Infosys Technologies Ltd. (INFY)

All Comments on INFY

  • commenter
    PennyPower
    Oct 10 08:13 AM
    Wall Street Breakfast: Must-Know News [view article]
    Now that nearly everyone is out of the pool I'm ready for a swim. Reply
  • commenter
    Jersey
    Oct 10 08:07 AM
    Wall Street Breakfast: Must-Know News [view article]
    It seems inconceivable, but given the fact that all logic and traditional rules have gone out the window is it possible for the Dow to actually go to zero? If not how close to zero might it come? Is contrairian investing absolutely insane at this point or is it possible it might have a huge pay off? I just don't know what to think anymore, I don't even know what to imagine anymore. Reply
  • commenter
    stockezy
    Sep 25 07:46 PM
    My Website
    Indian IT Stocks: Time to Bail? [view article]
    Satyam Computers might be a better company in this space. It is listed on NYSE - stockezy.com/stocks/qu...

    Also for investing in India I recommend - Tech Mahindra
    stockezy.com/stocks/qu...     Reply
  • commenter
    andyn
    Sep 25 08:48 AM
    Indian IT Stocks: Time to Bail? [view article]
    i think this is dead money for the next few qtrs.
    they hired HUGE and with revenues going down, margins are sure to come down. stay away till next year     Reply
  • commenter
    Thomas
    Victor
    Sep 24 02:29 PM
    Indian IT Stocks: Time to Bail? [view article]
    Time to bail??

    That would have been an appropriate title some time ago when it's price was higher. But now it is at a 52 week low and it seemed like a good buying opportunity so I took the plunge.     Reply
  • commenter
    User 223799
    Sep 21 01:11 PM
    India's Exploding Real Estate Market: Shades of the Florida Condo Bubble [view article]
    I have seen real estate market in India contract earlier many times.

    The last I remember was starting from 1996 and then the market recovered only in 2003.

    The price of real-estate fell by 20-40% depending on the area - but it could not be measured as almost all the transaction used to be done in cash in India (registered amount used to be very small), and no paper records could track the market price.     Reply
  • commenter
    share
    market tips
    Sep 18 06:04 AM
    My Website
    Stocks Covered By The India Stock Blog [view article]
    This blog is really nice and informative. We are pleased to know this blog is really helping people. Its our pleasure to post informative content on this useful blog created by webmaster.
    Investing in share market made easy with our live tips on all BSE,NSE shares or commodities.Our trading tips covers NSE and BSE     Reply
  • commenter
    captainjohan
    n
    Sep 17 09:57 AM
    My Website
    India Offshoring Quarterly Snapshot [view article]
    Hi what is your take on Lehman failure, AIG bailout on Indian stocks Reply
  • commenter
    Owen
    Sep 16 11:15 AM
    49 Stocks For Buffett Fans [view article]
    Thank you, Richard. My comments were not intended as criticism of your article, but of the Business Week article and similar ones. Like you, I also follow the S&P reports, and was surprised to see in their September 3rd edition of The Outlook newsletter an article called 'Acing the Buffett Test'. In recent years, the term 'Buffett' has become a synonym for value investing, despite the fact that the legendary investor has deviated quite a bit from the teachings of Ben Graham and David Dodd.
     Reply
  • commenter
    Richard Shaw
    Sep 15 05:30 PM
    My Website
    49 Stocks For Buffett Fans [view article]
    Owen,

    I certainly agree with your criticism of the list of 49 stocks generated by Business Week. My only task was to reduce that list down to those stocks (Buffet-like or not) down to those that are also currently recommended by S&P and ValueLine.

    The article title chosen by Seeking Alpha may suggest that we believe Buffet would want these companies, but that is not the case.

    Thanks.     Reply
  • commenter
    Owen
    Sep 15 02:21 PM
    49 Stocks For Buffett Fans [view article]
    I'm always amused by these lists of "Buffett-worthy&q... stocks. Anyone who thinks Infosys Technologies, Taiwan Semiconductor, or MEMC Electronic Materials would pass Buffett's criteria doesn't know the first thing about him. Neither Buffett, nor anyone else, can with any degree of confidence forecast what product these companies will be selling 10 or 20 years from now, let alone margin levels or market size. Buffett only buys companies which have been in the same business, selling the same products for 30 years or more, and are likely to continue doing so for another 50 years.
     Reply
  • commenter
    Pessimistic
    Optimist
    Sep 07 07:47 PM
    49 Stocks For Buffett Fans [view article]
    I am a prime example of what can happen if you are away from your computer for 1 weeks time. Out hiking with all of God's beautiful creatures and my shares of FCX had a hurrican run right through them and I am trying to muck out the aftermath. There were others that shared in this pummeling as well. I welcome, even embrace a bull run even if it's a minor bear retracement. Give me half of this weeks loss back and I will be completely happy. Use my experience as a lesson. To keep Buffet's track record in tact.. it appears to be a prudent contrarian, and totally buy into weakness. I would call this incredible weakness in many sectors. I will do this to hedge what losses I have incurred. There is my Buffet plan. Now to act on it. Reply
  • commenter
    Richard Shaw
    Sep 07 12:52 PM
    My Website
    49 Stocks For Buffett Fans [view article]
    Jeff -- note that it was Business Week magazine that selected the list of 49 stocks as Buffet-like. We just filtered the list further in terms of S&P and ValueLine opinions as to general appeal. Certainly, Buffet uses criteria and judgement in his selections that a simple 5 attribute screen cannot capture. Our intent was merely to help those who read the Business Week article by letting them know more about the stocks in the list, but not to judge the realism of Business Week's construction of the list. Reply
  • commenter
    Jeff Decker
    Sep 07 12:45 PM
    49 Stocks For Buffett Fans [view article]
    This final 13 is most un-Buffettlike. Let's begin with the obvious fact that Buffett doesn't own them.

    A core tenet of Buffett investing is "buying what one understands". He has scrupulously avoided tech stocks as being "too hard".

    He doesn't like mining because at the end, the commodidty mined is gone and shareholders are left with "the hole".

    Buffett likes stocks with a competitive moat, preferably one with "alligators in it".

    Finally, businesses should have capable, shareholder friendly boards and management. Their interests should be squarely aligned with those of shareholders.

    There are a number of fine companies on your list. Some of which I have owned, I can't see any being strong Buffett candidates.     Reply
  • commenter
    BxCapricorn
    Sep 07 12:35 PM
    49 Stocks For Buffett Fans [view article]
    As for SLB, we had a 2m barrel of oil, short-side surprise on Friday, and now another LOOP threatening hurricane entering the GOM this week. I know Bush gave the okay Wednesday to use the Strategic Oil reserves, but these delivery disruptions at some point, overwhelm our ability to subsidize. Reply
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