Hi Friends,

I am back after a long while.... first of all thanks for writing me and always keeping yourself in touch with me... i think i have taken a long break,,,, i last wrote on 15 september 2009.. its more then 3 months...........

Its great to see that what i have recommended is flaring like anything.. making newer highs day by day......

KPIT Cummins... recommended at Rs 35.. now at 125...

Rajesh Exports, my old favourite has come out again and now at 85 levels....

YES BANK.. my all time favorite is at 270 levels now.. and it has long way to go from here also.... just stick to it .. never sell this GEM... SURYA PHARMA... a stock i bet upon.. This call was a PURE VURGIN call of mine.. nobody came out with a BUY call on SURYA PHARMA in those days.. recommended at sub 90 levels now making newer highs at Rs150.... still it is undervalued... lot of steam is still left in this scrip......EPS is 40 and PE is 3.. its highly undervalued... and i have seen now many analysts and brokerage firms coming out with a buy call on surya pharma....

Parekh Aluminex and Atlanta flared up after a long consolidation at 100 and 90 levels respectively.. Parekh aluminex is like a new baby... it has to grow.. just sit on it for long term...

So is the case with Lakshmi Energy and Foods... I should give any further proofs to prove my calls... its your decision... and self research is very very important before buying stocks...

I never told anybody to buy anything ... I am just writing my views about stocks..... one has to take his/her ownself decisision.. NOR i am responsible for any loss incurred in stock market to anybody....

Keep an eye on Jyoti Ltd and SRF....... they are consolidating since long in this range.. might be they can start their upward journey soon....

Aptech could be real multibagger if one has time frame of 3-4 years from now.... take your own call... read out properly every announcement in bseindia website....

Sabero Organics has almost tripled from sub 22 levels... what else anybody wants ???? I came out a BUY call on sabero organics on 15 Sep when nobody was looking at it literally... now everyone is coming out with BUY call on it....... one has to look.... in fact there is no perfect level to buy a great stock....

Regards,

Deepak

My Old Call on GOLD(Given on 12August2008)

Dear Friends,

Have a look at my old post.
http://bsensediamonds.blogspot.com/2008/08/next-inning-of-gold-rally-will-begin.html

I have given buy call on gold on 12 August 2008 when it was hovering around 12000 per 10 grams. Right now it is at 16000... calcuting it as 33% rise.. I my belief gold rally is in its nascent stage and it is making a room for itself to shoot like rocket from here. In international market gold is hovering at 1000$, and it may rise to 1300$ from here.

Many investors are thinking that gold is at all time high so we should wait, they are thinking that they can buy gold i lower prices. Friends, in my views gold is giving another chances before next spurt. Just grab this opportunity. Put some gold in your portfolio (around 15%) it also serves hedge against inflation.

Decision is yours but i will still recommend to buy gold at these levels also. YES i agree that gold may shed some points (Rs 200-300) in coming days but as festival days are coming ahead buying demand will takeover gold prices.

BUY SONA and HOLD IT.

Excel Crop care – A Multibagger in Making

Book Value= Rs 127, FY 09 EPS =25, PE=5, industry average PE=10

FY2010 EPS is expected to be around 40 , so if we consider avg PE of 8, then price should be 320Rs…..

Profits are going up and up and this company is playing into potential sector in which opportunity needs to be tapped in Indian market yet. Its into the business of agrochemicals comprising of insecticides, weedicides, fungicides, fumigants and rodenticides.

Nufam is holding 15% shares of this company.


It has a very tiny equity base of only 5 crore and reserves of 135 crores are eye popping. As reserves are almost 27 times of equity of this company so even if this company gives you bonus of 3 shares each it does not matter for them. Three bonus shares means 3*5 = 15 crores only.

This company is playing in niche area and this is my next Multibagger in making. This company also has land bank near Mumbai and value of which is more then its current market capitalization.


I will recommend buy on this scrip with a hold of couple of years to ripe decent profits..

A List.....

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

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.