tag:blogger.com,1999:blog-4899103722933689680.post1339167919038624417..comments2024-02-27T11:21:48.313+05:30Comments on Beating The Dalal Street............: Valuation............Rajeev Desaihttp://www.blogger.com/profile/13770541646082106675noreply@blogger.comBlogger30125tag:blogger.com,1999:blog-4899103722933689680.post-26340109100746635942010-01-01T18:11:46.228+05:302010-01-01T18:11:46.228+05:30Rajiv ji
please post your new list which is best b...Rajiv ji<br />please post your new list which is best buy at cmp in 2010<br />because your so many old recomandation up 100% from your recomandation<br />ASHOK MAHAJANashok mahajanhttps://www.blogger.com/profile/02190878898673822073noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-61438237594390657272009-12-28T06:05:05.063+05:302009-12-28T06:05:05.063+05:30If Direct Tax Code is comes in to play then such w...If Direct Tax Code is comes in to play then such white goods will sell in good numbers :).Maheshhttps://www.blogger.com/profile/00133732633762988627noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-47060830121796574792009-12-28T03:03:08.861+05:302009-12-28T03:03:08.861+05:30Pradeep,
IFB Ind is looking good..If per Capita In...Pradeep,<br />IFB Ind is looking good..If per Capita Income is going to get increased for India then there will be demand for white goods.....so IFB Ind has good future....as per my view...Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-81512868488407484632009-12-27T20:37:37.664+05:302009-12-27T20:37:37.664+05:30Hi Rajeev
IFB Industries Ltd ceases to be a sick ...Hi Rajeev<br /><br />IFB Industries Ltd ceases to be a sick industrial company. Is it good for LT (CMP 69) NP for last yr was mainly due to other income<br /><br />(in Cr.) Sep-09 Jun-09 FY08-09 <br />Revenue 149.96 122.97 498.13 <br />Net Profit 6.79 8.23 315.07 <br />EPS 2.22 2.72 165.94 <br />Cash EPS 2.84 3.39 108.89 <br />P/E 0.47 -- 0.42 <br /><br />ThanksUnknownhttps://www.blogger.com/profile/17339989593840805737noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-32019164669599864652009-12-27T20:01:03.484+05:302009-12-27T20:01:03.484+05:30Pradeep,
I had always written that market discount...Pradeep,<br />I had always written that market discounts future prospect and not present performance.Present is gone...<br />When you write me the results showing me eps and p/e it makes no sense.<br />So what one need to understand is why market is giving so big p/e of 87.5 to Assam Co?You will find the answer in it...Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-27466091274201394882009-12-27T15:30:32.152+05:302009-12-27T15:30:32.152+05:30Article from Dalal street
by R Balakrishnan
2009...Article from Dalal street <br />by R Balakrishnan<br />2009 was perhaps a year of missed opportunities for may. Every one waited for 'correction' that never happened. Market have a habit of notconforming to expectations,thus levelling all so-called 'experts' to the dust. In year when the globe went thru considerable pain,the stock markets were on high, for those who did not listen to reason or those who chose to remain long term investors, the rewards were ample, our stock markets delivered handsome returns, but with much narrow participationas the FII inflows surges in and absorbed the thin floating stock in the markets. Perhaps they had faith, which local did not exhibit!.<br />2010 is a year that perhaps likely to confound the 'value' investor yet again. As i write this, the market are at a leve that no one considers 'Cheap'. So there is one pocket waiting for correction. There is one other section of people who say that indian econmy is growing at 7 percent and globe will perhaps grow at one-fourth the pace, so i wan to be in Indian equities which look far more attractive with a lot of growth stored in them.nirashhttps://www.blogger.com/profile/14165590485881575065noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-82724517567046804142009-12-27T11:44:53.022+05:302009-12-27T11:44:53.022+05:30Hi Rajeev
Please can you advise if Assam Co good ...Hi Rajeev<br /><br />Please can you advise if Assam Co good for LT CMP 19<br /><br />(in Cr.) Sep-09 Jun-09 FY08 <br />Revenue 73.52 33.46 192.86 <br />Net Profit 28.51 9.08 -2.82 <br />EPS 0.92 0.29 -0.09 <br />Cash EPS 1.05 0.41 0.08 <br />P/E 87.50 -- --Unknownhttps://www.blogger.com/profile/17339989593840805737noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-77102980838703337712009-12-27T01:55:10.115+05:302009-12-27T01:55:10.115+05:30Amit,
Do not track Manjushree Technopack....Amit,<br />Do not track Manjushree Technopack....Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-70077721800068885442009-12-27T01:52:51.425+05:302009-12-27T01:52:51.425+05:30Mitzz,
I don't track Meghmani so no view...Mitzz,<br />I don't track Meghmani so no view...Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-48109234464353076752009-12-27T01:52:16.270+05:302009-12-27T01:52:16.270+05:30nirash,
When Dalal Street recomends what I have to...nirash,<br />When Dalal Street recomends what I have to say.....but in Cement I would go for Heidelberg cement and Prism Cement...Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-14141674543899652582009-12-27T01:51:10.015+05:302009-12-27T01:51:10.015+05:30Pradeep,
All are looking good.I like Gateway Drish...Pradeep,<br />All are looking good.I like Gateway Drishtipark.Saw that IFCI is taking stake in their cold storage sub...Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-62255100954979379452009-12-26T21:45:42.697+05:302009-12-26T21:45:42.697+05:30Hi Rajeev
Do you track Manjushree Technopack. If ...Hi Rajeev<br /><br />Do you track Manjushree Technopack. If Yes, What's your call.Amit Guptahttps://www.blogger.com/profile/12240160963164193357noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-53894911743971621832009-12-26T21:02:09.151+05:302009-12-26T21:02:09.151+05:30Dear Rajeev,
The digging on Om Metal has been qui...Dear Rajeev,<br /><br />The digging on Om Metal has been quite deep from my side and thats why I thought i could get your valuable advice too.<br /><br />BTW their current order book is 700cr and their margins are huge because they operate in a very niche segment and they are Indias biggest co in that segment.<br /><br />Anyways i had also asked you bout Meghmani Organics. Any views on that one ???Mitzzzzzzhttps://www.blogger.com/profile/00407714675154666479noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-32892364760103493342009-12-26T20:22:33.275+05:302009-12-26T20:22:33.275+05:30Dear Rajeev
I have taken this three stocks from
...Dear Rajeev <br /><br />I have taken this three stocks from<br />where to invest profitably in 2010, a share portfolio designed by Dalal street <br />1) Spice mobiles <br />2) Mangalam Cement<br />3) Rane Madras<br />I like to have your valuable advice<br />on the above stocks.nirashhttps://www.blogger.com/profile/14165590485881575065noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-51205614087420272142009-12-26T16:47:28.928+05:302009-12-26T16:47:28.928+05:30Please read following article on small cap stocks....Please read following article on small cap stocks......<br /><br />http://new.valueresearchonline.com/story/h2_storyView.asp?str=101091<br /><br />The top 10 Small-Cap stocks will be showcased one per day: <br />1. 3i Infotech<br />2. Apollo tyres<br />3. Eicher Motors <br />4. Everonn Education <br />5. Gateway DistriparksUnknownhttps://www.blogger.com/profile/17339989593840805737noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-18067095706098324282009-12-26T00:04:03.627+05:302009-12-26T00:04:03.627+05:30Mitzz,
I do not track OM MetalInfra.Talking about ...Mitzz,<br />I do not track OM MetalInfra.Talking about 2017 is very long time.....anything can happen inbetween....I do not take calls like that.....on sales of 53 cr last qr it earned NP almost 10 cr means 20% NPM....what is it doing to have such a big NPM....can that be sustained?<br />What is the orderbook now that is what we need to see....Lots of great cos in Eng and Cons are there and am not seeing that much of NPM for any co....I don't say it is not possible but diggin more....On a sales of 130 cr the Mcap is already 293 cr....means already quoting at 3 times Mcap...Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-26004506885909774532009-12-25T23:09:30.895+05:302009-12-25T23:09:30.895+05:30Mahesh,
Yash Paper looks good.But the only problem...Mahesh,<br />Yash Paper looks good.But the only problem here is market do not give good discounting to paper ind.....so untill the sector becomes market favourite it is not going to go up....Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-66748648591539723292009-12-25T21:58:34.213+05:302009-12-25T21:58:34.213+05:30Kitty,
Thanks.Speaking on Valuation front is so co...Kitty,<br />Thanks.Speaking on Valuation front is so complicated that I sometimes do not understand how people can come to conclusion on it so easily and that too so convincingly....Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-4157155193339968502009-12-25T21:31:03.889+05:302009-12-25T21:31:03.889+05:30Hi Rajeev,
Forgetting Technicals I would like to ...Hi Rajeev,<br /><br />Forgetting Technicals I would like to know your views about <br />yash-papers [www.yash-papers.com] they expect EPS of 5 by 2010. They expect 125 crore topline with 10% bottom line which makes EPS 5 during 09-10.<br /><br />They are leading manufacturing of Kraft paper which are use to make paper bags which is environmentally good as against plastic. <br /><br />Concern: they get competition from unorganized players which will eat bottom line.<br /><br />Thanks. :)Maheshhttps://www.blogger.com/profile/00133732633762988627noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-43798414607616819712009-12-25T19:42:46.522+05:302009-12-25T19:42:46.522+05:30ravi,
As I use to write, buy small quantity to get...ravi,<br />As I use to write, buy small quantity to getin first...maybe 10-20% and then see how it works....The Jindal gr is a great gr and market should and will give better discounting in future then its peers....<br />Maybe Mr.Samir Arora wants to buy big in Jindal Energy and hence giving that type of call.....Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-76520805965845318332009-12-25T19:39:21.257+05:302009-12-25T19:39:21.257+05:30Pradeep,
Yes the buyback price of Rs 25 is hinderi...Pradeep,<br />Yes the buyback price of Rs 25 is hindering any upmove.Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-11177427397226613692009-12-25T18:55:44.964+05:302009-12-25T18:55:44.964+05:30hi rajeev
i have benefitted immensely in gayatri ...hi rajeev<br /><br />i have benefitted immensely in gayatri and kpit .i am looking forward to invest in jsw energy in a big way . there are lot of people including sameer arora who think that this issue was expensive.<br /><br />but on studying extensively i found that by end of next year they will have about 3000mw worth of running projects. as a thumb rule in coal based projects 1 MW accounts for 1cr in profit for whole year . that means at end of next year they will have 3000 Crore of profit on equity of 1600 crores which gives them 18-19 kind of eps . my feeling is by the end of next year it should at least trade around 350 -400. also they have highest margins in the industry.<br />rajeev do you think its wise to go for it on the first day or wait for it to settle down.<br />i know it should be my call but just in case if you have any information from your sources.<br /><br />thanks<br />raviravihttps://www.blogger.com/profile/02616580428989820786noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-12452869914224367602009-12-25T16:19:32.851+05:302009-12-25T16:19:32.851+05:30Hi Rajeev
Please can you throw some light on how ...Hi Rajeev<br /><br />Please can you throw some light on how Buy Back schemes affect the share price. For e.g Apollo Tyres is hovering around Rs.47-48 for lomg time. Is Buy back offer for Rs 25 (start date 23 Apr 2009 end date 18 Mar 2010) affecting the price?<br /><br />Thanks and regards<br /><br />PradeepUnknownhttps://www.blogger.com/profile/17339989593840805737noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-91606008845316110562009-12-24T16:36:40.109+05:302009-12-24T16:36:40.109+05:30Dear Rajeev,
Long time i havent posted any commen...Dear Rajeev,<br /><br />Long time i havent posted any comments on your blog. Have been diligently reading every post and hoping to add more and more potential multibaggers to my portfolio.<br /><br />There are two stocks on which i wud luv to have your views.<br /><br />One is Om Metal and Infra (sum one had already asked you bout it) <br />It seems very interesting both from valuations point of view and long term perspective as it is a leader in hydromechanical space.<br /><br />They are projecting an order book of 10,000 cr by 2017 (frm a paltry Topline of just 100 cr currently)<br /><br />Second stock is Meghmani Organics. <br /><br />Tnx in advance.Mitzzzzzzhttps://www.blogger.com/profile/00407714675154666479noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-20789885575940995002009-12-24T13:14:02.842+05:302009-12-24T13:14:02.842+05:30rajeev bhai
Also i want your view on ABC ind as i ...rajeev bhai<br />Also i want your view on ABC ind as i bought at higher and now it is conti on lower circuits ,<br />is it still a buy and addon time??? pl advisesandeephttps://www.blogger.com/profile/07992017267031789655noreply@blogger.com