Got JNJ last month. Now I’ll chose India Fund IFN over Wipro WIT and Boeing BA October 25, 2007
Posted by deminvest in funds, growth stock, IFN India Fund, India Investing, investment, Wipro, WIT.13 comments
In September I was undecided between those 4 options: Johnson & Johnson JNJ, India Fund IFN, Wipro WIT or Boeing BA: Graph
I took JNJ because of its good numbers, because it could be a safe heaven in times of markets turmoil and because I was convinced by other investor that it was the right choice. Now I have to make my October investment choice.
I think I will get IFN today. In September, I wrote: “ India Fund because I still think India has great opportunities and this closed end fund is trading at a favourable 10% discount. I called this fund a rip off when is used to trade at 30% premium, but now it is undervalued. Also IFN owns shares of many excellent Indian companies that are not available for Western investors.”
Re: SAY versus INFY, WIT. Should I buy more Satyam, more Infosys, or buy some Wipro stock? January 26, 2007
Posted by deminvest in IFN India Fund, India Investing, INFY Infosys Technologies, investment, SAY Satyam Computer Services, Single stocks, stock I own, stocks, WIT.9 comments
I was answering to a comment… and ended up writing a post.
1) Say is much smaller and so far it is not competing for market Leader Spot. Revenue of SAY is smaller and growing slower:
Satyam Computer Services Ltd. (SAY):
Revenue: 1.38B Qtrly Revenue Growth (yoy): 31.30%
Infosys Technologies Ltd. (INFY):
Revenue: 2.90B Qtrly Revenue Growth (yoy): 44.40%
Wipro Ltd. (WIT):
Revenue: 3.09B Qtrly Revenue Growth (yoy): 43.30%