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samirarora  [ Belongs to: Platinum Circle ]

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about samirarora  
Joined on: 5th May 2002
Posted 562 messages to date
Visitors: 223 Till date
Boarders tracking samirarora: 15 see all
Mostly writes on:

Adlabs FilmsNDTVUTV Software 

Last Visited by: fmlakhani, mogo_gopa, rohanranjan
 
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Essel Propack plans $5.3 million expansion in Danville

Essel Propack

Posted by : samirarora

Date :26th Nov, 2009 - 09:55

BSE: Rs 42.25 ( -0.47 % ), NSE: Rs. 41.95 ( 0.00 % )
Essel is well into its recovery path, management is stressing that they are going to get rid of non-performing, non-core businesses, which will help de-leverage balance sheet.
Market dominance of essel cannot be disputed.

Every quarter essel gives positive EPS, its stock is going to get re-rated positively and then at the end of the year, a nice dividend is expected..

Essel has always been a company that distributes its profits as dividends, and with a cleaner balance sheet, once done, essel is all set to be a steady compounder over coming years.

A good stock to hold in portfolio for consistent gains , the bad times of essel are behind them now.

Best wishes,
samir....

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BOOK VALUE

Tata Inv Corp

Posted by : samirarora

Date :26th Nov, 2009 - 09:50

BSE: Rs 441.05 ( -1.42 % ), NSE: Rs. 443.50 ( 0.00 % )
Buy Tata Investments but for real long term.. this is not one of the shares, where one looks for short term gains.. just hold it over a long term and enjoy the benefits.
For rs.450 spent to buy the share, you actually get rs.750-800 to work for you to make you profit in terms of company growth and dividends.

I have bought, but with the mind frame, tha this one is for the kids and in the meanwhile, i can enjoy the dividends over years.

Excellent stock and much much better than any other such stock in the market including Reliance capital if seen over long term and taking into view promoter integrity.

Best wishes,
samir....

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Ndtv target=150....

NDTV

Posted by : samirarora

Date :26th Nov, 2009 - 09:48

BSE: Rs 138.10 ( -1.36 % ), NSE: Rs. 138.10 ( 0.00 % )
Different opinions make a market.
I like NDTV management too, but i note thats the only thing going for NDTV, if it were not for the respectable management, NDTV would have probabaly been trading at rs.60 by now..

Of coarse, the above is my opinion and anyone`s opinions could be right OR wrong.

Best wishes,
samir....

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Ndtv target=150....

NDTV

Posted by : samirarora

Date :25th Nov, 2009 - 15:15

BSE: Rs 138.20 ( -1.29 % ), NSE: Rs. 138.45 ( -1.39 % )
Hi,
Suggesting stocks to someone else is a matter of great responsibility, hence while i will not suggest what you should buy, i will list below some of the stocks i own, so that you can research and make your choices and buy for yourself...

Some stocks i have larger holdings which are in large cap and some smaller holdings in small cap.

alstom projects, BASF/CIBA, BLUE DART, FAG BEARINGS, ESSEL PROPACK, bayer crop science, finolex cables, finolex industries,gati, gmm pfaudler, HSIL, HYDERABAD INDUSTRIES, international combustion, kiburn engineering, MUNJAL SHOWA, omax auto, lloyd engineering, navneet publications, parekh aluminex, plastiblends, TATA ELXSI, TATA INVESTMENTS, TATA CHEMICALS, tinplate, TRENT, UTV SOFTWARE, xpro, TRF, SKF BEARINGS..


Hope the above are enough for you to work on.

My largest shareholding within my portfolio is in UTV software, although i bought i cheaper a few months back, but watch that stock carefully and forget about NDTV.

Best wishes,
samir....

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Heading

Siemens Health

Posted by : samirarora

Date :25th Nov, 2009 - 15:05

BSE: Rs 1288.60 ( 5.00 % )
if that is the case, they can go and screw themselves, i am not giving up my shares.
...

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Ndtv target=150....

NDTV

Posted by : samirarora

Date :25th Nov, 2009 - 10:05

BSE: Rs 140.00 ( 0.00 % ), NSE: Rs. 140.80 ( 0.28 % )
Hi Saritha,
As you might have read, i am out of NDTV presently.
Markets have staged a fragile recovery and hence i have moved my funds into asset heavy , low present price to book value stocks and stocks that are actually showing profits quarter on quarter.

The part sale of its lifestyle channels to scripps for $50 Mil is good news, and yet i dont think its enough to help NDTV out of the trouble it has put itself in..their entry into GEC has been ill timed and unlucky for them, and GEC does not require as much talent as it does money and money is something NDTV does not have.

I would suggest that if you like NDTV, keep a close watch and do not enter.

Whatever the news in NDTV, the share price is on a very delicate balance, and if the overall market corrects, it will drag NDTV down much more than it might some other profit making company stocks..

Anyway, with the kind of losses showed quarter on quarter, NDTV is overpriced, even if there is a demerger on the cards.

I have since, sold NDTV (i had a substantial quantity) and put my money into stocks like tata stocks, auto ancilleries , couriers and stuff like that, taking care that all of them are dividend paying stocks.

Best wishes,
Samir....

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Best of Luck

Parekh Aluminex

Posted by : samirarora

Date :24th Nov, 2009 - 15:14

BSE: Rs 111.45 ( 0.13 % ), NSE: Rs. 111.00 ( 0.45 % )
Dear Sir,
I own some paral and you message seems to suggest that you are not too sure about the prospects of this company and hence have sold out your holding.
Could you kindly shed some light on the matter, as even i am so far disappointed with the performance of this stock and am thinking what to do.
I have purchased at rs.108 average.

All the best,
samir....

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