Stock of the Year 2008 - With Anid_007

suriya wrote:

Hi Anid,
Thanks for releasing second version of your portfolio. Though i post very rarely, but i am silent admirer of u and ur team. I am much benefitted from your calls from traderji,your blog to your forum. Keep your good work.

Cheers,
Suriya

Nice to see you posting and thnx for the positive input about your profit making. All the best.

Dear Anid
Wasn't able to do any shopping during the fall due to lack of funds and now that I have funds, I believe that the stocks have gone up substantially and are expected to come down or show range bound consolidation for sometime. What do you advice? Should I go and do some buying tomorrow or wait for Monday?
Regards
Shrirang

I finished my shopping in 2Lakhs Catagory (few yesterday, few today)...I will be uploading my Buycart.xls today evening.

The Buying of Stock During this Crash and ofcourse the God
Blessed timing of release of Portfolio V2 has yielded a decent profit already—although
I have not booked it yet.

I will post the Buying cart by evening, after the data CMP is updated on my
demate holdings on market closure.

Ok guys,
The wait is over--in next 3 months either I will be in an economically comfortable zone (as per my investment) or I am going get screwed up badly.
I jumped in market just after it crashed (last 3-4 buy item in Porfolio
ver 1) and when everyone was scared and I did the same once again after
Publsihing the Portfolio blueprint for different catagory--25k to 5
Lakhs.

This time I bought at 2 Lakhs slot.

Lot of money trapped at higher level in portfolio 1, except some last 3-4 buys there.

I consolidated info of my buying cart.

http://indianstocktips.anid007.googlepages.com/Anid_007_BuyingCart.xls


You can find the same info in Board Anid_007's Portfolio
under the thread Anid_007 Account-- Let's face the reality

marketz down again

peepz wrote:

marketz down again

Such kind of volatility will persist as we have many retailers suffocating at
higher level. So as market will recover, they will try to free their cash.Treat each such occasion as buying opportunity.

Eventually we will reach higher level. This up & down game should be
over by this weekend I believe. I heard some negative news about Bank of China
(I don't know the name exactly). They are telling even China may be a
victim of its own subprime issue. That's why Chinese market is sending negative
news to whole Asian Markets. In short term we may suffer, like today--but if Chinese
economy goes down, India will be the winner as in our country the credit system
is more robust to such subprime issues.




http://economictimes.indiatimes.com/Subprime_ripples_may_hit_Bank_of_China/articleshow/2719763.cms

http://www.iht.com/articles/ap/2007/08/24/business/AS-FIN-China-Banks.php

Expect good upward movement of the index in the first hour of market opening. Eventually it will be announcement made by RBI, that will guide the index for the rest of the day.

Asian Market will be holding the key in morning. Although FED rate cut is almost sure, but the result on US economy as revealed is really spreading negative sentiments all around. So Tomorrow it may be a very good day for Shopping if you still not have decided to enter.

Hi anid,

so what are the stocks you recommend us to enter tomorrow, as suggested by you that it will be good time to enter tomorrow...


thanks,
naveen

No new buy now (I am posting at 9-45 am, sentiments are quite negative), stay away from new buy. Stock already bought, could be kept on Hold for MT/LT.

Anid. couldnt this be a good time to invest in the market with the refund of Future Capital & Reliance Power coming today and tommorow.

Also the roll over finishes today and we might see a new rally beginin in a couple of days ?

arnav_rulz wrote:

Anid. couldnt this be a good time to invest in the market with the refund of Future Capital & Reliance Power coming today and tommorow.

Also the roll over finishes today and we might see a new rally beginin in a couple of days ?

F&O cue from the Ongoing Rollover is positive. But Tonight US will Publish the data on unemployment. So I suspect that on Friday we will be on the looser side.

I am fully invested, could not buy anymore untill I sell something. So I am not buiyng.


I will suggest to wait till Friday 3-00 pm, to get the things in cheaper price. (I would be wrong if Dow ride the bulls today, and I will be happy to be wrong )

wow NAGFER 12%......

although sensex was down....

guys... the market is going down everyday. Is this the time to buy the stocks for this year... for investors who can invest for LT

gbharani wrote:

guys... the market is going down everyday. Is this the time to buy the stocks for this year... for investors who can invest for LT

Yes..but as Nifty slided below the strong support level of 5050, I expect more downslide..so hold your cash as of now.

Well......I am feeling hopeless ...as my last ray of hope on market recovery on Rel Power listing day eneters the darkest tunnel. I am seeing no respite in downslide on tommorrow and day after either.

The current turmoil has ruined the confidence of small retail investors, apart from the wealth.

Next level to be tested is 4500 of Nifty and 15700 of sensex....if those were breached....well I will assume that I wont be able to sell any my holding before Dec 2008.

Pray to God that we get some good news from US market in near term.


Anid

Things doesn't look so good for US economy. It is getting worse everyday(I'm in US), It's going to get better middle of this year but definitely in short term, it's not going to help.

I have decided to get out of my open positions either with no loss or a small loss today and enter at a later date to save my capital as i already lost handful in last month. What do you suggust?

1. Nagarfert @37.99
2. RCOMM @604
3. Compact Disk @ 87.40
4. ChennPetro @ 312.75
5. NTPC @219.75
6. Ispat @46.40
7. GMR @176.40

WildFire wrote:

Things doesn't look so good for US economy. It is getting worse everyday(I'm in US), It's going to get better middle of this year but definitely in short term, it's not going to help.

I have decided to get out of my open positions either with no loss or a small loss today and enter at a later date to save my capital as i already lost handful in last month. What do you suggust?

1. Nagarfert @37.99
2. RCOMM @604
3. Compact Disk @ 87.40
4. ChennPetro @ 312.75
5. NTPC @219.75
6. Ispat @46.40
7. GMR @176.40

Well I am not in favor of offloading all my stock now. Infact when I bought on Portfolio V2, in 2 Lakhs Slab, I have some of those picks on profit.

I feel that the market is oversold. The only bad thing is that the recent fall has ruined the confidence of retail investors. It is going to take some time (at least 1-2 quarters) to regain some momentum, or unless the FIIs starts pouring money once again on some unexpected good news from West.

Hi Anid dont u think this is the time to buy specially for longterm investors who r in loss currently specially to average their buying price and also according to the kiss theory u explained dont u think we should start buying in phased manner. If we have a horizon of 1-2 years is it not the right time for investment

Dear Anid,

How would you like to treat market at this time, most of everybody's stock are in red now, when would we be able to see any green in them.

Do you suggest on any stocks to get it average out.

Please indicate your thoughts more on this

Avi

Well,if your wait time is about 1-2 years then you can start buying even now, cause we expect some postive changes in US economy after Nov' 08 if not immediately.

And as far as Indian Growth story is concerned, it is definitely going to remain intact in near to mid term.

But although I suggest normally midcaps in my ST-MT portfolio (V1 ,V2)--you must look for index stocks in such time of Crisis when you are going to wait for 1-2 years..so that the organisation at least can withstand any oncomingh economic slowdown....what I mean it should be

1. Large Caps which are index stock, like L&T, Rel Packs.
2. May be Few Stocks with Low PE or good fundamentals, eg- Chennai Petro
3. Stocks in IT sectors (you may be surprised, but if it is 1-2 years time, I wont mind buying Infosys, Wipro, Tech Mahindra in such discouted rate)
4. Power Stocks: NTPC, Power Grid etc.

you can invest 40-50% of your cash right now, and hold the rest..if you see downslide beyound 15k (which is unlikely, but not impossible)
you should not enter with rest 50% immediately..rather wait for market to get stabilised.


Any buy in current scenario on value packs is sure to yield a return of 200-300% at least in 2 years span.

Anid

Thanks a lot Anid for your view

It looks bearish everyday...
quite a few people in the markets are of the view that it will test the 15K levels which was the previous stop.. and may go down further and the next stop is 12k!!!..
looks we need to offlod the stocks for now and sit tight with our money...
anybody making money from the markets??
i am just so scared to do anything that I just look at my portfolio and feel sad on how much loss I am at!!!
i was counting on rpower ipo to bring me some money but looks like that has also not worked!!...
FII's have made their money when they bought at 10K levels..now they want to book it before the subprime hits india...
i dont know if it is my view...but somehow i think India growing at 8% level is not going to be met..
jus look around you..amount people in slums..over congested roads..malls every where to pull ur money out of ur pocket..india is still growin in a haphazard fashion...