Jun 4, 2009

Windfall profits on the recent calls in 2009: Be and make

The current picks:

1. Buy MIC electronics (13-04-09): Be and Make (162) 13-Apr-09 13:49

Buy MIC electronics aiming for long term.

For traders: one can also consider this scrip above the 28/- aiming the

T1:37/-
T2:46/-

T3: 68/- with a stop loss of 22/-

With thanks
Be and make

2. BUY JK cement (28-05-09): Be and Make (8) 28-May-09 11:02

Buy JK cement for medium term keeping the
T1: 122/-
T2: 163/-

Keep in mind that it is a small cap stock hence positions should be taken in small quantities only.

With thanks
Be and make

3. It’s the time to build the portfolio - Be and Make (Feb 18,2009)

Almost from last six months I have not picked any stock and my bag is empty. Now, I feel that things will stabilize and improve in the upcoming months. There could be another 20% in the bottom side for the front line indices but from there it can bounce back.

The maximum chance for the bottom side is around the October lows. Hence, one can build a portfolio in SIP mode. Yes, divide all your cash in four parts and invest each part in every Four percent fall on Nifty or every month from here.

We can not predict the bottom exactly, globally things will change very sharply hence one can aiming long term (3-5 years) should build a portfolio.

Now, the question is which stocks we should buy?

After gone through all the data bank, I recommend the following portfolio aiming three to five year period.

1. RPL
2. RIL
3. LandT
4. NTPC
5. Reliance Infra
6. crompton/siemens
7. Bartronics
8. Reliane Capital
9. BHEL
10.Petronet/aban

According to your risk appetite you can allocate your money in each stock.

I am tracking more stocks but based on the valuations I have not preferred those stocks like Alstom projects I am interested in this stock but it is little bit overly valued at this point of time when compared to its peers. At this point of time I will go with the above stocks as things changes I will change my stocks.

With thanks
Happy investing

Be and make

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Past picks in 2009 which were attained the targets:

Buy bartronics for ST (02-04-2009): Be and make (72) 02-Apr-09 09:51

Buy bartronics for short term (02-04-2009): Be and make

Buy Bartronics for short term view keeping the 82/- as stop loss targeting the

T1:98/-

T2:106/-

T3:117/-

With thanks
Be and make

Buy Simplex Infra for medium term(23-03-2009): Be and make (6) 22-Mar-09 21:06

Buy the Simplex infra for medium term around the 124-127/- levels keeping the stop loss of 112/- aiming for T1:144/- and one can hold it for medium term target of 178/-
The call is not for traders, this meant for medium term investors only and I request the investors to take this in small quantities due to poor liquidity in this counter.

With thanks
Be and make

Buy REC for Medium term: Be and Make(26-Feb-09) (31) 26-Feb-09 09:52

One can go long in this counter aiming the
T1:86/-
T2:91/- and
T3:101/-
With a stop loss at 74/- for traders where Future trading at 78/- and 68/- for medium term investors.
All the best
Happy investing
Be and make

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