Sunday, January 2, 2011

Year 2011.......Some picks.....

Friends,
2011 has arrived.Whether the bull market will continue or not is the first question in the mind of lay investor.Well,I don't see any reason why the bull market shouldn't continue.We should make a new high in this year and most probably before budget.Scams, JPC all are part of India growing.....and India will do with that as well......The greece crises, Ireland Crises,PIGS crises all came and Indian economy is still vibrant.With the next QE2 from Ben Barnanke of $600 bn , there is no problem of liquidity.Money is there to flow in stock market and inperticular in Emerging market.
The catch will be what you buy and when you buy.
I know stocks has been battered down badly and almost all profit has gone but stocks with sound fundanetals will agaun go up.
I still feel that stocks like
1) Lumax Ind
2)Hitech Gear Ltd(it is XB)
3) Jamna Auto
4)Vishnu Chem
5)Jenburkt Pharma( I am tracking it from below 10 , missed it)
6)Venus Remedies
7)Transgene Bio( don't know when it will run)
8)Infotech Enterprise Ltd
9)KPIT Cummins
10) Geometric Ltd
11)Rama Phosphate Ltd
12)Arrow Tex Ltd
13)Delta Magnets
14)SNL Bearing Ltd
15)Garg Furnace Ltd
16)Ennore Coke Ltd
17)Srei Infra Ltd
18)India Glycols Ltd
19)KNR Construction Ltd
20)L&T Ltd
21)Bharat Forge Ltd
22)SAIL Ltd
23) Neyveli Lignite Corporation Ltd
24)Dredging Corp
25)BEML Ltd
26)Surya Lakhmi Cotton Ltd
27) Loyal Tex
28)Suryavanshi Spinning
29)Suryalata Spinning
30)Super Spinning Ltd
31) Poddar Pigments Ltd
32)GSPL Ltd
33)GNRL Ltd
34)Digjam Ltd(Brand name, Birla Co)
35)Tata Chem
36)Torrent Power Ltd
37)Diamond Power

The list is very long but I has tried to put all types of stocks so that someone don't comeout and ask me, please write A gr stocks etc.....

23 comments:

  1. hi RAJEEV,have a grt year ahead.

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  2. Dear Rajeev desai,

    Whats ur view on stock sree rayalaseema hi strength hypo...can i hold it for 2 yrs???

    Thanks
    Amit

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  3. Hi Rajeev

    Wish you better days in 2011. Whats your call on Jupiter Bioscience after their latest news on increasing funds through FCCB. How can they affect their fair value.?

    Regards
    Sameer

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  4. Dear Rajeevji

    HAPPY NEW YEAR TO YOU AND YOUR FAMILY.

    hope you will come out with more investing ideas so that your followers can benefit from it.

    Please suggest your opinion on "20micron" wher promotors are buying constantly.BV=29 P/E=9

    Regards

    Vishnu R Nair

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  5. rajeev ji
    please send your view on following scrip for long term investment at cmp.
    spanco
    selan oil
    uniroyal ind, frontier spring jp infra and godrej ind
    i hold all scrip. can i hold these scrip or switched .

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  6. Hi Vishnu,
    20Microns looks excellent.One can buy it now for couple of yrs...

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  7. Hi Amit,
    Sree Rayalsema Hi Strength Hypo looks excellent for 2 yrs .....u may hold....

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  8. Sameer,
    Jupiter Bio fundamentally looks good but can't say when it can move....

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  9. ashok,
    all looks fundamentally good....u can hold

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  10. Wish you and your family a "HAPPY NEW YEAR"!!!

    - Om's

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  11. Dear Rajeevji,
    Wishing you a very happy new year-2011.
    You have not included Rathi Steel in your list. ANY VIEWS ON IT PLEASE????????

    r singh

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  12. Rajiv ji
    today sical logistic fireeeeeee your old fevourite
    i hold 2000 @80
    i think now worst is over in this scrip

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  13. Dear RajeevBhai ,

    Wishing you and all your blog-readers a healthy, wealthy and a prosperous new year ,2011.

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  14. radhika,
    Rathi steel&power is fundamentally good stock.....

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  15. Rajiv ji
    today your cluth auto and geometric both show good movment. Better day ahead.
    your all pick start upward movment one by one.
    any view on southern ispat cmp 11.

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  16. ashok,
    Southern Ispat & Energy looks excellent pick at Rs 11....

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  17. Hi Rajeev,
    What is Beckons Industries utpo, they are trying to get into each and every business possible, the stock is beaten down because of the recent announcement, is it still worth tracking?

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  18. Minar,
    If you see Beckons Ind trying to do each and every business of the world, thne better to forget it.....

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  19. Hello Rajeevji, think we should also add Spanco,rathi udyod and Kale consultant to the above list....

    regards
    Reshma

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  20. Marg or Mcnally

    please tell me one of the above, as i want to invest and i can only invest in one.

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  21. rajesh,
    Marg or Mcnally! I can't say what u need to buy.That is your choice......

    ReplyDelete