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Sriman35
Joined on : 13th-Jul-2008
Belongs to :  New
Posted : 101 messages
Hits : 27
abt myself... after a while...

For now who visited this page, pls free to comment on my current Portfolio or wannable list. Thank You.

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28/07/08
My portfolio. Total value: just short of 10 lacs.


Binani Ind, Gujarat Alkali, NTPC, Praj Ind, Reliance Ind(IPCL), TCS, Zuari Ind


GHCL, GVK Power, Ispat Ind, Spicejet, SRF


Facor Alloys, Ferro Alloys, Indsil Electro, Rohit Ferro


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


Alpa Labs, Firstsource, Four Soft, Hydro S&S, Megasoft, Nagpur Power & Ind


Cat Tech, Cybermate Infotek, Confidence Petroleum, Dolat Investments, GV Films, Harig Crankshafts

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Thinking of exiting from Alpa Labs, Cybermate, GV Films, Firstsource, Hydro S&S, Nagpur Power, Megasoft and may be Ispat & Teledata... in the current bear rally.
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31/07/08: Thought of exiting from Nagpur Power & Industires, but not any more. Now looking forward to it to cross 3 digit mark in 2 weeks time.
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Top 10 holdings by value are Facor Alloys, NTPC, Parekh Aluminex, Reliance Ind, Shree Precoated, Alpa Labs, Gujarat Alkalies, Binani Ind, TCS and Praj Industries which accounts to almost 50% of portfolio.
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Watch list/Wish list/Buying list/Shopping list.. or whatever is the word, I have interest on the following scripts (in random order).

EID Parry, Godawari Power and Ispat, Max India, Rain Commodities, Adhunik/Tata Metaliks, XL Telecom


Compact Disc, Dish TV, Rajesh Exports, Gujarat NRE Coke, GMR Industries, Sundram Fasteners

Ashapura Minechem, Balasore alloys, Impex Ferro, NMDC, Navbharat Ventures, GMDC, Sesa Goa, Tata Sponge, VBC Ferro

MRPL, petronet LNG

Mercator Lines, GE shipping

Agro Tech Foods, Karuturi Global

3i Infotech, Accentia Tech, Bartronics, Micro Tech

Bharat Bijlee, Power grid, Torrent Power

Taj GVK, Polaris, HCL info

Welspun Gujarat, Kalindee Rail Nirman, Visa Steel, Sathavahana Ispat, Uttam Galva Steels

Gujarat Fluoro, India Glycols, Jain Irrigation, Navin Fluro

Graphite India, Indraprastha Gas, Deccan Chronicle, Jhunjhunwala Vanaspati

Amtek India, Ambuja Cements, Auto Corp of Goa, Lakshmi Machine Works, Jindal polyfilms

Noida Tool Bridge, Marg Ltd, Linc Pen

Abhishek Ind, Dollex Industries, Krishna Lifestyle, IKF Technologies, Radha Madhav, SBTL, STG Technology, Visesh Infotecnics

Jai Corp, Subex, Asian Electronics, Helios&Matheson, Shardul Securities, Cambridge Solutions, Elnet Tech, Sankhya Info
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Messages From Sriman35
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Also see Sriman35’s rated messages

05 Aug 2008 23:36
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kekanaje,

Appreciate your positive views.

Those policy decisons will affect almost all of the commodities. Think, Manganese ore is no exception to that.

If you don't mind mind, I have a specific query to you. Why is it your posts are alomst always a new topic/thread...! and not part of a discussion.

Regards,
Sri...
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05 Aug 2008 23:24
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Q-guest
'As per some internal sources, price target is 200+ '
UQ

Not sure of 200+ target, but guess a price of 100+ is on cards with in a month or two....
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05 Aug 2008 23:16
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ashwinacharya,

Now the script is moved to 5% circuit limt.

EPS for Q1 is 9.6 against 0.23 YoY basis. If they can maintain the same result for the next 3 quarters it will be an EPS of 38.4

With that EPS the current market price is very very cheap.

Regards,
Sri
...
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05 Aug 2008 23:04
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Hi tunga,

May be Moderator felt that the post is appropiriate here.

Not much surprise to me as the first post in this thread didn't mention cybermate directly.

bty.. cybermate is one of the penny stocks in my portfolio.

as for L&T, I may go for it when it is sub 2K levels.

Ragards,
Sri...
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04 Aug 2008 23:13
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Hi Dash n Crash, (intersting user id)

I am +ve that one will get SesaGoa at that price you mentioned, post bonus and split.

Regards,
Sri
PS: Opinion *may* differ often in Capital markets.
...
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04 Aug 2008 22:58
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Hi vijay,

Thanks for the stats. Just to add to the beautiful numbers and positives, Sesa Goa is a Debit free company. No debits absolutely.

'with current eps of 160x4qtr = eps 640 may be more !! as qtr on qtr earning will improve. are you comparing with previous qtr 202 ??'
Yes, I am comparing the results with previous quarter. That is how, most of the times, I will arrive at a decision. (with seasonal ups and downs and market conditions factored in)

'my view is that after split and bonus it will head to rs300-400 in coming months atleast not august'
Possible, if markets ride in short term. All the best to you.

'I did my own analysis and entered at 2800, though it looked expensive at that time, but now it looks it was good price shoould have bought more....!! '
Previously I have posted in this board that it (around 2800) may the ideal entry point. I am watching the price movement/news regularly. Don't know what stopped me when it came down below 2700 some 2 weeks back. That day I picked up the phone to call my broker (dont have online account yet), but some how ended up not calling.

Anyway, no regrets. My watch list is very long. Opportunities come and go and it is cyclical.

Regards,
Sri
...
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PS: I dont like Mayawati, not even 1%.

Radhika ji,

Don’t you think we have to appreciate Mayawati, that she is paying taxes now, that too at the top of list. Take the case of Ambani brothers, who are among top 5 richest people of India, but not even in top 200 list of tax payers.

Appreciate if you could have opened a thread on why Ambani's are not highest tax payers..!

Some of your points mentioned in the first post are pretty low on values, at least the below.
'Is she some young s-- bomb that folks should gift her such?'
You mean to say that young s-- bombs deserve that kind of money. Pls have a second look. Many of those young s-- bombs are like that out of necessity or compulsion.

Timepass:
‘Is she an entertainer NO NO NO ..’
Mayawati certainly is an entrepreneur if not entertainer. For me it is both. ;)

...
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10th-Jul-2008 by
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