i Develop Stocks Advisory

Mill Time.... Fear continues as the circulation of vested mails and sms continues. We always have some fundamental logic while selecting the stock. We have again initiated buy call on R Power because we strongly believe that A Singh factor will bring much required coal to this gr come what it may and coal would definitely improve the margins of the power. Arvind Mills today announced to take the restructuring to the AGM which means the wait for land development of 7 bn rs is over. The one man army has big passion for mills because mills do not incur cost for acquiring lands. The major cost which can fluctuate and erode the margins of infrastructures firms is not applicable to mills. They have to spend only cost of construction which generally comes from booking and hence there is no cost involved in any manner. It has only profit and profit. He is also passionately accumulated RDB Ind only on the same ground that RDB’s land bank is 3 decade old and hence has no cost. It will report only profit and profit. Now the Bull known for stock picking which had turned bearish in India since last year have started picking up mill stocks only on these premises. Market will continue to pose 2 views till the time the fog of voting is cleared. Those who can trade with risk may be able to cash trading gains whereas those can’t take risk must stay away from the market. For small investors there is always an opportunity to pick up some value stock like CMM Hospital, Silversmith, Jeyswal, Gremach or MSP.SBI trade could give nothing less than Rs 50 plus whereas RIL could see gain of as high as Rs 70. Arvind Mills even if somebody had traded intra day the loss is zero. This is possible only if you can underwrite risk involved. Jeyswal Neco matter is tossed up in the parliament which itself suggest that this is worth investing. This has proved our identification of the stock as well as intrinsic value. Market closed at 4040 which is half full and half empty. With all negative factors still hovering around such as vote of account, inflation, credit policy, global weakness, delayed monsoon which boosting the sell side and favoring bears. They are greedy with their target of 2500. On the other hand, the most conservative funds like George Soros, Capital, Janus, Alliance, BAS etc have started picking stocks in India on pure valuations knowing all negatives. They believe that it is the best time to buy. They are ready to see Sensex 4900 in next 2 to 3 months on pure inflows. Game is wide open. I am on bull’s side and you decide which side you want to jump. My favorite stocks are RIL, Reliance Capital, RPL, RNRL, SBI, Century, B Dyeing, IFCI, A Mills, IDBI and hence I would restrict myself recommending only these stocks in A gr whereas you all know my favorite stocks in cash. As soon as we attract enough attention in the world to play a part in it, we are set rolling like a ball which will never again be at rest.