull run. so should we hold on to the gains made in initial part of bull run and wait for reasonable time ". Thank you very much
Hello Sir, I am a big fan of you and Anil zee. Please spare some time to brief your small cap and the structure so that we can try to suit us. I am watching you for a long time but have no idea about your small cap. Basically I am a intraday trader, positional trader and long-term investor.
I remember the mastek crash....the very same day INFY also crashed.....if I m not wrong
Namaste sir i am your bm focused smallcase subscriber and i want to do leverage on my current portfolio but how does rebalancing work on plegged stock.
जय सिया राम बसंत जी, बहुत बहुत धन्यवाद
Sir, this is Ashok. A Big fan of your commentary.
Kudos to your efforts.
Sir, pls guide, when to exit a company.
I want to simply ask when to book profits.
Ok sir
Sir, please also analyse Rainbow Children Medicare. Thank you.
Sir please guide about AMC business and compare HDFC AMC vs Nippon AMC
Hi BM sir ,
I am 23 old it engineer earning 43k in-hand , almost investing 20k in stock &6.5k in index fund.
Please analyse my portfolio:-
1.adani green
2.Bel
3.icici bank
4.Igl
5.irfc
6.itbees
7.itc
8.ndtv
9.patanjali
10.rvnl
11.tata power
12.zomato
Investment around 2.5 lackh got 18 percent return in 1 year.
I want to make portfolio of 5-6 company should I do it .
My vision is for 10-15year & make 5-10 cr
What did you do pls tell
Hello sir...thanks for the knowledge sharing....
One question aap AI wala video kab karenge
Sir, aap stock market ke Dhoni ho..aapki views REC ke baare mein, considering it's P/B, and business model..❤❤
Sir good evening,
eps vs diluted eps vs net profit which indicator is best to choose
Thank you sir .
Hello Sir...will it be wise to switch to Jio Financial Services from RIL shares?
Sir, one question, agar kisi consumer company ka market cap to sales less than 1 h aur uski sales growth aur profit growth aachi h aur pe bhi below h kya aisa stock aacha h.
2nd question kisi company ka EPS 200 ho gya h aur aisi company mein growth bhi h toh isko kaise dekhe. Thanks respect & love
Good evening sir..I am Avinash Pandey from prayagraj..please explain how compounding works in stock market. from shareholder perspective.
Namaskar Sir, this is my 5th times.i am regularly watcher of your channel.. 30 l ka portfolio hai ashok Leyland, cochin shipyard, larsen, sona comstar, mtar tech, isgec, hdfc bank, hal, tata power. Surya roshni and maharashtra seamless hai. Please bataye kaun sa stock rakhe aur kaun sa nahi.
Regards
Thank you so 💓 much
Thank s sir
Namaste Sir ❤
Good evening sir !!! ❤ your video more interesting than Modi ji speech in parliament today .
Because you are a Average
Hello sir
Celsius holdings k bare me apke kya vichar h