Wednesday, May 31, 2006

More .. sasta stocks

My picks for tomorrow will be :

1. Rane Engine Valve - small cap; should give quick money .. 15-16% in a week; stop loss at 320
2. Wockhardt - good stock at low price
3. Monsanto - At a PE of 13 and an expected PAT of almost 100 crs ... easy buy
4. Apollo Tyres - quick money; stop loss at 220
5. Balaji Telefims - Good NCAV; good PE for entertainment/media stock
6. Abbott India - sasta
7. NIIT Technologies - sasta; buy and hold
8. Fag Bearing - quick money stock
9. Rain Calcining
10. Madras Aluminium Co.
11. India Glycol - has upside; a PE of 7.02
12. Apar Industries - Excellent sales growth; long-term prospect
13. Aegis Logistics - Great sales growth; good traction; quick money
14. Gujarat Ambuja Export - brilliant PE though sales are slow
15. NOCIL - excellent turnaround story
16. Tinplate Co. of India - Amazing valuations
17. Ind Swift Labs - One of the cheaper pharma scrips
18. Ahmednagar Forging - Forget the zero dividend; has a debt-reap of 64% of m-cap
19. Andhra Pradesh Paper Mills - Amazing valuations
20. Jupiter Biosciences - Future growth story

26 Comments:

Anonymous Anonymous said...

MARKET AGAIN DOWN...

I HAVE BOUGHT 50 SHARES OF RANE ENGINE

LETS SEE

3:25 PM  
Anonymous Anonymous said...

WHAT DO U THINK ABOUT

SHIVVANI AND SUZLON

3:26 PM  
Blogger Shankar said...

Clever you. You bought the stock that jumped the most in yesterday's carnage. Rane Engine Valve was up 6.4%

OK, if anyone had put equal amounts of money on the portfolio listed, he/she would have lost 1.73%. The sensex on the other hand went down by 3.15%.

Apologies.

Lets look at this over a week/2 weeks.

9:16 PM  
Blogger Shankar said...

I like Suzlon. For one all important reason ... PRICING POWER !!! At current price .. you can invest.

Warm Rgds
Shankar

9:17 PM  
Blogger Amol said...

I cannot see Aftek in your list ?

10:25 AM  
Anonymous Arjun said...

Good stuff dude.

2:08 PM  
Blogger Amol said...

Shankar,

Aftek has close to Rs.25/- in cash. Its price has come down to 55. Is it close to the 1st idea mentioned by Dr. Sanjay Bakshi in his presentation. i.e. buying at near cash level. Please comment on the same.

-Amol.

2:55 PM  
Blogger Prem Sagar said...

Hi Shankar,
Looking at Aftek Infosys, it looks the valuations are cheap at these prices.
But i have a doubt. Why has a debt free co issued FCCB (due 2010) for 129 Cr when it had cash already? This cash as in their 2005 annual report was unused and raised their cash to 320 odd Cr.
Do you have any idea on how this cash has been used? Any acquisitions?
I dont see any other reason to issue those convertible bonds when it had cash itself.
Otherwise the price is compelling at these levels.

8:27 PM  
Anonymous Anonymous said...

Shankar,
Please share your views on Aftek ?
-Amol.

3:09 PM  
Blogger sunil kumar said...

Hi Shankar,
Today I finished all my remaining cash. I bought/averaged NTPC, BharatForge, WockLtd, RicoAuto, RCVL, PetLNG & Ranbaxy for medium term (November). I feel further downtrend is limited to 5%-8% since most of these stocks have corrected signifcantly. However, if it corrects more, is it advisable to add more cash???
Waiting for ur response.
Regards,
Sunil

4:30 PM  
Blogger Amol said...

Shankar,
Aftek fell down to 40 levels. What are your views ?
-Amol.

6:24 PM  
Blogger Prem Sagar said...

I bought a token quantity of aftek infy.
At a low PE, and good cash, I dont think theres much downside.

Sales has almost grown by 5x in 5 yrs..pentupled.. (is that the word?)
PAT has grown by a comparatively lesser 2.5 odd times.. mainly due to the higher depreciation in the last 2-3 yrs.

Return on equity is at around 20 levels. lower compared to leading IT stocks. Satyam too has the same levels though.

And they have a relatively low sales to assets for an IT co. They are bagging sales of 1 Rs for every 2 Rs in assets.

But their margins are high. Around 40s.. too good.

and they have a cash of around 26 per share.

a debt of around 130 Cr in their 2005 report via FCCB route due 2010.

1:07 PM  
Blogger sunil kumar said...

All stocks i mentioned gained handsomely today. booked partial profit. Just luck.
Sunil

3:58 PM  
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12:40 AM  
Blogger Prem Sagar said...

Hi,
I am running a research on Aftek infosys on my blog. I am convinced its cheap. But its been cheap for ever. That bothers me. I am looking more qualitatively now that the quantitative analysis is darn good cheap.(I may have missed a clue or 2 though)

Pls have a look at my research and help me with it if you have anything to add. (as I always say, its not a recommendation, but a discussion)

http://stockomania.blogspot.com/2006/06/atek-infosys-investigation.html

5:17 PM  
Anonymous ashish said...

hi shankar no blogs from a
long long time

one is due dude...
please...

ashish

7:58 PM  
Blogger sunil kumar said...

No message for so many days!!! Markets are changing every day.

I feel one should book profit/loss upto 11000 or during special session on Sunday 25 June. After that it may go down again.
Regards,
Sunil

9:01 PM  
Anonymous Anonymous said...

are bhai saab kahan ho aap?????

hey shankar where are you da.......

9:15 PM  
Anonymous Anonymous said...

Life is great out here in Mauritius. Plesant weather, good breeze and what more I got a great card offer from credit cards

4:03 PM  
Anonymous ashish said...

shankar ji ap kahan chale gae hain....
are bhai ap aie to lagta hai you have lost
interest in stock market par bhai sahab blogging
kyon band kar di.Kuch aur baat kar lo.Par ao to yaar.

ashish
ur fren

6:47 PM  
Anonymous amit said...

hey dude whats up
long time no see..

you doing lots a work or what
????????

3:24 PM  
Blogger AnJaka said...

it sounds good, outsource is good for me.
--------------------------------------------------------------------------------
I like some links of google:
it outsource support.

12:44 AM  
Anonymous amit said...

yaar shankar are you all right?? means are you well and fine
from long long time there has been no response from your side...is everything fine????

best and best of regards.
Amit.

7:29 PM  
Anonymous Anonymous said...

Hey does anyone have any idea on Graphite India .. What are your thoughts on this stock

12:10 AM  
Anonymous Anonymous said...

Excellent, love it! film editing classes

1:34 AM  
Blogger Principal Safety said...

Dear Sir,

How reliable is the historical information for Indian companies found on web sites?

And Rediff, India Bulls, MoneyCentral etc do not seem to have more than 5 years of EPS data.
Some companies have more data on their annual reports but most don't have that either.

Do you know of any sites which might have around 10 years of EPS data?

Thanks in advance!

5:50 PM  

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