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

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