Building Up A Portfolio At A 7000 Level

[krppijain]

Hi Supratik

first congrast for all ur super doper call / n wat i came to know from u r call

is that if stay invested then only we can get good return otherwise we

should invest throu mutual fund only so i need advice from u for investing

for stock for long term say 12 month n above for good return .

already u have suggest us three stock but to minimise loss for uncertain time

i want my portfoilo to be in 10 stock so that i may hurt less in time of market

crash so plz suggest another 7 stock plz suggest only midcap stock since

large cap has moved up a lot when compare to midcap .

already given stock is

ansal housing

mysore cement

suzlon energy

arvind jain

 

[ssnkumar]

Hi Supratik

first congrast for all ur super doper call / n wat i came to know from u r call

is that if stay invested then only we can get good return otherwise we

should invest throu mutual fund only so i need advice from u for investing

for stock for long term say 12 month n above for good return .

already u have suggest us three stock but to minimise loss for uncertain time

i want my portfoilo to be in 10 stock so that i may hurt less in time of market

crash so plz suggest another 7 stock plz suggest only midcap stock since

large cap has moved up a lot when compare to midcap .

already given stock is

ansal housing

mysore cement

suzlon energy

arvind jain

I think your assumption of "Large caps have already moved up a lot" is wrong.
If you compare large Infosys, RIL, TCS, BHEL to midcaps, these have given decent returns and will be giving the same in the future.
It is good to have few largecaps in your portfolio.

But, the most of the large caps, may not be multi baggers. But, it is the same with midcaps or small caps.
It is very difficult to say, till the time you get returns.
I have experienced my holding doubling in 5 days and also halving in the same period!

-Narendra

 

[supratik]

Hi All,

I have been writing this thread with the assumption that my viewers have a high exposure in sensex and Nifty stocks as well; for the same reason I have not recommended much of the sensex/nifty stocks.
The second on KLG Systel, I would recommend to keep a SL of 270 odd region and target 330.
I am of the opinion that market activity would now move away from the big caps to the midcaps(for some time). There has been alot of accumulation in a couple of counters - Lakshmi Electricals is my pick -you need to be careful in this because of low volumes. Although there has been some dumping in Rei Agro by MFs(I do not know why??), I am still bullish on the counter.
Ansal Housing is also above trigger level(for short term traders). I think it should move pass the 300 region.

Thanks and Regards
Supratik

 

[ssnkumar]

Hi All,

I have been writing this thread with the assumption that my viewers have a high exposure in sensex and Nifty stocks as well; for the same reason I have not recommended much of the sensex/nifty stocks.
The second on KLG Systel, I would recommend to keep a SL of 270 odd region and target 330.
I am of the opinion that market activity would now move away from the big caps to the midcaps(for some time). There has been alot of accumulation in a couple of counters - Lakshmi Electricals is my pick -you need to be careful in this because of low volumes. Although there has been some dumping in Rei Agro by MFs(I do not know why??), I am still bullish on the counter.
Ansal Housing is also above trigger level(for short term traders). I think it should move pass the 300 region.

Thanks and Regards
Supratik

Hello Supratik,

You didn't mention anything about MYSORE CEMENTS?

-Narendra

 

[ssnkumar]

Hi All,

I have been writing this thread with the assumption that my viewers have a high exposure in sensex and Nifty stocks as well; for the same reason I have not recommended much of the sensex/nifty stocks.
The second on KLG Systel, I would recommend to keep a SL of 270 odd region and target 330.
I am of the opinion that market activity would now move away from the big caps to the midcaps(for some time). There has been alot of accumulation in a couple of counters - Lakshmi Electricals is my pick -you need to be careful in this because of low volumes. Although there has been some dumping in Rei Agro by MFs(I do not know why??), I am still bullish on the counter.
Ansal Housing is also above trigger level(for short term traders). I think it should move pass the 300 region.

Thanks and Regards
Supratik

Supratik,

What is the target for Ansal Housing?
Is it good for long term also?

Regards,
Narendra

 

[supratik]

You can book profit whenever you are satisfied

Thanks and Regards
Supratik

 

[ssnkumar]

You can book profit whenever you are satisfied

Thanks and Regards
Supratik

Oh! That's the most difficult part

Anyway, thanks again for the superb calls and keep them coming!

-Narendra

 

[diosys]

Indiinfoline gave this for Ansal.....

Ansal Housing and Construction Ltd (AHCL) - CMP Rs262 BUY
Ansal Housing and Construction Ltd (AHCL) managed by Mr Deepak Ansal is one of north India’s leading real estate developers. While the company’s major business operations are centred in the NCR region, the company has also ventured out in NCR adjoining regions and in Central India along with Mumbai and Bangalore. The company is a play on the integrated township development model in the tier II and III cities. Factoring in 15 on-hand projects and 3 in the pipeline we estimate revenue and profit CAGR of 34% and 62% respectively. We value the stock at Rs374 implying an upside of 43%. We initiate coverage on the stock with a BUY rating.

 

[ssnkumar]

Indiinfoline gave this for Ansal.....

Ansal Housing and Construction Ltd (AHCL) - CMP Rs262 BUY
Ansal Housing and Construction Ltd (AHCL) managed by Mr Deepak Ansal is one of north Indias leading real estate developers. While the companys major business operations are centred in the NCR region, the company has also ventured out in NCR adjoining regions and in Central India along with Mumbai and Bangalore. The company is a play on the integrated township development model in the tier II and III cities. Factoring in 15 on-hand projects and 3 in the pipeline we estimate revenue and profit CAGR of 34% and 62% respectively. We value the stock at Rs374 implying an upside of 43%. We initiate coverage on the stock with a BUY rating.

The infrastructure and construction related stocks are good to have during bull market. They go up more than the other stocks.
But, they are very risky. We don't know how long the bull market will stay.
So, once the market crashes or corrects or becomes bearish, these are the stocks that will suffer more.

I have one stock, which I bought it before May correction at Rs.340 and it was doing good till the May correction.
But, in the correction it went down to 130 levels and even today it hasn't crossed 220!!

I am not de-motivating you. But, I am just giving precaution and my own bitter experience in this regard.

But, I think Ansal Housing is better than many other infrastructure related stocks and having good management. So, it is bound to do good.
Again I want to thank Supratik for giving such a wonderful tip and also thanks to you (diosys) for reiterating this by sharing the information from Indiainfoline.

Regards,
Narendra

 

[supratik]

Hi All,

Bombay Rayon has cme out with impressive results.

I would suggest a buy into the counter in small quantities.


Can somebody help me in giving the results for Valecha Engg (declared yesterday)?

Thanks and Regards
Supratik