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).