NMDC puts upp a good show...

after bonus today inspite of heavy selling we saw NMDC moving uppp 4%
all i know 510 now (ex bonus 1500,15k ex bonus ex split,,,)
All people having holding can obiously hold retain...
gremach infra....mmoving upppp 161 on it.. agin longterm higfh risk high return...will check its progress and come back soon..

New pick Cerebra Info looks goood nice reults...small cap space
Cals refinireies too looks good (These are not my picks but i appreciate them)

Kalpana recommmded at 105 moves upto 130 (22% gains).
Praj from 145 to now 200.............will continue trhe rally until crude will rally
It comes under renewableenergy sector which contains...Suzlon , praj as well as Webel Solar power SE all will move in case crude touches 150$ a barel. We are all set to see a 150.
Along with it it will carry all refineries like cairn, reliance (not active now) and exploration like aban(was upp today a buy was given for longtem in earluier blogs.......) and HOEC (hind oil explo company)


Bartronics looks to slow down...profit booking partly recooomended..long term prospect still look good after this rise.....

Sterlite technlogies hold as well as GTl infra both are lions in telecom space....

Some small cap Ideas

Small caps ahave always been rsiky in tumbling markets...

Some a few that seem goood.
Kalpana Inds(CMP 105).........nice company a P/E at abt 5. A pretty decent P-BV and growth tooo...excellent product line.
Visesh Info...good in It space along with Cerebra Integrated Technologies.
Already people who lifescience were caught in a midcap Camson Biotechnologies....at 90 odd
has bounced back to 120-130 levels
accumate all the above for a a risky high return play..

Among the largecaps....
Jindal Saw....
Bad results.
But this is a time toi accumalte it...
current levels looks expensive as per forward earnnings.
Can buy on markets crash at around 500

Sterlite technologies

try acculating this at every decline
CMP 225 arnd...
good lookn at at the longterm prespective..........
I am sinceely adding it...
its a high risk stock so if arent a risky guy its not ur bet...

a technical call again

bartronics again looks to be a buy from here...
main tain a stop of 225 to fetch 252 and then 280.....
292 is the top of the stock...
partially book profits close to 252 and 268.....
add if it rallies above 292 on good volume
obey 225 as a strict stop loss if it falls only with gr8 volumes.....in case of a heavy midcap sell offf...
keep having fun...
cya tc..

Updates

Bartronics touches 205 odd,,,,my call is hold....book part
LIC hosuing finance recvommended at 278 (price on april 10) runs to 357 (11.5% upp today).
It was on account of good results.
The consumption driven story of India will drive it........I give it a hold at 360 (+30% from calls given)
IRB infra (IPO recommended) today at 212. Hold again
NMDC back in action with a circuit.
One more addition the list my very old HEG... but at 260-280 around.....to reep longterm benifits...
Jp assco up as well touches 250 odd.....Hold add for longterm.....avoid addding on rises... a litlle satta driven..

A detailed list on each sector.

Retail:
I think no retail stocks look cheap valuation vise even after the decline.
But still i like too in midcap space

Bartronics: Buy already given at 145 arnd. I maintain it to be one of the good midcaop retail proxies. I maintain an accumalte at 145 around. We can see a minimum of 50% returns in the next 12-18 months depending on market conditions. Prelimanry target is 180 and 225 looks a secondary target. The possibiliy of earlier highs closing 280 is also a possibilty but quite rear.
One the risk return plot i will give it a low risk medium return at 145.

Piramyd Retail.
Its not a proficatble company since today. After the Ibulls aquistion it has a good future as the group does not pose any funding problem. Time period looks stretched overall. I maintain a hold for now and a buy on declines close to 70. A period of 36-45 months looks advisable in this stock.
In the risk return plot......high risk , high returns. A turn around Piramyd retail looks gr8 and can be a multi bagger.

INFRASTRUCTURE
The space has been out of limelight after the current bear phase.
Some midcaps and small cap look good
Unity Infras(545), Gremach (good price to enter 115),
In the land bank companies.........I am a bit sceptical but DLF ,HDIL and peninsula Land look safe. I would take safety companies especilly in this space..........Land is a bit hyped and can correct owing to global liquidity problems. However i see only 10-15% downside from here .......
Below that actaully means we are in a severe property correction phase or the global liquidity condition is quite stretched.
Jp Assco.....looks to be consolidate....i see 180-205 a good buy zone. Medimu risk mdium return on the whole space.
Unity infra however low risk medium returns.
Gremach at todays price.......high returns, mdeium risk...
will come up with more sectors shortly....
diversify....keep some dark horses in.....
one multibagger and 5 loosers , still u will be a winner.
As u know (100 sonarki ,ek loharki :) )

I had given V imp status to NMDC

in the earlier scraps if u see i had said NMDC is very imp a strong buy..
from 9500 to 14000+ (now splitted to arnd1410).
This is in a bear market.
I think the rally we continue and the next pt is somewhere arnd....1750 (17.5k)

Long term target i maintain 2500(25k,275% return) target.


watch out.

Another strong buy i said was gremach infra...
keep accumalting on declines..
5 year hold. high risk, high return

LIC housing finance looks pretty decent for low risk people so returs will be low too..
target seems close to 350 (35% return)
buying zone best price at 250-260.

Infra(Land banks) is a bit out of lime lite...
collect ur favorite stcok at decline..
HDIL however is the safest...and the bluechip is DLF
The space needs time...