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Building Up A Portfolio At A 7000 Level

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  #1051  
Old 8th February 2007, 12:05 PM
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Default Re: Building Up A Portfolio At A 7000 Level

Hi Supratik,

should i enter in to TN Petro at current level ?? do you have any inputs about it??

Regards,
-Bhargav
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  #1052  
Old 9th February 2007, 03:39 PM
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Default Re: Building Up A Portfolio At A 7000 Level

Hi All,

fyi
Arjun Divecha:
India is our least favorite market, because of valuations. India is one of the best long-term stories I know of. The question is, What are you paying for it and what are the risks?

I hate to pay 20 times earnings for anything. I also acknowledge that there are certain things that are worth paying 20 times earnings for, and India may be just that, but I'm not willing to make that bet. Valuations are high. A number of property markets in India have literally gone up five to 10 times in the last two to three years.

There has been a huge speculative boom.

There is a land developer called DLF which is going to go public in the next few months, and they will have a market cap of $20 billion. Think about it: A company you have never heard of, even I had never heard of it three years ago, is going to go public with a market cap of $20 billion.

What is driving this? Basically, it's because so much of the land they own has appreciated so much. The founder of the company, who will own about 80% of the company after the IPO, will become one of the five richest people in the world. There is something wrong with that. You have got to worry about the excesses.

China is growing at 10% but they've got the infrastructure to support it. India growing at 8% is beyond its speed limit in that it doesn't have the financial and physical infrastructure to support its growth. That will lead to inflation, and that will likely lead to the central bank moving to fight inflation aggressively, and that won't be good for the markets.

To add to the above - Inflation is also at a 2 yr high of 6.58%.
Suggest investors to book some profits and avoid high exposures. If policies of the RBI is not distinctive, this could bring about a downturn - by downturn I dont mean a correction.

Advice caution......

Thanks and Regards
Supratik
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  #1053  
Old 9th February 2007, 04:44 PM
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Default Re: Building Up A Portfolio At A 7000 Level

Hello Supratik,

I am looking at your calls regularly. You are doing a very great work.
I would like to know about these stocks,

Gupta synthetics
Gujarat alkalies

Both have given good quarter results and also the stock price is in its 52 week low. Can one enter this now or got to wait for still more downfall.

Sudharsan
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  #1054  
Old 9th February 2007, 05:48 PM
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Default Re: Building Up A Portfolio At A 7000 Level

Quote:
Originally Posted by yeomanly View Post
Hello Supratik,

I am looking at your calls regularly. You are doing a very great work.
I would like to know about these stocks,

Gupta synthetics
Gujarat alkalies

Both have given good quarter results and also the stock price is in its 52 week low. Can one enter this now or got to wait for still more downfall.

Sudharsan
Looking at the business model for gujarat Alkalies, I think it is a good buy but as mentioned, one should currently wait before taking any decision. Right now the strategy would be defensive.

Gupta Synthetics - Not very sure.

Thanks and Regards
Supratik
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  #1055  
Old 9th February 2007, 06:04 PM
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Default Re: Building Up A Portfolio At A 7000 Level

Quote:
Originally Posted by supratik View Post
Looking at the business model for gujarat Alkalies, I think it is a good buy but as mentioned, one should currently wait before taking any decision. Right now the strategy would be defensive.

Gupta Synthetics - Not very sure.

Thanks and Regards
Supratik
Thanks a lot for your reply Supratik.

Can I wait for some more time for gujarat Alkalies or get some..
Any calls on Manali Petro and Kothari Petro

Thanks
Sudharsan
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  #1056  
Old 10th February 2007, 07:06 PM
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Default Re: Building Up A Portfolio At A 7000 Level

Dear Supratik,

i had bought BNK Capital Market @ 65.15. now its going low. plz tell me whether it is good ideo to hold it for some more time. plz tell me your suggestion over this scrip.
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  #1057  
Old 12th February 2007, 09:30 AM
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Default Re: Building Up A Portfolio At A 7000 Level

Dear Supratik,

I have accumulated Raj Rayon @43.70 and on friday it was at @37.50. Hope it will bounce back....can you suggest any stop loss for this counter.

Thanks!
Dude
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  #1058  
Old 12th February 2007, 10:46 AM
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Default Re: Building Up A Portfolio At A 7000 Level

Narendra/Supratik,

Suzlon is 7% down. Anything to worry or should we accumulate some more in our portfolio.

Regards,
Birjubanarasi
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  #1059  
Old 12th February 2007, 11:15 AM
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Default Re: Building Up A Portfolio At A 7000 Level

Quote:
Originally Posted by birjubanarasi View Post
Narendra/Supratik,

Suzlon is 7% down. Anything to worry or should we accumulate some more in our portfolio.

Regards,
Birjubanarasi
Accumulate - Suzlon - 1140

Thanks and Regards
Supratik
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  #1060  
Old 12th February 2007, 12:54 PM
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Default Re: Building Up A Portfolio At A 7000 Level

Quote:
Originally Posted by supratik View Post
Accumulate - Suzlon - 1140

Thanks and Regards
Supratik
Anything about Raj Rayon?

-Narendra
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