LATEST PORTFOLIO SINCE AUG 2012

Here is the latest series of portfolio series II since Aug 2012 of RS.100000 allocated among ten different companies in various proportion based on their beta and return expectation.Kindly do your study and update or add these stocks in your portfolio

In latest portfolio series I would like to give 25% exposure to HCL INFOSYSTEM based on co’s Rs.2200 crores order from UADAI. HCL Infosystems Ltd, is India´s premier hardware, services and ICT systems integration company offering a wide spectrum of ICT products that includes Computing, Storage, Networking, Security, Telecom, Imaging and Retail. HCL is a one-stop-shop for all the ICT. The co is now trading with a fair P/E ratio of 5 and EPS of 8.The co have reduced their debt considerably

Secondly I recommend JPINFRATECH at Rs.46. The 165-km Yamuna Expressway is ready for commercial operation, the company that built the road, Jaypee Infratech, has said.

The road, built at a cost of Rs 12,839 crores, runs along the Yamuna river, connecting the industrial town of Noida and Agra. The tolled road is expected to reduce traffic congestion on the National Highway 2.

According to the terms of the concession agreement, Jaypee Infratech is entitled to collect tolls at rates fixed by the Uttar Pradesh Government for 36 years. In addition, the company will receive 6,175 acres of land across five different sites at the Government’s cost of acquisition, paying only an annual lease rent of Rs 41 per acre.

REC and PFC will gain on importance given in upcoming Five Year Plan and Union budget. We still lack infrastructure in power and utilities. The guidelines that will b released soon by RBI on new banking license may benefit for these two power financing companies

Petronet is about to commission their cochin terminal by 2013october.This will improve sales and profitability of company. So I initiate a buy on stock

Cable digitalization is a huge opportunity for DEN Network...I still initiate a buy call on DEN around 123

Consumer discretionary spending in rural and urban cities is a big positive for BAJAJ FINSERV. Moreover tie up with Berkshire Hathaway is positive for company in coming future

Redemption in Strides Arcolab FCCB is a positive for company. Co is looking to sell its non-core biz entity as a part of debt restructuring is a positive for company

Accelya Kale Solutions Limited is part of the Accelya Group, a leading solutions provider to the Airline and Travel industry. Formerly known as Kale Consultants Limited, the company became part of the Accelya Group in 2011.The revived sentiment in Indian and global aviation space is a positive for company

Marico is key player in Indian fmcg market and company have  niche of product and strong presence will lead to further upward movement in stock price

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VGUARD PLANNING TO SELL LAND IN MUMBAI

The V-Guard group, a south-based power stabilizer maker, has shelved plans to set up two amusement parks with an aggregate investment of up to Rs 1,200 crore because of land acquisition problems.

The company, which operates two amusement parks — ‘Wonderla’ in Bangalore and ‘Veegaland’ in Kochi — was planning a new theme amusement park along the Mumbai-Pune highway with an investment of Rs 150–200 crore and and a major expansion exercise in Kochi, including a convention centre and a hotel, at a cost of Rs 1,000 crore.

The group has dropped its plans of setting up a water theme amusement park near Panvel in Navi Mumbai, following the phenomenal rise of land prices at the proposed site, V-Guard Executive Director Mithun Chittilappally said. "About one-and-a-half years ago, we had acquired over 60 acres at Rs 4-5 lakh per acre at the planned site, but property prices in the area shot up to more than Rs 40 lakh per acre due to special economic zones and the proposed international airport. We require about 150 acres more. But, at the current price, it is unviable to pursue the project in Panvel," he said. Further, some of the adjacent land that the company planned to acquire have come under the proposed Navi Mumbai and Maha Mumbai SEZ projects of the Mukesh Ambani Group.

V-Guard is planning to sell off the acquired property and shift the project to Tamil Nadu, where the state government has assured to offer the necessary support

Chittilapally said Tamil Nadu was preferred for the project because Veegaland and Wonderla enjoy good brand equity in south India. More than 15-20 per cent of the visitors to these two parks are from Tamil Nadu, he added. If the company sells the 60 acres at the prevailing market rate, it will make a profit of around Rs 20 crore.

THIS IS THE MAIN REASON FOR STOCK SURGE OF      VGUARD IN PAST 3 MONTHS FROM 220-440