Winning Strokes:

[Updated]

As expected the largest gainers in today’s trade were stocks from Real estate and Power sectors. I turned bullish on the Real Estate sector after a long time after I got confirmation from the sources in Mumbai & Chennai that the price of Real Estates, there are not coming down drastically in the last few weeks....In fact the Real Estate prices has started to consolidate, which is a good sign for the Real Estate Bulls like me........I was already bullish on the Power Sector since a long time and has been recommending scrips from this sector since the last few weeks. The lastest addition was W S Industries Ltd. Now I am bullish on the IT Services Sector and have already recommended some scrips in this space both to the Paid and Free Members. India’s second largest IT exporter by sales Infosys rose 0.32% to Rs 1,699, today. The stock recovered from session’s low of Rs 1,680.10. Infosys Technologies chief executive S. Gopalakrishnan today, 20 August 2008, said the business environment remained challenging but there was no move by clients for lower prices. Hence expect a Rally in the Information Technology (IT), Power and Real Estate Sectors in the days to come. Also keep eye on the U B Engineering Ltd & Sunil High Tech Engineers Ltd which could spurt up suddenly on any news. Both these scrips are attractive considering that their revenue models are relatively Shielded from Slow Economic Growth as the investments in the Infrastructure, is a must to bolster the economy---may be the last to see any downturn. Given that, both these high pedigree stocks' Small Cap Status, the investors must consider accumulating them in lots, for huge gains in the short term. Do u think a company which has an order book of more than Rs.1300 Cr in the first quarter itself (Sunil High Tech Engineers Ltd) should be trading at Rs.184 and similarly a company which is managed by none other than the likes of Vijay Mallya (U B Engineering Ltd) should be trading at Rs.114???!! Impossible!! This should be the right answer........

My Recommended W S Industries Ltd shines today with the stock one time almost hitting the buyer freeze: Reliance Industrial Infrastructure Ltd recommended here in this blog at Rs.750 some weeks back hit the buyer freeze:

Kamanwala Housing Construction Ltd hit the buyer freeze, before cooling down a bit. The list of ongoing projects of the Real Estate Giant from Bombay is given below.

Buy Ram Informatics Ltd (BSE Code-->530951) at the CMP of Rs.12.60, for some decent targets going forward. Some of the salient features of the company were already mentioned today in my earlier write-up here in the blog. The interesting point is that Kajal Devgan holds substantial stake in the company.

Tech Mahindra Ltd recommended here in this blog in the morning at around Rs.768--Rs.769 did well today. Yesterday it was recommended to the Paid Groups at Rs.752--Rs.753 range. The stock is heading towards Rs.1100 mark in the days to come. It is one of the best companies in the Software Sector, which could be least affected by any downturn due to fixed nature of large contracts. Besides the fact that it is from the reputed Mahindra and Mahindra (M & M) group adds colour to the scrip:

Kamanwala Housing Construction Ltd:

Some of Ongoing Projects are mentioned below:

1.The construction work is going on in full swing at the Commercial Project at Bandra Kurla Complex having land cost of Rs 570.00 million for 75,000 Sq.ft. area.

2. The construction work is under progress at the Company’s Residential Project at Malad (West), Mumbai having land cost of Rs 333.00 million for 2,03,000 Sq.ft. area.

3. The construction work is also under progress at the Company’s Residential Project at Santacruz (West), Mumbai having land cost of Rs 350.00 million for 60,000 Sq.ft. area.

4. The redevelopment / upliftment work has commenced at the Company’s property at Opera House, Mumbai known as "Vallabh Terrace" for 15,000 Sq.ft. area having value of Rs 7.60 million for subsequent conversion of tenancy rights into ownership rights.

5. The construction work has already commenced at the Company’s plot of land admeasuring 10,010 sq. mtrs at Turbhe, Navi Mumbai for a total value of Rs 152.50 million.

6. The Company has acquired development rights of a Commercial / Residential property at Andheri, Versova, Mumbai having total value of Rs 405.00 million for 1,00,000 Sq.fl. area for which legal formalities are under progress.

7. The Company has entered into a Deed of Partnership for the development of a plot of land into a Commercial Project situated at Santacruz (West) having land cost of Rs 350.00 million for 67,000 Sq. ft. area. The Company has acquired 50% Share in the Project.

8. The Company has entered into Joint Venture Agreement having 20% Share with M/s. Prajay Engineers Syndicate Ltd. And others for the development of a land admeasuring 35 acres at Hyderabad for which the Company has contributed Rs 65.00 million. The necessary formalities for the project will be initiated in due course of time.

9. The construction work will commence in near future at the Company’s plot of land at Hyderabad admeasuring 2 acres area having value of Rs 16.00 million.

10. The Company has negotiated a Joint Venture Residential Project at Mahim (West), Mumbai having total value of Rs 150.00 million for 40,000 Sq. ft area in which the Company will have 50% share.