Date Last

Commented Stock and Price on the date

24-Jun-12 Alumeco (Rs. 11.90)

25-Jun-12 Anil Ltd (Rs.261)

4-Jun-12 Ashiana Housing (Rs.170.05)

11-Jun-12 Atul Ltd. (Rs.207.40)

11-Jun-12 Balkrisna Industries (Rs.256)

25-Jun-12 BHEL (Rs.221.10)

18-Jun-12 Bharat Bijlee (Rs.619.10)

11-Jun-12 DCW Ltd. (Rs.18.30)

18-Jun-12 Easun Reyrolle (Rs.63.85)

24-Jun-12 EID Parry (RS 179)

25-Jun-12 Emmbi Polyarns (Rs.11.25)

18-Jun-12 Garware-Wall Ropes (Rs.49.20)

11-Jun-12 GMDC (Rs.171.40)

25-Jun-12 Haldyn Glass (Rs.16.15)

3-Jun-12 Hind Rectifier (Rs.41.70)

18-Jun-12 JBF Industries (Rs.119.20)

25-Jun-12 Kilburn Engineering (Rs.23.25)

18-Jun-12 Liberty Phosphate (Rs.90)

25-Jun-12 Manali Petro (Rs 11.45)

25-Jun-12 Modison Metals (Rs.40.50)

25-Jun-12 N.R. Agarwal (Rs.29.25)

11-Jun-12 NESCO (Rs.604.15)

Oriental Carbon & Chemicals
11-Jun-12 (Rs.118.80)

11-Jun-12 Podar Pigments (Rs.36)

24-Jun-12 PTC India Financial (Rs 13.90)

18-Jun-12 Relaxo Footwear (Rs.498.55)

25-Jun-12 Reliance Ind. (Rs.711.05)

25-Jun-12 Rishi Lazer (Rs.21.50)

4-Jun-12 Somany Ceramics (Rs.40.70)

24-Jun-12 SRF (Rs 200)
18-Jun-12 Suprajit Industries (Rs.24.75)

11-Jun-12 TCPL (Rs.45.20)

11-Jun-12 TVS Srichakra (Rs.320.25)

4-Jun Zenith Fibres (Rs.33.50)

 Comments

Alumeco stock price showing sign of firmness over last few weeks , so far there is no positive feedback as far as the working is
concerned . there is slow down effect & capacity utilisation is low even in current qtr as per industry sources . positive thing c
be rehabilitation package if any from BIFR or recovery of dues of around 6 crs from previous management for which new
management has made provision over last few eyars . above two points can make balance sheet healthier.

has reported an EPS of Rs.48 for FY12. The stock shows strength and investors can accumulate it on
dips. A sustained closing above Rs.275 is likely to take the stock to higher levels. Risk factor: Its high debts but they are suppo
by a huge asset base.
Investors can continue to hold the same in the core portfolio as a good investment for decent long-term growth.

Expected sales to reach Rs.2500 crore from the current level of Rs.1750 crore. Long-term investors can continue to hold the st

is another stock which has done very well. For the Audited full year FY12, net profit rose
44.71% to Rs.268.52 crore as against Rs.185.56 crore in FY11 while sales rose 48.15% to Rs.2794.82 crore from Rs.1886.46
crore in FY11. This stock has outperformed the market and investors can continue to hold this stock.

Its stock price has already come down from its yearly high of Rs.415 to the current level where worst seems to have been
discounted and looks attractive at the current level. Investors with long-term view can accumulate this stock at very dip.

With the government’s thrust on power sector, it is expected that there shall be good inflow of orders. Raw material prices to
are showing sign of weakness which is partly offset by a weak rupee. Overall at the current price, the worst seems to have bee
discounted. Investors with long-term view can accumulate this stock on dips.
Investors can keep a watch to accumulate this stock if it dips to Rs.15 level.
Investors who bought Easun Reyrolle (Rs.63.85) at higher levels can accumulate more at current prices as the worst
seems to be over for the company. It has reported encouraging results for the March 2012 quarter
EID parry is in my accumulation list in small way on dips .
We had advised part profit booking around Rs.16 level. But now at the current price of Rs.11, the stock looks attractive as the
share book value is Rs.30 and the company has declared a small dividend of 3%.

The company has declared 25% dividend while book value of the share is Rs.106. At current price, the dividend yield is
attractive and the company has been paying dividend consistently for the last 25 years or so. Investors can safely
accumulate this stock on dips.

results are good. Investors can continue to hold or accumulate below Rs.175 level on SIP basis for decent long-term growth.
stock is cum 75% dividend at current price and is trading at a P/E multiple of 3.7. Investors can
accumulate the same. A sustained closing above Rs.17.5 is likely to give a decent upmove.

It has reported very encouraging results, full year FY12 EPS is Rs.7.05, stock is trading at P/E multiple of just 5.8. At the current
level, dividend yield is also attractive around 4%, as company has also hiked the dividend to 80%. Increased dividend in curren
uncertain sentiment shows the confidence of the management about its future outlook. Company is said to be having strong
order position and is expected to reach sales of Rs.150 crore in the current year. in addition to strong fundamentals, company
land of around 4.5 acres at Bhandup, Mumbai, the market worth of same is said to be around Rs.150 to160 crore. Thus at the
current market cap of Rs.60 crore, stock is underpriced and may be re-rated to much higher levels.
has declared dividend of 80.5% on consolidated EPS of Rs.30.1 while book value of its share
is above Rs.200. With the fall in prices of PTA & MEG, margins in POY are likely to improve. It is a good stock for
accumulation on dips.

A cautious view was given seeing to the slowdown in the sector. The company has
skipped the dividend and it is expected that the pain will continue for some time. Stock is likely to react below Rs.20 level
results are encouraging and there is good promoter buying in the stock. Investors can
continue to hold the same and review around Rs.115 level.
weakness of rupee will have neutral effect on company. This is a debt free company & is said to be doing well.Closing above 1
important .
The feedback is also positive from investors who visited the plant. Hold this stock in your portfolio or even accumulate on d
for decent long term growth
Book value of its share is Rs.62. Investors with a long-term view can keep a watch to accumulate the stock if
the price drops to Rs.25/26 level

has reported good results. Company has increased dividend from 25% to 30%. Investors can continue to hold this stock. Susta
closing above Rs.625 levels may give a good upmove.
NESCO seem to be still consolidating well,during slow down period one need to make more efforts on marketing so more
exhibitions. yes lease rentals may not improve for new capacity.
has reported an EPS of Rs.30 for FY12 and dividend declared is 30%. The company will get full benefit of expansion in the curre
year. Investors can continue to hold or even accumulate this stock on dips.

The company is performing consistently well with exports of around 25% of sales and a top line growth of around 15-
20%. With a share book value of Rs.60 and likely dividend of 20/22%, the stock looks attractive at current levels.
Investors can accumulate this stock on dips for decent long-term growth.

to my knowledge fundamentals are intact. stock has come down because there was no dividend. in fact i too was expecting sm
dividend of around 7/8 %. my buying is almost over in the stock but if it dips to 13 levels i may review or add another lot of
around 10/15 % to existing qty.

has closed at new high of Rs.498. Investors can continue to hold as rubber prices show a downtrend, which is likely to benefit
company. Stock has moved up well from the recommended level of Rs.240 thus outperforming the market

RIL will invest about Rs.1,00,000 crore in expanding its business and is targeting to double its operating profit in five
years. It is assumed that the worst seems to have been discounted in its price of Rs.700. Investors can add this stock in small l
on dips
In line with our cautious view, the results of Rishi Lazer (Rs.21.50) are bad and the company has skipped dividend. If its stock p
corrects to Rs.16/17, one can think of accumulating with a long-term view

Last year, the company increased the dividend from 30% to 35%, which is now further increased to 40%. This shows the
confidence of the management about its future outlook. Investors can accumulate this stock on dips for decent long-term gro
look attractive to SIP below 200 levels .
Investors can continue to hold the same for target price of Rs.30 when part of profits can be booked.

has plan to reach sales of Rs.1000 crore over the next five years from the current level of Rs.295 crore. This is as per recent
interview of the management with Business India. Investors can accumulate this stock on dips for decent growth over the long
run.
has reported an EPS of Rs.52 for FY12. It is expected that the company will benefit from the fall in rubber prices. The stock is c
135% dividend. Investors can continue to hold this stock.
It is debt-free, cash rich company paying regular dividend for many years. Investors can safely accumulate this stock, as it is lik
to get rerated.
 Action

Wait to Buy

Accumulate on dips
Hold

Hold

Hold

Accumulate on dips

Accumulate on dips
Accumulate on dips

SIP
SIP

Buy

Accumulate on dips

SIP

Buy

Buy
Accumulate on dips

Sell

Hold

Hold

Accumulate on dips

Accumulate on dips

Hold

Accumulate on dips

Accumulate on dips

Buying completed

Book profits

Accumulate on dips

Wait to Buy

Accumulate on dips
SIP
Hold

Accumulate on dips
Hold

Buy