Building Up A Portfolio At A 7000 Level

[rvgandhi]

rvgandhi - I think I lost the documentation on Sugar and Steel - but I would keep you updated.

Thanks.. Like I said earlier, I have a considerable exposure to these sectors and am keen to get your perspective. Am a long term investor so holding on is not an issue

 

[supratik]

Hi All,

The next counter we could pick up is KLG Systel. CMP 243 - buy around 230 SL 210. Target 330

Narendra - Are you already into it?

Thanks and Regards
Supratik

 

[devansh_god]

thanx supra.....
nice to c that u r still hanging around .......
always keep 'em coming.....

 

[ssnkumar]

Hi All,

The next counter we could pick up is KLG Systel. CMP 243 - buy around 230 SL 210. Target 330

Narendra - Are you already into it?

Thanks and Regards
Supratik

Not yet. I am trying to enter today.

Thanks,
Narendra

 

[ssnkumar]

Hi All,

The next counter we could pick up is KLG Systel. CMP 243 - buy around 230 SL 210. Target 330

Narendra - Are you already into it?

Thanks and Regards
Supratik

Today it went upto 255!
I had bid at 235 and it came down till 236 and stopped.....
So, from here where will it head on Monday....up or down?
If we know that, we can decide at what price to bid

Thanks,
Narendra

 

[supratik]

Thanks Dev.

Narendra -
Yup - thats difficult to have 1/235 = 0.00425 accuracy

Anyway - you could enter it around that level - there may be a minor fall. Your SL is at 210 and target of 330+ so you can decide your risk/reward.

Hi All,

The next tip is on Mysore Cement. CMP 58, we can expect an appreciation to a 85+ level. This is from an investment perspective.

Keep a track of Kalindee Rail. I am expecting sth good CMP of 150 odd.

Thanks and Regards
Supratik

 

[supratik]

fyi

The industrial production in India clocked an impressive growth of 12.4% in July 2006, its ten-year high. Industrial growth during the first 4 months (April 2006 to July 2006) of the current financial year is up by 10.6% as compared to 8.9% registered in the same period last year.

Robust growth in the manufacturing sector has fuelled the industrial production. The Manufacturing Sector has shown a robust growth of 13.3% in July 2006. It had grown by 13.4% in June 1996 and in the recent past the closest high growth was registered in June 2005 at 13.2%.

Besides manufacturing, the Mining and Quarrying Sector has shown a growth of 6.0%, while as the Electricity Sector has registered a growth of 8.6% during July 2006 as compared to July 2005.

The industries that have performed well in July 2006 include Food Products (26.8%), Wool, Silk and man-made Fibre Textiles (25%), Transport Equipment and Parts (22.4%), Other Manufacturing Industries (21.3%), Basic Metal and Alloy Industries (19.5%) and Textile Products (including Wearing Apparel) (17.3%).

While, the consumer goods have registered an impressive growth of 17.9% during July 2006 over July 2005, capital goods grew at 15.4% in July 2006.

Thanks and Regards
Supratik

 

[supratik]

Hi All,

This a reiterated call on Mysore Cement.

Hopefully you all are enjoying the call on KLG SYSTEL.

Thanks and Regards
Supratik

 

[je_shan]

hi senior members,

pls guide,
Can I enter GMR infra at current levels,
Looks like it is momentum for last few days..
How is the company valued?

--
shan

 

[supratik]

Hi All,

Our call on Rei Agro at 132 has finally flare up to 148. It has been a long wait but anyway it has been good. I am looking f/w to a 190-210 level. Fresh exposures can also be considered at CMP but in small quantities.

GMM Pfuadler was recommended at 880. Watch out for the results tomorrow. The counter is going for a stock split. Fresh exposures is not adviced currently - we will follow the rexsults closely tomorrow.

It would be great if anybody could help me by providing the results for the above.

Thanks and Regards
Supratik