Stocks for Investment in 2014 for medium term 1-3 years

[Smart_trade]

I attended a lecture on Budget provisions and stock market direction in 2014. This was from a reputed investment analyst who has a good record for picking winning stocks. The list for next 1-2 years investment is as under :

1) Bharti Airtel buy around 335-340 target 440
2) BHEL buy around 250 target 370
3) Axis Bank buy at current price, target 2000-2200
4) Yes Bank buy around 520 target 680
5) Cairn India
6) HDFC
7) DLF
8) India Bulls Realestate Finance likely to give 70-80 % in 1 year
9) L& T buy at 1650 target 2150
10) Tata Motors
11) M & M buy around 1185-90 target 1570
12) Maruti Suzuki
13) ONGC
14) Sun Pharma
15) Lupin/IPCA/Dr Reddy's, Granules India/Aurobindo Pharma
16) State Bank buy at 2550 target 3500
17) Alembic Pharms...likely to double from current levels
18) Canara Bank/ Union Bank
19) Motherson Sumi.....will give min 40 % appreciation from current levels
20) Amtech Auto
21) Indus Ind Bank
22) Greaves Cotton buy near 120 target 180
23) Cement : JK Cement and JK Laxmi
24) PTC India Financial Services
25) Penninsula
26) Power : Power finance and Rural Elecrification Corp
27 Ajanta Pharma.

In the above list where buy price and targets is not mentioned...buy at current price and it is expected to give 30-35 % in 1 year.

The above is not shared as tips but should be considered as a starting point for our own study in the workings and fundamentals of these companies. Members are adviced not to rely on the names bliendly, but do own analysis and study further.

Best wishes for Fantastic " Acchhe Din in investments"

Smart_trade

 

[sudoku1]

Re: Day trading NF/BNF/USDINR Futures

@ST
TA n stock mkt courses,analysts views,targets,cos fundamentals ,seminars r grt pieces 2 boost invstr education..bt d irony of dis stuf is dat dey all pop up aftr d bull mkts r mor den half way away.now d funy yet painful saga starts wen dis very invstrs ,. Traders who r already hyper active in d bul mkt wnt a sip of dis educational dose..start enroling n by d time dey finish n r ready 2 put demselves 2 test..d bul mkt has already made its muv n wat awaits fr dem is d cruel sel off throwing all calculations 2 air leaving dem in lurch..n d blame game starts.

 

[Smart_trade]

Re: Day trading NF/BNF/USDINR Futures

@ST
TA n stock mkt courses,analysts views,targets,cos fundamentals ,seminars r grt pieces 2 boost invstr education..bt d irony of dis stuf is dat dey all pop up aftr d bull mkts r mor den half way away.now d funy yet painful saga starts wen dis very invstrs ,. Traders who r already hyper active in d bul mkt wnt a sip of dis educational dose..start enroling n by d time dey finish n r ready 2 put demselves 2 test..d bul mkt has already made its muv n wat awaits fr dem is d cruel sel off throwing all calculations 2 air leaving dem in lurch..n d blame game starts.

Yes and that is because the investor sentiments are high in bull markets. Actually time to buy good stock is when the market is at the bottom, but at bottom most of the investors are badly bruised and they dont want to look at stock market...

In bad/sideways markets also some companies are growing at good speed in their earnings. It is for the investors to spot them and invest in these companies. Last 5 years markets are range bound but if you see the prices of TTK Prestige, Asian Paints, Sun Pharma, TCS, Glenmark Pharma etc it will show that these companies did well on earnings front and the share prices continuously increased.

So we must learn the craft to identify stocks which will do well inspite of range bound markets, and this can be done. But it is a subject of separate thread so not elaborating further on it. If we learn the craft well, may be in next uptrend we will make full use of it....and if one catches 2-3 such moves in his lifetime, he/she can be very wealthy .We have to begin somewhere...

Smart_trade

 

[amitrandive]

Re: Day trading NF/BNF/USDINR Futures

Yes and that is because the investor sentiments are high in bull markets. Actually time to buy good stock is when the market is at the bottom, but at bottom most of the investors are badly bruised and they dont want to look at stock market...

In bad/sideways markets also some companies are growing at good speed in their earnings. It is for the investors to spot them and invest in these companies. Last 5 years markets are range bound but if you see the prices of TTK Prestige, Asian Paints, Sun Pharma, TCS, Glenmark Pharma etc it will show that these companies did well on earnings front and the share prices continuously increased.

So we must learn the craft to identify stocks which will do well inspite of range bound markets, and this can be done. But it is a subject of separate thread so not elaborating further on it. If we learn the craft well, may be in next uptrend we will make full use of it....and if one catches 2-3 such moves in his lifetime, he/she can be very wealthy .We have to begin somewhere...

Smart_trade

ST Sir

Need your guidance regarding this.
In a totally Bearish/Bullish/Sideways markets where there is too much Pessimism/Optimism/Lethargy,how do we identify out performers like Asian paints ,etc?
Though this question has been repeated on several threads and several posts by many members,please provide some parameters.

 

[niftytaurus]

Re: Day trading NF/BNF/USDINR Futures

Yes and that is because the investor sentiments are high in bull markets. Actually time to buy good stock is when the market is at the bottom, but at bottom most of the investors are badly bruised and they dont want to look at stock market...

In bad/sideways markets also some companies are growing at good speed in their earnings. It is for the investors to spot them and invest in these companies. Last 5 years markets are range bound but if you see the prices of TTK Prestige, Asian Paints, Sun Pharma, TCS, Glenmark Pharma etc it will show that these companies did well on earnings front and the share prices continuously increased.

So we must learn the craft to identify stocks which will do well inspite of range bound markets, and this can be done. But it is a subject of separate thread so not elaborating further on it. If we learn the craft well, may be in next uptrend we will make full use of it....and if one catches 2-3 such moves in his lifetime, he/she can be very wealthy .We have to begin somewhere...

Smart_trade

Dear Sir
Thanks for your valuable post.
could you please eloobrate on this or if you can write 4-5 post on it( showed in bold letters)
how we go to learn about this craft..as we see chart for trading purpose..what should we consider for this kind of investing..? I mean as we learn price action & various kinds of TA for short term trading..what should we learn to BE WEALTHY? if could suggest some good books or learning materials?
or any other experience & information you would like to share with us?
Regards

 

[Smart_trade]

Re: Day trading NF/BNF/USDINR Futures

ST Sir

Need your guidance regarding this.
In a totally Bearish/Bullish/Sideways markets where there is too much Pessimism/Optimism/Lethargy,how do we identify out performers like Asian paints ,etc?

Look at the companies which are growing in their earnings...if you see the multibaggers in last 5-6 years you will see that all these companies were operating in fields where there is not much of Govt restrictions and controls, they had a unique product, good acceptance and earnings were growing by not by 10-12 % but 50-70 % YOY and QOQ...these are signs of a multibagger in making.. I had identified TTK Prestige, Asian Paints,Nestle ,HDFC Bank etc in past....had my share of misses also...

Smart_trade

 

[sudoku1]

Re: Day trading NF/BNF/USDINR Futures

Look at the companies which are growing in their earnings...if you see the multibaggers in last 5-6 years you will see that all these companies were operating in fields where there is not much of Govt restrictions and controls, they had a unique product, good acceptance and earnings were growing by not by 10-12 % but 50-70 % YOY and QOQ...these are signs of a multibagger in making.. I had identified TTK Prestige, Asian Paints,Nestle ,HDFC Bank etc in past....had my share of misses also...

Smart_trade

ST, i think d best xample fr investers n traders on how 2 leverage der strengths timely wud b 2 gain knowledge frm d environment.many strong manged companies actually take note of der weakness wen d economy is at its worst..sliding profits,layoffs,red inks,etc.getting d acts rite like expanding der production base wen others r afraid if dey had a demandable[ produce, searching fr talents wen its abunnt in bad economy n so on.by following der strategies , invstrrs n traders can replicate der tackling or coping techniques n get demselves raedy fr a kil wen d tape demands , bt alas ,its always d other way round.

 

[Smart_trade]

Re: Day trading NF/BNF/USDINR Futures

I also had identified Axis Bank at about 350-370 and HDFC Bank and Hero Honda, Bajaj Finserve way back...TCS at Rs 830 in 2008-9 Still holding some of these blue chips.

Currently for last 1 year holding investments in Yes Bank, Maruti, Axis bank, TCS, SBI,Cairn India,Amtech Auto, Godrej Properties,Ultratech cement...L& T

Studying Sun Pharma, Motherson Sumi, Lupin, Mindtree and probably will get into these in the current correction.

ST

 

[Smart_trade]

Re: Day trading NF/BNF/USDINR Futures

ST, i think d best xample fr investers n traders on how 2 leverage der strengths timely wud b 2 gain knowledge frm d environment.many strong manged companies actually take note of der weakness wen d economy is at its worst..sliding profits,layoffs,red inks,etc.getting d acts rite like expanding der production base wen others r afraid if dey had a demandable[ produce, searching fr talents wen its abunnt in bad economy n so on.by following der strategies , invstrrs n traders can replicate der tackling or coping techniques n get demselves raedy fr a kil wen d tape demands , bt alas ,its always d other way round.

Very true Sudoku....I have a friend who is an industialist. He is my engineering college classmate. He started with one small factory in a rental shed and now is owing 9-10 factories..He once was going to Kolhapur to see some sick unit to buy and asked me also to come along and get blessings of Mahalaxmi of Kolhapur.

We saw the factory, building....he discussed with his general manager how to use the assets....then I saw big recession in Auto industry to which this person supplies ( he is an expert in CNC machines and precision auto components made ) ...many sheds were closed, in broken condition...no work..no money. I asked him are you buying a unit when others are closing theirs ? He said yes...this is the time to acquire assets, put proper machinery as the assets will be available at throwaway prices...machines available on deferred payments and installments....and I will make killing when the sector improves in next 2-3 years...till then I will get this sick unit done up to my requirements. Same holds for investing.

ST

 

[ptk]

Dear Smart_Trade,

I have made a few investments in the past one year every month mostly in Midcap / Small cap companies.
My portfolio is up 25% today.

I have seen that CNX MIDCAP PE has reached 25, its higher range is 26.
Nifty PE is around 24 with high range of 27.

Everything is going fine but I am in a dilemma whether I should sell and wait for lower levels to buy. The PE levels are making me nervous.

OR Whether I should follow that afl that you provided (Yellow arrow, Green Arrow, sequential) and act as per this long term strategy.

I clearly remember you had posted that 13 bar count is done when nifty was at 9200 and it promptly fell from there. Likewise, you also indicated the 13 bar count completion when nifty was at 7800 and it rose from there.

If I had acted at these levels then my portfolio would have been up by around 35%. I didnt exit at 9200 and I didnt buy more at 7800.

How are you dealing with your long term portfolio? Are you taking an action at 13th bar etc?

Your reply will be really helpful.

Regards,
ptk