Building Up A Portfolio At A 7000 Level

[ssnkumar]

supratik,


what will be the future of HarigCrankShafts. this scrip is now running at its peak. is it good to buy at this level. will it touch more higher circuits in the future. plz give me your valuable suggestions.

My suggestion for you is, enter penny stocks only if you can take high risks. That means, you should not get upset even if you loose 100% of your money there.

And to buy a stock at its peak, that too a penny stock is not a good idea.
First of all find out, why it is going in upper circuits.
If it is because of good results, fundamentals etc, then it is ok to buy it.
Some time brokers and market manipulaters will be playing their games. They buy in large numbers to make the stock go up. And after sometime, suddenly dump it and the stock will crash and will never come up. At that time investors like you and me will suffer. It will be very difficult for us to exit, since we will be in huge loss.

So, beware of penny stocks. Even if you enter, fix your target and come out quickly. Also, fix your strict SL. This will help you in reducing the losses.
Don't play to your greed.

Regards,
Narendra

 

[supratik]

Keep these stocks under your radar:
1. ITC
2. Gulf Oil
3. Voltas
4. Hotel Leela
5. Crompton Greaves

All of these are companies with sound track record and good fundamentals.
All of them have given good returns for the investors.
And all of these are in sideways for sometime and consolidating at the current price.
I don't see any downside for any of these from the current levels.
So, you can start accumulating them at the current levels.

Watch out for Hotel Leela. It has been going up to 65 and coming down to 62. Last 2-3 days it even went down to 61.
Today it has started bouncing back and tested 67 and is currently at 64. Now the winter is getting over and soon summer will start and it is the season of holidays for schools and travel will pick up. So, hotel's will do good during this time.
Given that Hotel Leela is one of the top hotels, it is expected to have more good time.

And I didn't mention HEG.
Supratik had recommended it few moths back and from that levels it went up to nearly 20% and came down a bit.
Now, it has consolidated at 174. I heard that interested parties are accumulating this and it may get a huge jump soon.
I haven't checked the latest results of HEG.
If anybody has any more info on any of these stocks please do post it here.

Regards,
Narendra

Narendra, if I am allowed to add a 6. Raj rayon - This is an amazing counter - downside limited but huge upside potential. For short term traders it is buy at current levels and exit at 51-53. Your inputs Narendra.

Disclaimer: I have the stock in my portfolio

BTW - Narendra, have you included IPCA Lab and Electrotherm India in your portfolio
Our call on Bharti is on fire this is long term call - and keep invested to get returns yoy

Thanks and Regards
Supratik

 

[chachi]

Narendra,

Good move in Valecha - any updates??

Thanks and Regards
Supratik

Hi Supratik,

I found this article on Valecha..." Valecha to form SPV to enter real estate dt. 18.01.07" at http://www.business-standard.com/common/storypage_c.php?leftnm=10&autono=271746....

do you think it is good to enter even now...@250?

Supratik & Narendra hats off to you for your nice services...keep it ups sirs

Regards
Chachi

 

[ssnkumar]

Narendra, if I am allowed to add a 6. Raj rayon - This is an amazing counter - downside limited but huge upside potential. For short term traders it is buy at current levels and exit at 51-53. Your inputs Narendra.

Disclaimer: I have the stock in my portfolio

BTW - Narendra, have you included IPCA Lab and Electrotherm India in your portfolio
Our call on Bharti is on fire this is long term call - and keep invested to get returns yoy

Thanks and Regards
Supratik

Thanks for reminding Supratik.
At the time when you posted, I didn't have money and I kept them in my watch list.
After that I totaly forgot.
Now, I want to invest in one or two.
So, how do you prioritize these?
Which is the best and next!?

I will wait for your suggestion on this before proceeding.

Thanks,
Narendra

 

[alshahnaz]

I just checked HEG results and it was impressive

here is the data

Net sales up 95% to Rs.201 cr, Export sales up by 159% at Rs.131 cr.
PAT up 187% to Rs.16 cr and PBT up 165% to Rs.21 cr

Expanded graphite capacities, higher graphite realisations drive performance

Robust outlook for FY2007 and FY2008, driven by:

Expanded capacities and higher operational efficiencies

Strong order book fully booked for FY07 at higher prices

Continued firmness in graphite electrode demand & realisations

Apart from this they now the 25 MW power plant which is operational fully and provide low cost power.

The Current Market price is :174

Volumes around (when in checked today):130k

Let me know if this is the right price to enter? and also assit when to exit


Thanks,
Shan

 

[vizzie]

I just checked HEG results and it was impressive




Thanks,
Shan

Hi Supratik,

One of ur earlier recommendations KLG Systel had a nice pullback and is looking gud 2 me..
wht do u say.. is it worth an entry now?

regards
vizzie

 

[chopra]

Dear Supratik,
Please recommend regarding Uni Abex I have entered at 156 and CMP is around 99. What do u suggest, do I accumulate more to average out.
What could be the near term prospects.

1 more scrip is MP glycem(CMP 29, ICICI symbol MPGLY) any suggestions for this counter, it got merged with Anik Industries some time back.

Thanks a lot.

regards,
Chopra

 

[supratik]

Okay let me answer one by one

Narendra - I think I would include Raj Rayon - if it is for short term - enter around this level and exit at 51-53. This would be a good move. I have already posted on IPCA Lab - 610 and Electrotherm India at 490. I think with a long term perpective all 3 would be good (provided they keep up their performance). They are the recent additions to the portfolio.

Shan - HEG is at a good price but as we have decided in this thread that we would take position whenever we have little movement in this counter. Till then hold on.

Vizzie - KLG Systel would face liquidity issues and I think you could get better return from some other counter. Incase you are obsessed I would suggest you to enter at 260-280 levels.

Chopra - I have recommended UNI-Abex Alloys at 150 but since then it has fallen to 100 levels. I think we should not enter the script right now.

Thanks and Regards
Supratik

 

[ssnkumar]

Okay let me answer one by one

Narendra - I think I would include Raj Rayon - if it is for short term - enter around this level and exit at 51-53. This would be a good move. I have already posted on IPCA Lab - 610 and Electrotherm India at 490. I think with a long term perpective all 3 would be good (provided they keep up their performance). They are the recent additions to the portfolio.

Thanks and Regards
Supratik

Thanks Supratik.
I bought Raj Rayon at 43.45.
Hope it soon surpasses the target set by you.

Regards,
Narendra

 

[supratik]

Hi all,

Here is our portfolio update

Portfolio Update

Counters bought and Sold
Rolta India(Suggested at 93) (Target 135 - Achieved and cleared)
VSNL(Suggested at 226) (Target 270,320,340 Achieved and cleared)
Elder Pharma(Suggested at 187) (Target 240 Achieved and cleared)
Deccan Chronicle(Suggested at 229,accumulate on dips) (Target 270 Achieved and Cleared)
Dhampur Sugar(Suggested at 157) (Target 180+ Achieved and cleared)
ATN International(Suggested at 5.76) (Target was modified to 9.05 Achieved and cleared)
Maharashtra Seamless(Suggested at 402)(Cleared at 470)
Hindustan Zinc(Suggested at 147) (Target 180+ Achieved and Cleared)
Mercator Lines(Suggested at 82) (Target 115-125 Achieved and Cleared)
Spanco Tele(Suggested at 133) (Target of 170--sorry on that)
Bharat Seats(Suggested at 97) (Target not Set)
Sakti Sugar(Suggested at 83) (Target 100-110 Pending(depends on monsoon))
Hazoor Media(suggested at 11.2) (We cleared at 16.7)
Consolidated Finvest(Suggested at 50.7) (Target 67 Achieved and Cleared)
Deccan Chronicle (Suggested at 311) (Target 360+ Achieved and Cleared)
TVS Motor(Suggested at 70) (Target 105 Achieved and Cleared)
ASTRA MICROWAVE LTD(Suggested at 2095 Target 3000 Achieved and Cleared)
Amtek Auto(Suggested at 223) (Target 310 in 2 months Achieved and Cleared)
Dredging Corporation(Suggested at 555) (Target 660 Achieved and Cleared)
Crompton Greaves(Suggested at 650) (Target 750-780 Achieved and Cleared)
Visual Softwares(Suggested at 200) (Target 235 Achieved and Cleared)
Maharashtra Seamless(Suggested at 440) (Target 486 Achieved and Cleared)
Munjal Auto(Suggested at 225) (Target 255 Achieved and Cleared)
Sakthi Sugar(Suggested at 108) (Target 135 Achieved and Cleared)
Sanjivani Parenteral(Suggested at 52) (Target 65 Achieved and Cleared - some of us arealso holding till results)
GTC India(Suggested at 120 target 200+) (Target achieved)
Era COnstruction(Suggested at 130 target 200+)
Hindalco(Suggested at 128 target 163) (Target achieved long term investors continue to hold)
Patel Engg(Suggested at 393) (Target of 380 - acieved)
Zuari Industries(Suggested at 157 Target 170) (Target achieved - long term investors partially book profits)
ABG Heavy(Suggested at 309 Target 330+) (Target achieved)
Current Holdings( We are still hoping FPRIVATE "TYPE=PICT;ALT=" )
Areva(Suggested at 360 Target 425) (Target Long term investors continue to hold)
Orchid Chemicals(Suggested at 260 Target 240 we can book profits at 320-330)
Madras Cement(Suggested at 1470 Target 2500 - 1year)
Mercator Lines(Suggested at 140) (Target not set)
Everest Industries(Suggested at 216) (Target not set)
Gujarat Apollo Equipment(Suggested at 182 Target not set)
Balrampur Chini(Suggested at 151-157 Target 180 levels)
Tata Chemicals(Suggested at 248 Target not set)
Moser Baer(Suggested at 225 Target 270)
Gulf Oil Corp(Suggested at 648 Target 900)
Warren Tea(Suggested at 170 Target 240) - Messy
Gujarat NRE(Suggested at 90 Target not set)
Venus Remedies(Suggested at 90 Target not set
Jain Irrigation(Suggested at 230 Target not set)
Titan Industries(Suggested at 880 Target 1000)
Visual Softwares(Suggested at 197 Target 235)
Balrampur Chini(Suggested at 151-157 Target 180 levels)
Gulf Oil Corp(Suggested at 648 Target 900)
Mahindra gesco(Suggested at 400) (Target 1100)
Ashapura Mine Chemicals(Suggested at 225) (Target 270)
Praj Industries(Suggested at 200) (Target 290 - 330)
Jyoti Structures(Suggested at 550) (Target 850)

KS Oil(cant find the post)
Balaji amines(cant find the post)
Bombay Rayon(Suggested at 210) (Target 250+)
Binani Industries(Suggested at 317) (Target 370-390)
Titan Industries(Suggested at 880 Target 1000)
Kilburn Engg(Posted at 44)
KLG Systel(Suggested at 243) (Target 330)
Ansal Housing(Suggested at 220) (Target 370 set)
Classic Diamonds(Suggested at 217) (Target whenever happy
Gujarat Ambuja(Suggested at 99) (Target 70% upside)
RPG Transmission(Suggested at 160) (Target 220)
ITL Industries(Suggested at 33) (Target 40-41)
Gemini Com(Suggested at 308) (Target 400)
3i infotech(Suggested at 180) (Target 290)
MTNL(Suggested at 130) (Target 145 in very short term, 170 for mid term)
Uni Abex Alloys(Suggested at 160+-(Target not set)
APW President System CMP 176(We have applied for the Rights Issue - long term Investment)
Moser Baer(Suggested at 225 Target 270)
Jindal Drilling(Suggested at 342) (Target 400+)
Amaraja batteries(Suggested at 280) (Target 430)

Other holdings
SuryaLakshi Cotton Mills(Suggested at 230 target not set)
Orchid Chemicals(Suggested at 260 Target 340)
Gujarat Apollo Equipment(Suggested at 182 Target not set)
Tata Chemicals(Suggested at 248 Target not set)
Warren Tea(Suggested at 170 Target 240) - Messy
Gujarat NRE(Suggested at 90 Target not set)
Venus Remedies(Suggested at 190 Target not set)
Jain Irrigation(Suggested at 230 Target not set)
Visual Softwares(Suggested at 197 Target 235)
Mercator Lines(Suggested at 140) (Target not set)
Valecha Engg(Suggested at 338 and averaged at 170) (Target not set)
AlphaGeo India(Suggested at 120) (Target not set)
Murudeshwar Ceremics(Suggested at 135) (Target 170)
Lakshmi electricals(Suggested at 260) (Target not set)
pratibha Industries(Suggested at 238) (Target not set)

Latest Positions
Sangam India(Suggested at 82) (Target not set)
Suzlon Energy(Suggested at 1200 and onwards) (Target not set)
NTPC(Suggested at 99) (Target not set)
Tata Tea(Suggested at 779) (Target not set)
JK Corp(Suggested at 150) (Target not set)
R Systems International(Suggested at 177) (Target 260+)
Deccan Chronicle(Suggested at 517 onwards) (Target not set)
HEG(Suggested at 177) (Target 400)
LOK Housing(Suggested at 343) (Target not set)
Bharti Airtel(Suggested at 637) (Target when happy
Marico(Suggested at 558) (Target not set)
Surya Pharma(Suggested at 86) (Target not set)
Pentium Infotech(Suggested at 1.6) (Target not set) - Narendra Posts
NRB Bearingss(Suggested at 500) (Target 778) - Narendra Posts
GE Shipping(Suggested at 213) (Target 310) - Narendra Posts
Accel Frontech(Suggested at 66) (Target not set) - Narendra Posts
Crew Bros(Suggested at 245) (Target not set)
Electrotherm India(Suggested at 491) (Target 800+)
IPCA Lab(Suggested at 620) (Target not set)
sanjivani Parenteral(Suggested at 43) (Target 53)
lanco Infra(Suggested at 240) (Target not set)
Jupiter Bio(Suggested at 145) (Target not set)
Deepak fer(Suggested at 102) (Target not set)
Marico(Suggested at 558) (Target not set)
Raj Rayon(Suggested at 43) (Target 53 in short term)

Thanks and Regards
Supratik