Monday, February 21, 2011

BUILD A MINI REAL ESTATE PORTFOLIO

The market correction has thrown a fantastic opportunity to build a MINI REAL ESTATE PORTFOLIO OF BANGALORE BASED COMPANIES.

The companies are 1) Prestige Projects (FV 10 - CMP 120), 2) Brigade Enterprises (FV 10 - CMP 92) and 3) Nitesh Estates (FV 10 - CMP 25). All these 3 shares are Rs 10 paid up Face Value, and all are available well below their IPO prices.

All these companies are among top real estate companies of Bangalore, with Prestige and Brigade having a standing of more than 15 years, though Nitesh Estates is comparatively a recent entrant into the market.

BUY 100 shares each of Prestige and Brigade, and 300 shares of Nitesh, OR in similar multiples/ratio, depending on the size of your portfolio. All these companies shares will double in a period of 12-18 months, and whenever the share prices double, DO SELL 50%, MAKE BALANCE 50% FREE, and HOLD FREE SHARES for long, long term.

kadiyali.

Wednesday, February 16, 2011

PHARMA SECTOR TO OUTPERFORM - STAY INVESTED

Market has seen the correction, giving those who were in the sidelines a fantastic opportunity to buy and stay invested. This happens during the beginning phase of every multi-year bull phase, and it happened during the current bull phase too. Stay invested is all that I can say for those who want to follow me.

PHARMA SECTOR will be the dark horse during this bull phase, and this sector will outperform beyond the expectations of any analysts. You will see all the shares of pharma companies getting split into FV 1 within 2-3 years. Buy into this sector heavily, and stay invested till the Nifty reaches 15K, whenever it happens.

RECOMMENDATIONS: I have already recommended investment in Abbott (FV 10 - CMP 1200) on SIP basis. My second recommendation in this sector is RANBAXY (FV 5 - CMP 500). Buy Ranbaxy in an initial lot of 10-20 shares, and keep adding 5 shares every month on SIP basis.

WINTAC LTD (FV 10 - CMP 32): The company formerly known as Recon Ltd, is having a small equity of Rs 4.54 cr, a major portion of which is held by the promoters. The turnover of the company which was struggling to go beyond 15cr, has shown a healthy growth last year by crossing 20cr. This year turnover is likely to touch 25cr. The company has recently made a global tie up with a well known US based generic company for an eye drop called "Latanoprost", and the US patent of this product is expiring shortly, and the company's product which has received USFDA approval will be sold in US at a lower price than the patented one. The company has for the first time in their history has started working in 3 shifts, which will contribute to a very good growth from next year.

Buy this share in the range of 32-35 for a target of 100 by March 2012.

kadiyali.

Thursday, February 10, 2011

BEAR MARKET??? Absolutely No!!!

It is very common during the early phase of bull run, the stocks do fall in such a way investors start feeling there will be a prolonged bearishness. But the market will suddenly take a U turn, and resumes the bull run with vengeance.

Just hold your investments and if funds position permits go on adding to your portfolio. If I say Provogue is good at 60 for investment, and we buy some quantity, and if the same share falls below 40, take it as an opportunity and add more.

All my investment picks if bought at current levels will be multibaggers.

AVOID PANICK, HAVE PATIENCE, DO INVEST DESPITE FALL IN INDEX.

kadiyali.