Building Up A Portfolio At A 7000 Level

[srisara]

Supratik,

forgot to include PolyPlex in the list. You gave Buy Call on it. Eventhough it has pulled back quite extent, do you belive it is still worth holding.?

Satya

 

[rvgandhi]

hello Supratik

jus curious about Moser Baer
Suggested @225; Tar - 270. what does the please sell off this mean?
it's CMP is 223.50....

thanx and regards

coolpal

My reading is that Moser Baer hasn't given great results and the forecast is not looking too good either ... Supratik is sharing his readings into the company's future

 

[ssnkumar]

Hi All,

Counters - we are still holding on
MTNL(Suggested at 130) (Target 145 in very short term, 170 for mid term)
Kohinoor Broadcast(Suggested at 19)
PARENTERAL DRUG(Suggested at 100) (Target 140)
Uni Abex Alloys(Suggested at 160+-(Target not set)
APW President System CMP 176(We have applied for the Rights Issue - long term Investment)
SuryaLakshi Cotton Mills(Suggested at 230 target not set)
Mercator Lines(Suggested at 140) (Target not set)
Everest Industries(Suggested at 216) (Target not set)
Tata Chemicals(Suggested at 248 Target not set)
Warren Tea((Suggested at 170 Target 240) - Messy
Gujarat NRE((Suggested at 90 Target not set)
Venus Remedies(Suggested at 365 Target not set)
Titan Industries(Suggested at 880 Target 1000)
Visual Softwares(Suggested at 197 Target 235)
Valecha Engg(Suggested at 310-338) (Target not set)
Jyoti Structures(Suggested at 540) (Target not set)
Zenith Info(Suggested at 139) (Target - discretion of the viewer)
Kirloskar Electric(Suggested at 140.9) (Target - 170)
AplhaGeo(Suggested at 130) (Target not set)
Marico Ind(Suggested at 530) (Target not set)
MURUDESHWAR CERAMICS LTD(Suggested at 132) (Target 160+)
TWECM(Suggested at 46) (Target not set)
Amara raja Batteries(Suggested at 280) (Target not set)
KS Oil(Suggested at 233) (Target not set)
Sutlej Industries(Suggested at 374) (Target not set)
FULFORD IND(Suggested at 380) (Target not set)
GMM Pfaudler(Suggested at 792) (Target 1400)

Latest Positions
Jyoti Structures(Suggested at 540) (Target not set)
Zenith Info(Suggested at 139) (Target - discretion of the viewer)
Kirloskar Electric(Suggested at 140.9) (Target - 170)
AplhaGeo(Suggested at 130) (Target not set)
Marico Ind(Suggested at 530) (Target not set)
MURUDESHWAR CERAMICS LTD(Suggested at 132) (Target 160+)
TWECM(Suggested at 46) (Target not set)
Amara raja Batteries(Suggested at 280) (Target not set)
KS Oil(Suggested at 233) (Target not set)
Sutlej Industries(Suggested at 374) (Target not set)
FULFORD IND(Suggested at 380) (Target not set)
GMM Pfaudler(Suggested at 792) (Target 1400)
Moser Baer(Suggested at 225 Target 270) - Please sell off this

Thanks and Regards
Supratik

Hello Supratik,

It is great to see that, more than 95% of your tips have achieved target and gave superb returns. I also benefited from most of them. It is a great service from you and many many thanks to you for this.

For the counters for which targets haven't been still set, will it be possible to set the targets?

For Suryalakshmi Cotton, many times I heard that it is in consolidation stage and will jump by a huge margin in the near future. I am having it for a long time and I first bought it at Rs.237 and averaged it to 214 now. But, it is still going down and went down to 180 last week!! I think it has already went below its stop loss!
So, what is your take on this? Do we have to continue holding this or sell it off?

And can you please tell the target for KS OIL and Valech Engg?

Regards,
Narendra

 

[chachi]

Hello Supratik,

Your call @ 217 on Classic Diamond - Its on the run now. CMP 253. Is there any revision in the targets? Thanks

Regards
Chachi

 

[supratik]

Narendra,
I would set a price target for both of them.
KS Oil was suggested based on its results, and Valecha based on the projects and futire growth.
I am wondering why Surya Lakshmi Cotton is going down, it was supposed to be a good pick. After it was recommended at the 237 level, I saw a couple of brokers, Business Line as well as CNBC itself recommending the counter with a price target of 350+.

Chachi - Classic Diamonds was set with a target price of 270, this was a short term call - regarding the long term perspective, I am still not sure. If investigating further reveals any such idea, I would definitely post the same.

Hi All, The next pick is Ambuja Cement, CMP 99.9, target atleast a 70-80% upside.

We could also take a look at Shyam Tele. I do not know the company's financials, but it is buy on charts. We could consider a limited exposure in the counter.

Thanks and Regards
Supratik

 

[ssnkumar]

Hi All, The next pick is Ambuja Cement, CMP 99.9, target atleast a 70-80% upside.

Thanks and Regards
Supratik

Is this same as "Gujarat Ambuja Cements"?

 

[supratik]

Narendra,

This is a different one. It is BSE 532201.
Have you checked the price for Gulf Oil, I am frustrated.

Hi All,

We could take a limited exposure to ITD Cementation.
This is a tip from source. I read about it and looks convincing.

A short term buy call on 3iInfotech. CMP 204 There has been good consolidation in the counter over the past couple of months and looks like the barrier of 206 has been broken with good volumes.
I recommend a buy on the counter with a target price of 260-270.

Our call GMM Pfaudcer has flared up two consecutive days. We will book partial profits at the 1400 region.


Thanks and Regards
Supratik

 

[rvgandhi]

Supratik thanks for your calls.... can you take a look at Adani Exports.

 

[urcoolpal]

hi supratik,

really gr8 call for GMM Pfaudler.
thanx a lot

what do u comment upon Ambuja cement? showed a bit of movement within the range of 91 and 100. is that a buy for now?


thanx in advance
coolpal

 

[ssnkumar]

Narendra,

Have you checked the price for Gulf Oil, I am frustrated.

Thanks and Regards
Supratik

That's our luck Supratik.
I think you recommended it at Rs.600 and it has given 400% profit!!
Please look for some other similar stock

Regards,
Narendra