Best picks of dvs

#1
following are the best scripts for next 12 month.

Crompton Greavs
ICICI Bank
Siemens
Havells
hotel Leela
TV 18
Amtek Auto
Appolo Hospital
ITC
Bharat Forge
Bharti
Gujarat Ambuja
IDFC
Trent
Thermax
Alok Textiles
Sangam
Gammon India
Infosys
Reliance
BHEL
BEML

Reliance Vison And Relaince Growth Fund Own BEML,Cromton Greav ,Siemens
in their portfolio and these three scripts give maximum return since jan 2005.
so one must take relative strenth in comparison with market volatality.

I Like to share information as EPS 2007-2008 Target and support and resistance levles for the above scripts.

I Invite all the boarders to participate in this thread

Thanks

Happy investing.
 

karthikmarar

Well-Known Member
#2
dvs_solanki said:
following are the best scripts for next 12 month.

Crompton Greavs
ICICI Bank
Siemens
Havells
hotel Leela
TV 18
Amtek Auto
Appolo Hospital
ITC
Bharat Forge
Bharti
Gujarat Ambuja
IDFC
Trent
Thermax
Alok Textiles
Sangam
Gammon India
Infosys
Reliance
BHEL
BEML

Reliance Vison And Relaince Growth Fund Own BEML,Cromton Greav ,Siemens
in their portfolio and these three scripts give maximum return since jan 2005.
so one must take relative strenth in comparison with market volatality.

I Like to share information as EPS 2007-2008 Target and support and resistance levles for the above scripts.

I Invite all the boarders to participate in this thread

Thanks

Happy investing.
Hi Solanki

Posting the same in different tread do not make the recos authentic. It is pretty obvious that most of the shares you mentioned are fundamentally strong and are frontline shares. There is no need to specially mention them. But What makes them the BEST? Do backup the claims with data/Information so that some meaningfull discussion can taken place...

regards

karthik
 
#3
karthikmarar said:
Hi Solanki

Posting the same in different tread do not make the recos authentic. It is pretty obvious that most of the shares you mentioned are fundamentally strong and are frontline shares. There is no need to specially mention them. But What makes them the BEST? Do backup the claims with data/Information so that some meaningfull discussion can taken place...

regards

karthik
Actually most of the above stocks are superb frontliners......but as Karthik so aptly put it,would be really great if you could provide technical or fundamental data as well...........We'd all be benefitted!!

All the best!
Saint
 
#4
fundamental View :

the Indian Economy is growing by 8 % last quarter.our economy is in the fourth stage of development and very soon reach the fifth and final stage in next 5 years where in any product or good can be made in india such as from Aeroplane to Computers in short the country can produce any item which it wants.

When indian GDP will reach 1000 Bn $ the demand for cars will grow dramaticaly from current levels. at the current year our economy reaches about 650 Bn $ .

So the demand will grow.The per capita income will grow and so the domestic market for every item will grow rapidly.

by historical data from US Economy we can predict which sector will grow maximum.

At current top profitable companies in the us Banking,Finance,Energy,Pharma,Retail,Service related sectors and technolgy sector have maximum companies in their list such as Exxon Mobile,City Group,Wall Mart,Microsoft,Pfizer all these companies have profit from the range of 20,,000 Crore to 69,000 crore a Year.

So in the indian context in next five years the large companies in each of these sectors will grow dramatically and hence the sales and profit will grow more than small and mid caps generally.

Few quality mid caps can survive but the large one can get maximum benefit.

Also With interest rate set to rise and Cyclical nature of Ivestment Cycle will reduce ROCE Of the companies.

So The large one from Banking like ICICI,HDFC Bank and HDFC will grow more than small one.

Same in the case for ONGC.

In the Infrastructure related sectors all the companies in the Power,Construction,capital goods will give handsome return for next 2-3 years because at our size of economy no other country in the world has such poor state of infrastructure such as road,power,airport.

So in this sector lot of work still has to be done .

that's why stock such as Gammon,Nagarjun,IVRCL,Simplex Concrete,Praj Ind,Jyoti Structure,Kalptaru,Havell's,BEML,Bhel,ABB,Siemens,Patel Engg goes in just one direction that is upmove.

Earnings forecast for 2006-2007 :

Research by leading brokerage houses tells that The EPS Target of Crompton Greave for 2006 is 28 and for 2007 is 36.So market willing to give it more than 25 PE multiple.

for siemens EPS Target for next year is 83.
for ICICI bank EPS Target is 33 and then 38.

So one must look at these forecast and personallly check the quarterly results and then decide on taking a stock.

Technical :

Once you decide to invest in particular stock the Support level and Resistance level are very important.

Best thing one can do is to buy the stock at support level and when every one else is selling.

When to sell is also important.
Warren buffet has never sold scipts which he likes and thinks can grow for 20 years like coke or pepsi.

By watching the price movement one can find the support levels.

for each script the EPS Target and support level can be discussed.

So i hope some clarity will emerged.

Happy Investing.
 
#5
dvs_solanki said:
fundamental View :

the Indian Economy is growing by 8 % last quarter.our economy is in the fourth stage of development and very soon reach the fifth and final stage in next 5 years where in any product or good can be made in india such as from Aeroplane to Computers in short the country can produce any item which it wants.

When indian GDP will reach 1000 Bn $ the demand for cars will grow dramaticaly from current levels. at the current year our economy reaches about 650 Bn $ .

So the demand will grow.The per capita income will grow and so the domestic market for every item will grow rapidly.

by historical data from US Economy we can predict which sector will grow maximum.

At current top profitable companies in the us Banking,Finance,Energy,Pharma,Retail,Service related sectors and technolgy sector have maximum companies in their list such as Exxon Mobile,City Group,Wall Mart,Microsoft,Pfizer all these companies have profit from the range of 20,,000 Crore to 69,000 crore a Year.

So in the indian context in next five years the large companies in each of these sectors will grow dramatically and hence the sales and profit will grow more than small and mid caps generally.

Few quality mid caps can survive but the large one can get maximum benefit.

Also With interest rate set to rise and Cyclical nature of Ivestment Cycle will reduce ROCE Of the companies.

So The large one from Banking like ICICI,HDFC Bank and HDFC will grow more than small one.

Same in the case for ONGC.

In the Infrastructure related sectors all the companies in the Power,Construction,capital goods will give handsome return for next 2-3 years because at our size of economy no other country in the world has such poor state of infrastructure such as road,power,airport.

So in this sector lot of work still has to be done .

that's why stock such as Gammon,Nagarjun,IVRCL,Simplex Concrete,Praj Ind,Jyoti Structure,Kalptaru,Havell's,BEML,Bhel,ABB,Siemens,Patel Engg goes in just one direction that is upmove.

Earnings forecast for 2006-2007 :

Research by leading brokerage houses tells that The EPS Target of Crompton Greave for 2006 is 28 and for 2007 is 36.So market willing to give it more than 25 PE multiple.

for siemens EPS Target for next year is 83.
for ICICI bank EPS Target is 33 and then 38.

So one must look at these forecast and personallly check the quarterly results and then decide on taking a stock.

Technical :

Once you decide to invest in particular stock the Support level and Resistance level are very important.

Best thing one can do is to buy the stock at support level and when every one else is selling.

When to sell is also important.
Warren buffet has never sold scipts which he likes and thinks can grow for 20 years like coke or pepsi.

By watching the price movement one can find the support levels.

for each script the EPS Target and support level can be discussed.

So i hope some clarity will emerged.

Happy Investing.
Great Stuff,DVS Solanki..............great stuff!!We've had quite a barrage of posts of late of people saying buy this and that,and using the forum to solicit and advertise........for a moment there,I thought you belonged to that brigade.Obviously not.........once again,great stuff,and keep em coming!!
 
#6
dvs_solanki said:
Technical :

Once you decide to invest in particular stock the Support level and Resistance level are very important.

Best thing one can do is to buy the stock at support level and when every one else is selling.

When to sell is also important.
Warren buffet has never sold scipts which he likes and thinks can grow for 20 years like coke or pepsi.

By watching the price movement one can find the support levels.

for each script the EPS Target and support level can be discussed.

So i hope some clarity will emerged.

Happy Investing.



HI solenky keep going

:) :) :)


regards

Ashik
 

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