Tuesday, June 30, 2009

Safeguard and take these weeds out of your portfolio:Sell on, Unitech,and other companies

Hi Investors,
Unitech SELL AT 70:I reteriate a sell on Unitech the over stretched balance seet and earning dilution would mean clearly that the story will not be able to survive another turmoil. Post budget the correction seems inevitable in that case they will be the largest losers.
Suzlon Sell: A classical case of wealth destrcution fv atleast 50% below the current mkt cap of 92. But i feel its a delete forever from portfolio
R Power Sell: Tgt 100 or even below. Reason is promoters invested 1800 crores and raised 10000 crores I doubt it deserves Current mkt cap of 56000 crores.
IVRCL Infra:It does not deserve more than 100 rs as a FV and thus a good exit and even a good shorting stk
Punj Lloyd: A perfect Sale and long term exit is recommended. I feel all the stocks can come and test Rs 30-40 before anything good happens to it
RMedia: A long term sell and exit stock does not deserve a investment bet




Happy investing

1 comment:

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