Gammon India

Time to think long (Jul 20, 2009) Gammon: Be and Make

Posted by : Be and Make
Price when posted : BSE: Rs 239.25 ( -3.41 % ), NSE: Rs. 238.80 ( -3.63 % )

Dear chief – Gammon India is one of the promising company in the Indian infrastructure sector. It has vast experience in handling /building the various infrastructure projects including the ‘nuclear power plants’.
One or two mishaps can not affect the Gammon’s fundamentals!
It has very bright and promising future ahead.
For short term it may correct along with the broader indices and investors should use this dips to accumulate more.
With thanks
Be and make
...

Time to think long (Jul 20, 2009) Gammon: Be and Make

Posted by : chief_kamani
Price when posted : BSE: Rs 239.25 ( -3.41 % ), NSE: Rs. 238.80 ( -3.63 % )

Be and Make-Gammon India could be banned from all future contracts!!When so many people died,why their contracts are not getting cancelled???...

Time to think long (Jul 20, 2009) Gammon: Be and Make

Posted by : tara23
Price when posted : BSE: Rs 237.85 ( -3.98 % ), NSE: Rs. 237.05 ( -4.34 % )

yes. that is what i am telling.. ...

Time to think long (Jul 20, 2009) Gammon: Be and Make

Posted by : mummina
Price when posted : BSE: Rs 240.70 ( -2.83 % ), NSE: Rs. 240.00 ( -3.15 % )

It is not only at peak but had a very good of nearly 25% in 2weeks. For sure some amount of profit booking in the script....

Time to think long (Jul 20, 2009) Gammon: Be and Make

Posted by : nbstar
Price when posted : BSE: Rs 240.95 ( -2.73 % ), NSE: Rs. 240.70 ( -2.87 % )

Dear Mr. Kalyan,

Yes I did the same as you suggested. Thanks for that call. Now again i am accumulating at current levels (Bartronics ).

I am a long term investor !! But still i need your calls to exit at right time.

Thanks a lot once again !!!

Thanks,
Syed...

Time to think long (Jul 20, 2009) Gammon: Be and Make

Posted by : tara23
Price when posted : BSE: Rs 247.70 ( 1.41 % ), NSE: Rs. 247.80 ( 0.00 % )

thanks for ur views.. i feel gammon is peaked......

Time to think long (Jul 20, 2009) Gammon: Be and Make

Posted by : Be and Make
Price when posted : BSE: Rs 247.70 ( 1.41 % ), NSE: Rs. 247.80 ( 1.18 % )

Dear Syed – Thanks for your good words. Gammon India has still lot of potential to go up in the long term.

Whenever I gives the buy or sell call I clearly mention, which type of call it is (means trading call or delivery call and short term or long term) according to your risk appetite you should select the scrip.

In my recent calls I gave a ‘book-profits’ to re-enter in dips on ‘Bartronics’ when it was trading above the 180+ levels. After my call despite the run up in the broader indices it fell to 160+ levels. It doesn’t mean that you need not to enter in this scrip it means that you need to enter at the lower levels after booking the profits at 180+ levels.

Happy investing

With thanks
Be and make
...

Target 350 in three months

Posted by : jonas
Price when posted : BSE: Rs 247.70 ( 1.41 % ), NSE: Rs. 247.80 ( 1.18 % )

most of the construction n infra cos are having 10000 crores + order books. now their margins should improve. that`s why the sector is flying....

Target 350 in three months

Posted by : trendfriend
Price when posted : BSE: Rs 247.70 ( 1.41 % ), NSE: Rs. 247.80 ( 1.18 % )

By end of next quarter 011 earnings will come in picture. Considering 011 EPS to be 21, and P/E of 17 to 18, target of Rs.350 seems reasonable. It can go up if earnings forecast by market is higher. ...

Time to think long (Jul 20, 2009) Gammon: Be and Make

Posted by : jonas
Price when posted : BSE: Rs 247.50 ( 1.33 % ), NSE: Rs. 248.15 ( 1.33 % )

Dear Patience,

i hold 2000 ICSA @ 200.

how do u find M & M Financial Services ?

Regards....

Time to think long (Jul 20, 2009) Gammon: Be and Make

Posted by : nbstar
Price when posted : BSE: Rs 249.35 ( 2.09 % ), NSE: Rs. 248.85 ( 1.61 % )

Dear Mr Kalyan,

Thanks for your efforts and sharing your excellent views with us through your blog.

I am very thankful to you for building my portfolio carefully and having good returns in short. I am very new to this market and now i got good confidence with your advice & my own little analysis. Thanks a lot once again for your brilliant picks.

I am regular reader of your blog.

If possible include me in your To list.

Have great and bright Diwali

~Syed
(nbstar)...

Time to think long (Jul 20, 2009) Gammon: Be and Make

Posted by : Be and Make
Price when posted : BSE: Rs 244.25 ( 7.03 % ), NSE: Rs. 244.90 ( 0.00 % )

Dear Jonas – Yes, I am having very small quantities say around 750 ICSA shares in my bag and I wish to add it more around the 180-190/- levels. ICSA is a long term story we can not any big moves in the short term.

The big problem for the ICSA is that no big tenders coming from the transmission side which eroding the order book worth. As the orders starts improving it will move very sharply.

With thanks
Be and make
...

Time to think long (Jul 20, 2009) Gammon: Be and Make

Posted by : Be and Make
Price when posted : BSE: Rs 244.25 ( 7.03 % ), NSE: Rs. 244.90 ( 7.22 % )

Dear Jonas – Thanks for your good words and wishing you the advance diwali celebrations. My stocks really doing well from last couple of quarters and my portfolio outperformed all the benchmarks.
With thanks
Be and make
...

Time to think long (Jul 20, 2009) Gammon: Be and Make

Posted by : Be and Make
Price when posted : BSE: Rs 244.25 ( 7.03 % ), NSE: Rs. 244.90 ( 7.22 % )

Dear pitquote – Good morning, congratulations for making good money. Your humble disclosure surely help the boarders those who were tracking your threads.

With thanks
Be and make
...

Time to think long (Jul 20, 2009) Gammon: Be and Make

Posted by : pitquote
Price when posted : BSE: Rs 244.25 ( 7.03 % ), NSE: Rs. 244.90 ( 7.22 % )

Hope you must have seen my last message in gammon

I am not completely out of gammon. Booked my profit- You must check your PM.

cheers...