Building Up A Portfolio At A 7000 Level

[supratik]

Hi All,
Deccan Chronicle has come out with fantastic results – the script was recommended a year back as an investment counter.
There has been a lot of fund activity at 515 level. I think it is a good buy, but on declines.

Volumes are stretched in the counter but I feel it is a good pick.

Thanks and Regards
Supratik

On fire - on fire

In a couple of business magazine, I have been reading about this and think this can do something amazing.

(i posted sth on Valecha Pg 84 - can read)
Thanks and Regards
Supratik

 

[dude_1202]

Hey Supratik,

I bought HEG @165.26 suggested by you. EOD price was 163.75. What would be SL for it and how long one should hold it. You suggested that it's target value 400+ but can you guss approx how much time period it might take..???

Thanks! for you valuable suggestion in advance

 

[ssnkumar]

Hey Supratik,

I bought HEG @165.26 suggested by you. EOD price was 163.75. What would be SL for it and how long one should hold it. You suggested that it's target value 400+ but can you guss approx how much time period it might take..???

Thanks! for you valuable suggestion in advance

It is just one day since Supratik gave this tip.
I think you haven't read his post properly.
He has very clearly told that, it will raise by 150% in 12-18 months.

If you keep on tracking the price of the scrip daily, then you will become restelss! Even large caps like BHEL, Infosys and RIL are volatile, when you look at them daily. If you are a day trader, then you must watch the price very closely. If you are a long time investor, then invest and forget. Come back after few months and you will see nice profit (provided market didn't crash like the May 06 crash!)

But, my experience with this thread is, Supratik's tips work most of the time. Sometime back he had posted the scrips he had suggested over a period of time and from that, you can see the total profit that you could have done and also the success ration. Hope, he can prepare one more chart now

-Narendra

 

[supratik]

This perhaps is your last chance to enter Deccan Chronicle, it has had enough consolidation to put it into a free zone. Once above the 52 week high of 676, it should start scaling new peaks. This is a very good long term call.

Thanks and Regards
Supratik

 

[harmads]

Hi Supratik

I would highly appreciate your comments on the following scripd for Mid To Long term horizon :

1. EXIDE Ind
2. DABUR Ind
3. RANBAXY

Exide & Dabur have been bought at current prices and I would like to know the fundamentals of these companies.
Ranbaxy was bought about six months back and has only risen by about 6%. I was keen on getting rid of and investing in some other scrip.
Please comment
Thanks

 

[ssnkumar]

Hello Supratik,

Please share your views on Goodlas Nerolac and Berger Paints. Which is better (from long term perspective).

Thanks,
Narendra

 

[rvgandhi]

Hi Supratik

Ranbaxy was bought about six months back and has only risen by about 6%. I was keen on getting rid of and investing in some other scrip.
Please comment
Thanks

Look at Shasun Chemicals or Dishman Pharmaceuticals... They have risen rapidly recently but have a good story

 

[supratik]

Harmads, I am not sure, but I think I have commented on this before - apologise if I am wrong.

Regarding your takes - I think Amaraja Battery is a better pick than Exide, this counter has done well and the trend would continue.
Dabur is a very good investment pick - I have it in my personal portfolio.
Ranbaxy - I have no personal views but as said by RVGandhi - I agree with him on Dishman Pharma

Narendra - You ask me if Nutties or Dairy Milk is better.
But to actually choose, Goodlass Ner is better pick. This counter has been expanding well in new fields. I think it will do well as it has alsready forayed into automobile sector, household as well as industry sector.
With boom in all of them, this is undoubtedly a good investment pick.

Thanks and Regards
Supratik

 

[ssnkumar]

Narendra - You ask me if Nutties or Dairy Milk is better.

You mean to say both you like or both don't compare!
Assuming that both of them are chocolates

But to actually choose, Goodlass Ner is better pick. This counter has been expanding well in new fields. I think it will do well as it has alsready forayed into automobile sector, household as well as industry sector.
With boom in all of them, this is undoubtedly a good investment pick.

Thanks and Regards
Supratik

Thanks for the information Supratik.
I have Goodlas Nerolac for past few months (cost price Rs.880) and it went down to below 800 and has come back to my price.
I was not sure what to do.....book profits or hold!
After looking at your answer, I have decided to hold

And I bought HEG. It went down, bounced back and again down......hope it will soon start the uptrend.

And in one of your previous posts, you had written:
"(i posted sth on Valecha Pg 84 - can read)".
I couldn't find the information. Can you please show me the correct place to look at it.

Thanks,
Narendra

 

[supratik]

.
For my tip on Valecha which most of you have suffered - apologise
I read about it in moneycontrol and felt this could add values
URL - http://www.moneycontrol.com/india/n...oodindiainfoline/market/stocks/article/249604

Q: Your other pick is Valecha Engineering and thats currently at about Rs 213 and your target is about Rs 294. Its primarily into the road construction space. How does it compare with the other contenders?

A: Valecha is a slightly out of the box or rather a little different in terms of their business model. The theme of our report by and large, was that we looked at diversification, track record and obviously valuations had to be attractive.

In Valechas case the only thing missing is the diversification part. They are mainly into roads and also into foundation engineering but what is most again striking for Valecha is that valuations are very attractive.

The management has guided on a turnover growth of around 70% for the next two years. We have been slightly more conservative and have estimated around 57% kind of CAGR for next two years and around 70% kind of bottomline growth during the same period.

I think with that kind of growth and with an order book of Rs 800 crore which is fairly large considering that its only Rs 150-160 crore kind of turnover company, there is lot of visibility and lot of this order book will be converted into next two-two and half years.

So Valecha in that sense looks quite good and it also has an investment portfolio in Jyoti Structures, which would be Rs 80 per share of Valecha. We have given a significant discount there and those shares will mostly be kept for their real estate foray that they are planning. They also planned to get into real estate with their new venture, which is Valecha Infrastructures. But we have not factored in any revenues from that account. We will only do that when more clarity on that issue occurs.

Q: So you would not book profits at Rs 294 and you would hold on for that real estate play to kick in?

A: There has not been any formal announcement as yet but even with the valuations that we have given to its core business, there is a fair amount of appreciation left. So I would definitely hold on to that counter.

Thanks and Regards
Supratik

fyi

Ansal Housing & Construction Ltd on Friday said that the company is launching a project worth Rs2bn at Indore namely "Ansal Town Indore" on November 12, 2006.

Ansal Housing said that the residential would spread over 70 acres of land and includes many facilities such as entrance with security, convenient shopping center, arrival plaza, clock tower, amphitheatre, children's play-ground, skating ring, meditation & health park, jogging track, central plaza, boulevard, mall, apartment block, club house with swimming pool & primary school etc.

Source : IndiaInfoline