Building Up A Portfolio At A 7000 Level

[vinsu]

Hi All,

The next tip is on Godavari Power. CMP 148. This counter has a potential to double in a span of 1 year.

Take small exposures.

Thanks and Regards
Supratik

Thanks Supra ,
Rightly said for Godavari Power. I am in it from 90 lvls.

Regards
Vinsu

 

[yeomanly]

Thanks Supra ,
Rightly said for Godavari Power. I am in it from 90 lvls.

Regards
Vinsu

But Godavari power is in its 52 week high. So, one can wait for the correction or its going to hit few more new highs ?

Sudharsan

 

[supratik]

Narendra - Nirma is good invesment bet - I think you can hold it. Suzlon - is always a buy, but let us wait for a little lower price or in case it closes its 52-week high - above 1450-1500.

The profits for Suzlon would be actually visualized in 2009-2010. This is one of our long term bets.

Vinsu - Vinsu infact I have watched this counter closely from 110 level and you are in at a very good price. You could have well posted this in the thread. This would be really helpful to us.

Sudarshan - As suggested - accumulate slowly and buy on declines.

Thanks and Regards
Supratik

Thanks and Regards
Supratik

 

[ssnkumar]

Narendra - Nirma is good invesment bet - I think you can hold it. Suzlon - is always a buy, but let us wait for a little lower price or in case it closes its 52-week high - above 1450-1500.

The profits for Suzlon would be actually visualized in 2009-2010. This is one of our long term bets.

Vinsu - Vinsu infact I have watched this counter closely from 110 level and you are in at a very good price. You could have well posted this in the thread. This would be really helpful to us.

Sudarshan - As suggested - accumulate slowly and buy on declines.

Thanks and Regards
Supratik

Thanks and Regards
Supratik

Thanks for the quick reply Supratik.
I really appreciate that.

Have you made any study about INOX LEISURE? Is it a good one?

Thanks,
Narendra

 

[vinsu]

Narendra - Nirma is good invesment bet - I think you can hold it. Suzlon - is always a buy, but let us wait for a little lower price or in case it closes its 52-week high - above 1450-1500.

The profits for Suzlon would be actually visualized in 2009-2010. This is one of our long term bets.

Vinsu - Vinsu infact I have watched this counter closely from 110 level and you are in at a very good price. You could have well posted this in the thread. This would be really helpful to us.

Sudarshan - As suggested - accumulate slowly and buy on declines.

Thanks and Regards
Supratik

Thanks and Regards
Supratik

Hi Supra ,
Godawari Power ( GPIL ) is a good stock for long term , i knew from the begining but it would rise so fast to near 150 lvls was not expected. So i hesitated to post here. In fact IL&FS Investmart had given a tgt of 156 in Jan 2007 with 1 year view, but the stock is already almost there . The manufacturing capacity is almost doubled from 31 march 2007, so Q1 results should take the stock higher .
Let us see .
thanks for the comments .

regards
Vinsu

 

[ssnkumar]

Hello Supratik,

We have entered Raj Rayon and Jupitor Bios few months back.
Just last week Jupiter started going up and I am at "no loss"-"no gain" position.
And nearly 35% loss in Raj Rayons.

So, is it good to wait for more time or good to sell and buy a new one?

Thanks,
Narendra

 

[supratik]

Narendra - my suggestion on Raj Rayon is to wait. There is a backward integration going on and we will wait for this to bear results.

Thanks and Regards
Supratik

 

[ssnkumar]

Narendra - my suggestion on Raj Rayon is to wait. There is a backward integration going on and we will wait for this to bear results.

Thanks and Regards
Supratik

Thank you very much Supratik.
I am curious to know, from where you get all this useful information?

Thanks,
Narendra

 

[opensky]

hi all

lg bros. currently quoting around 22 looks very good pic for a midcap portfolio as it seems to be building a lot of base and volumes are rising every day and marked delivery is over 70 % for last 2 months on consistent basis and especially looking the way the company is performing with eps around 2 it seems to be heading for atleast 32-34 in coming months .i think that will make about 50% of return in a span of about 6 months .

with regards

 

[supratik]

Hi All,

I am of the view that the markets could see some downside in June. Although a strong close on F&O expiry, I feel valuations in some of the large caps is built up on higher expectations.
Let us take up the big Reliance Industries – it has moved up from 1250 odd levels to 1800 level. I feel at the current level the valuation is quite stretched. However the technical charts show no downside and a strong position built. This is more emotional than valued.

I think in the forthcoming sessions, the interest would shift to many of the side counters – the midcaps. We are already seeing a number of them rising – a lot more is left out.

Accumulate select midcaps.

BTW our call on Alphageo at 121 has reached 328 with a freeze today. I believed that many of my viewers had picked this up when I mentioned this as a multibagger. No responses give me a different viewpoint.

Thanks and Regards
Supratik