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

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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.

Markets lap up Ambani reunion buzz

Shares of RIL gained on the expectation the company is close to resolving a dispute over the supply of natural gas to RNRL

Baiju Kalesh

Mumbai: Shares of Mukesh Ambani-controlled Reliance Industries Ltd (RIL) gained on the expectation the company is close to resolving a dispute over the supply of natural gas to Reliance Natural Resources Ltd (RNRL), controlled by his estranged younger brother Anil Ambani.

The shares rose 6.6% to a one-week high of Rs1,217.35 each at close on Friday on the National Stock Exchange. They gained because “there is an expectation that Reliance Industries may settle the dispute over natural gas supply”, said R.K. Gupta, a fund manager at Taurus Mutual Fund in New Delhi.

Three years after they separated, speculation is rife that the Ambani brothers, Mukesh, 51, and Anil, 49 may be burying the hatchet.

The latest rumour to do the rounds claims that a settlement could be announced as early as Sunday. This rumour also claims that ICICI Bank Ltd’s current chief executive K.V. Kamath, a longtime confidant of the Ambani brothers and their father the late Dhirubhai Ambani, and its incoming CEO Chanda Kochhar are playing mediators. It goes on to say that the two ICICI Bank executives met Mukesh Ambani on Thursday at the ICICI Securities office in south Mumbai in connection with this.

Kamath, the rumour goes, met Anil Ambani separately earlier in the week. Kamath played a significant role in mediating between the brothers before the 2005 split.

Both Kamath and Kochhar declined comment.

A spokesperson for the Reliance-Anil Dhirubhai Ambani Group said it wasn’t the group’s policy to comment on “market rumours and speculation”.

An external spokesperson for RIL said: “We categorically deny any rumours of an out-of- court settlement or negotiation of any nature. Any such rumour or reports are unsubstantiated and completely baseless. It is highly presumptuous to speculate or attribute motives on the nature of meetings of senior management of the company. We appeal to you as a responsible media house to abstain from publishing any hearsay, speculative and planted rumours by vested interests.”

This isn’t the first rumour about the brothers getting back together doing the rounds.

Another rumour has it that in late December, Anil and Mukesh met at the wedding anniversary celebration of their sister Dipti Salgaocar.

And still another has it that Mukesh Ambani has fallen out with his key lieutenants Manoj Modi and Anand Jain, who aligned with him in his fight against Anil Ambani.

HEARD ON THE STREET
Interestingly, the rumours first surfaced as the legal battle between RNRL and RIL over the supply of gas from the latter’s finds in the Krishna-Godavari (KG) basin intensified. RIL is weeks away from producing gas, but cannot sell it this till the case is resolved.

The rumours have been strong enough for RIL to issue a clarification on Wednesday dismissing them.

So, why does everyone want to believe that the Ambanis are even thinking of getting together?

One, it makes great press and is the Bollywoodish brothers-split-brothers-reunite kind of story everyone wants to read in these tough times.

Two, it is replete with economic possibilities.

After all, if the brothers hadn’t been scrapping, the merger of South Africa’s MTN and Anil Ambani’s Reliance Communications Ltd (RCom) would have likely happened, creating a global telco (one reason the merger fell through was because of legal complications that could have risen from a right of first refusal enjoyed by RIL in case RCom wanted to sell). And RIL would likely have been pumping gas from the KG basin.

An oil and gas analyst with a foreign brokerage, who declined to be named, said that the settlement would be a clear “positive” for RIL, which can begin to monetize its gas reserves from the KG basin. And it would benefit the Anil Ambani group as well, either through the supply of gas or cash compensation.

And the two groups would stop coming in each other’s way, added the analyst, referring to the aborted RCom–MTN deal.

Still, for all the buzz about a possible rapprochement, it can’t be denied that the two groups have done well for themselves since separating.

In June 2005, when the split happened, the combined market value of the group’s listed entities was Rs82,827.81 crore.

On Friday, the aggregate value of all listed companies controlled by Mukesh Ambani was Rs228,031.14 crore and that of all listed firms controlled by Anil Ambani was Rs94,301.72 crore.

Shares of companies belonging to both the groups saw a strong rally on Wednesday after Mumbai-based brokerage firm Avendus Capital Pvt. Ltd put out a report stating that a settlement was in the making. It added that as part of the resolution, Mukesh Ambani would take over RNRL and Anil Ambani would receive cash and control of RIL’s retail arm Reliance Retail Ltd.

RIL reacted sharply and on Thursday sent the brokerage a notice asking it to withdraw the report as well as tender a written apology, saying the report was “without any basis” and “completely false”.

Bloomberg’s Saikat Chatterjee and Sumit Sharma contributed to this story.

TIME TO LOOK AT .........THINGS TO DO

Dear All,

We'll are going through tough times and this tough time, especially from the last 3-4 months, have given us a good lesson. At least, I've learned a lot during this bad phase. I'm sharing such thoughts with all of you. It will help you also.

1. First of all, put this idea in your mind that you need to cut your expenses. If you think, all your expenses are fixed, give them a second thought.

2. Avoid using credit card especially when you're out for shopping. Make a list of items you need before you go to mall and then take only those items which are in your list. Avoid attractive schemes like "Buy 1 Get 1 Free". You don't need that even 1.

3. Make all your payments through NetBanking or through debit card. This will always show you current bank balance and will remind you your other fixed expenses.

4. Have a conversation with customer support department of your mobile phone and landline phone service provider. Ask them some good phone plan as per your usage or better ask for toppings on your bill plan. That will reduce your call rates and will save some money every month. If you're just 2-3 members at home, you may don't need landline phone with rent. Instead, figure out alternate prepaid mobile connection with goo validity.

5. Avoid loans on your credit card or personal loans. The interest rates are one of the highest in India. Save some money in bank every month and take the item when you meet your target.

6. Have a visit to your local general store. He may give you good discount now as compared to your "savings" and "points" of your favourite shopping mall.

7. Looking for some new mobile phone or some other electronic item. Try to get near Diwali festival. Many companies offers discount near festival season.

8. Going to office on your car everyday. Talk to your colleagues and friends and plan for car pool. You'll save on petrol and car maintenance charges.

9. You might need to look out your favourite channels list and discuss with your dish tv operator or look out their web sites for some good plans. You'll save some money every month there also.

10. Last but not the least, try to do some part time business along with your current job or business which will give you handsome money every month. That money will help you in difficult times. I'll explain this point in detail after few days.

Give me your views on above points. I'll wait for that.

Thank you, your business is appreciated! We strive to provide you with the best service possible. If there is anything we can do to serve you better, please let us know.

Regards
Gopal Krishan Doda
- IRDA, AMFI Certified, MDRT Qualified, CEO Klub Member Investment Advisor

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