The World of Small and Mid capsThe World of Small and Mid capsThis Blog is for sharing information and dispencing investment advice in small and midcap companies listed on the Bombay Stock Exchange BSE and National Stock Excahnge NSE India. Articles
Cheers but be cautious
2008-04-26 19:22:00 Hello friends, Last week ended on a very happy note. The Sensex gained 405 points to go above the 17000 mark and Nifty above 5100. The equity markets all over the world has been byouant. We may see this byoancy for next 2 to 3 days or more depending on International market conditions. According to me this is a good time to cash out on all the wrong investments made during December 2007. Use this relief rally to cut down the losses. Donot invest at this point of time. One may argue why not to stay invested as we are seeing a pickup in F&O action. All the most actively traded midcaps like RNRL, TTML, Ispat etc.. are back in action. My answer would be the following Show me the money: From where wil the money come to sustain this rally. Everyone has been brutally cut during January and February. Hedge funds, FIIs, HNIs, Indian Mutual funds all have lost out. Even though Mutual funds are sitting on good levels of cash they are not daring to go out and buy. Money coming in from US...
Coking coal
2008-04-12 19:07:00 Hi Friends, It has been a good week for stock markets. The benchmark Sensex ended the week at 15,807.64, a net rise of 464.52 points over its previous weekend's close of 15,343.12 but moved erratically in a range of 15,957.24 and 15,321.56 during the week. The broader 50-share S&P CNX Nifty of the National Stock Exchange also gained 130.80 points or 2.81 per cent to close the week at 4,777.80 from last weekend's close of 4,631.35. What ever course the benchmark indices take should not be major cause of concern or joy in our investment decisions. On that note I have the second investment theme "Coking Coal ". Not many may know about this commodity but it is one of the major raw material in the production of steel. This wikipedia link might help you understand what is Coke and why is it an important raw material in Iron and steel production Click here The prices for coke are increasing by leaps and bounds in the international market. There seems to be no cooling in prices in t...
Tata Motors: A matter of pride
2008-04-06 22:28:00 Hi Friends, I would like to congratulate the Tata group for buying out the brands Jaguar and Land rover from Ford. It gives me a great sense of pride knowing that an Indian company is the owner of such huge and immensely popular international brands. This deal makes Tata motors a company which can mfg. cars for the common man right upto the ultra rich. The analysts say: Negative rating because of the debt Tata Motors will have to take on the books for the deal Answer: The Tata group has proved over and over again that they can handle international acquisitions very well. They have been able to showcase the ease with which companies have been brought under the umbrella of Tata Group. Take for example the Corus buy out by Tata Steel. This has catapulted Tata Steel to the fifth position in terms of mfg. capacity. There have been numerous smaller buyouts by Tata steel. Tata Tea is not behind. Many might not know but Tata Tea has done many acquisitions of Foods and Beverages company ... More About: Matter , Pride , Tata Motors
Now this is inflation
2008-04-05 13:50:00 Hello friends We are feeling the heat with inflation in the range of 7% just think about inflation of 100,000%. Yes i have added the right number of 0's. This is the level of inflation in Zimbabwe. 50mn Zimbabwean dollar = 1 US Dollar Also the RBZ is going to issue a not of 50mn dollar which is just enough to buy two loaves of bread Follow the link to read more Click Here More About: Inflation
Trading call: Reliance Petroleum Limited
2008-03-30 22:02:00 Hi, We are in a very risky and choppy market and this trading call is for the dare devils. Reliance petroleum limited Buy above: 163 Target: 173 Above 173 Target: 180 SL1: SL2: 150 140 200 DMA MACD is also in favor 163.8 The base for the call is the stock has consolidated in the 150 to 170 range and is waiting for a breakout. Some accumalation has been seen in this stock and also PRL is expected to start production very soon which can be a major boost for this stock. Bye Saurabh Shah More About: Trading , Petroleum , Call , Limited
Over Sold: Be Strong and Buy.
2008-03-17 20:02:00 Hi Friends, Be Strong in this tough time. There is complete bloodbath on the Dalal Street. This is the time to come out and buy. Many people have vowed never to invest in stock market again. This is where we are wrong!!!!! We have to go against this natural human behaviour of buying in bull runs and selling in Bear runs. This is a bear phase and this is the time to Buy. We will sell in the next bull run and earn a lot of money. You might say that you donot have the money. Well an optimist like me would say beg borrow and steal to invest. But being more realistic would be to reshuffle. Get out of momentum plays like Nagarjuna, RNRL, which had climed to dizzy levels with out concrete earnings record. Get in to the Fundamentally strong stocks with proven track record and good sector outlook. If you donot like my mid caps get into blue chips like Reliance Inds., Bharati, Tata Steel, Tata Motors....... Equities as an asset class outperforms all the other investments in the long run so... More About: Sold
Green Technology
2008-03-15 16:31:00 Hello Friends, My first theme for investment is going "Green " (not becoming greedy but thinking about mother earth at the same time enjoying all the facilities of the modern world) I have talked about green technology earlier in the form of bio diesel or bio fuel. This is where i recommended IKF technology which reached Rs23/- from a meager Rs5/- which was way ahead of time and so has corrected.You can follow this link for understanding jatropha plantations. Similar to IKF is Southern Online Bio Tech. SOBT I feel is a bigger and a more established player. It has grants and technology from Germany for research and production of Bio fuel. Also it has supply agreement with Andhra Pradesh State Transport. Also it is applying for supply to Indian Railways which can be a major consumer of Bio fuel Second part of the theme is Wind power. Over the world we see a trend towards wind power and ways to optimise the technology. I feel Suzlon energy has a upper hand in this in India and is a... More About: Technology
I AM Back
2008-03-08 14:12:00 Hello Friends, First up i ask for forgiveness from all of you as I left you at time when things were going wrong. But i am back and this time much stronger. For the past 4 years we have seen a strong BULL RUN. The only downfall we saw were the corrections which are a must in a bull run. This is the first time i am seeing a bear phase, to learn form this i had gone into meditation, understanding what lead to this. Also i tried to understand the pattern for which we should look out in the future. Following is my learnings: Sell when there is extreme greed and every Tom Dick and Harry thinks he is an analyst. Converesly buy when there is a blood bath. This is exactly what we wil do. Never believe the experts. None of them could predict this downfall and all of them sidelined the huge subprime crisis. They donot have complete information and mint money by giving us false predictions. Get into the stocks whoes business you understand. You should be able to forsee the earnings and ou... More About: Back
Dabur Pharma: Trading call
2008-01-06 18:30:00 Hi A new trading call for you savy stock investors. Dabur Pharma The Stock closed at 84.20 on Friday January 4th. It touched a 52 week high of 92.4 on 3rd January. Profit booking might have brought the stock down. Technically it had a breakout over 86-87. For more than a year it tested these levels but went down from there. In this January rally it might go above this level and trade above it for quite some time. Tomorrow that is Monday January 7th,2008 we will see a sharp cut in the market because of weak US Job data numbers and the fall in US markets. This will give us a good level to enter in this stock. Try to get into this stock around 80-84 levels with a price target of 95+ this means a gain of around 15%+ in the next 15 trading sessions. Hold the stock even when the target is achieved. A new target will be published after 95 is crossed. All Loss should be booked if it goes below the Stop Loss level of 75. Summary Buy: 80 - 84 Target 1: 95+ Target 2: Visit after T1 i... More About: Trading , Call , Arma
NRB Bearings: Provides Bearings for smooth functioning of the economy
2008-01-05 16:34:00 Hello All, The Market activity is likely to pick up in the coming week and we will see rally in selective stocks which are expected to deliver excellent results for the past quarter. One such stock which is set to zoom is NRB Bearings. Below is the research report for NRB Bearings. NRB Bearings BSE: 530367 | NSE: NRBBEARING | ISIN: INE349A01021 Mkt Cap 488.49 | * P/E 12.42 | Div 145.00 | * EPS (TTM) 8.11 | B/V: 165.82 Mkt Lot 1.00 | FV 2.00 | Figures The Company has a book value of 165.82 which means the assets itself are worth more than the stock price. A Strong TTM(Trailing Twelve Month) EPS of 8.11 which means that company earns Rs8 per stock. This translates into a PE of nearly 12 to 13 at a stock price of 100. Positives As the name suggests the company is into Bearings for the automotive sector. Name a auto company in India and it is the client of NRB Bearings. It has 5 plants, 1 in thailand and others in India. With more and more auto companies coming to India,... More About: Economy , Smooth
Mazda Ltd: Truely a Large Cap of tomorrow in the Engg. Space
2008-01-02 11:27:00 Hello All, Investment of the year for you. Mazda Ltd. BSE: 523792 | ISIN: INE885E01026 It is in the Engg. sector. It is one of the cheapest stock available in terms of PE. It is trading at a PE of under 10 which is very low in this sector. This means the company is extremely undervalued. It has a tie up with a US company and gets orders from large companies in India like Siemens and others. Also it has a good R&D division which has given good results. The company pays attention to innovations which can deliver good returns in the long term. Currently the stock is trading in the range of 110 to 120. These are good level to buy, with a 1 year target of 240 which is near its 52 week high. One more interesting link click and read. It will help you make some money. // More About: Space , Tomorrow , Large , Morrow
Happy new year to fellow investors!!
2008-01-01 15:49:00 Happy new year to all the readers I wish you and your family a very happy and prosperous new year. Wish you all the success in this new year and hope you will double and triple your wealth. As always we have witnessed runaway success for the recomended short term stocks. Guj NRE coke recommended at 115 is currently trading at 151. Also RPG Lifescience has witnessed buying interest. The stock is in the range of 125 to 130. Hold and enjoy the ride. Donot buy at this level. Thank you for your support and please spread the word if you like my recommendations Thanks Saurabh Shah More About: New Year , Happy , Happy New Year , Investors , Year
RPG Lifesciences: Technical breakout
2007-12-30 20:39:00 Hi, Wishing you all a happy and prosperous new year. My last reco of Guj NRE Coke has started to move. A close above 120 is really going to help the stock to move up faster. Another short term gain can be made in RPG Lifesciences. It had a formation of a typical cup and handle formation. Now it has given a break out above 110. A best bet would be to get this stock in the range of 117 to 125 for a short term target of 150 very quickly. Also fundamentally it is a sound story but we should only enter for short term gains. The stop loss would be around 100. Below 100 we could see a sharp cut. Thanks Saurabh Shah More About: Technical , Technic
Gujarat NRE Coke: Grab some Short Term gains
2007-12-24 20:05:00 Hello Friends, For all people who want are ready to take some risk to earn some short term gains, Guj NRE Coke is the stock for you. According to my analysis one should buy Guj NRE coke in the 115 to 125 levels for a target of 200 before Budget 2008(ie February 2008 end) The stop loss is 104. Please sell the stock when the stock closes below 104 with strong volumes. Also for people with medium to longer term investors this could be a good stock to buy at current levels. The rationale behind this stock is that Coking coal prices are on a rise all over the world. The prices have appreciated by 60%. This means more earning for Guj NRE coke. Coke is the fuel used by Steel mfg. companies and Steel demand is increasing very rapidly in India. This also translates into good profits for Guj NRE. Guj NRE has mines in Australia which produce premium coke which is in demand.All this translates into good earnings and profit for this stock. Also the Mutual funds are buying a lot into this ... More About: Gujarat , Short-term , Short , Term
Silverline Technologies: Turnaround story
2007-12-13 20:58:00 Hi People after the success of IKF Tech i have another Technology comapany for you. Silverline Technologies BSE: 500389 | NSE: SILVERLINE | ISIN: INE368A01013 This company according to me is a good turnaround story. If the management does it well it can create rich returns. Critics might say that the management is fradulent and the company business is not clear. But i am in for a quick gain. I have already earned free shares of Silverline Animation(another good stock after it will be listed very shortly) The company has recently gone through capital reduction of 10:1 i.e. 10 shares were diluted to 1 but the price has gone up more than 10 times. So no one is on the losing side. Because of the capital reduction the EPS will rise and at high PE the stock price is set to shoot. The company has a JV with a US company Creative InfoCity and a strategic partner in Canada. The shareholding by promoters is very low so they might come in to buy. One can buy this stock in the range 120 ... More About: Story , Logi
Member List
2007-12-12 18:22:00 Hi Congrats!!!! We have had a runaway success with 40% increase in the share price of IKF tech. Congratulations to all those who invested. Contact List I would like all the visitors to put their email ids which they check regularly in the comments. No one else will be able to see the email id as the comments are moderated. I will just take your name and email id and reject the comment Moderation of comment is done so as to keep the abuse away from this blog. Purpose I assure you the email id is not for the purpose of any marketing or spam.This is to keep all the interested people updated about the status of the stock suggested on the blog as soon as it happens. Also visitors will get my email id and they can ask questions through email. Also i will be able to keep a count of my fellow interested investors Thanks Saurabh Shah
IKF Tech : HOLD
2007-12-11 16:51:00 Hi Today IKF had a great run up. It has run upto Rs. 9.49 up 20% locked in circuit. The volumes have also been good, this shows that there is good appetite for the stock. Fasten your seat belts for the ride. Currently I recommend that one should not buy into this stock at this level. Those who own the stock at lower level should hold. Buy only if comes in the range of Rs 6 to 8. Please visit the site regularly for more alerts on previous recommendations and new stock ideas. Any questions or suggestions are welcome. Please leave your comments. People can subscribe to the RSS feeds(Under Syndication on the right panel). Also remeber to click the button below to take this blog to the top of the popularity chart <a href="http://www.amanda- jenssen.com" mce_href="http://www.ama nda-jenssen.com"& ;amp;gt;Amanda Jenssen</a> Thanks Saurabh Shah More About: Tech , Hold
IKF Technologies : Growing to become a major Bio fuel company
2007-12-09 14:53:00 Initially the company was incorporated to provide services and products in the IT space. Now it has turned its focus towards jatropha plantations. The oil from its seeds can be used to produce Bio Diesel. Bio Diesel is used by Indian Railways which can be a major client. Also Bio Diesel usage is increasing in the Developing nations. There could be rich premium in selling such fuel. This could mean more earnings for IKF and companies like this. On a long term basis the entire sector could be in the Limelight of the stock market and will generate rich returns for the investors. I am recommending IKF Tech because it already has started plantations in Meghalaya and Jharkhand. It has tie ups with many state governments which would prove very beneficial for the company.Also it has a JV with a Thai company for more plantaions and supply of Fly ash to Thailand. Currenlty it is available at a very rich valuation, the PE is 85 but this will come down as the earnings start. I recommend a bu... More About: Company , Fuel , Technologies , Growing , Major
Welcome to the oppurtunity of wealth creation
2007-12-08 13:22:00 Hello, You have reached the Blog which will help you in wealth creation by investing in small and mid cap companies listed on the Bombay Stock Exchange(BSE) and National Stock Exchange(NSE). Here you will find investment advice on companies which are currently small but will grow in size as the Indian economy grows and flourishes. By investing in such companies you stand a chance to create enormous wealth for yourself. Here i will not only give you investment advice but also enlighten you about the capital markets and try to create more intelligent and informed investors. Begining now I would like to give you two points to remember while you start your journey in investing in the Indian equity market. 1. Always invest the spare money or savings you will not need for atleast 2 years. Never invest money taken on loan. 2. Always do your own research on the fundamentals of a company before investing. Never blindly follow "tips". For the people who understand the equity market I woul... More About: Wealth , Creation , Unit |



