Friends.. I am writing dow some value picks names...... keep an eye on them....
SPML Infra..CMP 264
KIC Metaliks...CMP 302
Mayur Uniquoters Ltd...CMP 239
One may look at the Promoters Holding, Equity Base, latest news and comparison of results of previous years quarters and last two quarters..... All these are turnaround stories..... If you will go to bseindia site and will look SHP, results, News then everything will be clear to you...
In my next write-up i will throw light at each of above mentioned stocks....
Some more updates:
Now many brokerage houses are coming up with reports on UFlex Ltd with a target of 315, 320 etc.... I think they are following me..lol.....those who entered at very first call are lucky investors.....PSL is hitting lowest levels, it is good time to enter(those who havnt enter it yet) also great chance to average it........ I would like to reiterate again about compucom software, it can prove to be a real dark horse.... already mentioned about it previously.... Cronimet Alloys is steady in down market as well.... has a long way to go....
Suryaamba Spinning mills has posted excellent results, its a great turnaround story, EPS is already 13 for two quarters... i have predicted a full year EPS for fy2010 as 23, but i think it can go higher as well... excellent stock.. very very low equity base of only 2.2 crores... Sumeet Industries is not moving at all but that doesnt means that it a crap stock, a lot of expansion plans have went last year so wait for excellent return in coming quarters.... Keep and eye on Ganesh Polytex......
nowadays i am recieving email from many readers about stocks which i have mentioned and are not moving OR they are in huge loss... like in XL tele and Sanghvi Movers(now sancia), these are under huge debt now and will take time to recover but predicting time to regain their lost glory is almost impossible... this is market.. i rememeber that three years back Mr Mathew(now he is no more with us) gave target of Rs1800 to XL Tele... but suddently things kept on changing... XL lost its glory and is now under huge pressure of debt and execution of orders...... anything is possible... please take your own decision before investing or taking any tips from my blog.... i always find out unknown stocks.. thats my view, i may prove wrong sometimes..........
Hi
ReplyDeleteThanks for publishing the list. It is reassuring to see your comments about PSL. Have you looked at Electrotherm and Smartlink networks? Would like to know your opinion.
thanks
Venu
Culture Blog...
ReplyDeleteElectrotherm is one of fav stock... its in a niche area...
Company is doing business of 2000 crores which is expected to cross 2500 crores this year.. market cap in only 373 crore... tiny equity of 11 crore makes it hot... really hot..public floating stocks are also very less... It is still a multibagger in making.... excellent stock for LT...
I do not track Smartlinks Networks..
For PSL you may have to wait to have excellent return... i dont know the time frame.. but it will definitly run
Thanks
Thanks a lot Deepak for your quick reply. I have taken some good exposure in Electrotherm already. I can wait for PSL to bloom. I have some position already in Maharashtra Seamless. I got into this 2 years back at a whopping 575 per share. It crashed and is recovering and inching towards my purchase price. I am convinced that PSL will have its day. thanks for your advice. I was planning to pick more of Electrotherm.
ReplyDeleteregards
Venu
Among from the mentioned 3 scrips Mayur Uniquoters Ltd looks much better scrip to me.
ReplyDelete:)
Mayur Uniquoters is already moving... moved 30Rs already... it is excellent pick for LT.. other are also eqully good
ReplyDeleteDeepak bro,
ReplyDeleteCheck TCFC finance Ltd. I was tracking this before. A year back when I checked this for the first time that time it was around 5 Rs. and now reached at 32/- and still seems undervalued. It is having PBV of 0.5 and PE below 6, whereas industry PE is more than 4 times its current PE. It also has good reserves and strong Promoter Holdings along with MCap to Sales just 1.27.
Can you just have a look at it and comment on this.
I need to add few more about TCFC Finance.
ReplyDeleteIt is debt free company and this year it has paid dividend of 2Rs per share. so as per CMP the dividend yield is 6.25%. Last year company did no pay any dividend otherwise it is paying dividend every year.
TCFC is looking good but it may take some to run....
ReplyDeletethanks,
deepak