tag:blogger.com,1999:blog-6056976664236022039.post6369863673546452190..comments2023-04-27T15:26:09.593+05:30Comments on Superstar Gems: My response to Udayan Mukherjee's post on MoneycontrolSuperstarhttp://www.blogger.com/profile/11089663741015379802noreply@blogger.comBlogger144125tag:blogger.com,1999:blog-6056976664236022039.post-50178385813698985642008-02-24T16:00:00.000+05:302008-02-24T16:00:00.000+05:30Hi regenade,If I remember correctly, you posted th...Hi regenade,<BR/>If I remember correctly, you posted the same question in another thread where I've already answered it. <BR/><BR/>Hi Vipin, <BR/>Thank you for your kind words of appreciation. All the stocks named by you are good and can be picked up on falls in the market.<BR/><BR/>Cheers!Superstarhttps://www.blogger.com/profile/11089663741015379802noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-57130086867374305462008-02-13T00:07:00.000+05:302008-02-13T00:07:00.000+05:30hi superstar,some of stocks looks good in this car...hi superstar,<BR/><BR/>some of stocks looks good in this carnage. i prepare my sopping list and seeks your advice on it. pls suggest.<BR/>1. bilpower<BR/>2. sunil hi tech<BR/>3. prakash ind. ( if dn 20% more)<BR/>4. rohit ferro<BR/>5. nav bharat venturesvipinhttps://www.blogger.com/profile/11803613678573575609noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-68480488345215070342008-02-13T00:00:00.000+05:302008-02-13T00:00:00.000+05:30great research by superstar, fundamentally very st...great research by superstar, fundamentally very strong company only beaten by bad sentiments down risk very minimal up side is huge can touch 200 mark as soon as markets recovers. cut your losses on other low fundamental stock and invest in this. as the analysts are talking sensex level of 14000, 12000 or even more if it happens all the stock will drift down including this one, then we still bear more losses but if markets recovers this stocks will definetly has good upside. dont blame superstar or any one who earlier recommended stocks which are now down. bcos these people recommends without any personal profit. no one can guess future of market <BR/>good job superstar<BR/>keep it up<BR/>thanks for your effortsvipinhttps://www.blogger.com/profile/11803613678573575609noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-91330642916129843592008-02-11T14:43:00.000+05:302008-02-11T14:43:00.000+05:30Hi navin,Thanks for your earlier suggestins. I bou...Hi navin,<BR/><BR/>Thanks for your earlier suggestins. I bought the following in the fall today:<BR/><BR/>1. Added to my existing JK Lakshmi @ 128.80<BR/><BR/>2. Praj Industries at 152<BR/>3. TFCI (Tourism Financial) at 31.65<BR/><BR/>Plz do let me know ur advise on the following.<BR/><BR/>Also I plan to buy some more tmr or so<BR/><BR/>1. GMDC below 400<BR/>2. GMR infra on or below 150<BR/>3. ICICI bank arnd 1000<BR/><BR/>I am just trying to diversify my battered portfolio a bit.Let me know ur advise<BR/><BR/>Thanks a lot again,<BR/>SupratimSupratimhttps://www.blogger.com/profile/16800827315421349508noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-71325453199859538162008-02-10T15:49:00.000+05:302008-02-10T15:49:00.000+05:30Hi Mahesh,If I was in your place, I would have shi...Hi Mahesh,<BR/>If I was in your place, I would have shifted from L&T to JK Lakshmi completely. It presents much better value at cmp.<BR/><BR/>Hi Rakesh,<BR/>Thanks for your kind words. You could hold on to most of your portfolio and consider switching from JP Assoc, Suzlon, Welspun Guj, IDFC, ICIC and Bharti Airtel. I would have switched from the above stocks into JK Lakshmi Cement at cmp.<BR/>I would post my latest views on the market in a new blog soon. <BR/><BR/>Cheers!Superstarhttps://www.blogger.com/profile/11089663741015379802noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-54905471295854465712008-02-09T16:36:00.000+05:302008-02-09T16:36:00.000+05:30Hi Superstar,What is your opinion about the market...Hi Superstar,<BR/><BR/>What is your opinion about the markets and where are they headed in the short term and medium term?<BR/><BR/>Would you be kind enough to post your views on your blog and also give an update on your recos that you have given earlier seeing the state of affairs as of now....<BR/><BR/>Would also appreciate what buying/stop loss levels are advisable for your recos....<BR/><BR/>Your views would be appreciated..<BR/><BR/>Your great fan.<BR/><BR/>RakeshUnknownhttps://www.blogger.com/profile/09918885468701418685noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-47047737559625021822008-02-09T16:08:00.000+05:302008-02-09T16:08:00.000+05:30Hi Superstar,I wont call you Navin coz you are a S...Hi Superstar,<BR/><BR/>I wont call you Navin coz you are a SUPERSTAR!!!<BR/><BR/>I have recently (Dec 2007) entered into the stock mkt after being gullible enuf to see the sensex rise....have lost a bit BUT no sweat as it gives a good adrenelin boost....there is always a cost to learning new things..that's how i look at it..<BR/><BR/>I saw ur comments on cybermate infotek and followed you here and i am amazed at your insight and great suggestions and such mature demeanor and great brains...<BR/><BR/>I have bot cybermate, allahbad bank, jk lakshmi, shri lakshmi cotsyn on ur reco and to my great delight they are holding well even at current levels...GR8 job dear..<BR/><BR/>I would request you to advise on other stocks that i hold...i further REQUEST you to forego your 2 stock rule just once,FOR ME(!!) to bring me upto speed with you and then wont bother you again with a request of this type.<BR/><BR/>1) SBI @2350<BR/>2) Kotak Mah Bank @ 970<BR/>3) JP Asso @ 300<BR/>4) Sesa goa @ 2750<BR/>5) Tisco @ 790<BR/>6) Cybermate @ 13.5<BR/>7) Suzlon @ 320<BR/>8) Welspun Guj @ 460<BR/>9) Idfc @ 190<BR/>10) Icici @ 1190<BR/>11) Ongc @ 1041<BR/>12) Bharti Airtel @ 870<BR/>13) Rel. Comm @ 620<BR/>14) Praj Ind @ 290<BR/><BR/>I am sorry for the long ask, i guess 1 post is better than 10 posts bothering you....and hope it may help some of us too on this site<BR/><BR/>I have become a great fan of yours and though i have learnt a lot about fundas of a company BUT still lot needs to be learnt...its a great feeling when your stocks are validated by a professional and a chance to learn where you went wrong on rejection of your choice...<BR/><BR/>Another thing i do is look at your blog before the market open for any fresh ideas from you...<BR/><BR/>Thanks a lot for the great work you are doing may GOD bless you..<BR/><BR/>Your great fan..<BR/><BR/>RakeshUnknownhttps://www.blogger.com/profile/09918885468701418685noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-45482151934234665252008-02-09T16:06:00.000+05:302008-02-09T16:06:00.000+05:30Hi Superstar,I wont call you Navin coz you are a S...Hi Superstar,<BR/><BR/>I wont call you Navin coz you are a SUPERSTAR!!!<BR/><BR/>I have recently (Dec 2007) entered into the stock mkt after being gullible enuf to see the sensex rise....have lost a bit BUT no sweat as it gives a good adrenelin boost....there is always a cost to learning new things..that's how i look at it..<BR/><BR/>I saw ur comments on cybermate infotek and followed you here and i am amazed at your insight and great suggestions and such mature demeanor and great brains...<BR/><BR/>I have bot cybermate, allahbad bank, jk lakshmi, shri lakshmi cotsyn on ur reco and to my great delight they are holding well even at current levels...GR8 job dear..<BR/><BR/>I would request you to advise on other stocks that i hold...i further REQUEST you to forego your 2 stock rule just once,FOR ME(!!) to bring me upto speed with you and then wont bother you again with a request of this type.<BR/><BR/>1) SBI @2350<BR/>2) Kotak Mah Bank @ 970<BR/>3) JP Asso @ 300<BR/>4) Sesa goa @ 2750<BR/>5) Tisco @ 790<BR/>6) Cybermate @ 13.5<BR/>7) Suzlon @ 320<BR/>8) Welspun Guj @ 460<BR/>9) Idfc @ 190<BR/>10) Icici @ 1190<BR/>11) Ongc @ 1041<BR/>12) Bharti Airtel @ 870<BR/>13) Rel. Comm @ 620<BR/>14) Praj Ind @ 290<BR/><BR/>I am sorry for the long ask, i guess 1 post is better than 10 posts bothering you....and hope it may help some of us too on this site<BR/><BR/>I have become a great fan of yours and though i have learnt a lot about fundas of a company BUT still lot needs to be learnt...its a great feeling when your stocks are validated by a professional and a chance to learn where you went wrong on rejection of your choice...<BR/><BR/>Another thing i do is look at your blog before the market open for any fresh ideas from you...<BR/><BR/>Thanks a lot for the great work you are doing may GOD bless you..<BR/><BR/>Your great fan..<BR/><BR/>RakeshUnknownhttps://www.blogger.com/profile/09918885468701418685noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-74529284539645980062008-02-09T15:35:00.000+05:302008-02-09T15:35:00.000+05:30Hi Superstar,Bought more of JK Lakshmi @ 131/- to ...Hi Superstar,<BR/><BR/>Bought more of JK Lakshmi @ 131/- to average out on my earlier buy @ 139/-.<BR/><BR/>What are your ideas about L&T, bought @ 3550/-, is it worth the investment or shall I move to JK Lakshmi completely.<BR/><BR/>Please advise.<BR/><BR/>Thanx mate. MaheshUnknownhttps://www.blogger.com/profile/06059996827805634728noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-65008100964375122982008-02-07T23:22:00.000+05:302008-02-07T23:22:00.000+05:30Hi Tapasvi,You mean GIPCL is having good support a...Hi Tapasvi,<BR/>You mean GIPCL is having good support around 100 levels. This was a stock recommended by me on moneycontrol when it was in the 50s. It ran upto 185 recently. Power stocks ran up quite a lot due to the Reliance Power IPO. I don't think it is a buy at current level. If some one has not booked profits near the highs of 180 then one can use a 10-20% rally to exit the stock in the short term. Only if one is prepared to hold the stock for two years one can take entry in it now. <BR/><BR/>Deccan Aviation is a stock which went up crazily due to the merger with Kingfisher. It is still a loss making company. I would have exited from it and entered some good value stock like JK Lakshmi. <BR/><BR/>Hi Nagendra,<BR/>I would have booked profits in both Aban and JPAssociates long time back. I have been advising a sell on JP Associates even before the crash. It is still not too late to book whatever profits are left. Exit and buy some good value stocks. <BR/><BR/>Cheers!Superstarhttps://www.blogger.com/profile/11089663741015379802noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-13918866905486565152008-02-07T23:07:00.000+05:302008-02-07T23:07:00.000+05:30Hi Surbhi,When a stop loss of 200 for RNRL was giv...Hi Surbhi,<BR/>When a stop loss of 200 for RNRL was given by me, you should have sold it at that price. Now it is at 150 odd. In uncertain times, stop losses should be strictly followed to protect your investment. It may go up 10-20% up from here where you should book profit and exit. So you can hold with a strict stop loss of 133 this time.<BR/><BR/>Hi Hellraiser,<BR/>There are a couple of more brokerages trading in Cybermate apart from the two named by you. Maybe they could be having some kind of understanding with each other. These people are traders and they exit on very miniscule profits. There is no point in over-analyzing this stock because the entire market is reeling under selling pressure right now. Almost every stock in the market is down 45-55% from its peak. The sentiment is weak in the entire world and not just in India currently. <BR/><BR/>Hi Madhu,<BR/>I had looked at the equity dilution and despite it the share looks good for appreciation. There is nothing wrong with the fundamentals of Cybermate and they look promising. It is just that the sentiment in the whole world is weak right now and share markets in the entire world are in a downtrend. Read my above reply to Hellraiser also.<BR/><BR/>Hi Gaurav,<BR/>You can go to a thread titled POTENTIAL WINNERS of 2008 by clicking on the Older Posts and there are names of several stocks which have the potential to give good gains. You can pick some of the better companies from that list, on market dips. <BR/>You can continue to hold JK Lakshmi Cement and Aurobindo Pharma for long term. The market will give them their fair valuation at some point of time and they can surely more than double from the current prices in the long term. <BR/><BR/>Cheers!Superstarhttps://www.blogger.com/profile/11089663741015379802noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-16007750657222111362008-02-07T20:15:00.000+05:302008-02-07T20:15:00.000+05:30HI SuperstarI am a deversified investor and am loo...HI Superstar<BR/><BR/>I am a deversified investor and am looking to invest some amount in a stock other then JK laxhmi cement, which already is a good portion of my portfolio. Please recommend a stock that has become an attractive investment due to the current market downfall. Also need your comment on whether to contiunue holding Aurobindo pharma, where I have lost 45%. i am worried not because of the current fall, but because the Dec 07 result seem very poor for this company.GShttps://www.blogger.com/profile/10580867664480117509noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-66222339898739248362008-02-07T20:09:00.000+05:302008-02-07T20:09:00.000+05:30naHi Superstar,Please give me your inputs on Aban ...naHi Superstar,<BR/><BR/>Please give me your inputs on <BR/><BR/>Aban Offshore (100 at 3200)<BR/>JP Associates (250 at 300)<BR/><BR/>what is your suggestion for these stocks, should continue holding this or shall I sell them at CMP.<BR/><BR/>cheers<BR/>NagsUnknownhttps://www.blogger.com/profile/02583419199823773356noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-23016781134336981732008-02-07T14:11:00.000+05:302008-02-07T14:11:00.000+05:30Hi Navin:What is your view on Deccan Aviation for ...Hi Navin:<BR/><BR/>What is your view on Deccan Aviation for 1 year window ? I bought 60 shares at 279 - should i average it down by buying 40 more at CMP?tapasvi vaishnavhttps://www.blogger.com/profile/11086532096176151332noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-38036039559230795132008-02-07T13:58:00.000+05:302008-02-07T13:58:00.000+05:30Hi Navin:How do you rate Gujarat Industies Power C...Hi Navin:<BR/><BR/>How do you rate Gujarat Industies Power Company?<BR/>The stock is showing a good resistance at 100+ levels and looks like its one of those stocks who are fundamentally sound but out of vogue...ur thoughts?tapasvi vaishnavhttps://www.blogger.com/profile/11086532096176151332noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-38734281797499690642008-02-07T13:01:00.001+05:302008-02-07T13:01:00.001+05:30Hi Superstar,Thanks for all your recommendations.r...Hi Superstar,<BR/><BR/>Thanks for all your recommendations.<BR/><BR/>regd, cybermate infotek. The revenues and PAT for 9M ending Dec-07 has almost doubled but EPS has increased only by 23%. Last Quarter EPS is almost flat (1.63 vs 1.49 last yr). Is this equity dilution the reason for the stock not moving up? I would also like to know if you looked at this dilution when you did the analysis for this stock. Because i think looking only at growth in Sales and Net profit can be misleading sometimes. <BR/><BR/>I am a novice investor, forgive me if i am wrong in my analysisMadhuhttps://www.blogger.com/profile/17153374247702521464noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-61934723935138915812008-02-07T13:01:00.000+05:302008-02-07T13:01:00.000+05:30thanx superstar for your quick response...One quer...thanx superstar for your quick response...<BR/>One query about Cybermate,now almost every day it has huge volumes mostly built up due to buying and selling seen by <BR/>1. Sarfarazkhan Sarvarkhan Pathan<BR/>2. JMP Securities <BR/>i am confused to see SS Pathan trades huge quantities on intraday basis often at a loss....why does he do that...whats happening??hellraiserhttps://www.blogger.com/profile/13006742756924721810noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-83279718417884544312008-02-07T13:00:00.000+05:302008-02-07T13:00:00.000+05:30Hi NaveenEarlier also, i had posted a query for re...Hi Naveen<BR/><BR/>Earlier also, i had posted a query for reliance natural (whether a sell or hold); to which you had replied a hold with stoploss at 200.<BR/>But now with market scenario changed after the crash, what do you advise now? I am holding 170 RNRL at Rs. 90Surbhihttps://www.blogger.com/profile/13798439505163693225noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-4060735783921867832008-02-06T23:50:00.000+05:302008-02-06T23:50:00.000+05:30Hi Hellraiser,The markets across the globe are cur...Hi Hellraiser,<BR/>The markets across the globe are currently very volatile and yet to stabilize. So you can stagger your purchase of JK Lakshmi in parts, if you are not comfortable buying in one go. But remember that this is not a trading pick but a long term investment pick. <BR/>Jayaswal Neco may stabilize around 55-60 range for some time. <BR/><BR/>Hi Raj,<BR/>I had advised a sell on Krishna around 6 levels last month on this site and today it is available at 2.79. I have no information about its future plans, but on present earnings, I would not buy it.<BR/>Neither would I advise to buy Shiva cement, as there are much better cement companies available.<BR/><BR/>Hi Nagendra,<BR/>I do not like to answer about more than two stocks at a time, because I cannot devote too much time here. If you hold SAPL for long term, you can make profits. Sunflag Iron, I had advised a buy to some clients around 13-14 levels after which it exceeded its targets. I wouldn't buy it at current levels.<BR/><BR/>Cheers!Superstarhttps://www.blogger.com/profile/11089663741015379802noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-66572457291423098792008-02-06T20:40:00.000+05:302008-02-06T20:40:00.000+05:30Hi Superstar,Following is my portfolioAban Offshor...Hi Superstar,<BR/><BR/>Following is my portfolio<BR/><BR/>Aban Offshore, Alp Indus, Cybermate, Dena Bank, First Src Sol, GAIL, Godrej Ind, IDFC, JP Ass, Nectar Life, PNB, Petronet, PFC, South Asian Petro.<BR/><BR/>Please provide your comments at the current martket scenario/conditions. Sell/Buy/Hold.<BR/><BR/>regards<BR/>Nagendra MysoreUnknownhttps://www.blogger.com/profile/02583419199823773356noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-47078147843241281162008-02-06T20:34:00.000+05:302008-02-06T20:34:00.000+05:30Hi Superstar,Kindly suggest on the below two stock...Hi Superstar,<BR/><BR/>Kindly suggest on the below two stocks what can be done with this<BR/><BR/>Sunflag Iron<BR/>South Asian Petro Chem<BR/><BR/>SAPC I bought at 27 what should I do sell/buy/hold.<BR/><BR/>regards<BR/>Nagendra.Unknownhttps://www.blogger.com/profile/02583419199823773356noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-33858246547057472582008-02-06T15:10:00.000+05:302008-02-06T15:10:00.000+05:30Hi Superstar,Thanks for your grate valuable and mo...Hi Superstar,<BR/><BR/>Thanks for your grate valuable and most of all free of cost comments.<BR/><BR/>I am silent listner and follower of your multibaggers. i have all of them in my portfolio. i am a medium term invester and want to know about the following to scripts<BR/>1. Shiva cement<BR/>2. krishna lifestyle<BR/><BR/>Shiva cement has given an outstanding result in this quarter. Its 14+ as against 6+ during sep 2007. Also ACC wants to aquire it.<BR/>Krishna lifestyle is woned by Tayal groups and its the news that they are going to open a chanin of retail malls all over India. its planning to open 50+ malls in comming three years.<BR/><BR/>What you think of these scripts?? please put your comments<BR/><BR/>Thnaks,<BR/><BR/>RajRajhttps://www.blogger.com/profile/11373551151558880871noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-30997228694833138822008-02-06T13:53:00.000+05:302008-02-06T13:53:00.000+05:30Can i enter into jayaswal neco at 50Can i enter into jayaswal neco at 50hellraiserhttps://www.blogger.com/profile/13006742756924721810noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-20012895677604569142008-02-06T13:49:00.000+05:302008-02-06T13:49:00.000+05:30Thanks superstar...for jk lakshmi should i wait fo...Thanks superstar...<BR/>for jk lakshmi should i wait for the next week or can i buy at current levels...sources say market could correct further in the coming days....hellraiserhttps://www.blogger.com/profile/13006742756924721810noreply@blogger.comtag:blogger.com,1999:blog-6056976664236022039.post-68982299832673312982008-02-05T23:50:00.000+05:302008-02-05T23:50:00.000+05:30Hi Tapasvi,You will not regret your decision of bu...Hi Tapasvi,<BR/>You will not regret your decision of buying JK Lakshmi Cement if you hold it for long term. You have made a good investment and can buy more at cmp if you like. <BR/>Sell Sybly and buy more JKL.<BR/><BR/>Hi Madhu,<BR/>If you hold it then you can hold it with a Stop Loss of 189. For fresh buying many better stocks are available.<BR/><BR/>Hi Rami, <BR/>If you hold Unichem, you'll certainly recover your cost price in the medium term. For fresh buying you can buy JKL.<BR/><BR/>Hi Hellraiser,<BR/>I had recommended HFCL privately to a couple of friends around 20 after which it had a great run till 60. The fall has been equally sharp due to the disappointment of spectrum allocation and non-inclusion in FNO. This is a momentum stock which can cut both ways. You can make money in this stock only if you are a very nimble trader. It cannot be recommended as a sound investment because of its foggy future.<BR/><BR/>Hi Devang,<BR/>Textile sector is a beaten down sector and a sector which does not have much hope in the near future, other than govt. dole outs. The downfall of the dollar is a major culprit. I had last advised an exit from Gupta Synth around 75 levels. The latest results are not available on the exchange site so I cannot comment. Winsome Tex, you can hold if you can hold for the long term.<BR/><BR/>Cheers!Superstarhttps://www.blogger.com/profile/11089663741015379802noreply@blogger.com