tag:blogger.com,1999:blog-4899103722933689680.post8469900909745087095..comments2024-02-27T11:21:48.313+05:30Comments on Beating The Dalal Street............: Some new stock that has come to my radar......Rajeev Desaihttp://www.blogger.com/profile/13770541646082106675noreply@blogger.comBlogger25125tag:blogger.com,1999:blog-4899103722933689680.post-16226976701603764302009-10-24T06:16:08.211+05:302009-10-24T06:16:08.211+05:30rajeev bhai,
what happend to your yahoo messenger...rajeev bhai,<br /><br />what happend to your yahoo messenger.<br /><br />shree.savinirhttps://www.blogger.com/profile/14836891181589587344noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-14625423264973052282009-10-24T05:43:34.191+05:302009-10-24T05:43:34.191+05:30Bhargav,
I wish you the same......Bhargav,<br />I wish you the same......Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-27065866997531862182009-10-23T19:52:39.946+05:302009-10-23T19:52:39.946+05:30Dear Rajeev,
As i was out of station I wish you Ha...Dear Rajeev,<br />As i was out of station I wish you Happy Diwali and prosperous new year-Samvat 2065 to you and your family.<br />Regards.<br />Bhargav.gd26ramhttps://www.blogger.com/profile/08239084504626025161noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-19609714685446045372009-10-23T19:21:11.158+05:302009-10-23T19:21:11.158+05:30Dear Rajeev,
Thanks for your reply. I do understa...Dear Rajeev,<br /><br />Thanks for your reply. I do understand that one or two good calls does not mean that all bets wil pay off.<br /><br />I specifically asked about PSL because i thought that since pipeline industry will do great in the next decade maybe you could offer your prediction.<br /><br />In any case I read your blog literally every day and hope to gain more and more knowledge about various stocks and investing strategies.<br /><br />Thanks as alwaysMitzzzzzzhttps://www.blogger.com/profile/00407714675154666479noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-70468327543272671762009-10-23T17:38:07.343+05:302009-10-23T17:38:07.343+05:30The journey of Rakesh Jhunjhunwala in Economic Tim...The journey of Rakesh Jhunjhunwala in Economic Times.<br /><br />http://economictimes.indiatimes.com/articleshow/5145756.cms?flstry=1sanjayhttps://www.blogger.com/profile/11759241529921207315noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-54548924894331683552009-10-23T17:08:45.533+05:302009-10-23T17:08:45.533+05:30Dear Issac,
I know Associated Stone and BV high et...Dear Issac,<br />I know Associated Stone and BV high etc but sector is not where I would like to bet.....That is the reason why I have not recomended here even when it is quoting below BV...<br />and that is why market is not giving good discounting.....Issac, when you look at the sector try to see what market give p/e multiple to that sector and if market is not giving good discounting then try to think whether that sector can be rerated by the market in future.....and take call accordingly....Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-92106346416551562302009-10-23T15:07:32.800+05:302009-10-23T15:07:32.800+05:30Hi Rajeev,
Thanks for suggesting that one should h...Hi Rajeev,<br />Thanks for suggesting that one should have only 10 stocks in ones portfolio. I confess that i have more than 30. but half of them are your suggested multi-baggers! so difficult for me to shorten it.<br />Anyway our friend John has suggested associated stone, which nearly fits into all of your criterias of potential multi-bagger. My only worry is future prospects of company when so much of artificial tiles like marbonite, spartec are flooding in the market.<br />I will wait for your call.<br />With regards,<br />VikasVikashttps://www.blogger.com/profile/15773793906094163924noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-29608088936603119852009-10-23T14:08:31.086+05:302009-10-23T14:08:31.086+05:30Hi Rajeev,
Thanks for ur nice blog its very info...Hi Rajeev, <br /><br />Thanks for ur nice blog its very informative. I also want to share a scrip name with you "Associated Stone Industries (Kotah) Ltd" trading at 82 odd and having Book Value of 200.isaac johnhttps://www.blogger.com/profile/03549224091057066994noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-74784847624103082062009-10-23T10:32:17.018+05:302009-10-23T10:32:17.018+05:30Just wanted to add that I bought Sujana Towers alm...Just wanted to add that I bought Sujana Towers almost 2 years ago on your recommendation. Did not have courage to average it when it was low. Now still in good profit.sanjayhttps://www.blogger.com/profile/11759241529921207315noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-7436238025547219472009-10-23T10:28:11.234+05:302009-10-23T10:28:11.234+05:30Rajeevji,
Sujana Towers is on continuous circuits....Rajeevji,<br />Sujana Towers is on continuous circuits. Thanks for the recommendation.<br />I also invested on Sudal recently, just waiting for it to fly too!<br />Thanks,<br />Sanjaysanjayhttps://www.blogger.com/profile/11759241529921207315noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-25199429659635928722009-10-23T05:14:38.550+05:302009-10-23T05:14:38.550+05:30Mitiz,
5 years is a very LT to me in present scena...Mitiz,<br />5 years is a very LT to me in present scenario......when in 3-6 months tide can change why talk of 5 yrs....<br />Moreover the stock we use to discuss are B gr stocks and hence there can be no vision....<br />If you have assked me about L&T, Areva T&D , Siemens etc I have definately said , buy it and go to sleep but in Cash Gr stock never make that mistake...and remember "NEVER REMAIN IN OVERCONFIDENCE IN STOCK MARKET:"....ONE OR TWO GOOD CALLS DOESN'T MAKE ONE MASTER......Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-61680952479883608032009-10-23T05:08:59.002+05:302009-10-23T05:08:59.002+05:30Amit,
I think there was some problem with Manageme...Amit,<br />I think there was some problem with Management.I think they tried to take stake at low price and that market didn't like at that time so didn't run...in last bullrun ....but it may run now.....Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-37876876904853714402009-10-23T05:06:14.378+05:302009-10-23T05:06:14.378+05:30SM,
I remembered I recomended Cat Techno at other ...SM,<br />I remembered I recomended Cat Techno at other forum as well as on MMB.The reason I recomended at that time was because the results were coming good at that time.<br />Now I am seeing that they are in Gaming Developement etc and the tirgger is Gaming Ind on TV as well as computer is going to flourish.Moreover the promoters has acquired shares from open market and increased the holding in last 1 year when the cheaps were down.<br />I am seeing that Promoters have bought shares at the lowest price in last 1 year and that is 2.11....<br />Looking good even now,but if you have doubled your money then you need to sell 50% and take your money out and keep the rest for any further appreciation....<br />I remember at that time I have a friend who cautioned me that management is CHOR and are not reliable.....but I usually do not put much wieghtage on that as you all know that.... and hence I gave that call......Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-69807224060617716342009-10-23T04:50:09.911+05:302009-10-23T04:50:09.911+05:30Vikas,
Idea is 10 stock in a portfolio.Then it dep...Vikas,<br />Idea is 10 stock in a portfolio.Then it depends upon how much u wants to have........Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-70670306184508858932009-10-23T00:20:07.251+05:302009-10-23T00:20:07.251+05:30Dear Rajeev Ji, I purchased CAT Technology on your...Dear Rajeev Ji, I purchased CAT Technology on your advice about two yrs back. Now it is just nonstop northbound.But couldn't get the reason for the fabulous run from internet. Do u know why this run.Also whens the earliest we can see the run on Heidelberg cement.<br />Regards,<br />SM.Anonymoushttps://www.blogger.com/profile/07594522268908916214noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-91084348822219182062009-10-22T22:13:02.190+05:302009-10-22T22:13:02.190+05:30Hi Rajeev,
One basic question. Approx. how many st...Hi Rajeev,<br />One basic question. Approx. how many stocks one should have in his/her portfolio?<br />VikasVikashttps://www.blogger.com/profile/15773793906094163924noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-41153351197920477812009-10-22T01:27:40.113+05:302009-10-22T01:27:40.113+05:30Rajeev Ji
Do you track Micro Technologies. What&#...Rajeev Ji<br /><br />Do you track Micro Technologies. What's the reason that even with such strong fundamentals stock is not getting re rated.<br /><br />Rgds<br /><br />AmitAmit Guptahttps://www.blogger.com/profile/12240160963164193357noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-65193973484273715482009-10-21T14:23:35.647+05:302009-10-21T14:23:35.647+05:30Dear Rajeev,
Awaiting your five year target of PS...Dear Rajeev,<br /><br />Awaiting your five year target of PSL and Parekh. <br /><br />ThanksMitzzzzzzhttps://www.blogger.com/profile/00407714675154666479noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-3659278889775286622009-10-21T07:15:29.091+05:302009-10-21T07:15:29.091+05:30Dear Shree,
Thanks for appreciation.
Regarding Kwa...Dear Shree,<br />Thanks for appreciation.<br />Regarding Kwality Dairy call which I gave at Rs 15 and has touched Rs.900 I am not surprised at all of this phenominal run.Not because it was my call but because I am a very very optimistic person and always believe that any thing can happen in stock market and price can go to any high...SKY IS THE LIMIT....seems some short sellers has been caught very heavily in Kwality Dairy , must have sold it without delivary in the market.<br />That is why I had always written, don't sell everything.Keep even 100 shares.Even 100 shares can make fortune if it turns out like Kwality and we don't know what is going to happen.It is a 60 times return in a very short span of time..Phenominal Return...that is all I can say.....and so the best way to do it is sell 50% as soon as the stock gets double and keep the rest FREE so that we have money to invest in other stocks and still left with some holding in future multibagger...Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-27353520253192909802009-10-21T04:32:51.029+05:302009-10-21T04:32:51.029+05:30Vikas,
Jolly Board seems to be a good bet..with so...Vikas,<br />Jolly Board seems to be a good bet..with so low eq ,operator can jack up the prices anytime....Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-50840179680716771512009-10-21T00:41:40.518+05:302009-10-21T00:41:40.518+05:30Hi Rajeev,
Thanks for Singer India's call. I j...Hi Rajeev,<br />Thanks for Singer India's call. I just forgot that its future potential is doubtful. Came across Jolly Boards? I know its CMP is 500/-, but such low PE and so high EPS with 90% promotors holding,No FIIs, I was tempted to ask you this question.<br />Can it be a multi-bagger from CMP?Vikashttps://www.blogger.com/profile/15773793906094163924noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-50560619654777899782009-10-20T22:05:08.816+05:302009-10-20T22:05:08.816+05:30thank you Rajeevji. I am right away subscribing. W...thank you Rajeevji. I am right away subscribing. Will start learning more about fundamental analysis by posting questions to you from time to time.kmhttps://www.blogger.com/profile/15029062685347331417noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-5974023849119679002009-10-20T21:46:36.964+05:302009-10-20T21:46:36.964+05:30Dear mk,
Buy Capital Market magazine.In it read th...Dear mk,<br />Buy Capital Market magazine.In it read the corporate scoreboard where in they use to give almost everything like Eq,Promoters holding,BV, Sales,FV,div etc etc....Rajeev Desaihttps://www.blogger.com/profile/13770541646082106675noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-28653840692594254332009-10-20T21:41:56.076+05:302009-10-20T21:41:56.076+05:30Rajeevji,
I have started tracking your blogspot fo...Rajeevji,<br />I have started tracking your blogspot for the past 1 month only and am benefited greatly by SRF, Apar Ind. recommendations.<br /><br />I am amazed to see your recommendations like APW president , patel airtemp etc.I want to know how to get a list of stocks with low PE ratio, low equity.<br />I use moneycontrol.com , but its cumbersome to search for a set of categorical stocks. Please share the method. I also do my own study and invest. I shall be grateful to you for any guidance in this regard.kmhttps://www.blogger.com/profile/15029062685347331417noreply@blogger.comtag:blogger.com,1999:blog-4899103722933689680.post-7911437947624454382009-10-20T21:06:57.256+05:302009-10-20T21:06:57.256+05:30Dear Rajeev,
In bull market everyone is a guru.Ir...Dear Rajeev,<br /><br />In bull market everyone is a guru.Irrespective of what you buy it will rise and every person who watches cnbctv 18 or read ET thinks that he is invincible.If you think you are proved right now because the stock prices are gone up you are definately wrong.Your talent was NOT proved now but it was proved LONG BACK when market was making new lows during nov 08 and march 09. I think you are one of the very few analyst who reapeatedly gave buy calls even when promotors were afraid to buy their own stock.This one quality of yours always distinguishes from others.<br /><br />As a matter of fact look at kwality dairy.its at 900 from 15 in 7 months.This pick of your is not the stock of the year or stock of the decade but its the stock of the century.To this day there is not even a single report on kwality dairy even when it is making all time high of 900.<br /><br />please have a relook at all your ideas and also the new developments that took place and if you feel you have missed something please write here before its too late.<br /><br />shree.savinirhttps://www.blogger.com/profile/14836891181589587344noreply@blogger.com