Fundamental picks

[shantanu_chamola]

Hi Ahmed,

Can u suggest some good fundamental stocks for long term(12-18 months).

 

[mahmeds2000]

Dear All,

Just my thought.

by Looking all the -ve factor like

1. crude oil above 110.
2. all commodities are at there all time high.
3. Inflation is going up.
4. IIP fig. going dwn.
5. GDP going dwn.
6. subprime problem in india. (ICICI bank)
7. Job cuts in india.
8. 20% salary reduction in satyam.
9. Yen carry trade.
10. Election near future.
11. US recesstion.
12. Very week global market.
etc. etc.

I got the feeling like we are moving towards the bear market. And we may probably see much and much lower targate of 10000. I was thinking about this when market fall on 21,22.

what is members view?

Ahmed

 

[Knil]

Dear All,

Just my thought.

by Looking all the -ve factor like

1. crude oil above 110.
2. all commodities are at there all time high.
3. Inflation is going up.
4. IIP fig. going dwn.
5. GDP going dwn.
6. subprime problem in india. (ICICI bank)
7. Job cuts in india.
8. 20% salary reduction in satyam.
9. Yen carry trade.
10. Election near future.
11. US recesstion.
12. Very week global market.
etc. etc.

I got the feeling like we are moving towards the bear market. And we may probably see much and much lower targate of 10000. I was thinking about this when market fall on 21,22.

what is members view?

Ahmed

What about the term "INDIAN MARKET IS FUNDAMENTALLY STRONG" which all TV channels are adovocating for, even with all -ve factors mentioned by you?

 

[bhavikmshah]

Ahemadji,
I am new to this group and market also.i have read through your previous posting related to stocks and am quite impressed by your stock picking skill. i would like to invest around 50,000 rs.Can you suggest some good fundametal stock from large cap and mid cap

bhavik

 

[Venkat123]

Ahmed,
You are spot on. Bear Sterns was partialy rescued today. By monday morning they will be sold to the highest bidder if not they will get margin calls. Stock holders may be looking down the barrel. Never in US history has a investment bank failed [since the great depression].

 

[deepsa52]

Some knife and gun companies - people are going to need it....just kidding.

 

[Venkat123]

deep,
yeap. Guns and bunker.

 

[surfingminds]

What about the term "INDIAN MARKET IS FUNDAMENTALLY STRONG" which all TV channels are adovocating for, even with all -ve factors mentioned by you?

IT will take some time for the media to report the reality.. As far today the fundamentals are strong so they are reporting it.

We are talking about future. how it looks.. It looks good but with risk which we are facing today.. the figures are indicating that

The risk of having a 1-2 years bear phase is increasing day by day.. it will take some good time to keep the centiments up. For the experts the signals are enough to conclude that we will move to bear phase and it would be reflected on our stock market wich is again acts on over pessimism as it did with over optimism..

13 K looks reasonable but if we go below that it will confirm some fundametnal hits.. soon you will see the P/E would look different.

regards.

 

[mahmeds2000]

Dear All,

Just my thought.

by Looking all the -ve factor like

1. crude oil above 110.
2. all commodities are at there all time high.
3. Inflation is going up.
4. IIP fig. going dwn.
5. GDP going dwn.
6. subprime problem in india. (ICICI bank)
7. Job cuts in india.
8. 20% salary reduction in satyam.
9. Yen carry trade.
10. Election near future.
11. US recesstion.
12. Very week global market.
etc. etc.

I got the feeling like we are moving towards the bear market. And we may probably see much and much lower targate of 10000. I was thinking about this when market fall on 21,22.

what is members view?

Ahmed

Some more -ves.

13. REality crash in US and UK.
14. FII's are selling heavily from last three month.
15. Expectation of crude touching 200$.


Ahmed

 

[mahmeds2000]

Some more -ves.

13. REality crash in US and UK.
14. FII's are selling heavily from last three month.
15. Expectation of crude touching 200$.


Ahmed

Investor are adviced not to buy smallcap and some of the midcap stock.
Its better to start buying defensive bluechip stocks like.
1. SAIL
2. NTPC
3. L&T around 2000-2300
4. RIL below 2000.
5. Cipla
6. TISCO below 600
7. punjloyed
8. suzlon

some defensive midcaps at current level are.
1. supreme ind.
2. hcc.
3. cairn india
5. yuken india
6. ramsarup ind.

where dwnside is very low.

Ahmed