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Our stocks. Buy hold or sell - The help ourselves Board
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PKB2000
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Quote PKB2000 Replybullet Posted: 16/Aug/2006 at 7:59pm
I was again looking at the stocks of my existing INVESTMENT turning to TRADING potfolios.
I will be happy to know the investment idea in a company known as SOLECTRON CENTIUM ELECTRONICS LIMITED  at its current level.
 
I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso
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basant
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Quote basant Replybullet Posted: 16/Aug/2006 at 9:10pm

Dear Mr. PKB2000,

 

Re: Your querry on the PM

 

I am sorry I do not follow most of the stocks that you have mentioned. Hindustan Zinc is a cyclical so you need to watch the LME prices but over the long term zinc prices are bound to go up.Aegis logistics and gateway are in businesses that are showing good growth others I do not have an opinion as I have never followed them.

 

As per your question on averaging I never advise that startegy but in case the fundamentals have not changed since you last bought them it is always advisable to buy when the chips are down.

 

'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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Vivek Sukhani
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Quote Vivek Sukhani Replybullet Posted: 16/Aug/2006 at 11:15pm
Mr. Dave I have many picks and I will hereby try to organise them:
 
1.Ballarpur Industries Limited:No.1 player in paper industry. Has excellent susidiary in food processing. Wonderful business leader as its team leader(Gautam thapar). Good sales. Good rethanistion of its subsidiaries.... they have sold/hived off Paperbase Limited and APR Packaging.
 
2.Electrosteel castings:Simply too good in my opinion.India has lot to do manage its waterresources.
 
3.Pidilite Industries: Big market leader in adhesives. Very agressive in opening up newer avenues.Good capex plans. Excellent promotional campaigns. Hobby Ideas is likely to be very successful.Patout rise for at least last 10 years.
 
4.Alfa Laval:Excellent player in process technology equipment. Rarely gets its due share.
 
5.I like all the 3 big shipping companies.... GE, Varun And SCI. Too good financials to be ignored.
 
6.Asian Paints:Market leader in paints. Very good corporate governace, Prvides for dimunition in value of investments in subsidiaries. I admire its practices.
 
7.Plastiblends:Emerging very big in masterbatches.Plasticshas a very bright future in any case.
 
8.BASF: I like the financial performanceof this co. Good expansion plans. very good bonus candidate.
 
9. Hindustan Sanitaryware: Wonderfully aggressive.
 
10.Foseco India: Metallyrgical chemicals have a bright future given the way steel plants are coming up here in India. Excellent dividend yield.
 
11.Opto Circuits: Excellent business play.Continuous bonus for 3 years.
 
12.Chambal: Good businesses. good Dividend.
 
13. havell's: We all know its bonus track record. Too good a management.
 
14.Albert David: Excellent financials.Continuous increasein dividends for 4 years running.
 
This list may go on and on.....
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Ajith
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Quote Ajith Replybullet Posted: 17/Aug/2006 at 3:30pm

J K Investo seems a superb value pick for its land holdings at Thane,100% subsidiary J K Helens Curtis,shareholding in Raymonds and 50:50 Kamasutra condoms joint venture with Ansell.Above all, the management is honest,I know that and its  specially important because of a 73% holding and the valuable land involved.

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RAKESH
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Quote RAKESH Replybullet Posted: 17/Aug/2006 at 3:33pm
I JUST WANTED TO ASK U ABOUT RAJESH EXPORTS IS WORTH BUYING RIGHT NOW
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reema
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Quote reema Replybullet Posted: 17/Aug/2006 at 4:26pm

Amar Raja Batteries was up in circuit at Rs 370 today. Another co-incidence???

You should try to add wealth not multiply it
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RITESHKAMANI
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Quote RITESHKAMANI Replybullet Posted: 18/Aug/2006 at 12:39pm
BUY EVEREST KANTO AT 380 FOR A SHORT TERM TARGET OF 450.
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basant
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Quote basant Replybullet Posted: 18/Aug/2006 at 2:23pm
It is. And today AmarRaja is up by about 3% more. YOu need to congratulate Manish for that.
 
To tell you about another co-incidence Educomp is up by Rs 100 to Rs 470 from Rs 370 since it was discussed 4 days back.
 
When ever markets rebound the best stocks give their moves first. The moves are highest in mid caps because the liquidity arguments works in their favour on the upside.SO we need to take the rise with as they say in standardized financial terms " Cautious optimisim".


Edited by basant - 18/Aug/2006 at 2:35pm
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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