Portfolio suggestion....

s.maneesh · #21 (**permalink**) 18th November 2007, 06:20 PM

Quote:

Originally Posted by psa

Chairman : B N Kalyani
Business Profile
Bharat Forge the flagship company of the Kalyani group
Turn Over USD 2.1 billion
Manufacturing facilities spread over 6 Countries (India. Germany, Sweden, Sctland,, North America & China)
Leading global full service provider of forged and machined engine and chassis components.
It is the largest exporter of auto components from India.
Bharat Forge, is making an entry into the manufacturing components for aerospace applications and marine engines and is investing Rs 3 billion as a first step in a greenfield project at Baramati,..
Forbes Magazine has covered it for consecutive three years in its global best under a billion list.

Equity Capital
44.54 Crores
EPS(Rs) : 10.18, Book Value(Rs) : 59.13, Equity Dividend (%) : 175.00
Share Holding Pattern
Director & Relatives : 39.36%, Foreign Holding 18.67%Govt & Fin. Inst. 13.3%Corporate Body 9.57% Public 18.06%
Earning Scenario
Steel Forgings, Crank Shafts-Finished Machine, Front Axle Assembly & Comp, Excise Duty, Scrap, Crank Shafts (Chakan)-Fin.M/c, Transmissions & Allied Access, Front Axle Assembly(Chakan), Al.Road Wheel,…etc

psa: Yes I fully agree with you and I also knew the facts about the company but it has not given me profit till date, though I have been holding the script for last two years. I am still languishing with 30% loss. At one stage it went to around 45% loss or so. There are many companies in this market which are good and performing well, but have not proved good fo investor. We are in the market to earn and make money. The companies should be investor friendly. Yes they paid 175%, how much is it on the face value of Rs 2. Its nothing. I bought the script at 485 in 2005 and is still around 300 in 2007.
Regards Maneesh

nice_guy75 · #22 (**permalink**) 19th November 2007, 06:49 AM

Quote:

Originally Posted by lguna

My suggestions as under:

I suggest to invest atleast Rs.1lac per scrip and minimum of 1 year outlook. If you have 5 lacs then restrict to 5-7 scrips.

1. Noida toll bride

2. GMR infra

3. Patel engineering

4.Wel Spun Gujarat

5.Areva TD

6.Prime secrutities

7.Tanla solutions

8. Bartronics

9.Reliance Industries

10.Bhel

11.Reliance Communications

12.ICICI BANK

13.Siemens

14.DLF

I think most of the above given scrips are good, but I feel if your time horizon is long term then you should have more exposure in Reliance pack you should buy RPL and Power Grid. Both the scrips are running ahead of their fundamentals but in the long run I am sure they will give very good return.
HDIL is one more stock you can look at as interest rates are peaked out and form here interest can go southward only that will be good for real state sector.
Though I am not a financial advisor, just you have asked I am giving my suggestion, final decision will be yours only.

Portfolio suggestion....

Discuss Your Favourite Stocks. Talk about market buzz/rumours, stock tips, advice. Note: Please discuss a particular stock or sector in one thread i.e. one topic per thread.

Discuss Your Favourite Stocks. Talk about market buzz/rumours, stock tips, advice.
Note: Please discuss a particular stock or sector in one thread i.e. one topic per thread.