Let's share & learn

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Hi All,
Let  me know the scripts that you have taken positions based on my writeup.
Time has come to slowly offtake some investments towards end of October if you have short term financial needs.

As Oct arrives I shall update the Qtrly performance based scripts that you people hold & is part of my blog due to time limitation.

Instead of writing an email please write in the comments column as i can track it anypoint of time.
Also I have prepared a questionaire to undertand human behavior when managing Investments,were I need people to volunteer in filling this questionaire & I shall share the stats with you all.This questionaire will be ready by end of this week...

Comments

  1. harriSeptember 30, 2009 at 10:03 AM

    Do keep posting. Gives me some good good leads. Though from your previous post I own only two stocks Petronet LNG & Kesoram. Send me the questionaire whenever. I may take some time to return it as am travelling in next few days.

    ReplyDelete
  2. JalalSeptember 30, 2009 at 11:02 AM

    Thank you for asking feedback & porfolio subscribers.
    I have only Bliss Chemical
    Kindly give some good bets

    ReplyDelete
  3. BharatSeptember 30, 2009 at 1:09 PM

    I own only Dena bank from your picks as i am new to join your blogs (missed most of the gems). Please suggest me some good stock for short term.

    Thanks and keep posting...

    ReplyDelete
  4. UnknownSeptember 30, 2009 at 8:26 PM

    i had purchased Vijaya Bank.

    ReplyDelete
  5. Pankaj KothiyalOctober 7, 2009 at 7:31 AM

    Any Suggestions on Subex. The current CMP of 80 looks attractive to me given the Book Value of around Rs 130. However there seems to be some confusion on the FCCB conversion price. Kindly give me ur suggestions if you are following this stock

    ReplyDelete
  6. UnknownOctober 11, 2009 at 5:35 PM

    Hi,

    earlier u had asked us to tell u which were the hares we had purchased based on ur updates. I had already given above the details - no response yet - please tell us what to do with the purchase - i had bot vijaya bank. waiting for ur respnse. thanks

    ReplyDelete
  7. 21 GramsOctober 12, 2009 at 1:27 AM

    Hi Prashant,
    Sorry I didn't reply to your last mail. Was on lve and got entangled in work immediately after rejoining. My sincere and heartfelt thanks to you for your suggestions.

    I purchased
    Genesys @ 91.00 Now it is trading at 140.00. Should we book profits or exit from the stock?

    Kesoram recently (100 @ 377.00). Holding and waiting inspite of the fall.

    Dena Bank - Still hoding and waiting for tgt of 75.00 as quoted by you. Suggest if I should book profit?

    Karuturi Global - 300 @ 15.35. Read a recent comment from Kotak Securieties. Should I accumulate or wait for a fall?

    Amara Raja - Holding small qty purchased at 115.00.

    Graphite India - 100 @ 60.00. should I add more?

    Oil Country Tubular - 50 @ 88.00. currently in loss. Should I accumulate. You have again advised this scrip in your latest post for month of Oct

    Do let me know about your opinoins on my querries.

    Thanks.

    Major Ankur

    ReplyDelete
  8. perknlifeOctober 12, 2009 at 8:56 PM

    Hi Ankur,
    U can book some profits in Genesys for sure.
    I have no clue on Karuturi global as I don't track argi or horiculture stocks due to it's dependence on weather. As we march ahead in October I suggest liquidate to extent of 25% towards end of October if Sensex crosses 18500 mark. Dena Bank & Kesoram is safe bet will achieve it's TGT.Amara Raja is my fav bet in Batteries industry which is kind of recession proof business. Oil Country tubular is again an hold for it TGT price.

    ReplyDelete
  9. perknlifeOctober 12, 2009 at 9:03 PM

    Hi Jaya,
    I did check Hindustan Copper currently management is not performing on efficient benchmark..Personally I will avoid this script until there is management change to Vedanata. Viajaya Bank is good stock but there will be downplay due to recent floods in south.Switch to Dena bank is also not fleasible as it will cost u 2% transaction cost SELL-BUY. Solar Industries is fairly priced & good sector in coming years but lacks visibility by media .I track Keltech Energies & have small exposure as I'm ok will 100% loss or 100% gain but I will not suggest in the blog as I have good expertise with Human behavior.

    ReplyDelete

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