Picks for the next six months!!!!
- Thread starter critic13
- Start date
yeah, to day all those worked like land mines..lol 
regards
suba
regards
suba
For me the picks are:--
1) BHARTI
2)EDUCOMP
3)RIL
4)RCOVL
5)HUL OR NESTLE WHICHEVER COMES CLOSE TO MY COMFORT LEVEL.
My emphasis is on telecom sector and FMCG as i feel the slowdown may last for 24 months and in the slowdown these sectors are likly to outperform.'PHARMA' i do not understand so i skip it.
hi
For me the picks are:--
1) BHARTI
2)EDUCOMP
3)RIL
4)RCOVL
5)HUL OR NESTLE WHICHEVER COMES CLOSE TO MY COMFORT LEVEL.
My emphasis is on telecom sector and FMCG as i feel the slowdown may last for 24 months and in the slowdown these sectors are likly to outperform.'PHARMA' i do not understand so i skip it.
For me the picks are:--
1) BHARTI
2)EDUCOMP
3)RIL
4)RCOVL
5)HUL OR NESTLE WHICHEVER COMES CLOSE TO MY COMFORT LEVEL.
My emphasis is on telecom sector and FMCG as i feel the slowdown may last for 24 months and in the slowdown these sectors are likly to outperform.'PHARMA' i do not understand so i skip it.
Somehow I do not like either ITC or HUL, may due to the fact that they are highly range bound stocks with low band width.
Well, today HUL cracked to the rate I was waiting for = Rs. 190. It even went a bit below before closing at about Rs. 211.
I think Nestle is too expensive compared to HUL and ITC. It's okay for someone to hold if they got in cheap and early but now ???
I got out of ITC at Rs. 195 just before the smoking "ban". It's beginning to look attractive again.
I think Nestle is too expensive compared to HUL and ITC. It's okay for someone to hold if they got in cheap and early but now ???
I got out of ITC at Rs. 195 just before the smoking "ban". It's beginning to look attractive again.
I just realised today that the world has become round.It was a flat world.
I do hope I am wrong sincerely.(pl read my post today on the 'world has just become round').
I feel that until the global village finds a solution to protect the financial behaviour of it's constituents this problem will not be solved and the buisness confidence will be hard to return.[/B
So ITC, HUL, NESTLE RIL, EDUCOMP etc may come to be undervalued and the strong hands give up hope.
Actually 'valuation' is also relative and dependent on the sentiments prevailing. In bullish times it is PE, PEG, current PEG on 2 years forward earnings etc.In bearish times it can be BV OR 16 times past 3 years average EPS, whichever is lower !!!!!
I do hope I am wrong sincerely.(pl read my post today on the 'world has just become round').
I feel that until the global village finds a solution to protect the financial behaviour of it's constituents this problem will not be solved and the buisness confidence will be hard to return.[/B
So ITC, HUL, NESTLE RIL, EDUCOMP etc may come to be undervalued and the strong hands give up hope.
Actually 'valuation' is also relative and dependent on the sentiments prevailing. In bullish times it is PE, PEG, current PEG on 2 years forward earnings etc.In bearish times it can be BV OR 16 times past 3 years average EPS, whichever is lower !!!!!
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