randomGuy Posted February 2, 2015 Share Posted February 2, 2015 Had to stay away from market & was thinking of re entering during this budget ? any good picks ? for next 6-12 months Most bullish in dhfl atm Link to comment Share on other sites More sharing options...
jusarrived Posted February 2, 2015 Share Posted February 2, 2015 Most bullish in dhfl atm Thanks is it fundmentally good ? Havent followed this stock for a while Link to comment Share on other sites More sharing options...
randomGuy Posted February 3, 2015 Share Posted February 3, 2015 Thanks is it fundmentally good ? Havent followed this stock for a while Yep. Cheapest HFC. Good RoE Good capital adequacy. Jp morgan, goldman sach, rakesh jhunjhunwala invested, Motilal has a target of 720+ on dhfl. Crisil rating improved, will get cheaper funds from bond market. I bought at 330 a couple of months back. Looking to add more. Your comments on Havells India? (remember you telling abt having it) Link to comment Share on other sites More sharing options...
randomGuy Posted February 3, 2015 Share Posted February 3, 2015 Bank nifty down 2.5%. Dhfl up ~5% atm Link to comment Share on other sites More sharing options...
G_B_ Posted February 3, 2015 Share Posted February 3, 2015 the markets will see a degree of profit booking in the coming months. Link to comment Share on other sites More sharing options...
Magneto Posted February 3, 2015 Share Posted February 3, 2015 the markets will see a degree of profit booking in the coming months. 8600 coming up. Link to comment Share on other sites More sharing options...
randomGuy Posted February 3, 2015 Share Posted February 3, 2015 Its because of Delhi opinion polls. Yes bank now looks very attractive one more time Link to comment Share on other sites More sharing options...
G_B_ Posted February 3, 2015 Share Posted February 3, 2015 I doubt Delhi has anything to do with it. FII need to bulk their cash reserves due to issues such as Greek exit from the Euro. These people will sell on the profits they have made to defend themselves at home in Europe. Link to comment Share on other sites More sharing options...
randomGuy Posted February 3, 2015 Share Posted February 3, 2015 I doubt Delhi has anything to do with it. FII need to bulk their cash reserves due to issues such as Greek exit from the Euro. These people will sell on the profits they have made to defend themselves at home in Europe. Politics plays a huge role in sentiment. Nifty moved from 5500 to 9000 modi being the main factor EU has announced bailout. Also Y'terday US closed with smart gains due to expectations of greece issue resolution Link to comment Share on other sites More sharing options...
G_B_ Posted February 3, 2015 Share Posted February 3, 2015 Politics plays a huge role in sentiment. Nifty moved from 5500 to 9000 modi being the main factor EU has announced bailout. Also Y'terday US closed with smart gains due to expectations of greece issue resolution yes but not Delhi. Its not that politically significant. EU bailout though annouced is not set in stone. Draghi will be forced into reverse by Merkel. Link to comment Share on other sites More sharing options...
randomGuy Posted February 3, 2015 Share Posted February 3, 2015 yes but not Delhi. Its not that politically significant. EU bailout though annouced is not set in stone. Draghi will be forced into reverse by Merkel. These are few of the most respected voices at dalal street - http://m.economictimes.com/markets/stocks/news/aap-win-in-delhi-polls-may-lead-to-selloff-even-though-correction-may-not-be-too-deep-say-players/articleshow/46090103.cms 2) if EU QE was tentative, European markets wouldn't be bouncing up right now. But I will check this one out since you are telling Link to comment Share on other sites More sharing options...
G_B_ Posted February 3, 2015 Share Posted February 3, 2015 These are few of the most respected voices at dalal street - http://m.economictimes.com/markets/stocks/news/aap-win-in-delhi-polls-may-lead-to-selloff-even-though-correction-may-not-be-too-deep-say-players/articleshow/46090103.cms 2) if EU QE was tentative, European markets wouldn't be bouncing up right now. But I will check this one out since you are telling From the article you posted "However, this can be very short-term as Delhi state elections have very little impact on the central government, except sentimental." Even the person in question says it wont have a major impact if at all. Re Europe... its a temp bounce. They will fall. FTSE today rose due to BP more than QE Link to comment Share on other sites More sharing options...
randomGuy Posted February 3, 2015 Share Posted February 3, 2015 From the article you posted Even the person in question says it wont have a major impact if at all. I Am saying the same thing. This is the same short term corrections due to Delhi opinion polls..markets respond to opinion polls too Link to comment Share on other sites More sharing options...
Magneto Posted February 3, 2015 Share Posted February 3, 2015 This correction is more a pre-budget correction (after a straight rise from 8200 to 8900) than anything else. It is natural that the gaps have to be filled. All the election polls, terrible 3rd quarter earnings, RBI's not-so-dovish stance, Greece worries (the worst is over on this actually) are being used as an excuse to short. We might try and aim for 9100 once the gap till 8600 is filled. Markets would be choppy for the whole of Feb. Excellent time for traders. Link to comment Share on other sites More sharing options...
Straight Drive Posted February 5, 2015 Share Posted February 5, 2015 Big fall for Alembic Pharmaceuticals yesterday. Link to comment Share on other sites More sharing options...
G_B_ Posted February 6, 2015 Share Posted February 6, 2015 whats the view on Tata steel. IMO their europe based (read uk) operations are about to make profit. 420 degrees technology is going to pay off. Link to comment Share on other sites More sharing options...
Magneto Posted February 6, 2015 Share Posted February 6, 2015 whats the view on Tata steel. IMO their europe based (read uk) operations are about to make profit. 420 degrees technology is going to pay off. Metals are in a bear market, markets are falling. Don't see much reaction anyway. Link to comment Share on other sites More sharing options...
randomGuy Posted February 6, 2015 Share Posted February 6, 2015 whats the view on Tata steel. IMO their europe based (read uk) operations are about to make profit. 420 degrees technology is going to pay off. Tata steel is one of better metal stocks. But commodity are in bear market. The market theme this time is India domestic. Banks, housing finance, ceramics, sanitary,pipes, all other discretionaries(auto, ancilliary etc) along with evergreen sectors (it/pharma). Link to comment Share on other sites More sharing options...
randomGuy Posted February 10, 2015 Share Posted February 10, 2015 :--D if i want to buy some shares of a company after results , i would expect that company to post poor results :--D anyway if u r a F&O trader , you will be short ( and rollover forever ) on aam admi party after results :giggle: AAP is a multibagger' date=' you will find out in future. ;)[/quote'] Link to comment Share on other sites More sharing options...
Straight Drive Posted March 20, 2015 Share Posted March 20, 2015 Suven touched 317 yesterday, bought it at 187 levels. !! Link to comment Share on other sites More sharing options...
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