Wednesday, February 20, 2013

Journey from Peanuts to Millions

        It’s been always told to us that money making is not easy. We also know it for a fact, that yes, it’s not. It takes a lot of hard work to become richer and for sustaining the Wealth created.

I would like to tell you about someone who actually made money easily, without even knowing much about what exactly was going on, but kept patience with discipline and got paid off.

It’s a story about a common man with an extra-ordinary investment experience.


Long time back in the year 1999 a small farmer who knew nothing about stock market himself and was a total layman and least bothered about any Stock Exchanges. But he had a friend who was involved in Equity Investment, in fact was a wise stock broker (rare species today).

One day the friend on a cup of tea advised him for investing into Equity for long term. The farmer being a novice and also not cash rich couldn’t understand that what he’s supposed to do?

Wednesday, February 13, 2013

Buying Relcapital in Trading Portfolio


After a month buy period now I am looking into buying Relcapital at Rs.400 as valuation recahed fair.Relcapital was trading at 480 last month and have corrected to 20% in this month.Its due to selling by DII  in stock.Ahead of new banking licence guidelines I Dont expect stock to correct further from here onwards
Adding 25 Relcapital shares at Rs.400 in trading portfolio and My reserve in trading portfolio is reduced from Rs.92034 to Rs.82034
Currently I own Strides Arcolab,Bajaj Finserv,Jai Corp,DCB and Relcapital in trading portfolio

Thursday, January 31, 2013

BUY CALL ON JET AIRWAYS DOUBLED


Dear followers,
I gave a buy call on Jet airways on October 8-2012 by seeing the possible stake sale to Eithad Airways.http://keralatraders.blogspot.in/2012/11/reason-for-jet-airways-out-performance.html
I gave a strong buy call on Jet airways at 350 levels.Now the Jet Airways is trading at 640 levels and it hit year high at 647 after my buy call.Hope you got profit

Thursday, January 24, 2013

Seeing Buying Opportunity in Selected Midcap Stocks

As midcap index plunged in this week trade I see some value buying picks in midcap space.They have either zero debt,good book value or good biz model.
Hexaware form IT space is such a worth buying midcap stock.They have zero debt on balance sheet and it is trading at Rs.75 now.It doesn't mean that stock will not go to 60 or 65 levels.Anyway this is a good midcap bet form IT space at this levels

Similarly I like to buy Jaicorp @ 70 and hold for another couple of years as co have started  Navi Mumbai Special Economic Zone to denotify SEZ land for IT park, township.
About 74% of NMSEZ is owned by Dronagiri Infrastructure Pvt Ltd ( DIPL), a company owned by RIL chairman Mukesh Ambani and Anand Jain of Jai corp and Sea King Infrastructure Ltd (SKIL), while the rest 26% is owned by CIDCO. 

         WILL COME WITH MORE INVESTMENT IDEAS IN COMING DAYS

Wednesday, January 23, 2013

Dont Buy HDIL Now


I wont advise my clients to buy HDIL at 85 rate as promotoers are selling stakes in co.Only consider buying HDIL at 50-55 levels.Also HDIL have debt of Rs.4096 crores.So not looking to buy HDIL now

Tuesday, January 15, 2013

Adding DCB in Trading Portfolio

Now I am adding 200 DCB in my trading portfolio at Rs.50.50 for Rs.10100.
Now the reserve fund in my portfolio is reduced to Rs.92034 and stocks I holding in trading portfolio are Bajaj Finserv,Strides Arcolab,Jai Corp and DCB
DCB is one of the better performing small banks given the opening up of acquisition of banking etc, there could be some increased interest in this bank. 


Development Credit Bank (DCB) reported a 72 per cent jump in net profit in the October-December quarter at Rs 27 crore, against Rs 17 crore in the year-ago period.
Net interest income (difference between interest earned and expended) grew by 22 per cent at Rs 72 crore from Rs 59 crore in Q3 FY12.
Net Interest Margin (NIM) stood at 3.38 per cent (3.37 per cent in Q3 FY12).
As on December 31, 2012, while the bank’s deposits grew by 22 per cent at Rs 7,558 crore, total advances rose 39 per cent at Rs 5,964 crore. Retail deposits were at 83 per cent of total deposits.
Net non-performing assets (NPAs) stood at 0.73 per cent from 1.03 per cent in the year-ago period.