The PE Ratio Warning Are you being Misled ? I WeekendInvesting Daily Byte 01 July 2024
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- เผยแพร่เมื่อ 30 มิ.ย. 2024
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Alok is the Founder of Weekend Investing. He has been in the Indian stock markets for almost three decades now and is passionate about building rule based - non discretionary momentum investing models to invest in the markets that can generate superior returns compared to benchmarks . His dream is to try to help others achieve Financial Independence early so that life can be lived to the full, like it has for him.
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I am switching to momentum play, I do have some value stocks which are in momentum but anything beside that I am cutting. Watched so many past videos of you this weekend, will stop selling my winners
Good stuff!
Your stock spotlight section is awesome sir
So nice of you
Your videos are comfortable even at 1.75X. Thank you for the valuable insights
Great !
Index PE is not of much significance, because weightage of different companies is different and over the years, stocks and their weightage kerps changing.
Individual stocks, PE and PEG are important, when we compare them to their sales growth.
But, from pure momentum investing point of view, in nifty 750 stocks, if volumes are high and there is no resistance on left, then fundamentals are not important. Should hold till the trend bends.
Easy to say, difficult to implement.
Yes . It is simple but not easy.. But if you follow rules diligently it is the most peaceful way of making money
Very nice such a discussion really those who believe in fundamental investing of that earlier era should also learn that the era is changing a lot and the most correct investment strategy for this era is momentum. But sir, I wanted to know one thing that the support of momentum investing is what you said that where value is created, the stock price will increase and where value is destroyed, the stock price will slowly decrease. Has it ever happened that, which may be in upward trending momentum, but suddenly it is known that there is a mess in the company and its value is destroyed within a few days, If there are such examples, name a few pls??Or it never happened, the stocks that rose in price were known to have a gradual value and the ones that slowly fell in price were later considered to be messed up companiesIf there are such examples, name a few
sir the content you are making is awesome....and it has its own quality...thankyou so much for this
So nice of you
Earlier most of the nifty 50 companies were used to trade at lower PE due to their cash heavy businesses. Now we see more and more companies with relatively good business that generates good amount of cash and with low debt. So this must be PE re-rating. And lastly of course easy money.
The same for US as well ?
Though i am fully invested and portfolio is over 100% now but i feel that our mkts are damn expensive and it's just due to local investments i.e. liquidity is driving rally
Enjoy the ride till it lasts because the fall will be really terrible
isnt it always
Sir your videos are like must watch daily for any person invested in stock market. Please start morning video too even 5-10 min will also do. Also include sector analysis. Thanks.
Sir a morning update is sent near 10 AM in our App... please download the WI app
Thank you once again for this useful information. Is there a video on exit plan?
have done many in the past
@@AlokJain Found them. Thank you ☺️
Sir, we need a detailed comparative video of your strategies. Invested in 3 of them and want to know about which more to peak. Advantages and disadvantages of ATH , HNI strategy differences etc etc
sure. Pls go to the WI HUB... there is a explainer video on each strategy
docs.google.com/spreadsheets/u/2/d/e/2PACX-1vT4GoT0NelwfVjLZgGrRS67U3Qh2RsN1EcPKJkalJix99zfJKi36kdkZsTTSaajEL_-KBgZsdyRTzY4/pubhtml#
those last words 'pe of 20,30,80,100,200...doesnt matter' lol I'm thinking immediately of Trent. I guess I will still hold it
hold till it folds!
I am 27 currently my capital is not large . So can’t afford weekend investment portfolios but I come here to gain data based analysis. Hopefully some day my portfolio is large enough to afford weekend investing .
you dont have to put large capital in it.. subscription cost around 10k to 15k .. even you start with 80 90k..with continuous SIP of 5k 10k .. it will be great investment in 3-5 years.. so don't wait and start today
invest through smallcase it will be easy to maintain
Sir please pe re rating and its movement with eps
Lot's of love ❤❤❤❤❤
sure wil find
Maybe it has to do with the number of participants in the stock markets drastically increasing in the last decade or so that the average PE has also increased
the tide is going up... so are PEs
Hi Sir, although you did mention, u aren't an expert in PE , I myself have a quick question as to who decides the Sector/ Industry PE? Which entity rerates the Sector PE?
Mkt forces together
Looks like IT stocks gona report Huge earnings in recessionary times ..all the best to folks who are entering at this PE.
yes
May I know the name of the screener you have used for the sectoral data?
use simple data from NSE website
PE inflation is correlated to money supply
yeah
Why are your all-time high strategies giving such low returns compared to the rest?Also those running in absolute momentum are not giving such performance compared to rotational, I mean rotational drawdown will be more and I understand that you can get out of laging quickly, but I think if you have to do momentum, rotational momental is best. Otherwise, if I do momentum based on any criteria, the return will be less, but if I want to do rotational type momentum, then the return will definitely be high, so?
CORRECT, In rotational - return will be high with higher drawdown but in absolute - retrun may be less but with lesser drawdown.
now you may choose whatever may you want according to your feel and comfort.
absolute momentum strategies mkts to flush themselves every now and then for new picks to come in. Rotational has deeper drawdowns.. every strategy has its plusses and minusses.
@@AlokJain didn't get u
Alok, Chola Fin was up 0.72% today, and not 10.72% that your deck shows.
Yes our mistake. sorry
Sir pls provide offer on mi evergreen
Pls drop a mail and check on latest offers
Sir i fear as momentum investing style gets to mass population and as it gets popular day by day its going to fade its charm and it will not be performing as it performs now
No sir. no worry... most people still dont believe it :)
@AlokJain I have got four of my family and friends into weekend Investing. They are all doing well and prepared for a 20 to 30 percent drawdown
@@AlokJain मोहब्बत के लिए कुछ खास दिल makhsoos होते हैं
ये वो nagma है जो हर साज पर गाया नहीं जाता ❤❤
❤few stock pe ratios are 120,150 etc like siemens...what about those sir ?
But still they are moving up like crazy
Expect all nonsense in bull mkt. That's why it's called bulk mkts
no problem if you are ready with a plan
Why the street dogs are allowed in Parliament?
Sir now resistance became support 😢😢
ok
Virtually no growth US market compared to India ?
On what basis do you compare growth companies of USA to companies of India where most of business is stereo type ?
Who are leaders of our nifty and account for 30-40 %
One is bank
One is refinery
One is tobacco company
Now compare 4 top USA company.
Apple ( mobile phone and pc)
Microsoft ( almost everything related to software)
Google (king of marketing)
Nvidia ( GPU hardware)
We should not try to compare our stereo type doing business top companies to tech leader companies of USA.
They are driving world not just USA.
Their PE should be high because they can deliver growth and our top companies can not because of type of business..
compare not 4 companies but avg growth of the mkt
Sir, why are you saying this method is inefficient for some large cap strategies and the transaction will be high here, and if you are doing this in a large cap strategy, will this method not be there? Or will there be no transaction or need?
did not get u
@@AlokJain Sir, why are you saying weekly rebalace of largecap strategy this method is inefficient for some large cap strategies and the transaction will be high here, and if you are doing this in a large cap strategy like hcc , will this method not be there? Or will there be no transaction or need?
PE Story is absolutely overrated, fundamentalists were advising not to buy stocks like trent, rec, pfc etc even 5-6 months back and look at the rally they have covered!!
yes!