Equities is passion for me. I like to invest mostly in turn around stories / companies which are expanding at rapid pace / companies which are expected to perform in long run are the one which i like most. I am high risk taker and my portfolio comprises almost 80 % small and midcap stocks. I am never afraid of lossing the money and any dip i always take as buying opportunity for investing in strong counters at dert cheap price.

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[Update 19 Jan/2008] -- Some good stocks for medium term in this trying circumstances when market is lying low:

Kohinoor Broadcast(CMP 14.30) - Strange stock. Last two quarter EPS is close to 13 Rs and stock price is 14.30 at the moment...??? buy buy buy could only the the action here .. market will realize the potential one day .. have patience and this could be sure shot multibagger. Some interesting news are on cards, good days are not far off.

XL Telecom (CMP 421): Transformed into SPV (solar photo volatic
) business. Huge 1000 cr investment in spain happening. Good order book, and this is high margin business. One could buy and forget for a year or two.

ISMT Limited(CMP 100): Four fold Expansion plan should be over by this quarter. and result would be visible from Q1 FY2009. Power / Infra etc businesses are showing robust demand for Tubes. A great buy at this level for 1-2 year time frame.



Best of luck. Please invest some time to analyze the stock before investing in stock market. Don't get carried away by bullish or bearish sentiments.

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[Update 28 Dec/2007] --

booked huge profits in Bellary Steel / IKF Technolgoies / Lok Housing. Only holding free shares.

Some of the new picks which i entered during 2nd and 3rd week of Dec sensing favorable market prices and good strong stories.... 1) Kohinoor Broadcast 2) Himalaya International 3) Western India Shipyard 4) Kolte-Patil Developers 5)Gemini Communications 6) ISMT Limited 7) Apolo Tyres 8)Hit Kit global solutions 9) Parsvnath Developers 10) Vijay Shanti Builders.

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[Update 14/Oct] -- Bellary entry again at 3.8 Ready to roll once the quarter results are out and more clarity on carbon credit / CDR approval / better balancesheet. This is all set to move 10+ in next one year.

-- Noida toll -- Results on 18th Oct. Wait for a roller-coster ride soon.

-- Samtel Color -- Lost cause. Exited fully.

-- Oswal Chemicals (old bindal agro) -- more then 50% gain in 2 months, done and dumped at 49.

-- Mercator Lines - Going great guns. This is a good long term bet.. will only go northwards.

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[Update 22/Sep] -- Exited from Bellary at 4.6 for the time being. Some more counters to lookout for

1)-- Noida toll For long term.

2)-- Samtel Color - For very short term (Expected to surprize in next few days)

-- Oswal Chemicals (old bindal agro) -- For short to medium term.

-- Mercator Lines - For long long long term. A great shipping stock.

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Few of my picks are: (Last updated on 04 August, 2007)

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1. Bellary Steel -- Already more then 100% up from my purprice in less then a month. Why its buzzing ? check the latest BSE announcement and you will understand.
   
   • Applying for Carbon Credit
   • CDR in place, may come out of Debt soon
   • New unit becoming operation soon.
   • 12MW power plant
   • Promotes holding increased between March2007, Jun 2007.
     
   • Even if the 52Week Low is at 0.39 0nly, this has potential to reach at some great heights.
     
   
   
   
2. Paramount Comm -- I am at huge losses in this, primarily because i started accumulating a bit too early. Avg pur price is 38. I am still quite positive on this counter.
   
   
   
3. Silverline Tech -- Another turn around story. Wait time may be there but could be outstanding long term story.
   
   
   
4. Southern Online Bio -- Business of the future / Stock of the future. Already seen 100% upside in less then 3 monhs since i entered in this stock.
   
   
   
5. JHS Svendgaard -- Huge expansion plan already operational now. Any big tie up with big players globally will ensure long term significant portion of bottom line. Expecting good news in 2-3 months. my pur price is 34.
   
   
   
6. Reliance Comm -- no explanation required. My pur price 205 a year back .
   
   
7. Reliance Enerty -- My pur price 396 a year back .
   
   
8. Indbank Merchant -- Another turn around story ,... just keep watch on it and see the price after a year. Expected to come up with EPS of 15 rs , and should touch 60+ by july 2008.
   

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Some Quotes

• Don't Just sell and Regreat. Hold the good stocks for long time.
  
• Don't cry if the sun is set already. Your tears may not allow you to view beautiful shining stars in the sky. (Morale of the story -- don't cry if you missed an opportunity, there are plenty more available, just keep searching)

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