Quote:
Originally Posted by Venkytalks
Any thoughts on the following on my "watch and buy on dips list"
1. g-old
2. Havell
3. Cromptom Greaves
4. Cadilla
5. Gail
6. Honey well
7. Shriram Transport
8. Exide
9. Mphasis
10. ILFS transport
PCP, if you can, tell me
1. Whether these are long term buys or not
2. To buy now or wait
3. Any dips are expected or are they all going to keep running up (all are up currently since I started watching)
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Venky, too long a list to comment in detail.
1. g-old -- as esaid earlier, I would buy at 17K, however missed to buy as it bounched back from 17.5 to around 19.5K now, but definately is a buy around 17K.Now,its a big risk.
2. Havell - A good company but not a good stock, all the mid-caps like Havell and VOltamp have run their course in this rally and the right time to exit is now maybe.Sell.
3. Cromptom Greaves -- Well, its one of my favorite stocks and companies..simply buy at every dip, its the next L&T.Excellent for LT
4. Cadilla-Good company, good stock, wrong price -- I think you can hold this for now, but if it reached 300-400 kind of levels, its a sure buy.Good for LT
5. Gail - Good strong stock - much like a defensive delivering 10-15% per year.Hold for LT
6. Honey well -- Hold for LT
7. Shriram Transport -- Sell.
8. Exide - Buy and Hold for LT
9. Mphasis - Sell
10. ILFS transport - Sell