Stocks To Keep A Close Eye On

Status
Not open for further replies.

SavantGarde

Well-Known Member
Talisman,

Since When You Started Believing In The Channels So Much....Huh

Rupee Is Not Going To 40 By March Or Even By End Of Next Year....

Dollar Index (.DXY) Is Going To Bounce Back Soon....

Moreover, I Have Mentioned It before Dollar Inflow & Rupee rate is Managed By RBI.....Earlier It Was If The Market Went Up Rupee Would get Stronger That Day....Which Correlated Directly To The Market Positive & Negative....Lately It Is Still Managed Heavily By RBI But It Didn't Really Correlate To Market Movement.... Because The Inflow Was For QIPs Or PEs....

Otherwise It is Simple.....When Inflows Happen RBI Wants Them To Get less Rupee & When Outflows Happen There Too RBI Wants Them To Get Less Dollar....No Profound Economic At Play, It Still Is The Same....:)

IT Companies Going Forward Are Going To Do Very Well....& Hopefully They Have Learnt A Lesson Or Two About Hedging....So They Will Perhaps Perform Better, Considering They Are Not All That Wet Behind The Ears Now.....:)

Ofcourse White Noise On The Channels Will Always Be Voiced...Because They Are Paid To Do So.....


Happy & Safer Investing

SavantGarde

Savant ji,
Have listening to news of rupee falling down to level of 40 by March next year. Apart from that, again rising rupee, faltering dollar and consequently IT stocks getting affected so though none of your triggers says so but would it be prudent to reduce exposure to IT stocks?

Regards,
 

talisman

Well-Known Member
Talisman,

Since When You Started Believing In The Channels So Much....Huh

Rupee Is Not Going To 40 By March Or Even By End Of Next Year....

Dollar Index (.DXY) Is Going To Bounce Back Soon....

Moreover, I Have Mentioned It before Dollar Inflow & Rupee rate is Managed By RBI.....Earlier It Was If The Market Went Up Rupee Would get Stronger That Day....Which Correlated Directly To The Market Positive & Negative....Lately It Is Still Managed Heavily By RBI But It Didn't Really Correlate To Market Movement.... Because The Inflow Was For QIPs Or PEs....

Otherwise It is Simple.....When Inflows Happen RBI Wants Them To Get less Rupee & When Outflows Happen There Too RBI Wants Them To Get Less Dollar....No Profound Economic At Play, It Still Is The Same....:)

IT Companies Going Forward Are Going To Do Very Well....& Hopefully They Have Learnt A Lesson Or Two About Hedging....So They Will Perhaps Perform Better, Considering They Are Not All That Wet Behind The Ears Now.....:)

Ofcourse White Noise On The Channels Will Always Be Voiced...Because They Are Paid To Do So.....


Happy & Safer Investing

SavantGarde
Got it Sir. Should have paid heed to RBI phenomenon and economic functions.
Thanks for this elaborate description.

And also wanted to tell you about Options issues. Things got handled quite smoothly with some nice little adjustments intra-day and overall neat profit at the end of the day. Pivot points were extremely helpful.

Thanks a ton.

Regards,
 
So does this mean we can still buy Infy today after their results announcement if goes down say around 2000 or below it?

Also what to do with telecom like Bharti , Rcom ? Abny idea if we can see bounce back withing say next 6 -8 months to their original levels?


Talisman,

Since When You Started Believing In The Channels So Much....Huh

Rupee Is Not Going To 40 By March Or Even By End Of Next Year....

Dollar Index (.DXY) Is Going To Bounce Back Soon....

Moreover, I Have Mentioned It before Dollar Inflow & Rupee rate is Managed By RBI.....Earlier It Was If The Market Went Up Rupee Would get Stronger That Day....Which Correlated Directly To The Market Positive & Negative....Lately It Is Still Managed Heavily By RBI But It Didn't Really Correlate To Market Movement.... Because The Inflow Was For QIPs Or PEs....

Otherwise It is Simple.....When Inflows Happen RBI Wants Them To Get less Rupee & When Outflows Happen There Too RBI Wants Them To Get Less Dollar....No Profound Economic At Play, It Still Is The Same....:)

IT Companies Going Forward Are Going To Do Very Well....& Hopefully They Have Learnt A Lesson Or Two About Hedging....So They Will Perhaps Perform Better, Considering They Are Not All That Wet Behind The Ears Now.....:)

Ofcourse White Noise On The Channels Will Always Be Voiced...Because They Are Paid To Do So.....


Happy & Safer Investing

SavantGarde
 
Hi Mr.E,

IDEA Underformed Whenever Telecom As A Sector Moved...While There Maybe Some Sort Of Dead Cat Bounce , But Overall It Will Underform Telcos...Unless & Until Some News Based Item...Gives It A Renewed Energy....

Anyways Taking This Opportunity To Bring To Notice Anybody Holding SUZLON....Please Exit...I Think It Can Come Down Below 70.. Reason Being They Are Not Finding Buyers For Their 61% Stake In HANSEN & They Are Planning Raise 11000 Crore...In My Opinion They Will Have Very High Debt Ratio


Happy & Safer Trading

SavantGarde
Hi SavantJi,

can i exit totally from suzlon and reenter in low levels?
 
Status
Not open for further replies.

Similar threads