WINNING STROKES: THINK DIFFERENT:

My today's morning call Vision Corporation Ltd to the Paid Groups hit the buyer freeze with huge volumes. The company came out with superb set of numbers for the Q1FY10.

Sicagen India Ltd hit another buyer freeze with huge number of pending orders. It is primarily into Auto and Construction sectors (There are some fresh inputs on the company at http://www.sumaspeaksplus.blogspot.com/).

Also, there is a very good news from the US auto sector--Ford Motor confirmed, it is increasing its production of several models as inventories slide amid the popularity of the “Cash for Clunkers” program. Ford Sales Analyst George Pippas in a conference call with journalists confirmed that Ford is increasing production of its Focus, Edge, Ranger and Escape models. Moreover, Government programs to support the auto industry helped Germany and France return to economic growth in the second quarter, rebounds that stoked hopes the recession in the wider 16-country euro area may also end sooner than thought. Europe's two biggest economies each saw growth of 0.3 percent from the previous three-month period, surprising analysts' expectations for equivalent declines and technically ending their worst recession in decades. Though the euro zone drop was the fifth straight quarterly decline, it was a marked improvement on the record 2.5 percent fall recorded in the first quarter and was even better than the 0.3 percent quarterly decline recorded in the U.S., the world's single largest economy. Indian Markets (especially the auto sector) are expected to have a further rub-off effect due to these developments.

XL Telecom and Engineering Ltd hit the buyer freeze before cooling down a bit. The stock is expected to do well after today's news that Europe's two biggest economies, (Germany and France) each saw growth of 0.3 percent from the previous three-month period, surprising analysts' expectations for equivalent declines and technically ending their worst recession in decades. It is to be noted that company's gets a substantial amount of revenues from the overseas market and hence this news is music to the share holders of XL Telecom and Engineering Ltd. This stock has earlier been recommended by a number of Bombay based reputed analysts at a much higher price than the present market price as a multi-bagger. If the things go as expected then the stock would cross Rs.150, in the next 12 months time frame. At one time the stock was trading around Rs.550 and the analyst fraternity were saying it "looked cheap".

Premier Explosive Ltd, my old favourite hit the buyer freeze on the opening trade. The company is doing excellently well.

Northgate Technologies Ltd hit the buyer freeze (before falling a tad below) at the end of the trading day, due to positive outlook for the company in view of Swine Flue outbreak and the rumour regarding Anil Ambani's ADAG Group-takeover. It is to be noted that its online advertising revenues are expected to take a jump due to people staying at home and using social networking sites for communications. Most of the broadcasters and Internet advertising companies (like Northgate Technologies) are expected to do well in view of Swine Flue scare; as people use more and more television and also web-based information (and social networking sites) for communications, staying at home. There are still strong rumours that Anil Ambani group could take a strategic stake in one of the businesses of the company. There is also a massive restructuring going on in the company. If the things go as expected then the stock could touch Rs.100 (one hundred) in the next few months. The stock which was once available around Rs.1500 is now trading at a dismal price of Rs.36.55.

There is no stopping of Expo Gas Containers Ltd (BSE Code: 526614) as the stock almost hit the 10% buyer freeze in the opening trade. However, its competitor Artson Engineering (Face Value: Rs.1), which is making heavy losses is hitting continuous buyer freezes. Artson Engineering Ltd closed at Rs.37.55 (or Rs.370.50 if we consider Rs.10 as face value of the scrip) up 5%. Expo Gas Containers Ltd crossed a crucial resistance at Rs.12. The Company is engaged in the fabrication business for crude oil refineries, power plants etc. Its business was suffering due to paucity of funds. A couple of months back the Company completed OTS (One Time Settlement) with its bankers and became debt-free. Now, going forward the Company is expected to be on the higher growth trajectory. It's clients include Indian Oil Corporation Ltd, Bharat Petroleum Corporation Ltd,Hindustan Petroleum Corporation Ltd, Oil & Natural Gas Corporation Ltd, Gas Authority of India Ltd, Bharat Shell Ltd, Hitachi Zosen Corporation – Japan, Gapco (Sudan) Ltd – Sudan, Mitsubishi Heavy Industries Ltd – Japan, Godrej & Boyce Manufacturing Co. Ltd, Kochi Refineries Ltd, etc. Its CMD is a Technocrat and an Engineer from IIT, Bombay. The stock of Expo Gas Containers Ltd, is expected to cross its previous high of around Rs.45 made a couple of years back, in the next few months. Earlier, Expo Gas Containers Ltd was HIGHLY recommended by a Bombay based veteran analysts, as a multi-bagger; in a number of Bombay and Gujarat based publications.

In the morning report to the Paid Groups, aggressive investors were asked to go full hog on today's markets. Those investors who have done the same must not be regretting, as many of my recommended scrips like India Glycol Ltd, Entegra Ltd, Ritesh Properties and Industries Ltd, XL Telecom and Energy Ltd (later cooled down a bit), Vishal Retail Ltd, PBA Infrastructure Ltd, Brigade Enterprise Ltd, Pratibha Industries Ltd, Sathavahana Ispat Ltd, ICSA Ltd, Yes Bank, GEI Industrial Ltd, Kamanwala Housing Construction Ltd, Goldyne Technologies Ltd, Sahyadri Industries Ltd, Gayatri Projects Ltd, Atlanta Ltd, etc, did well.

Today Kisan Mouldings Ltd did exceptionally well while, Sanguine Media Ltd was seen consolidating around the current band of Rs.3.6--Rs.40 before the next upmove. Saguine Media Ltd is now doing two serials for Gemini TV (one serial already running and the work on another one started) and is expected to get another serial for a south based broadcaster. Sanguine Media Ltd (http://www.sanguine.in) turnaround in Q1FY10, againt a loss in the previous quarter. Even in FY09, the company came out with huge loss of Rs.2.99 Cr due to global slowdown a partly due to 26/11 effect. Now since all these are behind we can look forward for better better revenues from the television sector. Outbreak of Swine Flue is positive for this Television Serial Making company, as people will not venture out and instead watch Television Serials at home.