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Registration status with SEBI: I am not registered with SEBI under the (Research Analyst) regulations 2014 and as per clarifications provided by SEBI: “Any person who makes recommendation or offers an opinion concerning securities or public offers only through public media is not required to obtain registration as research analyst under RA Regulations”

Disclosure: It is safe to assume that I might have the dkiscussed companies in my portfolio and hence my point of view can be biased.Readers should consult registered consultants before making any investments
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Sunday, July 6, 2008

10 companies for an encore to your portfolio

These are some of the companies which i feel has bottomed out.These are pretty interesting companies with decent busienss models and good fundamentals.So check them out.



1)Aishwarya Telecom:-In my earlier note i said it for no reason desrves a price of 136rs.Just look at the bechara now,quoting at 28rs.Surely bargain hunters would opt for it sooner or laters.So though not 136 but a mere 28 is very feasible for one to have a token position.

2)Asian electronics:-Market i feel has discounted all bad news of the company.Asian electronics at present level of 70 is a good buy.Within the next 6 months asian should rebound bigtime.Battle to regain its lost glory has already begun.

3)Futura polysters:-The court recently sanctioned the demerger scheme.So one is surely entitled to get innovasnyth technologies now.Futura polyster is a steal at present levels of 22.A great buy.

4)Jai corporation:-A huge sucess story being beaten down badly though for some reasons.But still jai corporation doesnt deserve a price of 280.Several funds opted for it,a great company with a solid aggresive,vision oriented owner.He has taken oath to take the company beyond ones reach.A good value buy.

5)Jaiprakash assocaites:I feel pity for these company,a superb company being misunderstood so badly.At 150rs its a must have in anyones core portfolio.You are also entitled to get free shares of JP Infratech.

6)Kemrock industries&exports:-One of my hot favourites of yesteryears.Superb result,great aggresive management.The company supplies its products to the biggies like boeing and all.At 300 i would definately book it for my portfolio.

7)Punj lloyd:-People who feel larsen&toubro is beyond your reach please dont get disapointed.The next larsen in making,the company with over 20000crs of order book is just quoting at 210 levels.Exit out flop ones in the basket to replicate it with a sucess,punj lloyd.

8)Saag rr infra:-The company ended the fiscal with 66crs of topline.It has got a robust order book position of over 410crs.So huge revenue visibility,sunrising sector coupled with great outlook makes it a super buy.The company is quoting at 38rs.

9)Valuemart Info Technologies Ltd:-To start with the company is quoting at "3"rs presently.To conclude-checkout its promotor-the real man with an amazing mind.He has taken a lot at 6rs now its hi-time you book it at the earliest.Valuemart info is a great but at the curent level of rs 3.

10)Walchandnagar Industries Ltd:-My 2nd 50 bagger,my darling,my walchandnagar.Dont be jealous guys though not a 50 bagger but walchandnagar still has the potential to do an encore from the present levels of 200.A quality company at much of a discount.



Regards,
Arun
I can be reached at:arunanalyst@rediffmail.com

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