indian stock reco - Have i missed the bus; can i catch a running train??

Most of the people with investible surplus funds in fixed income securities seeing the newspaper headlines screaming that the Sensex is hitting all time Highs would be wondering whether this is the right time to enter the stock market;

The following will help to guide them

• Invest for the long term
• Invest only that amount the loss of which will not unnerve you
• Fixed income securities carry the least risk and hence the return are the least
• Invest after your own analysis and understanding; not on tips
• DOnt put your money in Penny stocks
• Dont get wedded to your stocks forever; take profits in the stocks that gave u favourable returns; or get out of stocks (in which u realise by hindsight the mistake of investing) with appropriate stop losses

" Food for thought" on Stock Prices

There is no “high” price or “low” price of a stock. There is only the “market” price of the stock nor any price too “high” for you to buy or too “low” for you to sell.
(ii) In isolation, price of a stock is not relevant. What is important is whether a share is “underpriced” or “overpriced”, overvalued or undervalued.
(iii) We do not invest in Stock Market Index; nor in Stock Market; nor in individual companies. We invest in a stock at a price at the correct “time”.
(iv) You can’t control the “market” nor the individual stock prices; but you can control your “reaction” to the market.
(v) Intelligent investing is knowing “what” to buy; smart investing is knowing “when” to buy.
(vi) Your profit is determined by your purchase price and not your sale price. Timing your purchase is important.
(vii) Don’t ask the price of the stock, ask what is the worth of the entire company to know whether the stock is worth investing.

Here is the list of stocks ( I will be adding to it periodically ) which first timers may consider for investment at these high levels too ; Invest periodically averaging your cost price if the scrip moves down

1) TCS

2) GACL

3) ITC

4) BHARAT FORGE

5) WOCKHARDT

indian stock reco: indian stock markets

indian stock recos: indian stock markets
This is a relook of my recommendations and fresh ones

Aptech at 132 appears to be losing steam and can be considered for booking profits; lets see the Dec 05 Qtr results and if they r good and the stock decisively crosses its previous highs at around 150 one may consider re entering Aptech

Gateway distriparks (GDL) is a good long term bet; in the business of container handling at ports and logistics ; Note their fantastic Net Profit Margins ; In the year ended March 2005 GDL posted a net profit of 34.79cr on a turnover of 93.70 cr a NPM of 37%. In the qtr ended Sep 05 NP was 20.5 cr on a turnover of 35.14cr a further improvement of NPM; moreover it is in a very good industry and the recent announcement of the Indian railways allowing pvt. players to operate container business through railways is a BIG POSITIVE ; it has corrected to 275 levels from Rs. 300/ and may be bought on a breakout above 280-285 range with volumes

Now for some fresh Ideas

Market fell on 10 th Jan 2006 by over 135 points; One of the stocks which bucked the falling trend and went up is Zenith Computers; stock looks good on momentum at Rs. 97/-; results may bring in some positive surprises; Watch Out !!!!

Another stock which has broken out of a long consolidation phase between 55-60 is Shanti Gears ; This south based company has come a long way from its price of Rs. 18/- (Ex -Bonus and Ex-Stock Split in 2004) and fundamentally very strong. The problem is that of late it has been a slow mover and has not participated in the recent market rally; This is a stock for patient investors ; One may start accumulating at current levels of 68 ; If it crosses 75 in a short span it should gather momentum and should outperform the market.

use the corrections in the markets for picking good stocks

BYE