I love tamil comedians and their comedy scenes.
Best of vadivelu (in my view) are listed below:
1. Nallavannu Sollitamma....
2. Checking varuvanle varunvanle....
3. Sirikarathu MGR mathiri aana panradhu ellam nambiar mathiri thane irukku
4. U mean wasteland
5. Nee Aaniye pudunga venam
6. Venaam valikuthu...
7. Tea shop - Kidney theft scene
8. Tea shop - white dress - kal mel kal - sakkadai scene
9. Namma tea raasi anney
10. Bus stand - Pandiarajan - vadivelu - car pickup and fight - pattasu scene
Best of vivek are listed below:
1. 750 spare parts-la odatha vandi
2. Indha elai sizum onga payya sizum patha
3. Naama mattum color color-a chutney
4. Lord labakku das
5. Enakkule evvalovo theramaigal olinchu-rukku
6. Minor kunju
7. okkarum oye... okkarum...
8. ivlo packet....
9. vivek - satya raj - thiruvilayadal type q & a
10. Orey mathirai ella vyadhium poyidum
Did i miss out anything?
Friday, October 12, 2007
Thursday, October 11, 2007
Current US Economy - an analysis
US economy is not doing that well. US is struggling to cope with mortgage related issues like high interest rates, falling real estate prices which indirectly resulting in pre-closure or credit related issues. Added to that, increasing energy prices, not so comfortable job market resulted in slowing down of economy and high inflation.
What lies ahead for future?
1. Consumer behaviour - I do not think consumers would stop spending. They can either keep on borrowing until they go completely broke or manage within their limits. American consumers lived out of credit in the past and it is difficult to change their behaviour. They can bit slow down but cannot be halted. I think, the credit card outstanding is some where hovering around 800billion dollars or so.
2. USA Economy - Yes, it has slowed down but it still remains the largest export market in international trade.
3. USA viewed in geo-political arena - USA is most cursed and most loved at the same time. Politically, US is not loved but USA "culture" is loved by most people. (Let us not get into right or wrong here). Junk foods, consumer brands, jobs, music, movies to name few.
4. Immigration laws of USA - USA immigration laws are most friendly when compared to many developed countries, US still remains in demand.
5. USA in Arms trade, Space - US is in complete control of arms trade for most of the world and they continue to thrive on weak and non-united middle east, Asia, erst while Russia, Africa. USA continue to flourish in space technology.
6. Housing Market - considering all this, i think, signs of economic weakness could be short-lived as immigrants and foreign nationals could buy properties in USA and maintain or even improve demand and supply over the next 10 years.
7. USA would continue to remain the vital force for another 15-25 years. And the only situation which can bring the economic downfall of USA is united Asia (which includes China, Korea), Middle East, Russia and to some extent Euro Zone. This would take a real long term to materialise.
8. Hence, to summarise, in my understanding, slowdown in USA could be short-lived and USA Economy (and not stock market alone) would come back with vengeance if one would view of 2-7 years.
What lies ahead for future?
1. Consumer behaviour - I do not think consumers would stop spending. They can either keep on borrowing until they go completely broke or manage within their limits. American consumers lived out of credit in the past and it is difficult to change their behaviour. They can bit slow down but cannot be halted. I think, the credit card outstanding is some where hovering around 800billion dollars or so.
2. USA Economy - Yes, it has slowed down but it still remains the largest export market in international trade.
3. USA viewed in geo-political arena - USA is most cursed and most loved at the same time. Politically, US is not loved but USA "culture" is loved by most people. (Let us not get into right or wrong here). Junk foods, consumer brands, jobs, music, movies to name few.
4. Immigration laws of USA - USA immigration laws are most friendly when compared to many developed countries, US still remains in demand.
5. USA in Arms trade, Space - US is in complete control of arms trade for most of the world and they continue to thrive on weak and non-united middle east, Asia, erst while Russia, Africa. USA continue to flourish in space technology.
6. Housing Market - considering all this, i think, signs of economic weakness could be short-lived as immigrants and foreign nationals could buy properties in USA and maintain or even improve demand and supply over the next 10 years.
7. USA would continue to remain the vital force for another 15-25 years. And the only situation which can bring the economic downfall of USA is united Asia (which includes China, Korea), Middle East, Russia and to some extent Euro Zone. This would take a real long term to materialise.
8. Hence, to summarise, in my understanding, slowdown in USA could be short-lived and USA Economy (and not stock market alone) would come back with vengeance if one would view of 2-7 years.
Wednesday, October 10, 2007
New flavours of stock market
Every market rise or fall would result in some sectors or stocks are favoured to rise more or less compared to others. This 15k to 18k sensex rise resulted in some great appreciation or non-participation of stocks and some of which are listed below for basic understanding of which sector moving:
1. Reliance Communication
2. Reliance Energy
3. RIIL
4. Adlabs
5. IDFC
6. IDEA
7. HDIL
8. DLF
9. ICICI Bank
10. Maruti
11. Tata Steel
12. L & T
13. J P Associates
14. Suzlon
15. Punj Lloyd
16. Jindal steel
17. VSNL
18. Mercatar Lines (MLL)
19. Reliance Industries
20. GMDC
21. Reliance Capital
22. Sterlite
23. Infosys
24. Tata Power
25. Rajesh Exports
Laggards
1. Aurobindo Pharma
2. M & M
3. Indian Bank
4. PNB
5. Sun Pharma
6. Dr. Reddy
7. Cipla
8. Hindalco
9. BPCL & HPCL
10. TVS Motor
11. i-flex
12. Tech Mahindra
13. Mphasis BFL
1. Reliance Communication
2. Reliance Energy
3. RIIL
4. Adlabs
5. IDFC
6. IDEA
7. HDIL
8. DLF
9. ICICI Bank
10. Maruti
11. Tata Steel
12. L & T
13. J P Associates
14. Suzlon
15. Punj Lloyd
16. Jindal steel
17. VSNL
18. Mercatar Lines (MLL)
19. Reliance Industries
20. GMDC
21. Reliance Capital
22. Sterlite
23. Infosys
24. Tata Power
25. Rajesh Exports
Laggards
1. Aurobindo Pharma
2. M & M
3. Indian Bank
4. PNB
5. Sun Pharma
6. Dr. Reddy
7. Cipla
8. Hindalco
9. BPCL & HPCL
10. TVS Motor
11. i-flex
12. Tech Mahindra
13. Mphasis BFL
Disclaimer
I am very passionate about stock market and economics and follow that closely. I am an investor and my stock recommendations are made in good faith and most of it are my own interpretation or analysis. Hence, the disclaimer below.
Disclaimer
Stock Recommendation Service, is a general recommendation service and is not to be construed as an individual investor specific Portfolio Management and Advisory Service.
The User warrants that he/she/it shall obtain independent investment advice before making any Investment based on such recommendation. Investors are strictly advised to adher to implement stop loss method to avoid losses related to trading.
The Service should not be construed to be an advertisement for solicitation for buying or selling of any securities.
Self or accessstreet.blogspot.com shall not be responsible for any loss or liability incurred to the user as a consequence of his or any other person on his behalf taking any investment decisions based on the information, recommendations, research reports, analysis, quotes, etc. provided on the web site.
Self or accessstreet.blogspot.com shall also not be liable for errors, omissions or typographical errors, disruption delay, interruption, failure, deletion or defect of/in the Service provided by it.
Disclaimer
Stock Recommendation Service, is a general recommendation service and is not to be construed as an individual investor specific Portfolio Management and Advisory Service.
The User warrants that he/she/it shall obtain independent investment advice before making any Investment based on such recommendation. Investors are strictly advised to adher to implement stop loss method to avoid losses related to trading.
The Service should not be construed to be an advertisement for solicitation for buying or selling of any securities.
Self or accessstreet.blogspot.com shall not be responsible for any loss or liability incurred to the user as a consequence of his or any other person on his behalf taking any investment decisions based on the information, recommendations, research reports, analysis, quotes, etc. provided on the web site.
Self or accessstreet.blogspot.com shall also not be liable for errors, omissions or typographical errors, disruption delay, interruption, failure, deletion or defect of/in the Service provided by it.
Tuesday, October 9, 2007
Breaking News - Sensex 18k
It is official... Finally sensex touched 18k just a while ago. It is a great achievement considering 9% growth with obstacles like PSU disinvestment, Nuclear Deal imbroglio, Communinist's speed breaker in reforms etc...
Monday, October 8, 2007
Indian Stock Markets
New theory or syllabus in vogue for the last fortnight in Indian stock markets.
The index is going up but Advances - Declines ratio is having -ve bias for most of the last fortnight.
What does it mean
a. Portfolio re-shuffling is going on full swing.
b. People are selling stocks of some industries and shifting the money to some other industry. Example from IT stocks to Power stocks.
c. Dont always look at sensex or nifty to execute your trades. Tread carefully and look for patterns.
d. Always look for Charm (industries or stocks which has a charm of most of players). Like Reliance has been darling of stock markets for over 20 years. There is no point in betting underperforming stocks which does not have market charm.
e. Example for the above - look the return given by Patni when compared to Hexaware. Both are second rung stocks but their charm is totally different.
Happy investing !!!
The index is going up but Advances - Declines ratio is having -ve bias for most of the last fortnight.
What does it mean
a. Portfolio re-shuffling is going on full swing.
b. People are selling stocks of some industries and shifting the money to some other industry. Example from IT stocks to Power stocks.
c. Dont always look at sensex or nifty to execute your trades. Tread carefully and look for patterns.
d. Always look for Charm (industries or stocks which has a charm of most of players). Like Reliance has been darling of stock markets for over 20 years. There is no point in betting underperforming stocks which does not have market charm.
e. Example for the above - look the return given by Patni when compared to Hexaware. Both are second rung stocks but their charm is totally different.
Happy investing !!!
Financial Biggies
Financial Biggies like Meryll, Goldman, UBS, Morgan, JP Morgan announced their results in the last fortnight. Citi's results are still to come.
One thing for sure from them are, money making is a damn serious business. Proprietary trading is here to stay. Banks are making money in multiple ways like lending through various loans, investing in companies, proprietary trading, FX etc... Looks like most of the banks are betting huge through trading as the credit growth is sluggish in the last 6 months or so.
Fascinating days ahead until March 08 for sure for the serious players.
One thing for sure from them are, money making is a damn serious business. Proprietary trading is here to stay. Banks are making money in multiple ways like lending through various loans, investing in companies, proprietary trading, FX etc... Looks like most of the banks are betting huge through trading as the credit growth is sluggish in the last 6 months or so.
Fascinating days ahead until March 08 for sure for the serious players.
Subscribe to:
Posts (Atom)