SHORT TERM INVEST MENT CALLS

1.Polaris Software Lab Ltd : TIME TO BUY THIS PUNTING STOCK BUY AT CURRENT PRICE 51.5RS. SL.48 RS TARGET 70 RS BUY THIS MONTH ENDING

Blue Star Infotech Ltd

Blue Star Infotech, is a global provider of Product Development services, ERP solutions, Travel Technology solutions and Testing services. Part of the US$600M Blue Star Group, Blue Star Infotech provides profit-enhancing solutions to enterprises and product companies. With operations in North America, Europe, UK, Japan and India, Blue Star Infotech delivers high-performance technology-based services by adopting a partnering approach with its clients. BSI was successfully assessed at CMMI Level 3 in October 2008. Blue Star Infotech is a Microsoft Gold Partner and an Oracle Certified Partner.

Product Services, utilized by ISVs and hardware technology vendors, are delivered on a collaborative platform, and use a variety of development methodologies such as Scrum, XP, Iterative, to enable our clients to deliver their products to the market in the shortest possible time and at least cost, without compromising on quality and scope. Blue Star Infotech has an unblemished track record of having maintained Intellectual Property for its technology clients.

Enterprise Services are a combination of business process consulting and application management services that collectively address the end-to-end IT needs of an enterprise thereby enabling them to focus on what is core to them and leverage the mature practices of a CMMI/ISO certified delivery organization. Our VAR partnerships with leading ERP vendors such as Microsoft, Oracle, SAS and ProClarity provide us with that added advantage, enabling us to deliver value to our customers.

Travel and Hospitality Services provide organizations servicing both leisure and business travellers with solutions and services that help improve operational efficiencies, increase distribution channels and reduce costs through connecting directly to CRS and inventory databases and harnessing technology.

Independent Testing Services, a suite of ‘low risk-high impact’ offerings, enables CXOs to deliver a reliable and robust solution to their users. It provides an un-biased perspective on the quality of a solution, thereby taking up the role of an Independent Certification authority and enabling the CXO to focus on more critical parts of the development life cycle.

A people focused and high performance-oriented culture, learning environment, established processes and practices, deep technology expertise and a world-class infrastructure, enables us to attract and retain the best technical talent which is core to our ability to satisfy our customers.



it has an equity of 10Cr.and debit free company.and last five years they paid good dividend

for corresponding nine months it has posted 12.89Cr as against3Cr last year .

it has paid 25%div when it has 4.5e.p.s
40%dividend 6.96 e.p.s
50% div 9 e.p.s
90% div 18 e.p.s
so i am expecting 70-75% div for this year and now it is available at 48 rs. it will double in next six months. and book value was 62 rs.as on 2008

budget stocks

stocks to watch for budget 2009:-



1. fertilisers stocks:- stocks like
Rashtriya Chemicals & Fertilizers Ltd can buy for investment. which is going to post 10 r.s e.p.s and may pay div 25% against 10% last year. now it available at 30 rs. i am expecting double with in a next4 months. ( after seeing 3rd quarter results u agree with me )

2. Engineering stocks like Texmaco Ltd which is growing 70-120% annually

and sugar industries stocks are likely to rock the make ts already they are accumulated by big players. see the charts they are already at 2 months high

so dear investors be careful and invest and exit timely.


infrastructure stock also do well before budget. stocks to buy nagarjuna construction at 41 level

i am also interested in sintex which may go up for short term

India Economy: 2009 Forecast

New Delhi, 16 Dec. 2008 started out well enough with growth figures approaching 10%. However, with the massive financial troubles which began towards the end of 2008, 2009 does not look quite as good. The Asian Development Bank (ADB) has projected growth of a mere 6.5%. Previously, it had forecast 7%, down from another earlier estimate of 7.4%. ADB stated, “India, South Asia's most dynamic economy in recent years, is reeling from the direct effect of the global financial crisis on its banking systems and financial markets. The growth projection for India has been revised down to seven per cent in 2008 and 6.5 per cent in 2009, from 9 per cent in 2007.” In the first week of December, the World Bank anticipated the Indian economy would grow by 6.3% in 2008 and 5.8% in 2009. It realized a 7.8% expansion in the first half of this fiscal year against 9.3% a year ago. The economy grew by 9% for the entire last fiscal year. Inflation has been an ongoing threat in India, especially when it reached a peak of 12% in early August, 2008. Much of what drive this inflation is the country’s rapid growth and rising oil prices. Oil has fallen considerably since then, easing inflation. Manufacturing is expected to be hit in 2009 due to a decreased demand as a result of the global downturn. India’s growth is not totally dependent on the West, but the slumps in the US, Europe, and even the Far East will be felt in India’s exports. The Indian government will need to accelerate its reforms and push for more investment if it wants to maintain good growth rates in the face of the global slowdown. In a news conference with the World Economic Forum (WEF), CII director general Chandrajit Banerjee said, “"There is a pressure on bottom lines (of companies). Production is down. We do see economic growth moderating to 7.4-7.8 percent this fiscal.” "Since inflation is down, we expect more fiscal and monetary measures to give a momentum to growth. The government should increase expenditure in infrastructure sector and put on-going projects on the fast track," he continued, but dismissed fears of large-scale corporate lay-offs. The worldwide credit crunch has led to foreign investors dumping shares amounting to more than $12.5 billion, and the rupee has fallen in excess of 20%. The WEF said, "It (global crisis) could also weaken the balance sheets of the financial institutions, cause a further fall in share and asset prices, and challenge the macroeconomic situation due to shrinking global growth.” In November, Prime Minister Manmohan Singh warned that the global financial crisis may be worse and longer than many had expected, but that the government would take the necessary monetary and fiscal action to protect growth in India. Charles Cole, EconomyWatch.com

Financial Times View from the Markets: Interview with Rakesh Jhunjhunwala

rakesh jhunjhunwala. a private investor often referred to as India's warren buffett talks to
Joe Leahy,Mumbai bureau chief . about how the India equity market has reacted to the Mumbai attacks.
Mr jhunjhunwala argues that india has yet to experience the mother of all bull runs despite predication's of a slowing economy.


Disclaimer:

Your use of this webcasting service is subject to FT.com’s Terms, which we encourage you to read for full details. You may only access the service for your own personal, non-commercial use. FT does not guarantee that the service will be error-free or uninterrupted and FT does not give any warranties in respect of your use of it. The views expressed by the non-FT participants in the webcasts are their own and do not necessarily reflect those of the FT, its staff or representatives and to the extent permitted by law, FT accepts no liability in respect of any points of view so expressed

source: http://www.ft.com

Glodyne Technoserve Ltd

Glodyne techno serve, an emerging Technology Services company has expertise in IT Services, Technology Infrastructure Management Services and Consulting services across a number of industries.

Glodyne is committed to be a 'Preferred Partner' with its Technology Expertise, operational experience, delivery excellence, high quality services for its Clients. Our inspired professional team has a customer centric approach. We provide customized business solutions for our clients problems based on cutting edge technologies which enhances the overall efficiency and productivity.

Glodyne takes pride in being innovative and in offering one-stop services to its clients. Whether you are looking for an end-to-end software solution or a specific technical component for your business, Glodyne has the answer. This expertise makes us a reliable partner to take up application development projects that address business situations

IT SERVICES:-

IT Services offerings across industries include:

• Application Development & Management
• Business Process Management
• Business Intelligence and Data Warehousing
• Customer Relationship Management
• E-business Solutions
• Enterprise Application Integration
• Enterprise Resource Planning
• HRMS
• RFID
• Supply Chain Management

TECHNOLOGY IMS

Organizations invest vast sums of money to build IT infrastructure that support their business goals and objectives, in an ever evolving environment effective management of their IT resources becomes of prime importance. Technology IMS play a critical role in monitoring and measuring the performance of the technology deployed, across local and wide area links thus making the business more agile.

Glodyne provides a full range of Technology infrastructure management services through a balances on site-off site model. Whether it’s supporting the program management office or IT systems components such as database, Web server, or messaging administration, we are dedicated to providing solutions that are right-sized for the challenge, fit within the available budget, and can be delivered on or ahead of schedule.

We work in partnership with our clients to help reduce overall IT operations costs, improve service levels, and leverage information technology to support their business mission. In addition, we bring unique insights to the strategic challenges faced by our customers and offer creative solutions to operational issues that span the entire life cycle.

Our proven infrastructure management methodology ensures the most efficient and comprehensive deployment of services. Glodyne’s Technology IMS Services provides a strategic approach that facilitates cost containment and provides a knowledge domain to bring innovation and provide competitive advantage.

Glodyne focuses on the following service areas in its infrastructure management portfolio:

• Application management Services
• Data Centers
• Desktop Management Services
• Help Desk Services
• Network Management Services
• OS and Database Management Services
• Server and Mainframe Management Services
• Security Services

These services are offered as per the client requirements as:

• Annual Maintenance
• Remote Management
• On site Management

Equilibrium created between Remote and On site Management, which enables higher productivity, higher flexibility and cost reduction for our customers.

INDUSTRIES

Your industry is unique, so are the challenges that you face.

You need a partner that understands your critical issues and provides solutions designed to meet or exceed your specific objectives.

Glodyne has the experience in your industry to define, design and deliver the IT services specifically tailored to you.

Glodyne is an expert in delivering IT Services to the following industries:

• Media
• Energy & Utilities
• Banking & Finance
• ISV’s
• Automotive
• Manufacturing
• Healthcare
• Logistics
• Retail
• Telecom

it has 11Cr equity. posted 33.65Cr net profitlast year .current year for first half it has posted 32.26Cr as against 13.24last year .for third quarter it may post 19Cr and expecting for full year .in between80-90 Cr.

current price 181rs. it has fallen from 700rs. it is available at 2.5 p.e
one can buy for next 4 months . it may double .
even it is 400rs. p.e could be below 5

blind buy for a smart investors

Buffett’s Equation

A writer was commenting on how Warren Buffett was a principled man, and that his values translated in business success. What struck me was Buffett’s adaptation of Einstein’s equation for the theory of relativity. e = mc² (squared).

For Buffett, the success of a business can be predicted from this equation, with changes to what the variables stand for:

E = earnings, the lifeblood of a business.

M = management capability.

C = character of the management. Squared. The emphasis was on “C squared”.

No matter how skilled the management of a company is, the character of the business leaders is even more important for long-term success.

Source: Internet

buffett's comment - There is never a single cockroach in the kitchen.