Sensex

Friday, November 05, 2010

**[investwise]** Quantitative Easing 2 - my view

 

Because of the Fed buying back govt securities, bond prices will go up (and yields go down).  The excess liquidity created will push up asset prices, including equity and commodities.  Maybe even real estate.
 
This is all illogical, because all asset classes will inflate in price.  Similar to 2008.
 
What people are missing is that the massive infusion of money in the system will create massive inflation (and that is the Fed's intention).  But that will also lower interest rate yields.  That is one of the most illogical thing one can hear.  Interest rates cannot be delinked from inflation.  And one could expect interest rates to increase substantially all over the world.  This has to happen, as I have pointed out time and again.
 
And then, there would be a crash after the bull party.  When would that be?  If I knew, I would be the richest person in the world already.
 
Don't ask me when it would happen, I already told you what will happen. Beware.
 

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Fw: Diwali Dhamaka 2010: 11 attractive stock ideas!

 

 

Diwali Dhamaka 2010: 11 attractive stock ideas

Diwali Dhamaka 2010: 11 attractive stock ideas!

 

 

The festival of lights is here again and the Sensex is slowly cruising above the 20,000 levels. The big question now is are we at the end of a good run or just in the midst of a mega bull market. Liquidity is here to stay and we expect net inflows in excess of US$35bn by FIIs and DIIs combined in FY11. The global recovery will be a gradual one but Indian equities will remain buoyant at least in the medium term.

 

Our Diwali bonanza for investors this year comprises a judicial mix of 11 stocks which  cover large caps and mid-caps from a wide range of sectors. We are not advocating any single theme but our chosen picks will avoid a situation where gains are limited due to underperformance of large caps or midcaps.

 

Stock table

Sr No

Company

Sector

Reco price (Rs)

Target price (Rs)

Exp Returns (%)*

1

BGR Energy

Capital Goods

798

920

15.0

2

Dr. Reddy's

Pharmaceuticals

1,695

1,900

13.4

3

Mahindra & Mahindra

Automobiles

760

835

9.9

4

OnMobile Global

Telecom

326

391

19.9

5

Petronet LNG

Oil & Gas

119

140

17.6

6

Radico Khaitan

Breweries

179

210

17.3

7

Rural Electrification Corp

NBFC

371

418

12.7

8

Reliance Industries

Oil & Gas

1,065

1,176

10.4

9

Shoppers Stop

Retail

697

836

19.9

10

United Phosphorus

Agro Chemical

208

238

14.4

11

Unity Infraprojects

Infrastructure

103

130

26.6

* Returns expected over 3-6 months horizon

 

 

 

We admit you require more than just knowledge to prosper – The Blessings of the Goddess of Wealth.

 

May the Goddess shower her choicest blessings upon you and your loved ones.

 

 

Happy Diwali and Happy Investing!

 

 

 http://content.indiainfoline.com/wc/research/researchreports/Diwali_Dhamaka_2010.pdf

 

 

 



Thursday, November 04, 2010

Poddar Pigm - Fixes Record Date for Interim Dividend  
Poddar Pigments Ltd has informed BSE that November 18, 2010 has been fixed as the Record Date for the purpose of Payment of Interim Dividend, if any.

Poddar Pigm - Board to consider Interim Dividend  
Poddar Pigments Ltd has informed BSE that a meeting of the Board of Directors of the Company will be held on November 10, 2010, inter alia, to consider and to take on record the Unaudited Financial Results (Provisional) for the Quarter ended September 30, 2010 and to consider declaration of interim dividend.

SVC RES - Board to consider Stock Split  
SVC Resources Ltd has informed BSE that a meeting of the Board of Directors of the Company will be held on November 12, 2010, inter alia, to consider the following business:
1. To consider and adopt Un-audited Financial Results (Provisional) for the 2nd quarter and 6 months period ended September 30, 2010. ...

Powersoft Glob - Board recommends Bonus Issue  
Powersoft Global Solutions Ltd has informed BSE that the Board of Directors of the Company at its meeting held on November 04, 2010, inter alia, has transacted the following businesses:
1. Recommended the issue of Bonus Shares in the ratio of 1:1 i.e. one bonus equity shares of Rs. 10 each for every one existing fully paid up ...

BASF India - Equity Shareholders approve Scheme of Amalgamation  
BASF India Ltd has informed BSE that the Equity Shareholders of the Company, at its Court Convened Meeting held on November 03, 2010, has approved the Scheme of Amalgamation of BASF Coatings (India) Pvt. Ltd, Transferor Company No.1, BASF Construction Chemicals (India) Pvt. Ltd, Transferor company No.2, and BASF Polyurethanes India Limited, Transferor Company No.3 with BASF India Ltd, Transferee Company, with requisite majority.

Kesoram Inds - Board to consider Interim Dividend 
Kesoram Industries Ltd has informed BSE that a meeting of the Board of Directors of the Company will be held on November 10, 2010, inter-alia, to approve the Unaudited Financial Results of the Company for the three months (Second Quarter) ended September 30, 2010 & also consider the declaration of Interim Dividend on Ordinary Shares for the Financial Year ending on March 31, 2011.

Vijay Shanti Bld - Merger  
Vijay Shanthi Builders Ltd has informed BSE that the Honurable High Court of Judicature of Madras on November 01, 2010 has approved the scheme of amalgamation of High End Homes Pvt. Ltd. an unlisted Company (Transferor) with Vijay Shanthi Builders Ltd. (Transferee) as approved by the members in the court convened meeting held on June 04, 2010. ...

Relaxo Foot - Fixes Record Date for Interim Dividend  
Relaxo Footwears Ltd has informed BSE that November 16, 2010 has been fixed as the Record Date for the purpose of payment of Interim Dividend.

Gabriel India - Fixes Record Date for Interim Dividend  
Gabriel India Ltd has informed BSE that November 16, 2010 has been fixed as the Record Date for the purpose of payment of Interim Dividend.

Indag Rubber - Board to consider Interim dividend  
Indag Rubber Ltd has informed BSE that a meeting of the Board of Directors of the Company will be held on November 09, 2010, inter alia, to consider the Interim Dividend for the half year ended September 30, 2010.

Relaxo Foot - Board declares Interim Dividend  
Relaxo Footwears Ltd has informed BSE that the Board of Directors of the Company at its meeting held on November 03, 2010, inter alia, has declared @ 10% Interim Dividend i.e. Rs. 0.50 per Equity Shares of the Company.

Wednesday, November 03, 2010

Fw: Muhurat Trading

 

Muharat Mailer

 

Kindly note, both the exchanges are conducting a special trading session on Friday, November 05, 2010 for Muharat trading on account of Diwali.

Market Opens - 6:15 p.m.
Market Closes - 7:00 p.m.

Post Closing for NSE starts - 7:20 p.m.
Post Closing for NSE ends - 7:30 p.m.

Post Closing for BSE starts - 7:10 p.m.
Post Closing for BSE ends - 7:30 p.m.

Please note that transactions done during the Muhurat Trading session will be settled as a separate settlement (Settlement No. 156/213) on November 09, 2010
In case of any clarification, please get in touch with the Customer Service team at (044) 4007 1000 or email us at info@5pmail.com

 


 

India Lease - Equity Shareholders to approve Scheme of Amalgamation  
India Lease Development Ltd has informed BSE that pursuant to an order made on September 30, 2010 the Hon'ble High Court of Delhi has directed that, a meeting of the Equity Shareholders of the Company will be held on November 20, 2010., for the purpose of considering and, if thought fit, approving with or without modification, the proposed Scheme of Amalgamation of M.G.F. Services Ltd. with India Lease Development Ltd. and their ...

Greaves Cotton - Board to consider First Interim Dividend
Greaves Cotton Ltd has informed BSE that a meeting of the Board of Directors of the Company will be held on November 12, 2010, for declaration of First Interim Dividend for the current financial year 2010-11.

Aurobindo Phar - Board approve Interim Dividend & Stock Split  
Aurobindo Pharma Ltd has informed BSE that the Board of Directors of the Company at its meeting held on November 03, 2010, inter alia, has approved the following:
1. The Board has approved an interim dividend of 100% i.e. Rs. 5/- per equity share of Rs. 5/- each. ...

KEC Intl - Board approves Sub-division  
KEC International Ltd has informed BSE that the Board of Directors of the Company at its meeting held on November 03, 2010, decided to split / sub-divide the equity share of Rs. 10/- each into 5 (five) equity shares of Rs. 2/- each subject to necessary approvals.

Bliss GVS - Board to consider Dividend
Bliss GVS Pharma Ltd has informed BSE that a meeting of the Board of Directors of the Company will be held on November 11, 2010, inter alia, to consider the Un-audited Financial Results for the Quarter ended September 30, 2010 & Dividend if any.

Sonata Soft - Fixes Record Date for Interim Dividend  
Sonata Software Ltd has informed BSE that November 18, 2010 has been fixed as the Record Date for the purpose of Payment of Interim Dividend, if declared at the Board Meeting scheduled to be held on November 10, 2010.

INFINITE - Updates on Record Date - for Interim & Special Dividend  
With reference to the earlier announcement dated October 26, 2010, regarding Record Date for Interim Dividend, Infinite Computer Solutions (India) Ltd has now informed BSE that the record date for the purpose of determining the entitlement of shareholders for the interim dividend as well as the Special Dividend, has been fixed as November 11, 2010.

Hatsun Agro - Fixes Record Date for Interim Dividend  
Hatsun Agro Product Ltd has informed BSE that November 13, 2010 has been fixed as the Record Date for the purpose of Payment of Interim Dividend.

Ester Inds - Fixes Record Date for Interim Dividend
Ester Industries Ltd has informed BSE that November 13, 2010 has been fixed as the Record Date for the purpose of Payment of Interim Dividend.

Solar Inds - Fixes Record Date for Interim Dividend  
Solar Industries India Ltd has informed BSE that November 12, 2010 has been fixed as the Record Date for the purpose of payment of Interim Dividend.

Allcargo Glob - Board to consider Interim Dividend  
Allcargo Global Logistics Ltd has informed BSE that a meeting of the Board of Directors of the Company will be held on November 12, 2010, inter-alia, to consider and approve the Un-audited Financial Results of the Company for the third quarter and nine months ended September 30, 2010 and to declare interim dividend, if any, for the current financial year.

JSW ENERGY - Updates on Scheme of Amalgamation  
With reference to earlier announcement regarding the order of Hon'ble High Court of Judicature at Bombay sanctioning the Scheme of Amalgamation of JSW Energy (Ratnagiri) Limited (the Transferor Company) with JSW Energy Limited (the Transferee Company) and their respective shareholders and creditors on September 24, 2010, JSW Energy Ltd has now informed BSE that the Company has received the Certified True copy of the Hon'ble High ...

Tuesday, November 02, 2010

**[investwise]** =??Q?=93WOCKPHARMA?==??Q?=94?= (ONLY FOR RISKY TRADERS) =??Q?=96?= BUY AT 357.30 SL 341.05 TARGET 360.05-362.80-379.05

 
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Recent Activity:
*****************************************
http://in.groups.yahoo.com/group/investwise/

INVESTMENTS IN INDIA
We are low-risk, long-term investors. 

Stocks, mutual funds and the entire investment gamut.  Only financing/investment avenues in India will be discussed. 

For any assistance, questions or improvement ideas, contact investwise-owner@yahoogroups.co.in

****************************************************************

NEW! ==== Check our LINKS and FILES sections for a world of information. REGULARLY UPDATED.

NEW! ==== Check "Tracklist" in Links and Files sections for Investment Ideas.

****************************************************************
.

__,_._,___

Fw: Eagle Eye: Side ways

 
 
Eagle Eye (equities)
[For November 03, 2010]
 Summary of Contents
 
PUNTER'S CALL
 

Side ways
The Nifty traded flat through out the day, with support at 20DMA (6090)...


SMART CHART CALLS
 

 
MOMENTUM CALLS
 

Click here to read report: Eagle Eye
 

 
Regards,
The Sharekhan Research Team
myaccount@sharekhan.com

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