Friday, January 4, 2008

REVISITS OF EARLIER POSTS : TWO

Dear All Investors,

POSTS REVISITED


We are getting overwhelming response, because people have found the advantage of investing based on good fundamental analysis, rather than depending in so called Hot Tips and Market Whispers.

With your kind permission, I am revisiting some of our earlier posts :

ALPS INDUSTRIES

Alps Industries was recommended when it was ruling around 51 levels with a target of around 90 by April 2008. The share has already touched 84 on 4.1.2008. Two positive factors have emerged for the company (a) the company has set up an ultra modern manufacturing facility at Uttaranchal (with all the attendant tax benefits) and the full benefits will start accruing from the next quarter. (b) The Company management has declared having set up a subsidiary which will enter into Power business. Both these factors augment well for the company and our targets will be easily met and surpassed..

Therefore, Alps is a clear hold.


AUTOLINE INDUSTRIES

The share was recommended when it was ruling at around 156-160 levels with a target of 240 by April 2008. The target has already been achieved. The following positive news items have surfaced : (a) Autoline has acquired one company overseas which will result in increased top line and bottom line. (b) The company has allotted shares to some entities at a substantial premium. This shows the strength. The target of 240 set for April 2008 has already been touched in December 2007 and at this pace, the share may reach higher levels.

Therefore, Autoline is also a clear hold.

UNICHEM LABS

Unichem is moving on the expected lines. It was recommended at around 190 and we had set an aggressive target of 300 for April 2008. We understand that Reliance capital has picked up substantial shares of the company. Pharma Sector is expected to get rerated this year. The share had already touched an high of 242 during recent times and 300 is not very far off. Unichem is a safe investment and should be available in everybody’s portfolio. The share is now ruling at around 220-230 levels and a couple of circuits may take it to more than 300 levels.

Therefore, Unichem is also a clear hold for the time being.

WEST COAST PAPER

This share was recommended when it was ruling at around 91 levels with a target of 150 in one year (by December 2008). The share has since then inched up to 113 levels (in one month). In one of the leading financial papers, this share has been very positively commented upon and is slated to be a multibagger by 2010. For investors with a long term horizon, it can be accumulated even at this stage.

Therefore, West Coast Paper is a hold.

PEARL POLYMERS LTD.

The stock was recommended at 25 with a target of 33 by April 2008. The stock already touched 37 on 4.1.2008 and is moving in the right direction. People who entered at 25 levels are sitting on almost 50 percent profits within one month. Some people are e-mailing me whether to book profits. As I have stated earlier, booking profits is the sole discretion of the investors. I leave it to you.

Kindly note :

a) We advise only regarding fundamentally strong and performing companies. The companies may be mostly profit making and in a few cases, they may be turn around companies.
b) Please go through our fundamental analysis carefully, verify the facts and figures (if you need to) and only then invest.
c) We expect investors to have a time horizon of at least one year and more.
d) We do not advise for short term investing, which is risky.
e) Despite all these, we do not take any responsibility for your financial matters. Investment is solely your decision.


(AJAY SINGH RATHORE)
KASHIWALA































3 comments:

Golden Dreams said...

sir
i have some funds free for investing
cud u plz recommend which scrpt to enter at this point.
thanks and regards
sapna

Suparna said...

Dear Sir,
I have invested my fund in pearl Polymer after reading your review at level of 37. Today I am in loss of 25% approx. I am confused. Pls suggest urgently that should I exit time being or hold.

Thanks
Suparna

Unknown said...

Dear Sir,

I wanted to know your views in respect of GMR Infrastructure. I have purchased 100 shares @ 240. they have recently issued shares @ 240.

Thanks,

Maulik