Stock Ideas

[vijaythanvi]

Eventhough cement sector at downtrends due to Govt policies and some News speculation but I am bullish on this sector too much.

Only fear factor is banning export on this sector which I don't think to be going to happen (only that we has to watch till budget on this sector).

In this space I am very much bullish on Gujarat Ambuja, Grasim, Prism Cement, Shree Cement and Manglam Cement.

These counters hammared in last few days Grasim came down almost 15% and Gujarat Ambuja also more than 15%, so now onwards if we look might be 10% downside is possible, I think after that if want to start invest in these scripts, so good.

Now Gujarat Ambuja came down from 145 to 124, so if we get this share around 110-115 is quite reasonable and comortable value same thing with Grasim.

Becuase this sector is very promising.

One more thing always we should picked fundamental strong share those are undervalued due to short term news.

I have seen Metal sector which was very badly down throughout last one and half year but now coming up and metal sector shares are giving good returen, for example Sail when it was 55-57 (approxmately in last one and half year) no body was asking this share but today it has become double.

So same thing is happening with cement sector downtrend start and when this sector will start uptrend (and it will be) this sector shares will give good returen on investment.

[Guru]

I have watched SAIL when it was 5-50 and Grasim when it was 300 and ACC 99 had i invested my money into these scrips in the year 2000 .
I think I wasted my time investing money in my own business that is not giving me any decent return
i should have been in this market place when I started my own busiiness invested in blue chips and rested in home no need to do any business of your own if you know how to investment in stockmarket.
still not late vijaay great picks the sector will benefit better late then never

[vijaythanvi]

Dear Guru thanks for your reply and some anylisis on market and business.
There is difference in business and Investing.
We do business to earn money for our all requirement to carry on our running exp and saving etc but we do invest only to save money and to earn good returen on that.
We can Invest anywhere where we have good opportunites to earn money but business is something different, of course we invest money also in business but in difference scenario.

I think there is difference in both. As you mention since long time you are doing business it shows you are very sucessful businessman and same time your interest in market shows that also you are investor or trader in the market, both are the business but business fulfill our all lifetime requirement wheareas in Market is Investing by saved money, if we do trading then we can say that is business in the market and in trading I don't think we will hold money for longer period.

Your place you are very right but as I understand if we would have invested money as you mentioned in these shares for 7 years then we were having non realised profit on these (if we have not sold out in this period) but in business in 7 year period might be earned lot money and through that have solved so many requirement and porpouse.

I put this discussion just for my clarification might be I am wrong but what I have my thinking and thoughs just explained, don't take by heart, this board is for is for good discussion fro all investment, Ideas in Indian stock market as well to tips and advice each other.

[Guru]

vijay after calculation of what i gained in business in last seven years i feel i should have invested the same money in market in SAIL or Grasim and i would have made more money sleeping in my house.
but stock market to survive one need some luck i had my frend who invested in HFCL 2000 and Pentamedia 500 level and lost every thing and no hope to regain yes i know there are bad parts to this also but investment in right company will pay off
i like your stock picks and explanations