Friday, January 13, 2012

Winning Strokes: Think Different
The Price of the Paid Services is going to increase from 1st February, 2012. Hence, those who want to renew or take fresh subscriptions, should do it before  this stipulated date. Also, some seats are open for Profit PMS; if anyone has a portfolio size of more than Rs.5 lakhs (for NRIs it is 15 lakhs), they can send me a mail at: suman2005s@rediffmail.com or sumanm2007s@gmail.com. Those who have sent me mails for fresh subscription, should give me a couple of days to respond.
DCB Ltd as mentioned in many of my earlier write  up in this blog, came up with good results for the Q3FY12. This time my sources gave me correct information. However, the scrip tanked today, after profit booking was suggested in the counter to both the Free and Paid Groups. Those who have averaged like, me, have made good profits on the holdings. That is what I say, don't go here and there and buy 100s of scrips---you will might killed in the Indian bourses. Follow some story and go on adding the scrip on all declines---you will make the money safely but may be slowly. Also, do not not follow blindly Chart Based Calls (I do not call this method as "Technical Analysis", as I find the name purely, "Misnomer"). 
Suzlon Ltd recommended today, at Rs.22, surges to Rs.22.65, before cooling down a bit. The scrip could become double in the next few trading sessions. Those who could not buy the scrip today, should invariably buy it on Monday.  The company recently won quite a few orders. The depreciation of INR against the USD, will be positive for the company and I  hope the Q2FY12 results will be much better considering Y-o-Y perspective.
Please Click on the Image to Expand
Vijay Shanti Builders Ltd recommended a couple of days back at Rs.16.50 surged to Rs.17.80, before cooling down a bit. This stock is still trading at some abnormal valuations. Buy the stock and wait for the targets mentioned earlier to come. It is one of the most undervalued stocks in the realty space.  It should cross Rs.100, within a short period of time. Those who have not invested in the scrip, should do it immediately.
Rolta Ltd recommended at Rs.57, touched Rs.71.70 today. The stock should be crossing Rs.100 within the next few trading sessions. The company has a solid business model and its book value is Rs.142.79. Its EPS is Rs.29.72 and its P/E is only 2.40 against the Industry P/E of 20.71. A decent P/E of 10 can take the scrip to above Rs.250, in the coming days. Moreover, its market cap is Rs.1148.66 Cr as against FY11 revenues of Rs.1,476.34 . If we look at the Infosys Technologies Ltd then we find that, its market cap is 148,467.22 Cr while the FY11 revenue is Rs.25, 384 Cr, which means its market cap is 5.85 times the FY11 earnings. Now if we apply the same logic and give adequate discounts, then we find that, the share price of Rolta Ltd should be trading not less than Rs.250. Hence, by both methods we arrive at this target, considering the current fundamentals. Buy the stock on Monday and keep holding.
Today, SEL Manufacturing Company Ltd touched Rs.12. 90 before cooling down at Rs.11.72; up 5.65%. I have told all to buy the scrip in bulk; congratulations to all those who have bought this scrip. I have long back given the revised targets for the scrip, after speaking with lot of my close sources.
Jaiprakash Associated Ltd recommended last week at Rs.53, when many brokerages gave a sell call on it, touched Rs.61.35. The stock came down a bit after profit booking. 
Country Club India Ltd surged to Rs.9.25, before cooling down a bit. This is another scrip, which is trading at some abnormal valuations. Country Club India, is a massive clubbing entity. As a pioneer in the family clubbing and entertainment segment from more than a decade in India, Country Club India  has the credit of several sprawling properties that showcase the luxury and finesse in hospitality and comfort for its members all over India and abroad. The figures speak for themselves, Country Club India has 55 own properties, has 175 franchised establishments and over staggering 4000 affiliations all over the world. Country Club India is the ruling leader in the ever raising hospitality industry in and around India for more than a decade offers the best choice. Its companies according to its web-site are:
(i) Membership clubs

(ii) Hotels
(iii) Country Condos

(iv Country Vacations
(v) CK27
(vi) Country Spa    
(vii) Leisure Infrastructure Projects, 
(viii) Resorts/Wildlife & Adventure
But strangely enough, the scrip is trading below Rs.10. I think those who will buy now will rejoice later. This is one of the safest scrips in the bourses.
One can buy Pondy Oxides and Chemicals Ltd at Rs.24-25, T--Rs.32-33, SL--Rs.22. Pondy Oxides & Chemicals Limited is one of the India's leading metallic oxides and plastic additives producers. POCL has broad based operations, manufacturing of Zinc oxide, Lead sub Oxide, Litharge Red lead and solid and liquid stabilizers of PVC. The company has also promoted a subsidiary company by the name M/s BASCHEM PHARMA LIMITED at Maraimalai Nagar in Tamilnadu to manufacture liquid stabilizers Epoxy oil and paint driers. The company as of 31.03.2011 had two subsidiaries M/s POCL Enterprises  Ltd (Formally known as M/s Baschem Pharma Limited)., and M/s.Lohia Metals Pvt Ltd. During FY11, the Company has approved the scheme of Merger of its  subsidiary company  M/s Lohia Metals Private Limited with itself, subject to the approval of the Honorable High Court of Madras with a  share exchange ratio of 1:2.5 i.e., 5 fully paid up equity shares of  Rs. 10/- each of your Company be exchanged for every 2 equity shares of  Rs. 10/- each held in M/s. Lohia Metals Pvt Limited.

No comments: