Are these stocks good for Med to Long term

AmitKinkar · #1 27th March 2008, 07:30 PM

Hi

I hold
REL 68 @ 1437
RPOWER 66@415
RPL 50@225
RAJESHEXPORTS 120@122
RNRL 120 @57
NOCIL 350 @67
SBI 10 @2340
CBI 100@96
OMAXE 50@278
MUNDRA 50@778

Amit Kinkar

mahesh2007 · #2 18th April 2008, 04:59 PM

(1)REL has 50% stake In reliance power, It is an integrated company deals in diverse domains. Hold it for long term.Average cost on considerable fall.

(2) Reliance power: hold till u get bonus stock. Exit on rallies and get funds.
u dont need to keep it as u have REL.
Any price rise in it shall be reflected in REL.

(3) sell RNRL and invest in RPL.

Even after fall RNRL is at very high valuation.
It's an momentum stock with no fundamentals.

(4)Cell CBI and invest in Dena bank, vijaya bank which are available at very attractive valuations.
or use funds to cost average SBI

(5)Sell NOCIL on rises.

(6)Wait a little for considerable rise to sell mundra and omaxe .

Wait again for a fall in real estate to invest in DLF.
If u have funds I recommend a better company than DLF ie L&T. It is an engineering behemoth and shall be benefitted by investment allocation in eleventh five year plan 2007-2012.keep funds to cost average the stock .
it's a long term bet.

(7)hold rajesh export. for further information read rajesh exports' thread.

Radhakrishnan K.P. · #3 19th April 2008, 09:26 PM

Dear Mahesh,

I hold the following shares. Can you tell me whether I can hold this for a longterm or sell it now.
*Symbol* Bought Bought Value
TCS 10 878.10
WIPRO 50 408.55
IOB 100 172.98
RCOM 10 643.94
RANBAXY 50 371.50
HOTELEELA 100 49.84
TATASTEEL 10 775.60
INFOSYSTCH 5 1482.96
REL 5 1971.00
INDOASIFU 100 125.00
DLF 10 803.90
ASHOKLEY 150 36.47
HINDALCO 50 159.70
TATAPOWER 10 1150.00
RELIANCE POWER 60 423.07
RELIANCE POWER 40 352.55
RCOM 15 573.60
ARAVIND REMEDIES 1000 3.01

Radhakrishnan K.P. · #4 23rd April 2008, 11:05 PM

Dear friends,

can anybody reply to my mail

suba_stocks · #5 24th April 2008, 07:47 AM

Quote:

Originally Posted by Radhakrishnan K.P.

Dear Mahesh,

I hold the following shares. Can you tell me whether I can hold this for a longterm or sell it now.
*Symbol* Bought Bought Value
TCS 10 878.10
WIPRO 50 408.55
IOB 100 172.98
RCOM 10 643.94
RANBAXY 50 371.50
HOTELEELA 100 49.84
TATASTEEL 10 775.60
INFOSYSTCH 5 1482.96
REL 5 1971.00
INDOASIFU 100 125.00
DLF 10 803.90
ASHOKLEY 150 36.47
HINDALCO 50 159.70
TATAPOWER 10 1150.00
RELIANCE POWER 60 423.07
RELIANCE POWER 40 352.55
RCOM 15 573.60
ARAVIND REMEDIES 1000 3.01

hold....tatapower,hotelleela,ranbaxy,rcom, aravind remedies,dlf.

mahesh2007 · #6 24th April 2008, 07:36 PM

Quote:

Originally Posted by Radhakrishnan K.P.

Dear Mahesh,

I hold the following shares. Can you tell me whether I can hold this for a longterm or sell it now.
*Symbol* Bought Bought Value
TCS 10 878.10
WIPRO 50 408.55
IOB 100 172.98
RCOM 10 643.94
RANBAXY 50 371.50
HOTELEELA 100 49.84
TATASTEEL 10 775.60
INFOSYSTCH 5 1482.96
REL 5 1971.00
INDOASIFU 100 125.00
DLF 10 803.90
ASHOKLEY 150 36.47
HINDALCO 50 159.70
TATAPOWER 10 1150.00
RELIANCE POWER 60 423.07
RELIANCE POWER 40 352.55
RCOM 15 573.60
ARAVIND REMEDIES 1000 3.01

I shall comment on your portfolio soon.
I could not hook into net for past couple of days.
Bye for now.

sudoku1 · #7 24th April 2008, 08:26 PM

Quote:

Originally Posted by Radhakrishnan K.P.

Dear Mahesh,

I hold the following shares. Can you tell me whether I can hold this for a longterm or sell it now.
*Symbol* Bought Bought Value
TCS 10 878.10
WIPRO 50 408.55
IOB 100 172.98
RCOM 10 643.94
RANBAXY 50 371.50
HOTELEELA 100 49.84
TATASTEEL 10 775.60
INFOSYSTCH 5 1482.96
REL 5 1971.00
INDOASIFU 100 125.00
DLF 10 803.90
ASHOKLEY 150 36.47
HINDALCO 50 159.70
TATAPOWER 10 1150.00
RELIANCE POWER 60 423.07
RELIANCE POWER 40 352.55
RCOM 15 573.60
ARAVIND REMEDIES 1000 3.01

friend......mkt technicals suggest that v r not out of the woods yet.....so take xtreme care 2 add for long term.......booking 50% profits is advisable @ this juncture in any stock giving even paltry profit.......technically , only a sustained close abv 17775 will revive invstr confidence.....though ur portfolio has superb scrips

mahesh2007 · #8 24th April 2008, 10:48 PM

Hi!
The first stock that caught my attention is REL@1971,dont book loss ,buy more and average out.Power sector is slightly sluggish these days but it shall again shine in future.This is an integrated company and soon shall be renamed as reliance infrastructure company.It is involved in power genration, transmission and distribution.

Rcom shall be under margin pressure for some time due to the competition.This company has political acumen and shifting it's focus from CDMA to GSM technology.
It has shown good fy08 Q3 numbers.
It has customer base of 30 million subscribers. so accumulate.

ranbaxy partially book profit and keep the rest for longer term.
Pharama sector is news driven sector. this sector was underperformer in the bull run. Being a defencive sector it has surged in bear phase.

Rpower company with no fundamentals available at very high valuation.Keep till bonus is achieved. NTPC is better bet availabale at attractive valuations.

tata steel has its iron ore mines and not affected by iron ore price rise.
only govt anti inflationery measures can dampen hte spirit.hold.

In IT only hold Infosys. It is a bellwether company.It has spread it's presence across the globe. Apart from US and Europe it is now concentrating on japan,china middle east, africa.
It's product Fincle is in very demand in India and abrooad.
In India a lot of private banks(some psu like BOI) use this platform for core banking .

Dlf belongs to Interest sensitive company and shall be subdued for quite a time. Among real estate stock it is a good pick.
You shall not get your price for 1 or 2 quarter.

banking sector too shall be subdued due to monetary measures(reduced margin).

ashok Leyland book profit.

Tata power book profit and enter at lower level for longer term.

hindalco book profit. its commodity stock and is affected by numerous factors(global and domestic).

geomatster · #9 28th April 2008, 05:21 PM

Taking one by one....it looks like RCL.bs is a preferred stock. showing more bullish tendencies, guess u can hold it for some more time.

Radhakrishnan K.P. · #10 29th April 2008, 01:39 PM

Dear Friends

Thank you Suba, Mahesh, Sudoku and geomaster for your feedback.

regds
rkmenon