Stocks To Keep A Close Eye On

[lalpar]

Hi Savant Sir,

I am with you on markets definately it will not reach 12k..
I have entered market after waiting for 6 months as i exited all my positions when sensex was at 19k..Now I have reentered..
current portflio.

1)IOL Netcomm(70 at avg of 100)
2)Sharyan Resources(10 avg of 167)
3)GMR(45 at avg of 116)
4)Unitech(10 at avg 230)
5)Exide(25 at 72)
Prajay Engineer(10 at 185)

let me know your views on same..I feel IOL,GMR ,Prajay and Exide are the one which everone shld seriously look to..I am still in accumulation phase following 1 is to 4 startegy!!!
Let me know your views...

 

[ramsvenku]

Mr.Savant,
Thank you very much for your kind inputs. Honestly, your reply boosted me to stay in bull market, definitely will pick MTNL in day or two (Waiting for some more dips if so!!!) and further to your suggestion on Polaris, will take your advise at the time, once i sense a profit out of it (currently facing a big loss) and also i respect your advise on banking scrip as well....

Coming to DLF & Mercator scrips am watching these scrips to dip to pick...

Once again thanks for your valuable inputs... looking forward some more value picks from your end.
Regds,
Rams

Hi Rams,

Yes You Can Hold MTNL For 6-12 Months Once It Has Moved Above 132 Remind Me To Review The Price At That Time.

All Others Mentioned By You Hold & Don't Panic, Among Those If You Get A Little Profit In POLARIS I Suggest Exit The Stock, Banks In Your Holding Will Take Time, Alomost 12-15 Months.

Another Value Pick Is DLF To Be Picked Between 452-460
Mercator Lines (MLL) Between 102-104

Happy & Safe Investing

SavantGarde

 

[SavantGarde]

Hi Lalpar,

First Things First, Please Drop The 'Sir' When Addressing Me.

Now Coming To Your Portfolio

Everything In Your Portfolio Seems Ok, But Unable To Comment On Sharyan Resources Since I Don't Track The Scrip

A Few More That You Might Want To Look Into Are As Follows

1) L&T
2) TTML
3) Bag Films
4) Jai Corp Below 370

They Can All Give You Returns Of 100% Plus In 6-12 Months, L&T Will Demerge Atleast 5-6 Companies & Sum Of Parts Valuation Of All The Demerged Entities Could Be 7000+

Happy & Safe Investing

SavantGarde

Hi Savant Sir,

I am with you on markets definately it will not reach 12k..
I have entered market after waiting for 6 months as i exited all my positions when sensex was at 19k..Now I have reentered..
current portflio.

1)IOL Netcomm(70 at avg of 100)
2)Sharyan Resources(10 avg of 167)
3)GMR(45 at avg of 116)
4)Unitech(10 at avg 230)
5)Exide(25 at 72)
Prajay Engineer(10 at 185)

let me know your views on same..I feel IOL,GMR ,Prajay and Exide are the one which everone shld seriously look to..I am still in accumulation phase following 1 is to 4 startegy!!!
Let me know your views...

 

[lalpar]

Hi Lalpar,

First Things First, Please Drop The 'Sir' When Addressing Me.

Now Coming To Your Portfolio

Everything In Your Portfolio Seems Ok, But Unable To Comment On Sharyan Resources Since I Don't Track The Scrip

A Few More That You Might Want To Look Into Are As Follows

1) L&T
2) TTML
3) Bag Films
4) Jai Corp Below 370

They Can All Give You Returns Of 100% Plus In 6-12 Months, L&T Will Demerge Atleast 5-6 Companies & Sum Of Parts Valuation Of All The Demerged Entities Could Be 7000+

Happy & Safe Investing

SavantGarde

Thanks for you valiable input Savant!!
I will definately look in to investing in L and T and,TTML..Actually i had puchased Jai at 350 before spli and sold at 1000..Even i am of view that anything lesss than 400 is rght time to enter it..Sharyan I feel will give 100% more returns..its at accumulation stage and i dont think it will fall more than 10% from current levels!!!Will keep posting any of other gems

 

[jatayoo]

hi
Its time to think in terms of PEG<0.5 OR Price / Book value < 3.
The growth rates formula is for bullish times.
Look for companies where reserves > 20% of sales.

 

[djsinha]

Savant, How is Praj ind from value investing point of view? Actually I bought 50 shares around 195 with the view of trading it..but afterwards when I saw the balance sheet, P&L statement, cash flow....I was pretty much impressed. Hence didn't sell it when it moved up to 210. I now intend to hold it for 2-3 yrs. For that I just want to know how do u view it as a value pick for such long time frame?

Regards
d j Sinha

 

[sunilkumar.ks]

HI Guru's,

Can any tell me, how the sesa goa is for 6 to 12 months..Now it is trading in 3.75 k and i planning to invest around 50 k for 6 to 12 months and any one tell me the is it right time to invest in the sesa goa at this current level.....

I also read some some threads that is going to split on next moth end....

Thanks in Advance...
Sunil Kumar KS

 

[SavantGarde]

Ok Guys,

Now For This Week IFCI Call Strike Of 65 BUY Between 0.80-1.20 For A Possible Target Of 3.00+
If You Do Take Position In It You May Exit Depending On Your Own Risk Appetite.

Hi D J Sinha,

PRAJ - Inspite Of Everything In Fundamental Analysis, It Is Better To Play The Scrip As A Momentum Stock, Cumulatively You Should Have More Gains Than Just Holding For The Time Frame You Mentioned.
Will Look Into It In Detail Tomorrow And Tell You About It In Greater Detail With Figures.

Hi Sunil K S,

Will Reply To Your Query Tomorrow Before The Market If I Reach Office Early Enough Or Else After The Market.

Happy & Safe Investing

SavantGarde

 

[y2j826]

Ok Guys,

Now For This Week IFCI Call Strike Of 65 BUY Between 0.80-1.20 For A Possible Target Of 3.00+
If You Do Take Position In It You May Exit Depending On Your Own Risk Appetite.

Hi D J Sinha,

PRAJ - Inspite Of Everything In Fundamental Analysis, It Is Better To Play The Scrip As A Momentum Stock, Cumulatively You Should Have More Gains Than Just Holding For The Time Frame You Mentioned.
Will Look Into It In Detail Tomorrow And Tell You About It In Greater Detail With Figures.

Hi Sunil K S,

Will Reply To Your Query Tomorrow Before The Market If I Reach Office Early Enough Or Else After The Market.

Happy & Safe Investing

SavantGarde

is that means i can buy IFCI in future one lot for a week ?

 

[rahulyadav1982]

Dear Mr. Savant,

Pls. can u suggest me on my portfolio-
1 Bajaj Hindustan Ltd 780@ Rs.227
2 Brabourne Enterprises [email protected]
3 Donear Industries Ltd [email protected]
4 FDC Ltd [email protected]
5 OCL Ltd [email protected]
6 RNRL [email protected]
7 RPOWER [email protected]
8 RPL [email protected]
9.Batliboi [email protected]
10 ISMT Ltd. [email protected]
11 JP Hydro [email protected]
12 Yash Management [email protected]
13 Ispat [email protected]
give me ur valuable advice.

Rahul