PEE KA BOO BCK IN THE STOCKS

Sorry everyone I have been a bit busy for the past one month….n now I am bck…market has been quite volatile n the stocks have been much more…..the weakness seems to be still there due to high crude price…dollar gaining strength over rupee….war n fear n stuff…..though the Q1 results have been quite recouraging…….one shld selectively pick the companies from here on as I believe market wont run much either ways in the next 6-9 months….though many stocks can prove to be multibagger if held for 12-18 months…patience is wht the market is all about

So once again lets have a peeka-boo on the stocks tht I have been tracking

Surya Pharma….EPS of arnd 19….available at a price of 80…public holding juss 22%........has been showing more than 60% growth in the past 3 years n last yr profit jumped more than 100%....50% investment can be considered arnd these levels

ANJANI FABRICS……DCW………hold on to both the companies….down due to the overall market scenario….market men will be bck soon in both the scripts

Satnam Overseas….one shld book partial profit arnd these levels as it had given 30% rise aft the fall……shld be bought again arnd 50-55 levels


Suraj Diamonds……the company is doing quiet good for the past 3 quarters…..EPS for the whole yr shld be arnd 10….one shld book some profit arnd 55-60 n invest again at lower levels post correction

KARUR KCP…..the company has grown by 50% compared to last yr…n the orders have been flowing in…expected to grow by 50% in the current yr too….EPS to be expected is arnd 12-13….current price 52…promoters holding above 72

HYDERABAD IND….THE COMPANY IS GOING GR8 GUNS….EPS OF 50….MUTUAL N FII HOLDING ARND 25%...CURRENTLY PRICED AT 300…..NOT TO BE MISSED IF AVAILABLE AT 250 IF THE MARKET FALLS

MANUGRAPH….THE COMPANY HAS GROWN BY OVER 100% IN THE PAST 2 YRS….MUTUAL N FII HOLDING ARND 16%.....EPS ARND 20.5…..WORTH ACCUMULATING ARND 150-160

Indo Asian Fuse….one shld book profit as it is faily priced at these levels….one shld enter again arnd 100 when correction comes

ALPS INDUSTRIES…..THE COMPANY IS DOING GOOD….HAVE GROWN MULTI-FOLD IN THE PAST 3 YEARS….EPS ARND 20…..WORTH INVESTING A SMALL AMT….N FORGETTING FOR A YR OR SOMETHING…..SUGGESTED ARND 75 LEVELS

AARVEE DENIM….2ND LARGEST DENIM PLAYER OF INDIA AFTER ARVIND…..THE COMPANY IS DOING WELL N THE PERFORMANCE WILL CONTINUE…IS BEATEN DOWN BADLY DUE TO THE CORRECTION….EPS ARND 15….CURRENT PRICE 50….GRAB IT IF U CAN…PUBLIC HOLDING ARND 15 %

AARTI IND…..CURRENT EPS ARND 6.75….THE COMPANY IS REPORTED TO DO QUITE WELL IN THE COMING 2 YRS…..AVAILABLE AT A THROW AWAY PRICE OF 28….MUTUAL N FII ARND 15%

KEI INDUSTRIES……AFT A HIGH OF 529 THE COMPANY IS AVAILABLE ARND 247…..EPS ARND 29…..HAVE GROWN MULTI-FOLD IN THE PAST 2 YEARS…..MUTUAL N FII HOLDING ARND 36……WORTH BUYING AT EVERY 10% FALL

SREI INFRA……the company has grown 40 n 100% respective in the past 2 years….FII n MUTUAL holding arnd 47…EPS arnd 5.16….worth investing at current n every 10% fall frm there on

Granules……Q1 have been good so far…goldman sachs n morgan n Stanley have been buying in arnd 84 n 104 levels…..company is said to be performing better qtr on qtr frm here on……EPS shld be arnd 8…..shld be accumulated on dips….keep a watch

GUJ ALKALIES….quiet faily priced arnd these levels…..book profit at current level….shld be bought during correction arnd 140-150 levels

Hiran orgochem…..the company is doing good…n the aiming at 100% growth for the next 2 years….have got few products lined up in the coming years……EPS is arnd 20…was hammered during the madcap carnage…..looking quite attractive at a price of 55….long term view shld be taken…minimum 9 months

LIC HOUSING….one shld sell this on every rise…..quiet reasonably priced n haven’t shown much of growth compared to others…..i guess better plays r available at mouth watering prices……fairly priced arnd a PE of 8


National steel…one shld book profit arnd 25 levels…..n shld invest again below 18 when correction comes

Reliance communication……the company performance is improving….the company had fallen 200 frm 300 but has slowly inched bck arnd 270…one shld sell arnd 290 n get in again at 220 during correction




DISAPPOINTMENTS

JUPITER BIOSCIENCE…….SANJIVANI PARENTAL…..AGRO DUTCH……IND SWIFT LABS…….inspite of good performance the share has been lying low…..management doesn’t seem to be all trustworthy….better to stay away

Syncom Formulation……the company has been showing disappointed results.