My Picks

rajesh.sadhanala · #11 7th March 2006, 08:31 PM

Quote:

Originally Posted by misty

thanks joy i m not complaining.even i do not reply to all the threads.it is a good forum where u get people catering to all kinds of needs of different needs.thanks for ur kind words again.

Hi misty,

Nice work friend. We do go through ur thread every time u update it, the only thing is that we are all confined to limited no of stocks at a time. May be sooner or later u would have a lot of question pouring.

Any calls on Rajshreesugars. Please give me your view on it.

Regards
Raj

misty · #12 7th March 2006, 10:25 PM

MADHAV MARBLES up 12% guys.sincerely hope some of you were in thisstock.

misty · #13 7th March 2006, 10:36 PM

Quote:

Originally Posted by rajesh.sadhanala

Hi misty,

Nice work friend. We do go through ur thread every time u update it, the only thing is that we are all confined to limited no of stocks at a time. May be sooner or later u would have a lot of question pouring.

Any calls on Rajshreesugars. Please give me your view on it.

Regards
Raj

thank u for ur kind words raj.first let me mention that i m no sugar expert.as far as rajsree sugar is concerned this is how i look at it
as a fundamental guy i do not invest in sector which is a momentum sector.i m more inclined towards value.what happens in bull mkt is that stocks in momentum tend to get 15 to 20% overvalued.i think that is y i beleive rajsree may be a good momentum counter 4 which have to ask technical guys.as far as funda is concerned this year it shud end up with an eps of 8-9/-.in terms of pe ratio as a commodity company it is quite expensive.but sugars are best looked in terms of price/total crushing capacity.in that terms i m told by one of my friends that it is quite good.and management has indicated some expansion plans which should come into picture by fy08.
but all in all i would say it is in a very gud sector where there r some funamentals and momentum.but valuewise i would say it is more a technical call so it shud do well.but funda wise i m not too impressed.i would like to say that kcp sugars is my favourite in sugar sector

pkjha30 · #14 8th March 2006, 03:05 PM

HI Misty

Members of this forum are very much aware of the goings on in this forum. Your posts will not get unnoticed. In the long term it bound to become a must view thread if you continuously post. Since the scripts mentioned here are less known entities it would be better if you devise a format for recommendations with cmp,tp and period with sl and fundamentals and reasons for investing.

Moreover you are filling up a crucial gap in the forum i.e. fundamental picks.
Will follow your thread closely.

Regards
Pankaj

misty · #15 8th March 2006, 03:26 PM

Quote:

Originally Posted by pkjha30

HI Misty

Members of this forum are very much aware of the goings on in this forum. Your posts will not get unnoticed. In the long term it bound to become a must view thread if you continuously post. Since the scripts mentioned here are less known entities it would be better if you devise a format for recommendations with cmp,tp and period with sl and fundamentals and reasons for investing.

Moreover you are filling up a crucial gap in the forum i.e. fundamental picks.
Will follow your thread closely.

Regards
Pankaj

i have given the reasons as much as i could.these are value stocks so it is almost impossible to give the timeperiod when the value will get unlocked.i will update with targets and developments in the companies as soon as possible

misty · #16 9th March 2006, 04:14 PM

my updates
recommendations:
1.nrb bearings-sugeested at 490 ,cmp-485,still a buy
2.madhav marbles ,suggested at 92,cmp-99,still a buy
3.paper products ,suggested at 365,cmp-440,a hold and buy at declines

misty · #17 10th March 2006, 10:15 AM

Next pick i would like to mention is greenply industries
cmp-128
rationale:
1.it should end this year with an eps of about 10/-
2.extremely good sector-woods and decoratives.it is directly connected with the boom in real estate
3.very good management
4.spends 1/3 of revenues in research
5.mktcap/sales less than 1.
6.fiis investment of 8%.this though is a technical consideration.
all in all it is a hidden gem in market .it should be bought with a 1-2 year perspective

pkjha30 · #18 10th March 2006, 10:58 AM

Quote:

Originally Posted by misty

Next pick i would like to mention is greenply industries
cmp-128

all in all it is a hidden gem in market .it should be bought with a 1-2 year perspective

Hi Misty
With infrastructure growth and real estate growth projected ahead of other sectors demand for plywood would be robust and this may be one of the companies ( with high visibility) to get benefitted,of course.
This may prove to be a real gem

regards
pankaj

misty · #19 10th March 2006, 12:43 PM

Quote:

Originally Posted by pkjha30

Hi Misty
With infrastructure growth and real estate growth projected ahead of other sectors demand for plywood would be robust and this may be one of the companies ( with high visibility) to get benefitted,of course.
This may prove to be a real gem

regards
pankaj

this is the rationale.again an ancilliary sector to the booming sector.that is how i like it.again not so fancied company so positives r not priced in

anshul_161 · #20 12th March 2006, 07:02 PM

thanks for stocks picks

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