open tgt 95 92 this is our view which might be wrong ?...

be careful of ramsarup, i think recently they sold (jhunjhunwala sold 12 lacs from promoters quota last week)---see bse ann in disclosures if future is so bright of ramsarup why promoter sell so many of shares???...

Dear jashn24, Saw your posts in the inbox. Just glanced through them. Looks like an impeccable and thorough job. Will read at leisure after finishing the day. THANKS. I seek your help on Nalwa Investment [Jindal Strips] a holding company, also projected as a finance company, now. I feel you will enjoy looking it over )-: I see a different PE and EPS across different forums/sites. EPS ranging from Rs 21 to 356 and PE ranging frpm 7 to a 100+ Please, could you kindly look at it and share. I have a very very small exposure.. I am intrigued and interested, but right now unable to dig. I am happy to know you picked up P-COM. I felt like asking you to.. nadhi and I have spoken of ramsarup also and i have exhaustive reports with me... No exposure yet.. Feel a lttle wary... CMP, DEBT, QIP and equity dilution to come... looks like a great story though.. Regards KM ...

dear nadhi, i think u mean the power utlities sector - elctrical transmission,transformers cables, the one subsector to benifit the most from acute power shortage. Diamond cables has both sides cables and transformers to it, should benifit a lot. Also i found ramsarup (huge integrations, carbon credit story), cords cable, jyothi cables very good in outlook and valuations. GPIL results ..well :)- Cheers jashn ...

dear nadhi, how precisely and succinctly summarised... :) i had earlier burnt my hands on some nasty stocks, and ended up loosing a lot of good opprtunities and more, having got tied up in real duds :)- .thats made me realise the inherent benifits and advantages of building a majority of portfolio ( 2-4 stocks) with such kind of undervalued/ beaten down stocks, where the fundamentals are solid, technicals are true to pattern and more or less correlating well the past and present developments in the stock clearly and simply, and with inherent business strengths to bounce back from setbacks( could even be in the form of very good adequacy of capital/investments etc),good products/services lines, managment, OPMs,low debt levels, and more importantly, doesnt follow the volatile behaviours of sensex.( that way, a lot less worry and bother, i felt). Paramount fits that pattern well. Mostly ,i feel such stocks may take their own time to give multibagger type returns, but safety and low downsides make them ideal for protecting one`s core holdings, i believe.These safe and steady ones perform far better in the long run due to their low betas.. this one fits the bill perfectly. March-may/june certainly was a good time to have taken advantage of such midcap and small cap gems.those who must have done so, really lucky. times seem to have changed a lot since then. i did find sicagen to be in this category, and so i`d picked good quantity of it to make it my top holding, along with 2 others of this type. however, i have to agree that currently i dont know of any other stock like this with so much of safety (bec results wise, it has bounced back in an unexpected way) and steady upsides at this price level( most i know of have advanced and at least doubled). Actually, in 2007, if i`m not mistaken, tarus starshare fund was a similar example. It concentrated 33% of its portfolio in one stock , believing in the inherent strenghts of the stock and sticking to it boldly( jaiprakash associates or prakash industries, i dont remember).But results were splendid, and the fund mgr won rave reviewsfor the unique approach, outperforming all the other funds by miles. needless to say,i did pick up a few today :)- . I dont think it`ll fall much, but if it does, such type of stocks, every dip would be a buy opportunity i guess. Regards, jashn ...

A news peice on 3G launch at BSNl chennai . the rates and features should make the game celar for telecom sector from jan onwards . sd3.. ______________________________________________________________________________________ BSNL Chennai Telephones recorded a first of sorts for South India yesterday with the commercial launch of 3G mobile services. Touted to be the next generation in mobile technology, 3G services will enable you to access Internet on the move with a speed of upto 3.6 Mbps and allow you to do video calling, watch mobile TV and other media rich applications. In a press conference, Mr A. Subramanian, Chief General Manager, Chennai Telephones told “In about two months, we expect to add another 250 Node B stations to the existing network of about 300 units to provide seamless 3G connectivity across Chennai and adjoining districts”. Various Demos like Streaming a Youtube without buffering, watching live television on the device effortlessly and a remote video monitoring feature, where video footage from a camera plugged to a broadband facility in South Korea streamed effortlessly on a 3G-supported mobile handset, were done at the event which showcased the true potential of 3G technology. In this scheme, all the local voice calls and video calls are going to cost 30 paise/min and all the STD video calls will be 50 paise/min. Data usage charges are currently planned at 1 ps/10 kb but there is a possibility that the rates may decrease in due time. With its first year introductory offer of tariffs comparatively much lower than 2G call charges, Chennai Telephones hopes to gain 1.5 lakh users over the next couple of months. BSNL officials added that the mobile TV application offered under a tie-up with a content provider currently showcases 24 channels and would be increased with user demand. Chennai Telephones have also tweaked its 3G infrastructure to enable 2G users who migrate to a 3G connection to retain the same existing number with no migration charges. But, there are no plans to bundle 3G handsets in the introductory offer. The 3G data cards which offer high speed Mobile Internet access for computer users on the move were also launched in this event. ...

Can You pls check Atul Ind . I made my token buy in it last month . ps : poorfellow has given a summary in a reply to me . sd3.....

Dear kalyanmitta,

Nalwa has a P/E of 23+. The P/E ratio is always different in many sites.

As far as ramsarup is concerned everything is good but for the price. LOL. Let the bears take charge and we may get a chance. Very very less chances though.

Regards

nadhi...

Dear jashn24,

I meant power utility. I like utility than power itself. Ramsarup is a great stock but for it`s price. I feel that the price discounts every positive side of it. I am very conservative when it comes to price. As far as GPIL, there are two aspects. One, that I am holding it for free. The other one is that I never look at a few quarterly results to buy or hold a stock. It is a great company and it will proove as such in a short period.

You might have noticed while the negative news has a sudden impact where as the positive news has either no effect or negative impact in some scrips. The reasons are obvious as you know.

Regards

Nadhi ...

Dear jashn24,

We can only find out the quality iof a stock and the market may take it`s own time to realise it. As far as I am concerned I am satisfied if the merits of a stock is good. If it is not rccogonised early you are fortunate that you can accumulate with ease.

The index had gone high but not the value stocks. Exploiting the nervousness of the retailers is going on. I see no hurry at all with the biggies. They will be slowly and steadily pruning and accumulating for the next 45 days.

As you said I too on the hunt for adding few stocks. IFL may give me more opportunity at these levels. I may go for a buy tomorrow.

Regards

nadhi ...

Dear jashn24,

I am extremely confident on power sector. The sector for the immediate future. Top line will not be a problem if one eyes the future. I have Diamond cables too which is of a more brighter story. GPIL, Genus power,and sujana towers are my other scrips in power sector. 50% of my investment is in this sector. I made a few of them as "free" stocks though.

Regards

nadhi...

Dear kalyan,

When they are born, horses and donkeys look alike. Only when they grow up the difference is seen. It goes well with stocks too. But a careful observation will help to identify the difference in the early stages. That is looking for a horse among the donkeys. I am still trying to find one more horse. Seems to be next to impossible at these levels.

Regards

Nadhi

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Dear sd3,

Forget market and forget scogen report. Enjoy your trip. All the best.

Regards

Nadhi...

Dear jashn24,

I have been accumulating it since march. Withdrawal of warrants is unexpected. But I believed it based on past performance. Now it forms the maximum percentage of my PF. To be frank I am still searching for a better stock at current prices. But the state of mind prevailing in the market that a stock that does not move with the market as a DUD stock helps me to a great extent. The only draw back in this stock had been the promoter`s holdings. But it seems to be rectified now. As I have been telling for the past 6 months it is a stock for 2011. I have 16000 now. I had 3000 @Rs27/= before march 2009. If only it took some more time at the range of 12-13 it would have been 20000.

I am sensing that some biggies are in the picture for some time now. Till they close their buy the price will be hovering around 15-16 levels. Then only the momentum will be seen. The traders and retailers will come into the picture only around 20/=.

Regards

Nadhi

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Dear rupesh,

It is nothing new in MMB rupesh. Worser comments have been passed against others. I too was called as a stalker by a GUEST. Take them in your stride. Do continue to write your views.

I would like you to look at the courage of Radhika. I may not be a follower of her as I am against TA but if I have to choose one as an example for courage, her name comes first. Please continue to write rupesh.

Regards

Nadhi...

Dear BSR,

I am not afraid of myself about the wild swing but for the friends who trade. I use gyrations rather than worrying about it. I have no time limits and so no worry.

It seems that you have the uncanny knack of forgetting things when it is convenient to you. I told you that I stared selling long before. I sold HDIL at 300-325 when the market was around 4300 at the most and said it then. It is not the index level but the price level of a stock that decides the sell or buy signal for me.

4650-5000 is a good swing. No doubt. But you were bearish even at 4650. LOL.

Regards

Nadhi...

Dear BSR,

If there is one thing called "sure counter indicator" it is SS. Just yesterday night he was talking bearish. Things are flying today as if there wont be a chance to go long from tomorrow. LOL.

Game is all about fooling others. Rest all are just BS stories.

Regards

Nadhi...

Dear BSR,

I dont commit the msitake of predciting the index levels as the basic parameters are not in our hands. It may even go down to 1000 levels. I repeatedly said that nobody knows nothing here and that naturally includes both you and me.

I guessed the 4700 levels in the shorter period since the FIIs and DIIs were buying at those levels. It went down below 4700 and just because of the shorting craze and the biggies had fully utilised it. Why not they? Mt guess was more near than that of yours which is 3200. It turned at 4500+ levels.

I felt before and believe now that you are refering some of his quotes but don`t know his ideology. Buy at pessimism and sell at euphoria is his advice. Not buying at low and selling at top. Because nobody knows the bottom and top.

Had anyone expected the market to go to 2300 levels? Pessimism and euphoria can be guessed but not it`s depths and heights. No one can even wish to buy at the lowest and sell at the highest. A stock should have a price to buy and to sell purely based on valuation.

Buy and hold may not appeal to you and you have every right to it. In the same way jumping in and out of the running train does not appeal to me.

Market will not run in a hurry. Who told you otherwise? But some stocks will run in a hurry. You will never know that as you only look at nifty and nothing deepeer than that.

The market will come down when the PSWI likes it. So what? I will look at it as a positive way as it will then start to go up. Game is all about making money. Is it not?

Quote: Nobody is interested to buy at the bottom and sell at the top.

Unquote: Do you? Swing trading is all about buying at intermediate bottom and selling at intermediate top.

You are trading Nifty because you are intelligent and I am "trading" stocks becuase I am a novice. I have never said that I am intelligent. If I felt so I would have tried swing trading.

regards

Nadhi

...

Dear daata,

I am unable to remind myself of what is the stock you are talking about. I will try to do my best when I know that.

By the way, retailers buy only when a stock goes up, rather by chasing. Not the right way. It was the right attitude for the traders to follow. Not for investors. Always remind yourself that the analysts and brokerage firms always talks to the traders and not for investors. They are the ones who are their sources of income. There are very less experts to guide in investing.

Just a small clue for buying a stock which you want to buy. When the biggies want to buy, they do their best to keep the stock price to very low levels and make an impression that there is something bad about that stock. You can see for yourself that many stocks which came out with very good results can make any semblence of effect in the price. The retailers brand it as under performer and quit. When the weak hands make their exit steadily the volume will too go down steadily.

Start to buy when the volumes are shrinking and buy in instalments. In case you don`t get the bottom of it, make it as a top down buy. If you can get the lowest price, make it as bottom up buy.

Always fix a price range for a stock and don`t buy more than that range. Never regret for missing a stock. There are plenty of them if you have the will to search for it.

I know nothing about edserv. But the stocks will go down for two reasons, either it had gone up a lot than it deserve or that the stock price is brought down purposely. A stock can never be called bad just because it goes down. If you have belief in a business and stock hold it tight without bothering about temporary gyrations. We have seen stocks that go down or up by 50% in a week`s time. When you have a time frame of 1-2 years you don`t need to bother about the temporay manipulations.

Regards and wishes

Nadhi

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