Stock Advice ! - Page 3 - Indian Real Estate Forum

ash7979 · 15-07-10

Quote:

Originally Posted by monds

In Banking sector, HDFC, SBI Axis Bk is good...
I think Auto sector do well in next 6 months, Bajaj is giving 1:1 bonus, Tata Motors is good but quite high at this level, can't say it will rally though...I am not sure about Maruti but their sales are good...

You forgot Best sock in banking sector "Yes Bank"...

ash7979 · 15-07-10

Quote:

Originally Posted by pcpune

I think its the only bank making losses since very many years, and that reflects in its price. It may be a prime takeover candidate but I think its promoters are from Middle East and wanted to "Havala" money from India to Middle East.Anyways,I would really not advise you to stay invested in the stock and its a clear SELL for me even if there is NOT much downside. However, if some bank shows interest into buying DCB in 6-12-24 months, then the stock may jump to 70-80 levels.

I invest in a company for its own business, own profits and growth...a similar story actually to RNRL. If you are interested in the Indian Banks and bullish on the financial sector, just buy some Bank ETFs even booking 50% of the loss, you may then find out that your investment will turn into profits -- IF THE BANKING SECTOR OUTPERFORMS....
Hence, a clear advise SELL - but what to buy in lieu of DCB, is totally your call....I personally also like pharma and fmcg stocks and they could provide you handsome returns even from current levels...

PCPune whats ur view on Hawkins Cooker??

ash7979 · 15-07-10

Quote:

Originally Posted by monds

Folks, lets write down best 10 scripts to invest from various sectors.. I will start with L&T, Siemens, Century Textiles, Grasim Ind, Infy...these are my favourates...

Also can some one tell me about Satyam...is there any luck if I invest now at 94 level...

Mine is Zydus Wellness, HDFC,Voltamp Transformer,Yes Bank,Page industry & Nesle/Marico...

rdwasnik_2009 · 15-07-10

Hi pcpune,

Good to see your thread related to stocks in this forum.
What is your view about Bharati Shipyard?
Stock is trading at around 240 with following factors
High EPS: 48
Low PE: 5
BV: 290
Aquired more than 49% in GOL

Raj

helmak · 15-07-10

Quote:

Originally Posted by pcpune

But, I only provide recommendations and not stock or trading ideas, I may provide a good general view point, to act on that is your own take.

My experience - have witnessed 3 boom and bust cycles - right from Harshad Mehta's days in 1993...and my father has had an experience of 30 years into the market...

I think this forum is not the right place for this Question.

Munish Malhautra · 15-07-10

my response in bold below.

Quote:

Originally Posted by pcpune

I understand, but maybe you need elaborate more on the your past experience...also stock markets are not for 6 months or 2 years...atleast a view of 3-5 years should be there...
i have lost money in the past. period.

I am not saying however, you will not make money in 6 months...if your investment horizon is 6 months, just put the money in a liquid fund or a debt mutual fund...and you should earn a decent 7-8% pa...on your investment.....
Also, depends on whether you can risk all you investment, OR you need to protect your investment....
am okay on risk takingam in agreement to your points

Current stock markets - look fairly valued at PE of about 16-18, hence any appreciation of more than 5-10% looks UNFEASABLE....
?? then why should one look at stock?

You need to pick the right stock ideas or funds ..but again there is the risk as nobody CAN predict what would happen in 6 months time.
What stock do u suggest. currently i have a miniscule of my portfolio in stock, i have ITC, HCC and IH. should i hold them sell them add more, add new

Please provide your - risk status,investment amount,KIND of return you expect, to help you more...

high risk high return

pcpune · 15-07-10

Hawkins Cooker is an excellent stock, it has been paying dividends consistently, has great RoE, and has performed exceptionally well over last year. The reason is simple - it has really expanded its OPM & NPM, and more people are buying into kitchen appliances - domestic growth story. However, I would surely think since this is just the right to exit and maybe re-enter at 200-250 kind of levels - if it reaches there.

Most mid-caps that rise like a pencil in boom periods, fall in the same way and I guess same will happen to Hawkins.I just think its not that great or scalable a business, and a very easy business to enter in for a new company.Unless the company expands its portfolio, ties up with international giants for newer cooker technology,or enters into new verticals, maintaining this kind of growth and RoE will be extremely difficult.
So, if you are making a good profit, sell, and maybe look for a new opportunity.

pcpune · 15-07-10

Quote:

Originally Posted by helmak

I think this forum is not the right place for this Question.

Helmak, As i said, I have just started this thread to help people INVEST well, and get out of trouble...There is no broking or tips or ideas involved.

pcpune · 15-07-10

Quote:

Originally Posted by rdwasnik_2009

Hi pcpune,

Good to see your thread related to stocks in this forum.
What is your view about Bharati Shipyard?
Stock is trading at around 240 with following factors
High EPS: 48
Low PE: 5
BV: 290
Aquired more than 49% in GOL

Raj

Good company,good technicals and a good stock. However, shipping industry has been facing growth issues and SCI is nearly as good or even better bet than Bharati. MY take - if you have invested your money into sectors such as pharma,fmcg,banks - maybe you can keep this stock into your portfolio for the medium term. If and when the shipping industry fortunes turn around, you will surely see a re-rating.But, again historically its a sector - very cyclical in nature,and hence you need to really time it well - to enter and to exit. If I were bullish on this sector - I would probably enter above 300 and sell at 600, however it does not form the part of my CORE LONG TERM portfolio. I would probably take that chance with telecom - cut the A.

pcpune · 15-07-10

Quote:

Originally Posted by ash7979

Mine is Zydus Wellness, HDFC,Voltamp Transformer,Yes Bank,Page industry & Nesle/Marico...

Some very good stocks into your portfolio, I must admit !!!!

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15-07-10	#24
rdwasnik_2009 Member Join Date: Mar 2010 Location: noida Posts: 92 My Mood: Thanks: 0 Thanked 0 Times in 0 Posts Rep Power: 1	Bharati Shipyard Hi pcpune, Good to see your thread related to stocks in this forum. What is your view about Bharati Shipyard? Stock is trading at around 240 with following factors High EPS: 48 Low PE: 5 BV: 290 Aquired more than 49% in GOL Raj

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15-07-10	#27
pcpune Veteran Member Join Date: Nov 2009 Posts: 1,295 My Mood: Thanks: 0 Thanked 1 Time in 1 Post Rep Power: 1	Hawkins Cooker is an excellent stock, it has been paying dividends consistently, has great RoE, and has performed exceptionally well over last year. The reason is simple - it has really expanded its OPM & NPM, and more people are buying into kitchen appliances - domestic growth story. However, I would surely think since this is just the right to exit and maybe re-enter at 200-250 kind of levels - if it reaches there. Most mid-caps that rise like a pencil in boom periods, fall in the same way and I guess same will happen to Hawkins.I just think its not that great or scalable a business, and a very easy business to enter in for a new company.Unless the company expands its portfolio, ties up with international giants for newer cooker technology,or enters into new verticals, maintaining this kind of growth and RoE will be extremely difficult. So, if you are making a good profit, sell, and maybe look for a new opportunity.