Thursday, May 31, 2007

I repeat increase exposure in power stocks!

Buy ABB hehehehehe it looks to touch 4950-5075(before or after split u decide)
buy siemnens both for short term and longterm
BheL hold on add on declines
Gvk power and infra Hold (time over to buy!)
Lanco Buy add!
Kalpataru power shift to better options

Fixed deposits in the sector:Siemns ABB Suzlon AReva T&d BEL and bharat Bijlee
Buy all these now and on declines. they are evergreen.
Voltamp trans indotech transformers hold on add on declines

KLG systel (cmp 450)power managemnt solutions Add Target 700-800
ICSA huge run still add on
Alstom Project hold on
Easaun reyolle Add 1100 tagret atleast 1000 ITs a siemsns company
BEL Bharat bijlee always evergreen along with BHEL!
Diversify along cables and stocks like jyoti structures(buy jyoti arnd 165-170)

For real apprecation keep them upto 2010-2012 I guarantee u rich........richie rich. I dont think u should sell any of them shifting is better options.

Saturday, May 26, 2007

ABB at 4400!

People still dont like ABB
ill tell them wait and watch
accumalte on declines
i hope u may not see them
4650 i see without any visual aid (hehehhehehheheheh)
Fiis money is flowing slowly and steady in ABb

Discussing on powe onme more
long term invetsors suzlon the new aveneue in power.
Short term suzlon may under perform!

Why worry of bajaj auto!

BAjaj Auto demerger looks good
invetors will benifit in this in next 6-8 months with 20% upside frm current levels
At bare consequences 2550 looks minimum to me
Take positions!

Infrastructure diversify and win!

Parswanath Sez story looks prommising i think long term exposure can be taken.ipo price is best for this!
IVRCl looks stretched as of now.
Peninsula looks good at current so does dsk pune.(pune still has property scope for rise)infact i am bullish on maharashtra property prices especially nasik and kolhapur now where dsk is promising! I want u all to comment on this
Shobha looks neatural so does Bl kashyap and unitech. DLF IPO can give them value with new value bands ( thats the only reason i mentioned them actaully i dont like them!).
Mahindra Gesco is better among giants
COnstruction qipement looks better BEML( leader),simplex (on declines)ACE .Greaves cotton is also promisng along with ingersoil RAnd.
Lanco is good amon g tha pack will take time to touch ipo price
Stay away from HCC (if u not planning more than 3-4 yrs)
Ril infra is good ril pack is picking up hope to see more.
L&t, punj loyd , simplex(sort off), gammon are safe money bets(fixed deposits in this sectors)

Monday, May 21, 2007

Rally comming in beaware of small falls!

We heading towars a rally it doesnt look sensible to go for short term plays
get caught in momentum drives.Value prevails in some stocks. It needs to be trapped.

Buy HEG Graphite electrode manifacturer at price arnd 175 for a 9-24 mnth exposure.
Buy Avaya Globeconnect arnd 285 low pe multiple BPO software supplier

Both above stocks remain affected by Re vs US$ movenment but renders good business at cheap valuations an PE levels

ITC learly heading for 175-180 check that dont use it to play short term.
Buy ABB again 4250 u may say expensive ill say cheap.
Media i dont see real momentum though my picks are Adlabs,naukri( neutral),ENIL,balaji tele.
hold on media
moser bear looks good
800 target.

IT looks weak on re gains.hold on
fresh buyers remain away
infy buy at 1825-1855

tata motors buy auto looks weak but 2010 1 lakh car looks promising very longterm exposure imp.

pharma looks recovered my tips hold on to granules,ranbaxy ,reddys,sun pharma
hold rolta in IT
Bharat forge looks long term promising at 325
KLG systel buy on dips

Gokuldas exp buy at 194-198 forget the downside its due to ruppee stregth take advantage.
Bajaj Auto huge falls please buy! 2260-2285 buy!

infra looks good hold GMR ,gVK,parswanath(buy on declines)
Buy DS kulkarni PUne prop prices look good they have not peaked.Neutral on Ansal pack and BL Kashyap as gurgoaon prop heads slow down

oil pack great offshore buy on declines hold aban!

Indag rubber looks good