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.

7 comments:

  1. Thanks for the recommendations kadiyali sir ...

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  2. kadiyali sir,
    could you guide us reg our nitesh estate,balaji tele ,whether we can add more or churn everonn, amrutanjan with any new recommendation..
    regards

    bipin

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  3. Bipin, stay invested in whatever shares recommended by me. If you find the MV has fallen substantially, DO AVERAGE, but note to get out of original lot when you get the original price. By this method, you will be reducing the price. Balaji, nitesh estates, eveready, provogue all will give multi fold gains in the years to come.

    Add Brigades & Prestige to Nitesh, and make a mini Bangalore based real estate portfolio.

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  4. Dear Kadiyali,
    Thank you for your kind support.....
    We are trying our best.....your comments as well as advise will be highly appreciated.

    ReplyDelete
  5. Jay-sab, it is simply amazing that you have 17 comments in your blog so far today.

    Since Kadiyali is not regular in his blog, can you provide us with trading tips like kadiyali used to do earlier?

    we are addicted to kadiyali blog, pl get us addicted to your blog so that we can trade regularly.

    ReplyDelete
  6. Dear saravana saab,
    Out of 17 comments, 12 comments are mine !!!!!!!
    In future, don't be addicted with any blog but try to get the levels and watch price movement. TRADE accordingly.
    WE ALL WILL BE WINNER.
    Right from the beginning, my motto was to take profit atleast one thousand a day...and the profit should be consistently....except one or two days that may go against our trade.
    Regards

    ReplyDelete
  7. kadiyaliji, why u are not giving trading calls nowadays???

    ReplyDelete