Indian mutual funds are flush with money. Every Tom, Dick and Harry is investing in MFs and ULIPs (a good sign). More and more Indian Investors are taking direct shot at equities as well. We expect the sensex to be robust.
Yes in our sample portfolio select and growth oriented midcaps and small caps have held on or outperformed index heavy weight during the slide. Investors may hold on to these stocks!
You are very correct nil2006! I think you have posted the exact copy of Robinswami's post. Where did you get it from?
IDFC was at Rs 65/- Present Rs 227/-
GMR was at Rs 350/- Now Rs 250/- after 10 to 2 split ( Rs 250 X 5 = 1250/-)
ICSA was at Rs Rs 800/- Now Rs 592/- after 10 to 2 split(Rs 592 X 5 = Rs 2960/-)
Spel was at Rs 17/- Now close to Rs 40/-
How is what Robin said? Robinswami is a great analyst! But he does'nt post much
It is understood that Robin Swami is tremendously bullish on Spel Semiconductors and has called it a multibagger for 2008!
All the stocks have appreciated and have given multibagger returns!
Dear Patni. I appreciate you for giving a thought on such highly valuable points which many of the investors are not looking at. Everyone keep their eyes only on the movement of sensex/nifty points and believe that the whole share market is revolving around those points and they forget the fact that only a few previlaged companies are taken into account for such valuations of sensex/nifty. We have many other frontline and mid cap stocks substantially under valued and people madly sell any stock they are holding when the market indicator shows some weakness.
Bhel call KotakInvestment on 05-03-2007
while was 2107.. target was 3319
It reached on one day before ex bonus...
ex bonus ( 1;1) was 1530...
now ?? What is rate ? double it the will be cum bonus.
Conversely, get out of junk stocks in small & mid-cap space particularly. There are many of them around - Vans Information now called Inhouse Productions (BSE code 526610), CALS Ltd (526652), Sturdy Industries (530611) are the top sell's for the day.
Robin, I believe CESC will be a big winner of which you have not mentioned anything. While the power utilities business is doing well, RETAIL valuations are not built in. We also expect big ticket announcements shortly. We see the stock kissing Rs 800/- soon!
It is just the beginning.Scripts advanced more than 25 to 35 percent will see the correction.Anyhow as seen everyday, correction does takes place but it follows with recovery.
We recommend these two stocks for all those who feel that they have missed out on the rally and still holding lot of cash. CESC from Power and KPIT from IT. Good stocks but yet to run up!
| NIFTY 
