My Picks

misty · #1 21st February 2006, 02:26 PM

the first pick i would like to mention is nrb bearings
although whatever i mention as far as fundamentals of the company wont be gud enough to take an investment decision but the key reasons are as follows:
cmp-500
1. this year it would end up with an eps of 35-37 range and abt 44-46 cash eps
2.market cap of only 494 crores which for a company like this is quite low
3.ever improving margins
4.gud industry-auto ancilliary a sunrise sector
5.low debt/equity ratio
6.another very comforting factor is 85% promoter holding and 7% mutual fund holding

i beleive this is quite an undervalued stock
concerns obviously r that i dont know the management quite well although this has been a consistent company .last year it paid a dividend of 10/-
another concern is the low liquidity.
i beleive it should be a gud investment.i think a person having a longer term horizon should look for oppurunities in small-midcap companies bcose such undervaluation of quality midcaps is unsustainable so better be a contrarian while largecaps r getting overheated.
and as far as targets r concerned this is fundamental analysis so levels cannot be indicated.as rakesh jhunjunwala says-"there r no targets in stock markets there is only an intrinsic value in stock."
but direction of stoCK would depend on my future projections going right.so get your analysis done bcose wat has been written above is not gud enough

misty · #2 2nd March 2006, 10:27 AM

MY NEXT PICK is MADHAV MARBLES.it is a small cap with market cap of 84 crores trading at a price of 94/-.
LOGIC:
1.good track record of the company.a consistently performing company.
2.in a great consumption space-marbles,granite tiles,sanitarywares.
3.underperformance of small caps has made this space a value buy for a value investor.
4.in this fy i beleive it will end up with an eps of about 15/-
5.mktcap/sales of less than 1
6.dividend of 3/- for last 3 yrs
7.i beleive this is a value bargain for a long term investor with very little downside.

concerns:
1.low promoter holding {44%}
2.not so known company
allinall i beleive it is a value buy with a longterm perspective.

misty · #3 6th March 2006, 10:56 AM

MY next pick would be paper products
logic:
1.packaging industry -in the sweet spot of economy
2.i always bleive in investing in sectors which are ancilliaries to the sectors which are ancilliaries to the industries which are doing well it is a wonderful ancilliary to fmcg and food processing industries
3.got lot of benefits in budget
4.dividend of 7/-
5.foreign promoter
6.very good management.good history of corporate governance

concern is a slowdown in foodprocessing industry
all in all i bleive paper products is a great longterm growth story

misty · #4 6th March 2006, 02:34 PM

paper products is already up 9% guys it was not meant to b a trading calls.anyway a good long term story for sure.

zen_monk · #5 6th March 2006, 06:05 PM

hi,

i bought sunil Hitech Engineers. @ 150. shall i hold it or sell it.

misty · #6 6th March 2006, 10:49 PM

Quote:

Originally Posted by zen_monk

hi,

i bought sunil Hitech Engineers. @ 150. shall i hold it or sell it.

sorry friend, i m not an analyst as such who tracks each and every stock .i track and research few stocks.whenever i find a stock where there is oppurtunity i mention it on the forum.these r fundamental analysis recommendations n do not give quick returns.that is y u can see there r no replies in my thread.it is like a lone man talking.but i dont mind that.its ok.even if a single person benefits from these calls it is worth it.the only thing i know about sunil engineers is that it is a new listing.so i dont think even some of our friends in this forum who r very gud at technical analysis can help u .as far as funda analysis is concerned i did quickly went through the prospectus of company though very roughly.honestly i was not impressed.the numbers were not very gud till last year and suddenly this year they r painting rosy picture.i m sure management has created an accounting fantasy.beware of these new listings.i bleive it is a dodgy company.something we call as "frogs of the rainy season".so b careful bfore taking a call on the stock

misty · #7 6th March 2006, 10:50 PM

paper products up 20% in one day guys.i hope up somebody has taken a call on my recommendation.congrats to them

joy_mitali · #8 7th March 2006, 12:49 AM

Hello Misty---
U r not a lone man talking---there r many an avid readers---
the problem for me is---I m not stong at fundamendamentals---so cant comment much---But do plz carry on ur good work----ANd congrats to ur paper stks recommendations---
Regards,
joy_mitali

misty · #9 7th March 2006, 09:44 AM

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.

mayurv_in · #10 7th March 2006, 08:14 PM

Tip from friend and I looked for icicidirect research and it show that we can look into.

Please guruji give you thought

Buy ashok leyland at cmp target 44-45 with 1/4 part of capital. strong support at 40.

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