Ask Basant - BEML & Other Stocks
ฝัง
- เผยแพร่เมื่อ 16 พ.ค. 2023
- Invest in our Smallcase :
Basant Maheshwari Smallcase: basantmaheshwari.smallcase.com
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Buy my book: The Thoughtful Investor on Amazon tinyurl.com/akza23k5
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In this episode of Ask Basant, we discuss why BEML has given a 25% cagr over the past 10 years but is flat in return since 2006 . We also discuss other stocks and some portfolio construction strategies.
Listen to know all these
0.00 Intro
0.08 Market View
0.41 Mid Small Large Cap Discussion
1.04 BEMl Fundamental
1.37 Ten Year Earning Growth
2.11 Cyclical Stock & Secular Growth
2.46 BEML Buyers
3.04 India Infra Boom
3.11 P/E Ratio
3.29 BEML View
3.46 India Growth Misconceptions
4.01 This sector is less likely to make money
4.10 Earn Money From India
4.23 Big Headline News
4.38 Discussion on BEML
4.56 Discussion on Cummins
5.13 Service Provider Companies
5.18 LANCO Infratech
5.27 JP Associates
5.47 Discussion on ACE
6.03 Discussion on L&T
6.12 Infra Stock
6.41 Long Short AIF
7.05 Systematic Risk & Unsystematic risk
7.24 Long Short Fund
8.38 Huge Bull Market & Bear Market
8.52 Draw Down
9.25 Thoughtful Investor Translate in Hindi?
10.52 Innovation & Inflation
11.49 World Debt Crisis
11.56 American Economy
12.14 2008 Crisis
12.31 New Innovation In America
12.47 Debt Crisis
13.27 BM Vision 2023 Smallcase
14.56 US Debt Celling
16.30 DMART & Reliance Retail
17.45 Face Value & Stock Growth
18.20 Small Cap
19.35 Trade Deficit Data
20.04 India Domestic Production
20.12 GDP Growth
20.27 Low Import Export
20.45 What Must Be Done To Bring China Down?
21.10 BM View On China
21.37 China Foreign Exchange
21.47 Indian GDP
22.04 BM Smallcase
23.06 Risk Factor Of Share Market
23.14 When Share Bazaar Goes Down
23.40 How many shares in portfolio of 4 lakhs
24.26 Consistent Growth Stock
25.14 When is ROE negative?
25.39 EPS
25.58 Agro Chemical Stock & Fertilizer Stock
26.12 PI Industries
27.06 PE Investors Exit
28.14 Shift TCS To LTIMindtree
28.56 Well Commentary Political and Share Market
#muthootfinance #Manappuram #Behaviouralscience #insurancesector #BSE #BajajFinance #PUT #FAANG #HFCL #Adani #ROE #DuPont #Leverage #Dollar #BMVision2020 #NSDL #IPO #Microsoft #Apple #Amazon #Google #Salesforce #Tesla #Stripe #CoveredCall #StockMarketEducation #InvestingTips #TradingStrategies #FinancialLiteracy #InvestmentEducation #StockAnalysis #MarketInsights #InvestmentStrategy #StocksToWatch #MarketTrends #TradingEducation
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नमस्कार सर❤आप ज्ञान का भंडार हैं शेयर मार्केट के गूगल है आप इतना अमूल्य ज्ञान और अमूल्य समय हमारे साथ शेयर करने के लिए आपका कोटि-कोटि धन्यवाद
Sir nobody gives such honest advise. You are touching hearts of every indian.
Correction.. Every Indian involved in stock market..
Hi sir Please share your view cantabil stock PE is 25 ROE is 35% and 5 yr revenue CAGR is 23%
"Hello sir...this is gaurav sanghvi ... I am a civil engineer ...from kutch , gujarat.....my question is very simple...CAMS kyu itna pit raha hey???"
Yes, you are 100% right on politicians regarding patriotism 👍👍
I have a question please. I know sometimes buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $260K for sometime now, my major challenge is not knowing the best entry and exit strategies ... I would greatly appreciate any suggestion
@@scottjason2030 I agree , I assumed I had a hang of the market at first, I gained $50k one year and I was super elated, not until I stumbled upon a portfolio-adviser whose been guiding me since the market's been sham after the pandemic, to my utmost surprise I netted a whooping $286K during this dip, that made it clear there's more to the market that we average joes don't know
@@kumarsingh001 that's impressive!, I could really use the expertise of this advisors , my portfolio has been down bad....who’s the person guiding you
@@Bezosjesss I am guided by Heather Lee Larioni I found her on a CNBC interview where she was featured and reached out to her. She has since provided entry and exit points on the securities I focus on. You can look her up online if you care for a supervision.
@@kumarsingh001 This recommendation literally came at the right time, I’m down by $7k in stocks this week alone.. its crazy! I just looked up Heather online with her full name and researched her accreditation. She seem very proficient, I wrote her detailing my Fin-market goals and scheduled a session. Thank you
Sir please take my question......Jo log 2 lakh or 3 lakh invest karte share market me for long time so what startegy honi chahiye. Sir please reply
In my lifetime, i have never waited like i am waiting for you to upload your BM equity report and Ask Basant..Loved it ❤
CAs also interested in stock market. Interesting to know..
Very true am on the same bandwagon😊
You are the best and most reliable advisor of Stock market in TH-cam.
Always consistent well designed expression of right opinions & that too unbiased.Real noble work by you.Regards..Parag
Great learning from your passionate teaching abilities 🙏🏻🙏🏻🌹🌹
Sir! - Good evening! - Please take question asking for 5th time - What are the reasons that ICICI Lombard share is trading at 34 PE incomparision with peers especially when financial results of ICICI Lombard are growing.
I started my career in a construction company. BEML excavators were the best, but they had a very poor service and support. It seemed as if employees of BEML are doing us a favour by selling us spares of various HEMM. Soon Komatsu, Tata, Hyundai etc. overshadowed BEML and now no one wants to buy a BEML machine.
@bhavarlalparmar8895Fraud 😡
Sir ,Stovecraft - ttk prest -hawkings - sector analysis - which one you prefer - Parveen Bansal
Thanks to God , i came to know about one month before only .....now listen yr most of videos ....great learning
Dear Basant ji. Thank you for your informative videos.
Do you use Technicals as a means to screen, enter and exit stocks? How can someone leverage technicals along with fundamentals to pick winners?
Sir discuss about EKI energy
Attempt - 10
Question
Sir, As per UN report Indias population will stabilize in 2045. Until then it's going to increase. Lifestyle of Indians is improving. Causing increase in per day per head increase in waste generation. Hence what will be the future of waste management as a sector and its future.
After listening to u I started reading ur book just started hopefully Wil learn a lot... Am confident abt learning
Basant ji,I am a chartered accountant and currently reading your book The Thoughtful investor and loving it.I am currently building my portfolio and rargeting stocks like Kotak bank, hdfc bank,srf, bajaj finance, varun beverages, titan ,kpit tech,clean science, coromondal. Please guide whether the portfolio can give cagr of 15% over next 5 years.
Thank you for the knowledge Basant sir. I got a question-
I don't have a lumpsum amount to put in your smallcase, but i wish to do a 20k SIP for a long period of 15 yrs. How do you suggest I go? Do you suggest I shift to MFs instead of smallcase? Thank you
Hello Sir
Kindly explain how PE expand with some example and also explain GNA Axles company is PE expansion will happen
🎉appreciate your BINDAAS style,please continue 😊regards.please comment on NBCC
Sir please give comparison view on VRL vs DELHIVERY
BMJi actually I want to distribute to village because there also young guys are talented but language problems so kindly translate in Hindi THOUGHTFUL INVESTORS
Your contents are good, full of knowledge. Please share if splitting and giving bonus is good for share price increase or vice versa...example : mrf.
Sir thank you for giving such a great insight on stocks whats your view on kaveri seeds and nmdc
Sirji please bataye.. how do we analyze Suryodya Small Finance bank ...
Thank u sir for sharing your knowledge!!
Sir,after the recent tax changes,is it advisable to invest in foreign etfs and mutual funds..like Mirae asset Nyse FANG etf
Sir, please share your views on BDL and Emudhra. THANKS in advance
Dear Basantji - Asking 33rd time - I'm From DUBAI !! Age 39 - Watch your video everyday.
KAB LOGEE MERA Question SIRRRRRRR
Q) Please Advice the right number of stock to HOLD for 10 Lakhs/1 Crore/10 crore Portfolio.
I started my stock market journey with 10 Lakhs (2 Lakhs saving + 8 Lakhs Personal Loan)
Now I'm nearing to 10Cr size and my core portfolio (60%) is in 10 Stocks and rest in 20 Stock .(I pyramid buy my performers and replace losers periodically)
please share your view. (Should i concentrate further or Leave it as it is as i believe you should have few Gorillas and hold long and expect few to be KING KONG)
Request to take this question. Tired of repeating it..............PLEASE.
Thanks🙏🙏🙏🙏
Sunny from Japan !! Sirji thanks for you interesting n informative Videos, they have become a important part of my Daily routine now. One thing I have observed is your Polo Shirt collection 👌🏽
धन्यवाद
Good analysis
Sir thanks for taking my question
Sir did something change in the fundamentals of ITC, price is going like rocket.
प्रणाम गुरूजी
Sir, is small case will come in Managed account category ??
Sir last mei jo apne bataya apne desh k politicians aur voters ke bare mein....mere dil ki baat chura li ❤️u sir. .
@BasantMaheshwari10 Fraud 😡
Thank You Very Much Sir…🙏
Even Punj Lloyd was termed as Next L&T at one point
Reading your Book. On Page no. 146 you explain about Enterprise Value. I can’t understood. Can you please explain it. Thanks for written this wonderful Book.
Namaskar Sir thank you so much 🙏
Excellent 👍👍👍
HI Sir, Kindly shre your views on speciality chemical sector for long term. Can Indian goverment also put some restriction like China did due to environmental issues?
Namakar sir,
I am Sagardeep.
Your videos are eye opening.
Kindly share your views on long term prospect of CDSL.
सर मै पालघर से हुं आप बहुत अच्छा मार्गदर्शन करते है आपकी बजे से मुझे ज्ञान ओर आत्मविश्वास मिला है आपके सभी व्हिडिओ का मै बहुत इंतजार करता हूं मेरा सवाल है जी ई शिपिंग कॉर्पोरेशन अच्छा लगता है क्या ये सिकली कल स्टॉक है
Sir, textile-readymade garments sector cycle mana jaayega kya
Namaste sir kya zeel pe aap aapna view rakhanege?
everyday new learning new information . thank you bm sir
when a stock is held by many institution why the stock doesn't go up ; doesn't it contradict the supply and demand rule and also which book you have referred for learning graphology.
Sir Namaskar, Praveen from Haryana...
Thankyou for taking my question in advance.
Sir I am holding Dixon Technologies and CAMS since IPO and ready to hold for long-term. Kindly share your view on both.
Sir in thoughtful investor you wrote " in short term stock can move up and down without any reason " sir please explain in detail
Thank you Basant Sir for taking my question on Agrochemical Industry and 1 more follow up question.
Request you to do quick commentary on PI Industry vs UPL vs Coromandel International
(Muruguppa group)
Curious to know why UPL stock never turned out to be huge multibagger even when it has presence in 200+ countries.
@BasantMaheshwarihelpline1Fraud 😡
With increasing in per capita income which industry benifited from??
Dixon technology me Kiya kare basant bhai
Can I invest
Please put some light on Fertilizer stocks. Thank you.
Vew on schnider electric infra and action construction
Hi Basant, wonderful to hear from you. What do you think about Peter Lynch's philosophy?
day 15
hello sir !
what is the credibility of online paid screener stock future prediction feature ??
Sir, should we look at good stocks in currently beaten down or out of favour sectors like Garments, IT or Chemicals. Can investing in these sectors help us make good money if we have 2-3 years of timeframe?
Can i add infosys and Divis Lab at this level for long term investment purpose?
Hello! I have been tracking S Chand and Co. and it feels like a turnaround story in the Edtech space. It is also underowned, I feel. Any views would be appreciated. Also, how should one analyze an entity like Harrisons Malayalam?
dear sir,
give your advice on crisil, essel propak
Sir please say why polycab is better than Kei.......and ur opinion on Ion exchange
Nabendu DasGupta from Kolkata
Thanks 🙏 Sir
Sir good evening.
Kya broking company stocks bhi cyclical hote hai?? Plz bataye thank you🙏
BSE watch...
Its nice commentary 🎉🎉
Sir what is your view on EKI Energy and avasfinancial
Sir what's your view on jubilant foodworks debt
What is your view on Moldtek Technologies?
Sir Please share your views on Alkyl amines..🙏🙏🙏
You are great Sir
Sir, please share view on consumer discretionary like voltas, blue star, havells. There has been meaningful correction here.
If i recall, you were investor in voltas at one time.
@BasantMaheshwari2 15:38
@BasantMaheshwari2Fraud 😡
डॉक्टर सुधीर दिक्षित से बुक ट्रांसलेशन कराइए उन्होंने वंस अपॉन ए वॉल स्ट्रीट और इंटेलिजेंट इन्वेस्टर का ट्रांसलेशन किया है दोनों ही किताबें मस्त है सर प्लीज कांटेक्ट
Hi Basant Sir, in your book, you mentioned that you made 4x in Repco Home Fin. Could you please share what was the trigger to sell Repco?
I’ve Repco since 2014 but could never exit. Would you suggest exiting Repco now & switch to Aavas or something similar. Please advise.
Sir please discuss about Petronet Lng
Sir will el nino have an effect on agri chemical stocks like rallis, upl in 2023
Hello sir, should we take quarterly results too seriously in this high inflation environment.
One of my stock give poor topline then expected QOQ (13℅) but YOY sales is around 40℅..what should I do! Please guide
What is topline and bottomline growth for any stock? Amit
Sir coromandal international par view EPS 69 ka he PE 14 ka he to long turme yahase 2 3 Guna ho sakta he sir please view de
Examples you take to explain your point are awesome. Knowledge n advice with pinch of humour. You are style is awesome Sir 👍
Please share your views on Dabur and Godrej consumer and Jubilant food. Can these stocks be bought on current valuation .
Good morning sir, thanks for taking my last question. Sir who should opt for focussed small cap & who for BM vision, if one has 5 lacs
Sir pl best agrolife and paraj industries ke baare main batayen pl
Sir
What is you view on Bayer corposcience . Is there any future in this stock.
Regards
N S B 1970
Sir, CG Block e dekha kora jabe ki?
Sir, you are giving very good knowledge with a realistic approach every video is 'paisa vasool' show keep doing good work thank you 😊
Hi Sir, I found this company Permanent Magnets Limited, which seems to have a large portfolio of products and have great potential. Wanted to know about your thoughts on PML?
Sir my portfolio includes 3 largecaps 5 midcaps and 2 smallcaps whole valued 15 lakhs , should I do some changes or keep it as it ?
Sir pls discuss exit point of stock
Great sir🙏🙏🙏🙏🙏🙏.
Hello sir, For eg- If a company has a market cap of 100rs & it's total assets are 160rs & has total debt of 20rs what does that indicates?? By the way company's name is Thomas Cook India limited
nice video sir
BM Sir my WIPRO shares are still 20% down? What's your advice to retain(lonterm), switchover to LTTS/Persistence//KPIT or addon to BM's Nifty Top20 smallcase.
Sir Avl stock ek baar dekhiye ... Kafi dino se puch rahe Hain about it... Pls take it once detail analysis
Hello Sir, Thank you so much for sharing your knowledge. I daily watch your videos from Germany. My name is sharath and I am basically from Bangalore. My day will be incomplete without watching your videos. My question is You mentioned that it is difficult to make money in power stocks. Are you referring to Power Grid? What is your view on power trading companies like IEX?
Thank you
Sir jubilant food or bikaji. Which one to buy
Sir, thank you for giving us insights on different aspects of investment.
Please can you guide me about Hatson Agro, Its best leader in listed space in dairy products, my view is more than 10 years.
Thank you❤🙏
Sir. What are future prospects of defence sector? Suggest good defence shares to invest .