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How are the markets looking? Investment Advisor, SP Tulsian gives his views on stocks, sectors and investment strategies in a chat with investors.
SP Tulsian chats with investors on Moneycontrol.com
Q: I have bought Bharti on the day its Q4 numbers came out. My cost is Rs 864. What is the outlook of this stock in near and medium term?
Tulsian: In view of bright prospects of telecom industry and Bharti being the leader, its an excellent investment in near and medium term.
Q: I have bought 50 stocks of Dr Reddys at an average price of Rs 880.00. Please suggest some short term target and hold period.
Tulsian: The share having corrected from its peak may take a pause for some time. Short term price target of Rs 750 is visible.
Q: Please suggest a stock which will give short term benefit. I have to invest Rs 50,000.
Tulsian: GMR Infra , Adlab Films , Indian Hotels , RIL are good short term peaks.
Q: What is the best level to enter Rel Com ?
Tulsian: Rs 480-490.
Q: Can we sell PFC at this level?
Tulsian: Its an neutral kind of investment and nothing great can be expected from the stock; hence you may sell.
Q: Please suggest a good small cap stock for short term.
Tulsian: Gati Ltd and Blue Dart are good picks.
Q: I have 50 shares of TCS @ Rs 1310. Should I book losses ? I can just wait for 3-4 days. Please advice me.
Tulsian: IT industry in the short term has no trigger hence you may get out of TCS.
Q: What`s your view on ABB over a period of 3 years?
Tulsian: An excellent stock and industry leader. Can give you return of 25% annually over the next 3 years.
Q: Pls suggest your outlook on JK Cement ?
Tulsian: A mediocre kind of investment. Any improvement in EBITDA margin would improve the share price.
Q: I have 2000 stock of TCS. What should i do? Hold them? Or Sell them?
Tulsian: TCS can be held with long term view of 1-3 years.
Q: what about FCS Soft ?
Tulsian: A growing company. Can be held for long term.
Q: What is your take on BSEL Infra ?
SP Tulsian: A mediocre realty company. With apprehension on the management side it may not be a rewarding investment.
Q: I have 300 shares of Idea at Rs 119, should I hold or make average?
Tulsian: Hold Idea. Welspun Guj may be considered for investmentas well. Don't advice investment on JK Lakshi and RNRL.
Q: I hold 150 Shares of IbrealEstate at Rs 400, what is the immediate target in this bull market to exit or should I stay invested till DLf issue is listed?
Tulsian: This is more a trading stock. It can be sold above Rs 400 and bought at Rs 375.
Q: What is the prospect of India Cement and ITC ?
Tulsian: Both can give reasonable return of 12-15% per annum.
Q: What is the prospective of MTNL in the next 10 days?
Tulsian: It would be rangebound in the range of Rs 8-10.
Q: I am new to trading and have Rs 50000 to invest, but I am confused if IPO would be a better way to enter the market or secondary market. kindly suggest few multibaggers for short term.
Tulsian: You may opt for the IPO route and Spice Tele is recommended. July will have good noumber of issues which you may apply.
Q: Please advise about South Indian Bank . I have 100 and am sitting on 40% profit. Should I sell or hold?
Tulsian: A good bank and can still give 20-30% return.
Q: What are your views on Mysore Cement and Morepen laboratory ?
Tulsian: Both are turn around stories and hence can be held for long term.
Q: I have invested in Kalpataru Papers at Rs 85. What is the future prospects of the company.
Tulsian: A very small company and you may exit.
Q: I want to invest Rs1 Lac for short term i.e. for three months, please advice in which stock I should invest?
Tulsian: Reliance Capital , Hind Zinc and L&T .
Q: I have bought Petronet lng for Rs 46. What is the future of this scrip?
Tulsian: A good long term story. Due to good prospect of gas buss and companies expansion makes it an ideal investment.
Q: I would like to know the prospects of Reliance Petroleum . Is it worth investing in at sub-100 value?
Tulsian: Yes. keep a view of atleast 1 year.
Q: What do you think about the market in the next couple of days?
Tulsian: likely to remain rangebound.
Q: Should one go for Redington this time?
Tulsian: Share has run up a lot and hence investment not advice at the present level.
Q: In which sector shud one invest in this time?
Tulsian: Hotels, telecom, entertainment, infra, capital goods and reality.
Q: Any views on RNRL?
Tulsian: Due to gas agreement with RIL not concluded, uncertanity on buss module remains.
Q: What about Haldyn Glass market cap of Rs 30 cr and sales of Rs 60 crores?
Tulsian: It is a good company with good prospects.
Q: What about Tata Motor and Unitech ?
Tulsian: Both are good stocks at the present levels for short and medium terms.
Q: What do you think of the DLF issue?
Tulsian: On listing it may be bought at Rs 500-520 levels for medium term.
Q: Can bio diesel become a new story?
Tulsian: Yes it can and Southern Online is one of such company.
Q: Is it true about the talk that MINDTREE is the next INFY in making?
Tulsian: Atleast it can become a mini INFY.
Q: Which IPO do you recommend for retail investors for listing gains?
SP Tulsian: Spice Telecom.
Q: I am holding 500 shares of Hindalco at Rs 200 per share since last 13 months. Will I be able to make a profit form it in future?
Tulsian: Hostile takeover bid may take the price beyond Rs 200. Fundamentally, the share is fully priced.
Q: Your views on Thomas Cook .
Tulsian: A steady and long term kind of investment.
Q: Is Gateway Distriparks a good stock to hold for long term?
Tulsian: Yes
Q: Your views on TTML. Can one bet on this for the long term?
Tulsian: No
Q: What's your advise on Unitech on current price?
Tulsian: Good investment at Rs 510-520 for medium term.
Q: I hold 5000 RPL at at Rs 79. Can you please tell me 12 months prospect.
Tulsian: Once refinery commences production which is likely before Dec 08, the share can touch Rs 140 mark.
Q: I wanted to know about Gitanjali Gems The stock has been trading in a range for a long time now.
Tulsian: Good jewellary stock and a long term story as company is aggresively expanding its retail chain.
Q: Did you have a look at Celetial Labs IPO. Does it merit a subscribe rating?
Tulsian: Good IPO and can give good returns if held for long term.
Q: Can we buy Alkyl Amine at this level?
Tulsian: There is no trigger for the stock.
Q: Whirlpool India being a turnaround growth story. How do you view its supply chain and brand value with its topline growing at 20% and being number 1 in the refrigerator market?
Tulsian: Having low EBITDA margin due to low discounting to the sector; not a great kind of investment.
Q: What about GV Film ?
Tulsian: A speculative and trading stock.
Q: Looking at next 6-9 months what would be better large cap or mid cap?
Tulsian: Large cap will be safe bets while for midcaps one has to be choosy
Q: I have ISMT 50 shares, what is your opinion about that?
Tulsian: Good working with likely EPS of Rs 13-14 for FY08. Can remain invested.
Q: I am holding 1400 shares of Gujarat Ambuja Cements at Rs.148/share since last 7 months. Will I be able to make a profit from it in future?
Tulsian: Looks doubtful in next 3-6 months. Not a bad stock for long term.
Q: What is the reason behind TATA not grouping its entire telecom, only Maharastra is listed now. For a reputed company like TATA its not good to see when they lag behind all others in that space.
Tulsian: Consolidation is due sooner or later.
Q: I have 250 Shares of Nagarjuna Const at Rs 175 which is my average buying price,at what price should I exit in this rally.
Tulsian: You can hold it in short term. Level above RS 200 may be the right price to exit.
Q: Your favorite pick amongst Hind Zinc, Tata Steel and SAIL .
Tulsian: Hind Zinc
Q: Can I invest in markets at current levels ? If, yes what all stock would you suggest me as I am new investor and can hold for 1-2 yrs.
Tulsian: Fundamentally sound stock like RPL, Thermax , ABB, L&T, RIL etc.
Q: I am holding 400 shares of Gitanjali Gems bought at a rate of Rs 235 per share. Can you let me know the future prospects and time frame for which I should hold this stock?
Tulsian: keep 12 months view
Q: Can Tech Mahindra touch Rs 5000 in coming years?
Tulsian: Possible in 4-5 years.
Q: Can you give your views on Exide Industries and Zee News ?
Tulsian: Leading car battery manufacturer showing good growth in top line and bottem line. Remain invested. Zee news can also be held with long term view.
Q: Is it good to enter Blue Dart at this level as there is news that it will reach Rs 900 in a very short span?
Tulsian: In view of expected open offer, Rs 900 is possible.
Q: What is your take on ICICI issue, should I apply?
SP Tulsian: Confusing situation has been created for retail investors; a risky proposition.
Q: Can we buy GMR Infra at current levels?
Tulsian: Yes
Q: What are your views about Reliance Capital, it has moved from Rs 800 to Rs 1100 in a month?
Tulsian: It is good for short and medium term.
Q: What are your views regarding Rolta ? Should one exit now since it has run ahead?
Tulsian: Wait till Rs 480.
Q: I have Grasim at Rs 2150. Should I hold or sell it. What is the price at which I should get out of grasim ?
Tulsian: Rs 2600
Q: What do you think about the future of Prithvi Info? Its PE is very attractive at 5.2. I have just bought it at Rs. 268.
Tulsian: Good stock and PE expansion will happen sooner or later.
Q: I had 45 Nitin Fire Protection shares at Rs 430. What should be the target for it in short term?
Tulsian: Rs 460-475
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