Saturday, May 26, 2007

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)

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