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Started by : Jyoti Rath, Sr. Associate, Barclays   09 11 2009 06:13:23 +0000
Industry : Equity Research/AnalyticsFunctional Area : India(Markets)
Activity:  208 views;  last activity : 07 06 2010 20:18:09 +0000

There is some respite for investors after all the recession and the slump they saw in the market, finally we are now seeing smiles in the faces of investors and the main reason for that is the market is doing really well, also for the fact recently the sensex crossed 16,000 and the market is on a upswing mood. There were many IPO's that happened and will be happening and many international deals that are being done which is being greatly anticipated by many, and in a time like this when every thing is going good, it becomes all the more difficult to maintain the portfolio of an investor like, where should one be investing in a rising market like this and what are the kind of stocks that one should go for in a time like this.

So People which are the stocks to watch out in this rising market?

 
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1 2 3 4 5
1 not right time to invest
2 Cairn India
3 agrotech industries
4 dont invest right now
5 Jai kumar infra limited
6 Good Luck Steel and Rubber on BSE
7 Alumecho would be my pick
8 Dont Go by hwz the market is going rather choose ur own path by clearly picking ur basket of egg
9 dhanalakshmi bank
10 itc
11 Mphasis
12 The P/E's are not there yet
13 Narmada Gelatines Ltd.
14 Retail/Mobile/banking/power

not right time to invest

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some sector still to rise along with index

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Cairn India

idea posted by Jyoti Rath Sr. Associate, Barclays

I think one can go for cairn India, the company which is set to emerge as one of India’s leading petroleum producer and possibly the largest onshore producer, once its oilfields in Rajasthan reach peak production in coming years.   In future when the production starts a full fledged process then the returns will also be great.

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1) Shoppe India Ltd.

2) Motilal Oswal Financial Services Ltd.

2
  

Sounds logical. Alternative Energies will take a long time to influence oil industry which is the prime source of energy. With the new oil fields yielding commercial output, Cairn India is potent with unprecedented investor interest, in terms of sector as well as stock specific activity. I support the idea. 

 

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agrotech industries

idea posted by prabhat mishra Domestic Private Banking-Executive/Manager, PVT BANK
A professional management - food business , good brand building .... ACT II popcorn
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by Jyoti Rath, Sr. Associate, Barclays  | 09 11 2009 14:55:29 +0000

I agree with Mr. Prabhat. Investing in food industry, specially agriculture is a very good option...

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dont invest right now

idea posted by vipul kishorbhai shah Freelancer, Freelancer

dont think about investment in market... there are nothing fundamental... it is just gambling in the market.. there are fii's doing continues profit booking in market after all that market is goin vartical line.. dont planing for investment in market... just do intraday profit booking.. this is my personal advice... bcoz some of big investors and hazing fund are covering their losses thats why market goin high... once they covers their loss than there is chances that market will go down...

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by Esha Johar, Risk Analyst, Irevna  | 09 18 2009 10:40:32 +0000

This current time is not good for investments. Just a few days ago, we recovered from the recession. The market has still not recovered compleately. It is still in recovering position. So, it is better to wait for the better opportunity till the market becomes completely recovered...

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Jai kumar infra limited

idea posted by santosh chandane Stock Broker, ifci financial services

This is amid size company doing well in theri field and manage their show in meltdown economy. They have good projects in thie hands and will definitely achive the target they aim for. The company has bagged order worth Rs 304 crore, and execute over a period of 5 years or so. its good longterm buy

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Good Luck Steel and Rubber on BSE

idea posted by Saurabh Kapur Sr Manager HR and Insurance, Hidden

Target is Rs 120 in 3 months

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Alumecho would be my pick

idea posted by Shivprasad Shenoy Accounts Executive/Accountant, Zuari Industries

I woudl like to go with metal

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Dont Go by hwz the market is going rather choose ur own path by clearly picking ur basket of egg

idea posted by Ravinder Pundir Sr. Consultant/Business Analyst, Cisco Systems

I think it doesn't matter market is falling or rising as wht is that which hold important is if u choose ur portfolio of shares by considering all the factors..have patience which is the key to success in the market....carefully analyse the financial postion of the company its balance sheet...EPS , PE ratio etc...and hwz doing in the market...as far as sectors are concerned I think Telecom , Infra , Enengy , cement , power , sugar , tea , automobile and banking are doing great but pls atleast see the performance of the stock ur putting in ur basket..dont always go by words ..

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dhanalakshmi bank

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Mphasis

idea posted by Paresh Dhembare Area Sales Manager, ICICI Bank Ltd

Mphasis reported an impressive quarter showing topline & bottomline growth of 42% & 128% respectively. In spite of Re. appreciation, the company reported a growth. HP – EDS still remains a large part of overall business, showing a contribution this quarter of 10-12%.

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The P/E's are not there yet

idea posted by Mathew Cherian Research Associate/Analyst, Western Michigan University

I believe low p/e stocks that had done well past quarters are god picks. I think the current p/e's level is only around the 20's now and it can probably go up to 40. Now that the modern finance theorists are sidelining the valuation models of yester years predicting ceiling prices is difficult and it can go anywhere depending on the mood of the market and how well the economy is doing.

I mean Companies those that have done well the past 2 quarters and whose p/e is less than the present average p/e of say 20. I think GE Shipping for some reason is not moving, BGR energy might be good.

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Narmada Gelatines Ltd.

idea posted by Vishal Goel BDM, Anand Gems and Jewellers

 

last year company has  invested 3.28 cr for expansion, which resulted first quarter (June 09) performance jumped to2.18 cr as compared to 1.27cr last year. sales also 
jumped to 20.49 cr compared to last year sale of 15.86 cr. We expect company my post 12 cr (30 Rs e.p.s) for full year and pay dividend 40 %. Current price is at 67.45 rs .  we expect a price target of 125 Rs in next six months time. If promoters sells the company price may go to 150 levels (After sale of falcon tyres, stock jumped from 150 to 850).

last year company has  invested 3.28 cr for expansion, which resulted first quarter (June 09) performance jumped to2.18 cr as compared to 1.27cr last year. sales also jumped to 20.49 cr compared to last year sale of 15.86 cr. We expect company my post 12 cr (30 Rs e.p.s) for full year and pay dividend 40 %. Current price is at 78 rs .  we expect a price target of 125 Rs in next six months time. If promoters sells the company price may go to 150 levels (After sale of falcon tyres, stock jumped from 150 to 850).

 

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Retail/Mobile/banking/power

idea posted by C Nijagunaradhya Planning engineer, Aarvee associates

Retail ones such as future group , spencers

Telecom sector is in huge boom everywhere so one can go for Idea/airtel/bsnl etc,.

Banking sector looks postive as there is lot of expansion and recruitment also.... bothe govt & pvt

Lot of investment in power sector especially by private people such as Reliance, Jindal, Adani ,.etc

Be careful while purchasing real estate , shipping , petrolem stocks. 

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