Building Up A Portfolio At A 7000 Level

[ssnkumar]

Buy counters that have performed well over the last few quarters and have a low P/E(i.e. high EPS)
These counters will be undervalued and money would flow in at some point.

Eg: Aarvee Denim Exports, Surya Lakshmi Cotton Mills, Sail, Jindal Stain, Munjal Auto.

Among the above I would recommend Surya Lakshmi Cotton Mills and Munjal Auto among excellent picks.

Thanks and Regards

I already have Suryalakshmi cotton.
I am studying Munjal Auto.
It has raised from 200 levels to 235 levels in last 5 days!!
Is it ok to enter it at current levels or should I wait for a dip?

Regards,
Narendra

 

[supratik]

Hi Narendra,

You can buy in small lots, and a steady close above 250 would take it to a 310 level.
You could also accumulate the stock around the 210 level.

Another counter I would suggest buying is Scandent Solution. The counter had picked form 220 to 350 level in a weeks' time and has drastically fallen down in a 2 weeks time. I am still trying to find out the reasons for this fluctuation.

The stock has startted moving up because of the following news
"
Scandent Solutions Corporation strengthened following announcement that its BPO subsidiary Cambridge Integrated Services Group has been awarded an annual contract to administer claims for a US fast-food restaurant chain.

The stock closed at Rs 222.75 on BSE, a gain of 5.29 per cent over its previous close. Claim administration services will include general, premises, and product liability, in addition to managing crime and property claims.

The new contract will see Cambridge immediately acquire a definable share by managing claims for nearly 1,000 franchise owners with potential to deliver to over 8,000 locations in the US alone.

The stock closed at Rs 222.75 on the BSE, a gain of 5.29 per cent over its previous close.

The value of the aforesaid contract is between Rs 18 crore to Rs 27 crore annually and this is a multi-open ended contract in terms of tenure.

Earlier, the board of directors of the company had decided to merge the company with Cambridge Services Holding LLC. The new entity will be called Cambridge Solutions. The stock closed at Rs 222.75 on the BSE, a gain of 5.29 per cent over its previous close "

Do not start buying this counter right now, let us make some further analysis.

Thanks and Regards
Supratik

 

[ssnkumar]

Hi Narendra,

You can buy in small lots, and a steady close above 250 would take it to a 310 level.
You could also accumulate the stock around the 210 level.

Another counter I would suggest buying is Scandent Solution. The counter had picked form 220 to 350 level in a weeks' time and has drastically fallen down in a 2 weeks time. I am still trying to find out the reasons for this fluctuation.

The stock has startted moving up because of the following news
"
Scandent Solutions Corporation strengthened following announcement that its BPO subsidiary Cambridge Integrated Services Group has been awarded an annual contract to administer claims for a US fast-food restaurant chain.

The stock closed at Rs 222.75 on BSE, a gain of 5.29 per cent over its previous close. Claim administration services will include general, premises, and product liability, in addition to managing crime and property claims.

The new contract will see Cambridge immediately acquire a definable share by managing claims for nearly 1,000 franchise owners with potential to deliver to over 8,000 locations in the US alone.

The stock closed at Rs 222.75 on the BSE, a gain of 5.29 per cent over its previous close.

The value of the aforesaid contract is between Rs 18 crore to Rs 27 crore annually and this is a multi-open ended contract in terms of tenure.

Earlier, the board of directors of the company had decided to merge the company with Cambridge Services Holding LLC. The new entity will be called Cambridge Solutions. The stock closed at Rs 222.75 on the BSE, a gain of 5.29 per cent over its previous close "

Do not start buying this counter right now, let us make some further analysis.

Thanks and Regards
Supratik

Thanks Supratik.

I bought Munjal today at Rs.226.
Today it went upto 231 and closed at 218!

Hope it will goto 250 soon.....

Regards,
Narendra

 

[tobe_guru]

Hi

cud anyone plz clarify what is the cutoff date for reliance

i have bot shares of ril after sep 1 ; in case the cut off is fixed at sep 1 shud I sell off now or hold

anyone having correct information plz share it. i wud be thankful
i am sure there'd be many who r in same situation

Thanks in advance

 

[tobe_guru]

hi supra and others ,

cud anyone plz reply to my previous post

Thanks in advance

 

[supratik]

Hi Tobe,

I am not sure on that, perhaps some other member could throw some light on that. If I get info, I would definitely keep you updated.

Narendra,

Munjal Auto is trading at 214 as expected, you could buy more on that today at this level.

Thanks and Regards

 

[chopra]

Dear Supratik,

What do you suggest for TVS Motor @74 CMP100.
And UNIABE @156 CMP 144.

Thanks a lot,
Regards,
Ashish

 

[supratik]

Uni Abex is an investment counter, you need to have patience in that counter. This would be a 1 year story. You can target immense on that counter.

TVS Motors,was suggested at 74 and you could book profits at this level because volumes have also rediced on this counter.
Since you are already in profits, you could invest in some other counter that would be treated better in this market.

Thanks and Regards
Supratik

 

[supratik]

Stock Updates
Stock/Recommended_Price/CMp
Hindalco/127/135
ITC/124/144
SuryaLakshmiCotton/210-230/252
Munjal Auto/210-230/226
SAIL/57,63/56

Hold on to them. Please keep patience.
Thanks and Regards
Supratik

 

[chopra]

Uni Abex is an investment counter, you need to have patience in that counter. This would be a 1 year story. You can target immense on that counter.

TVS Motors,was suggested at 74 and you could book profits at this level because volumes have also rediced on this counter.
Since you are already in profits, you could invest in some other counter that would be treated better in this market.

Thanks and Regards
Supratik

Thanks a lot Supratik.