buy

buy l&t ,bhel,ril,rpl 850/1250/1400/106
long term investment
rgds
subbu

indian retail investors have no one has money to invest

there was nothing to write about the market.
looking at the trade volumes for the past month shows
1) its less than 70% of what was done in the last three months of the previous year.
2)no one has money to invest
3)heavy losses to the retail investors in ipo
4)thats why even blue chips r at 52 week low with no buyers
companies like ntpc,lt,bhel r in no way depended on US mkts however they r also down.
so sentiment drives the mkt alongwith liquidity.
budget will be out tomorrow agri and related sectors will get a boost
new taxes may not be levied like the FBT AND OTHERS ,
AFTER THE BUDGET THERE WILL BE A DOWNTURN
so book profits on every rise and invest in good companies
refer to blog dated 22/01 and 23/01 for list of stocks

intraday trading can be done tomorrow in fertilizer stks
subbu

what to do?buy these for intraday only

mkt fell by 1000 pts intraday ,rel power which sucked liquidity from the system listed at a discount and closed 17% below

traders have been taken for a ride.
i saw the data regarding FII purchases ,they were sellers in jan and are buying in FEB,
traders pls avoid the mkt,this is only for positional traders having a time frame of 1 month to investors having a time frame of 6months +.
dont buy junk stocks sell them when mkt moves up.

two sure shots calls for the day for those who have lost some money,
buy balrampurchini and vsnl.u will gain.book desired profit and exit.dont carry forward after
2.00pm .
rgds
subbu

market summary,buy call

mkt was very volatile tdy,inflation numbers were higher than expected,what it did was to spoil
all chances of an interest rate cut in the coming days.so all interest rate sensitive sectors fell.

what to do now ,first dont watch the analyst in T.V ,ONE OF THEM IF I REMEMBER CORRECTLY ,TEK MIRCHANDANI WAS SAYING THAT MKT WILL GO BACK TO THE PLACE FROM WHERE IT STARTED ,DOES HE MEAN THEY WILL START THE INDEX FROM ZERO.
(joking),or more aptly to 3000 levels from where the bull run started.
fundamentally good stocks dont change overnight,GDP is still growing at 8.5% +,soft interest rates in US will push risk takers for attractive returns to emerging markets so the mkts will move again.

so invest in phases 5% to 10% on every fall ,so far we have fallen and risen so many times this is not a traders market but an investors market.
dont waste cash in trading invest and wait for 10 months max we will double fro current levels.

buy
bartronics
gareware offshore
mrpl
rpl
kcp
engineers india
lt
reliance industries
bhel
jp hydro
dcb bank

rgds
subbu

chambal fert zoom

our reco yday zoomed 12% tdy in a mkt that was down 700 points.
book profit and buy again for the tgt of 80

rgds
subbu

buy call

hold for 45 days

chambal fertilizer cmo 55.40 tgt 80 ,

lanco infra,(litl),cmp 525 tgt 800 .

rgds
subbu

Stock that is a multibagger for those willing to hold

Lanco Infratech's net sales rose 191% to Rs 382.15 in Q3
December 2007 over Q3 December 2006.
Lanco Infratech's total order book is Rs 12,000 crores which would
complete in 4 years. after one or two years yearly sales turnover
will be Rs 3000 to 4000 crores as minimum estimate which is 10 times
growth.
Recently, Lanco Infratech received a contract for the
construction of a 500-bedded hospital for the Rajiv Gandhi Institute
of Medical Sciences in Andhra Pradesh.
The Lanco group has experience in operating in the core
sectors of power generation, power trading, realty, engineering and
construction, information technology and manufacturing.

the stock is volatile ,only investors may enter the stock at this level of 525

rgds
subbu

our reco Jayaswal Neco Industries Ltd doubles profit

Jayaswal Neco Industries Ltd doubled its profit year to year,check out the site below

http://www.bseindia.com/qresann/results.asp?scripcd=522285&scripname=Jayaswal%20Neco%20Industries%20Ltd&type=56&quarter=DQ2007-2008&ResType=

this was recommended as a multibagger a month back ,hold on,we may make a lot by next year

subbu

george soros on fed rate cut

A normal boom and bust credit cycle is simply easy credit causing people to push up property prices, in turn increasing the amount of credit, which creates a self-reinforcing cycle until the bubble bursts. This has happened many times throughout history, and when bubble bursts, people suffer a little but after some time, things come back.

But things have changed a lot during last 10-20 years. In order to prevent recession and eliminate the credit bust period, the Fed and government have intervened repeatedly both monetarily and fiscally whenever the financial market is in trouble.

They have flooded the market with easy credit by providing large liquidity and lowering short term interest rates. As a result, they have prolonged the bull market and credit boom period as long as they can to keep people happy.

This is similar to "treating a drunk by giving him another drink", as well said by an investment advisor. Whether people will have to pay for these kind of temporary shock therapies by suffering deeper pain in a very long bear market with dead credit, has been beyond the Fed’s consideration. Good job, Greenspan. Poor Bernanke, as people say, timing is everything.

This is also the main reason behind the deregulation of financial institutions during last 20 years, since the Fed needs Wall St to fully corroborate, utilize and leverage all the easy credits they provide.

Pretty soon we are at the mercy of investment banks doing their own risk management with no reserves required and no regulatory oversight (and we know they have done a great job on evaluating risk on both their products and their own firms!), not like the good old days when local and traditional commercial banks were required by regulations to have sufficient reserves to make loans and mortgages.

And unnecessarily keeping interest rate low forever has further increased the level of easy credit and liquidity.

At the same time, do our rating agencies provide any oversight to help the public? At least not in the complex structured product area such as mortgages.

Rating agency and structured product group, the most profitable group at Wall St , are basically using the same black box computer model and assumption to price and rate their exotic, complex MBS products no one can understand.

Trust the computer, sure. But why do we still need the rating agency then? Whatever the structured group says, we take your word for it. But did someone also say the computer is garbage in and garbage out? Well, previously everything out of their shop was triple A rated, not garbage. Somehow now they are all junk rated and become garbage. It must be our own fault to mess them up.

"Everything that could go wrong did. What started with subprime mortgages spread to all collateralized debt obligations, endangered municipal and mortgage insurance and reinsurance companies and threatened to unravel the multi-trillion-dollar credit default swap market.

Investment banks' commitments to leveraged buyouts became liabilities.”

George continues, "If federal funds were lowered beyond a certain point, …..the ability of the Fed to stimulate the economy comes to an end." Where is that point? George Soros didn't want to say, but he probably feels it is getting very close and the reason why he wrote this article. Maybe at or slightly below 3%?

For believers of the theory that low interest rates can save us, just look at Japan for the last 10-15 years; zero or even negative interest rates have not helped much to stimulate the economy after the burst of both stock and real estate bubbles. George’s most interesting statement is: "the current crisis marks the end of an era of credit expansion based on the dollar as the international reserve currency."

What he didn't say is, if US dollar loses its reserve status, there is no obvious replacement currency, at least not at this moment. What happens then? One possible, likely and logical solution could be that countries around the world would consider gold as their reserves again.

Does George Soros imply that we are returning to gold standard?

buy call in financial sectors

The financial sector in india is booming,whether its a brokerage,private bank,small equity funds
personal finance division all r booming.all stks recomended have good track record of profits
with GDP growing at 8.5% u will be left out if u dont buy into these,

some of the stks in this sector r
kotak bank=top pick
idfc=top pick
indiabulls=gr8 for long term ,100% in a year
geojit at rs 50 levels=multibagger
motilal oswal=steady
edelweiss =steady
centurion bank of punjab=trading pick ,positional

rgds
subbu

why we should buy?

mkts making new low,everyone from CNBC to the local newspaper talking about the downtrend.
same was the situation last year a study of the charts will help u recollect.
secondly all this recession US economy is to be expected the fact is how long will it last.capitalist ecomomies have recession and the bounce back is often fast.with elections coming soon we cn expect a pull back faster.
bartronics which is part of the retail boom in india doubled its profits,one of fav stks
stks with good funda,mkt favourites and in sectors which command high pe r sure to bounce back,have cash in hand and buy
rgds
subbu

mkt zooms

hi mkt moveeeeeeeeeeeeeeeeed up, wow another 1000pts
those who had cash and bot on 21/22/2324 have seen their portfolio
zoom by 40% ,what more do we want ,this mkt give chance to all,keep cash in hand in another 3 months we will have another fall, meanwhile those who have not entered can even enter the reco stks at these levels for another 10 to 20% gain.with ipo refund having already started there will be a tsunami of funds heading to the mkt
happy trading ,don't forget to book profits
rgds
subbu

buy call

all world indices r in green,expect +ve opening and -ve closing
being the last day of week there will be profit booking,inflation numbers around noon,
profit booking around 2.30,buy after 3.00,
add voltas to ur list upside of 20% from current levels
for investors there is no need to panic but this presents once in a lifetime chance
we may no see these levels in the future,
the year may close with sensex at 30000+
buy all the recommended stks
rgds
subbu

buy call

infra stks
gmr infra 166 tgt 250 time 2months
action construction equpments 490 tgt 600+ tgt 3 months max
garware wall ropes excellent funda ,monopoly in infra supply ,stg buy call at 155 tgt 230

rgds
subbu

buy call

mkt is up tdy ,toeing the line of dow which swung around 630points intraday
strong rumours of citi going down the hammer ,fed rate cut of another 50bps on 30.01.2008 +
US govt relief package may boost the dow in the short term,keep cah in hand and buy the recomended stock most have gone up 40% from recomended levels.

chennai petro has come out with a good results buy for 6months horizon upside 60%.

rgds
subbu

buy call

hi,
mkts recovered tdy,but will correct before moving up

all the stks recommended had gone up by a minimum of 20% tdy
however book profits tomorrow as the mkt will fall or correct sharply in the coming two days.
buy the stks recommended on 20/21/22.02/08 with 20% of ur capital.

rgds
subbu

buy call

mkt down 12% biggest fall in % terms in the share mkt history,
for traders short term ,fast recovery stocks r mentioned below

jphydro
ttml
bhel
indiabulls
relpetro
rnrl
ispat
lanco infra
gmrinfra
fsl
bartronics
adlabs
prism cement
reliance capital
bongaingaon refinery
hindustan construction
energy development
sabero organics
meghmani organics
mrpl
essar oil
idfc
centurion bank
ttml
idea
sapetro
kcp
swaraj engines
engineers india
indiainfoline
motilal oswal

buy with 10% of ur capital all these stks on a daily basis ,portfolio will appreciate by 50% in 2 months max

worst day in indian share mkt

mkt fell by more than 10% during the day and finally recovered to a fall of 7.13%
a fall of nearly 1400 points,
this is a good chance to buy stocks like rel petro,reliance industries,hcc,wwil,jphydro,ttml,centurion bank ,idea telecom,icicibank ,daily buy a few of these u may gain 50% in the coming days

subbu

buy call

buy lgbros now 30 tgt 42 in 45 days ,profit 40%

mkt summary

reliance ipo has sucked all the liquidity from the system,investors have booked profit and invested
in ipo,all the money will be refunded after ipo allotment on 4/2/08,fed rate cut of .75 bpoints will be out on 30.01.08,so we can expect some rally in the coming days.book profits on every 20% gain,US mkt in deep red,as election is near Bush will make all out efforts to facelift the economy,
funny part is all the well read financial wizards of wall st have raped the housing market.invest and book profits at regular intervals
subbu

already long

yet to achieve tgt

bongaingaon tgt 140
mrpl160

long term buy calls

long term (max 6-12 months)
nagpur engg (multibagger)
hcc
inox leisure
rpl
indiabulls
engineers india
gareware wall ropes
ttml
noida toll bridge
vishal retail
engineers india
bartronics
lokesh machines
jaicorp
balance will be updated tomorrow

any way all r at mouth watering levels
saare jameen par

buy call

buy andhra bank for short tem gain of 20%
buy shipping corporation again for tgt of 400 in short term
buy hindustan motors for tgt of 120 in short term
buy centurion bank of punjab
ptc
hfcl
dcw
for gain of 15%from tdys price

targets achieved

ashok leyland :25% gain in a month
hindustan construction: 25 % gain in a month
indiabulls :30% gain in a month
sabero organics :60 % gain in a month
havells :15% gain in a month
shipping corporation of india :20 % gain in a month


to achieve tgt

bongaingaon