Stock market:Invest as if you want to own the business

The art of Investing is buy low and sell high People who made money are the ones who bought stocks in tough time and made exit when peple were too comfortable with equiy market. Investment opportunities are available in plenty. At this point of time I thought of being an entreprenuer but no i feel I will buy small chunks of the stocks that will be making money for me & buy the servuce of experience management too is free. In this respect i would share two ideas time frame is unknown but it would definitely be a multi multi bagger in bull run. No. 1 unity infraprojects This stk is available wid lot of comfort in terms of Book value and order book. The most reasoable thing about this stk is its valuation less than 2 times its net profit and if I expect that they will not grow by 5% also still the valuation is at mouth watering levels.For full year the stock EPS will be 37 odd next yr it is somewhere in the range of 38.85+ its existing assets worth over 103 plus this means on NAV basis the stk two yrs down the line will be at 176 rs cash level add more the assets and decent order book unexecuted part. The stock will be a doubler atleast from here in less than two years and if bulls go crazy it may command a minimum PE of 6-10 times meaning 3-4 times return from current level. Another stock that interests is J K Lakshmi Cement available at 1.6 PE where its peers are anywhere between 7-8 times decent growth and dividend yield expected due to expansion. PE of the stock less than two thus the stk can be in three figures in six months time currently at 53 . I know difficulty is to time market but the best way is to invest and remain invested. I own definitely an Infra COmpany and a cemet industry common stock as an entreprenuer I am making money in the first year of my investment and my ROE is somewhere in between 30% what else should i ask for. Thank you investors for patient reading but these stocks will hog limelight as these are gems of mine with lot of due diligence and understanding I am recommending you all. Own these business today for reasonable return from Business perspective. Invest for your future today and dont get jittery if it falls in the short term and dont get excited if it gives decent returns. You will mint money in three yrs to 4 yrs atleast twice of what you make in NSC bank Fd or any other instrument ( COnsidered safe).

We need to grow up before we say India is growing

Blame it on ourselves or our representatives who are sitting in Lok Sabha that India stands in a position where it will grow at a rate of 3-4%. Hindu Growth rate is what we were able to benchmark almost 15 yrs before but we dont want to go to that slow level again.
If so educated ones please Vote and choose people who do not promise you a Rice at Rs 2 per kg. Its same for all parties No manifesto talks abt reducing corruption makin it convinient for people to have access to Domestic gas but they in turn give you Television as u r poor. I thank god that Tata Nano 1 lac dream is a failure( assuming base model is useless). U politicians seriously s**k no offense to any party but the main objective is India should shine seeing the manifestos I feel Election Commission should allow purchase of vote atleast that will churn the black money of politicians to common man. We tax payers will not have to suffer the burden of Rs 2 kg a rice or Television. Next election manfesto will have Nano or atleast a honda bike and access to hotels free for our poor brothers but rather than creating oppportnities for this poor brothers of ours these politicians will kill the taxpayers and everyone doubts whether these will will ever actually go to the hands of poor. The definition of poor in party context is the ones who distributed manifestos who were part of rally. So hardly 500 TV and 500 tons of rice but centre will definitely be billed at 10% of total production. HAAHAA its shame on us but the onus is also on us choose the right party with right agenda I did not find any so please hlp me whom to vote for.
I apologize for some harsh statements this is not to hurt anyones belief or sentiments but this is a fact that all this will lead to another scam and the situation we are in I doubt we can take another scar on our face in shrt term Jai Hind

Enlarge your vision and go beyond sensex will touch all the said levels in 2 yr 14500, 16700 and 18000

Blame it on elections: I guess we are overdone in terms of downside the election funds are being pumped like this i don kw but somehow if we see historical P/E and dividend yields its better than 2% for sensex stocks :: FIIs are getting good returns in terms of USD to India than why are we in trouble
oil has shown sign of weakness believe it or not free fall till $122 seems likely, is a great possibility in that scenario we ll definitely cheer , we have overdone in terms of estimating wrong nos the PE for large caps are 10-12
the problem is inflation specially for next qrtr or so.
I see threethings ore to correct from here on that ll impact steel to correct it ll lead to correction in specultion more people would have negative bias attached in mth or so for metals thus a part of WPI is taken care off
Nw see the next part OIl ll definitely correct petroleum inistry ll react first if oil corrects thus cost of living ll reduce
RBI actions of CRR hike ll create dent for sectors bt wht abt if everything is checked in terms of speculation I guesss the rally is here to come
Moreover earnings downgrade thn y one expects HDFC to post 47% on large base i guess analysts hype downside and upside a 205 expectaton would have rallied the stk to 2000 or more so if model of a company is doing what oughts to be done than who is making mistake number crunchers or analysts. THe no. seem to be decent its just things are overhyped 16% y-o-y growth for 38 of 50 stocks of nifty a 20% plus for remaining i don see reason for downside ..... Why u expect so much when we r in trouble comeon 47% increase in NII from a bank when CRR and others rates are taking tall on bank profits.....
Analysts go wrong and create blunder US stks rallied today cos they had too tooo much negative factored in . US inventory data ll change again around $122. What can we do . Rely on siple dynamics i don see Indian economy growth below 7.25%... The stocks are at mouth watering levels its just we need liquidity that is been sucked by players who knw hw to create a mirage of everything
Please remeber a PEG ratio of less than 0.4 means buy . You would not find stks at 7-8% yield with quality management Long term medium term investors please strt picking.. i guess nw u must have learnt FII formula and making money on shrt sell bt ny for more days they ll return they have to return we r at mouthwatering levels adjust 8k wid groth and u find we r there again 4-5% correction i m nt best in the business nor have FII frnds asking thm nt to sell they r selling cherry to polish there poor performance back home guyz u trust Indian stk market the rt time or else 18mths ypu ppl will regret stating tht we never thought its going to give handsome returns

MarketOutlook

Hi all,
The crude touched the high of 147.95 and closed arnd 138 it means the two tops taken off ... yes the crude has formed double top a significant correction can be expected from here on. Whats worse is we have reacted heavily on downside for any sector. Reality available at 65p to NAV . Banks available at 2 times book and 1 times private and public respectively. Stocks will tend to outperform once clarity comes in terms of US economy . However we are nearing the bottom and thats per sure a sluggish consolidtation phase is over ...Now we ll make a move +- 2% from next week. no major downside risk. come on investors u were buying at 15k nw its 12.6k whats stopping u. ood news are just started start invest more often. Picks are old favorites
Zylog, Mundra, EDL, SUpremeinf,BHel,LT,HDFCBANK,LMW,KOLTEPATIL and ELectrotherm
the list continues to grow

Happy investing

MARKET FOLLOW-UP

HELLO INVESTORS
Due to Global situation and Crude hovering above $120 Market has negative bias attached to it Inflation will be around 7.42%. In such a case sell index stocks that are vulnerabl to fall. In this scenario I would recommend one to sell Neyveli lignite at 145 with tgt of 138,133 in days to come.
There are too many speculation built but FII figure clearly suggest that we are heading for some correction in days to come. I would pefer to stay my neck out and recommend to buy more of stocks I have recoomened with the correction buy stock around it support levels.
Supreme INfrastructure had posted a good result with EPS of 13 odd for the full year. The strong order book suggest the company will clock 30% topline and 34% bottomline growth. The stock should achieve the 126 target but if market tends to be irrational be patient investors it is a good stock to be part of your portfolio.
If you remember I recommended Electrotherm India. The company is having sequential Q-O-Q growth in terms of bottom line and topline. The company did post growth in terms of topline. But higher depriciation and tax resulted in lesser pat for Q4. Seems higher tax provisioning as depriciation is accelarated. Interestingly the few takers of the stock have converted their warrants at 33% premium to current market price. The next year company will post 60% topline growth and close to 55% bottomline growth. Look into its market cap and its operating profit numbers. The company is on expansion spree buy is recommended on coverage basis. SHort term the market is directionless but Indian story is here to stay for couple of years atleast thus oncw sentiments improve. One can expect ELEctrotherm to sky rocket to new levels. Company requires funds to finance its capex and that is why it has declared 25% dividend.
Disclaimer: Its safe to assume I have vested interest in the stocks and my clients and family will have some exposure in stocks talked about. You can post your queries regarding stocks if i track them or know anything about it I will definitely reply but please do not ask for momentum stocks likes of RNRL IFCI PTC becuse these ae companies which are pure punter play and I am not a great chartist.
Top Picks: Sell Neyveli Lignite and Buy Bhel around 1728 levels it has some pattern refleting that the stock after touching this low will have bounce back to 1788 levels. But the odds are against it its again going to be risky I would wait for the stock to touch 1680 levels as this is the best support region for short term traders
Medium term to long term: Edelweiss ,Mundraport, Everonn, Supremeinf, Zylog and Electrottherm,Kamat Hotels and Lakshmi Machines.