Friends
I am publishing a list of my favorite stocks which I am tracking and love to have in my portfolio for long term.
Yes Bank
Rajesh Exports
HEG
Asahi Songwon
Marg Ltd
PSL Ltd
SREI
SBTL
HCC
Sabero Organics
Usher Agro
Sharon Bio
Sanghvi Movers
Surya Pharma
Atlanta
Gayatri Projects
Jyothi Lab
paresh aluminex
KPIT Kummins
XL Telecom
Sujana Towers
SBTL
Geodesic
Lakshmi Energy & Foods
Tricom India Ltd
Ennore Coke
HEG
JP Hydro
jyoti ltd
Torrent Power
Marg Construction
JB Chemicals
Simplex Infra
IRB Infra
Gremach
Jayaswal Neco
eclerx services
Voltamp Transformers
Kanoria Chemicals
Nitco Ltd
Take Solutions
Zylog systems
Aptech
SKF India
You can take your own call and take decisions which stock you want to choose from this list. All these companies are making a step forward to be a real Multibagger (5-10 times returns in 5 years or more) in long term. To my knowledge all of the above companies are fundamentally good companies. I may prove wrong in some stocks but most of the stocks are true Multibagger to my knowledge.
Take Care
Wednesday, July 15, 2009
Market Mantra…..
Friends,
I am back after a long pause. I am sorry; I was not answering your queries from last few months as I was busy in some personal engagements.
We have seen a high volatility session in market in last few months. Equities all over the world have gone up significantly since 9th March 2009. There has been a lot of volatility and correction in the recent months. But still I would say that markets are not crashing like anything, they are holding up.
Question of a million is -> Have the Global Equity Markets bottomed out or is there another crash coming which will lead to re-test of lows for all major markets? The Truth is NOBODY knows it. But prediction is that a final slowdown is still remaining.
The global economy has shown some signs of recovery post March 2009 and the markets have responded accordingly.
In my opinion, under normal circumstances, stock markets behavior depends upon:
• Fundamentals of the Economy
• Fundamentals and Growth of Companies (closely linked with fundamentals of economy)
• Government and Other Political Factors
• Liquidity in the system
The global financial system has been flooded with liquidity post the Lehmann Brothers collapse. The world economies are not strong enough to absorb so much of liquidity. So all the excess liquidity is being absorbed by asset markets. In my views Gold is set to explode again. We may see a Level of INR 18500 per 10 grams in Indian market in December 2009.
I am not giving any levels OR target to achieve in this type of market. What I can tell you best is build a portfolio and then nourish it, churn it.
Suppose you want to invest Rs 10000 in a particular stock then invest Rs 4000 now and then Rs 4000 again and then Rs 2000. So invest INR 10000 in three shots. This will give a opportunity to buy at different levels based on your sentiments with market.
I am back after a long pause. I am sorry; I was not answering your queries from last few months as I was busy in some personal engagements.
We have seen a high volatility session in market in last few months. Equities all over the world have gone up significantly since 9th March 2009. There has been a lot of volatility and correction in the recent months. But still I would say that markets are not crashing like anything, they are holding up.
Question of a million is -> Have the Global Equity Markets bottomed out or is there another crash coming which will lead to re-test of lows for all major markets? The Truth is NOBODY knows it. But prediction is that a final slowdown is still remaining.
The global economy has shown some signs of recovery post March 2009 and the markets have responded accordingly.
In my opinion, under normal circumstances, stock markets behavior depends upon:
• Fundamentals of the Economy
• Fundamentals and Growth of Companies (closely linked with fundamentals of economy)
• Government and Other Political Factors
• Liquidity in the system
The global financial system has been flooded with liquidity post the Lehmann Brothers collapse. The world economies are not strong enough to absorb so much of liquidity. So all the excess liquidity is being absorbed by asset markets. In my views Gold is set to explode again. We may see a Level of INR 18500 per 10 grams in Indian market in December 2009.
I am not giving any levels OR target to achieve in this type of market. What I can tell you best is build a portfolio and then nourish it, churn it.
Suppose you want to invest Rs 10000 in a particular stock then invest Rs 4000 now and then Rs 4000 again and then Rs 2000. So invest INR 10000 in three shots. This will give a opportunity to buy at different levels based on your sentiments with market.
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