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Sriman35  
Joined on : 13th-Jul-2008
Belongs to :  Gold
Posted : 201 messages
Hits : 42

Last visited by:
About myself...later.........
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For now, who visited this page, feel free to comment on my Portfolio or wish list. Thank You.
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Portfolio, in random order, as on 30/09/2008 - Total value: About 13 lacs.

Binani Ind, Gujarat Alkali, NTPC, Praj Ind, Reliance Ind(IPO of IPCL), TCS, Zuari Ind
GHCL, GVK Power, Ispat Ind, Spicejet, SRF
GMDC, Gujarat NRE Coke, Sesagoa, Facor Alloys, Ferro Alloys, Indsil Electro, Rohit Ferro, Adhunik, Nagpur Power
Parekh Aluminex, Shree Precoated Steels(Ajmera realty)
Alok Ind, Andhra Cements, Ceat, Dabur Pharma, Excel Ind, GIC Housing, Varun Shipping
JP Hydro, KPIT Cummins, Lloyd Electric, Mold-Tek, Stone India, Teledata, Taj GVK, HCL info, Rajesh Exports,
Alpa Labs, Firstsource, Four Soft, Hydro S&S, Megasoft
Cat Tech, Cybermate Infotek, Confidence Petroleum, Dolat Investments, GV Films, Harig Crankshafts
Ranbaxy, HDIL
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Top 10 holdings by value are Facor Alloys, Shree Precoated, Binani Ind, Parekh Aluminex, Reliance Ind, Alpa Labs, Gujarat Alkalies, TCS and Praj Industries which account for slightly more than 50% of portfolio.
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Wish/Watch list (in random order - wish price in brackets):

EID Parry(160), Godawari Power and Ispat(150), Max India(130), Rain Commodities(140), Tata Metaliks(110), XL Telecom(150)

Compact Disc(50), Dish TV(28), GMR Industries(80), Sundram Fasteners(22)

Ashapura Minechem(85), Balasore alloys(27), Impex Ferro(15), NMDC(200), Nava bharat Ventures(175), Tata Sponge(175), VBC Ferro(125)

MRPL(50), petronet LNG(50), Mercator Lines(50), GE shipping(275)

Agro Tech Foods(100), Karuturi Global(16)

3i Infotech(75), Accentia Tech(125), Bartronics(140), Micro Tech(150), Polaris(60)

Bharat Bijlee(1000), Power grid(65), Torrent Power(90)

Welspun Gujarat(225), Kalindee Rail Nirman(140), Visa Steel(35), Sathavahana Ispat(35), Uttam Galva Steels(30)

Gujarat Fluoro(125), India Glycols(150), Jain Irrigation(350), Navin Fluro(175)

Graphite India(45), Indraprastha Gas(100), Deccan Chronicle(85), Jhunjhunwala Vanaspati(90)

Amtek India(65), Ambuja Cements(70), Auto Corp of Goa(200), Lakshmi Machine Works(900), Jindal polyfilms(175)

Noida Tool Bridge(30), Marg Ltd(120), Linc Pen(25)

Abhishek Ind(11), Dollex Industries(10), Krishna Lifestyle(1.25), IKF Technologies(1), Radha Madhav(25), SBTL(15), STG Technology(13), Visesh Infotecnics(10)

Jai Corp(225), Subex(75), Asian Electronics(50), Helios&Matheson(35), Shardul Securities(70), Cambridge Solutions(30), Elnet Tech(30), Sankhya Info(50)
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Message History | View by:
Messages From Sriman35
Replies to Sriman35

Also see Sriman35’s rated messages

06 Oct 2008 21:55
View full thread (1 messages)

Tracked by: 0 Boarder

Hi All,

Guess it (52 wk low stats) is of no use now.

80 to 90% of the scripts are below their 52 week low. It is high time for MMB (or rather moneycontrol) to introduce additonal columns like 2yr low and 3 yr low.
If it is too much effort.. then consider adding `All time high` and `All time low` columns.

What you say buddies..!? Hope most of you agree with the suggestion.

Regards,
Sri ...
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-Q-
It all depends how imaginative our PM and FM are. Being a good person is not enough. India needs leadership of highly imaginative persons who are relatively young (40+ to 55-) who can stay longer.
-UQ-

Dear Kalidas ji,

It is my understanding, from your previous posts, that the trio (PC/Reddy/Damodaran) lacks imaginative skills.
Now PC is same. (Finance minister)
Damodaran replaced by Bhave (puppet in my opninion i.e almost all SEBI chairmans)
Y.V.Reddy gave way to D.Subbarao(puppet in my opninion i.e almost all RBI governor`s)

Any change in your opinion, now considering the changes...! Is the latest team good enough..?

-Q-
India needs leadership of highly imaginative persons who are relatively young
-UQ-
I believe you are one of the qualified person. But you are 5000 miles away from many many years. You know what I am trying to say..!
Have you ever felt that `I could have done better, in terms of social wealth, If I had stayed back In India`..!?

Regards,
Sri...
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-Q-
Solution is already there, but the US Administration did not listen to me or respond to my letter. As I have stated before, I am the only person in the world who has solution to US problem. I am not boasting or not telling you out of ego. Whatever actions taken by Paulson and Bernanke are terribly wrong. They are printing their way out of the problem.
-UQ-


You may be right in claiming `I am the only person in the world who has solution to US problem`. But what is the use when it is only known to you.?
(who has to listen didn`t listen... for who wants to listen, you say it is not time yet :sigh:)

Just wondering are there any similarites in between You and Emperor Nero..!

Regards,
Sri
(just a `Johnnie Walker` thought.. don`t take it as personal)
...
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-Q-
I questioned his take over only one ground - he bought when the GBP was at highest, Steel prices were at highest, and stock prices at highest. how could he expect to make money. And where was he, when he could have bought Steel Authority of India which was trading at Rs 5 at the height of crisis a few years ago? The stock SAIL then went up to over Rs 160 or so.
-UQ-
Kalidas Ji,
Agree with the points mentioned. But I have some doubts. Appreciate if you can clear them.
(1) What is the Fair value of Corus.? Do you think Ratan Tata paid higher Value, not Price, in acquiring Corus.!
(long term investment for retail investors might be 2 years, 3 years or at the best 5 years. But for persons like Ratan Tata it could be something like 10 to 20 years)

(2) Is SAIL on sale a few years ago?

Regards,
Sri...
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Now DJI is below 9800 which is first time since November 2003, almost 5 year low.

It is frightening to think of BSE/NSE to be in that position.

Regards,
Sri...
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Yes.
It seems Mr.Chidambaram lost self-confidence.


for general info. Today, intra-day in NYSE....
New 52wk high - 1 script
New 52wk low - 1160 scripts

DJI first time slipped below 10K since October 2004.

Regards,
Sri...
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Not opened below 10K. But your wish/thought came true. Now trading at 9960 down 3.53% :)

Regards,
Sri...
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