Free India not Falling India

INDEX IS THE HEALTH INDICATOR OF ANY ECONOMY!!!
We have all most done fifth down started retraicing may finish the bottom at 14k read nice article by VISHNU BHAI

The awe inspiring chart- which depicts force fully as well as colourfully- the growth story of India- is supplied by our dear technical analyst- Pankaj Patel
Before talking on the topic of Indian independence as such I would very much like to share with you my thoughts about the human independence itself.
Independence is a basic need of a human being. It is like water, air and food. Independence of action and thought are the two things that every one should have. If any progress mankind has to make he needs these two. An artificial curbing of the natural way of life is always harmful for not just the man but ultimately humanity itself. In the annals of history of mankind we find numerous instances of one man subjugating another, a class in a society cutting off the rights of another, a nation ruling over another, a complete race trying to make another so inferior that it was reduced to nothing more than a helpless animal. But human spirit is so tough and the innate strength so great that over a time all such efforts failed. Human spirit is so tenacious and so great that it is not possible to keep it trodden down for long. To understand the importance of Independence, to know what freedom does to a country we can look at India for the past sixty years. Even though India consists of a vast geographical region with widely differing social background it is now on the way to be recognized quite nation of advanced people.
India was conquered, looted, subjugated and ruled by a foreign country like British for over a century. But as I have said over a time, the will of the people of India craving for freedom came together under such forceful leading personalities like Bal Gangadhar Tilak and Mahatma Gandhi. The way India achieved freedom is the subject of India’s glorious history. The freedom that was achieved was not for a small part of the country. The whole of India achieved freedom. In the past over sixty years even with such an amazing variety of cultures, customs, thoughts, deities. Likes and dislikes the Vast country of India has remained a single political entity. And India has advanced from the miserable living conditions to now a country where giants like Infosys, industries in the names of Tatas Birlas etc are world famous. India has produced engineers, doctors, industrialists, philosophers and famous personalities in all fields. All this became possible only because India and Indian people got independence. From a simple laborer to the advanced technical man you see a great improvement. This is the result of independence
Jai to the freedom of man. Jai to the FREE INDIA Read more!

Kotak_Incubator_Equity_Portfolio

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RAJESH’S MARKET WINDS FROM RELIABLE SOURCES DT:14.08.07

RAJESH’S MARKET WINDS FROM RELIABLE SOURCES DT:14.08.07

Mangalore Chemicals
(TICKER CODE: 530011)
A knowledgeable market observer is bullish on Mangalore Chemical and Fertilizers, which is a part of UB group, and is the biggest manufacturer of chemical fertilizers in the state of Karnataka. According to him there is a buzz in the inner circle of the company about some major strategic development in the company, which has recently announced forming of a wholly owned subsidiary MCF Intl to explore new areas in various sectors. This will explore synergies with other group companies. The observer is of the opinion that for short and medium term this stock presents a very good investment opportunity with very limited downside.
(FV Rs 10, H/L Rs 30/11, CMP Rs 29)
Gujarat Sidhee Cement
(TICKER CODE : 518029 )
A well known market operator who is known for picking up undervalued shares is reportedly betting big on Gujarat Sidhee Cement. The company is part of the diversified Mehta group which is incidentally the promoter of Saurashtra Cement. The company is strategically located near two ports- Porbandar and Pipavav. With the buzz of consolidation in the cement sector, GSC will be a strategic fit for any biggies. The operator is known for his shrewd judgment. Investors can look at this counter with short and medium term perspective.
(FV Rs 10, H/L Rs 29/16, CMP Rs 24)
Crest Animation
(TICKER CODE : 526785)
Crest Animation, India’s leading player in digital animation space, is promoted by one of the country brilliant technocrats Dr Rammana. According to an analyst tracking this company, the coming couple of years will be highly encouraging for the company as it will be completing few major projects in hand. The share is currently trading at Rs 108, which is around 2.5 times its book value. The analyst is recommending this company to his friends and associates to accumulate at every decline.
(FV Rs 10, H/L Rs 159/89, CMP Rs 108)
Taneja Aerospace
(TICKER CODE: 522229)
A fund manager with a FII is in favour of Taneja Aerospace. The FII, known to take aggressive and long-term position in stocks it enters into, is rumored to be very active on this counter. The company, a part of the Indian seamless group, is India’s only manufacturer of aircrafts in private sector. It has also diversified into aviation infrastructure space having signed an MOU with Sabena Technics to set up an MRO facility in Bangalore. With the frantic growth happening in aviation industry, the company is well poised to utilize its expertise and will have an early mover advantage. Investors can add this stock to their portfolio with long term view as it has potential to multiply manifolds, the fund manager suggest.
(FV Rs 5, H/L Rs 291/127, CMP Rs 169)
Punj Llyod
( TICKER CODE 532693 )
A Delhi bull operator is very bullish on Punj Llyod, which has had a fantastic run this year. According to him, this stock will soon become one of the market leaders. The company has got its largest order ever, valued at USD 290 million, for the Libyan pipeline, which will enable the company to set a strong foothold in Maghreb and Africa. For the quarter ended June 2007, it has posted sales of Rs 707 crore with profits of Rs 21.2 crore as against sales of Rs 389 crore and profit Rs 19 crore in the corresponding period last year. The bull is recommending buy at every decline.
(FV Rs 2, H/L Rs 303/136, CMP Rs 275)
Omaxe
(TICKER CODE : 532880 )
The recent fall in the real estate stocks has adversely affected the issue of Omaxe, which made its debut in an environment of turmoil in the market. An analyst attached to a large FII sees this as a perfect opportunity for entering into this counter which is among the biggest players in this sector. The stock is currently trading around Rs 345 which is still above its issue price of Rs 310.The analyst recommends this counter with a two-year prespective.
(FV Rs: 10, H/L Rs 410/325, CMP Rs 345)
Jaysynth Dyestuff
(TICKER CODE: 506910)
A well-known market operator is recommending Jaysynth Dyestuff. According to him the company will soon come out of the BIFR as the ICICI Bank, which has been appointed as the operating agency to oversee the revival and restructuring of the company is busy finalising the revival strategy. The share is currently trading at Rs 10, the book value of the stock is Rs 14.5. For the quarter ended June 2007, the company posted sales of Rs 21.5 crore with profits of Rs 90 lakh, as against sales of Rs 1.8 crore and profit Rs 27 lakh in the corresponding period last year.
(FV Rs 1, H/L Rs 12/5, CMP Rs 10.75)


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RAJESH'S RECOMMENDATIONS14.8.07

RAJESH'S RECOMMENDATIONS14.8.07 RAJESH’S PORTFOLIO CHOICE DT:14.08.07
GMR INFRASTRUCTURE LIMITED
Growing with India
SNAPSHOT
BSE ticker code 532754
NSE ticker code GMRINFRA
Major activity INFRSTRUCTURE
Chairman Mr G.M. Rao
Equity capital Rs 331.08 crore
52-week high/low Rs 1005 / 205 (FV Rs 10)
CMP Rs 826
Mkt Capitalisation Rs 87552 crore
Recommendation Buy at declines

Mr infrastructure is one of the fastest growing infrastructure companies in the country, engaged in creation and managing of infrastructure assets mainly through special purpose vehicles (SPV’s). Its current portfolio spans over three very important areas ie airports, power and roads. We strongly feel that investors should consider this scrip for long term investment.
Just consider:
 India is the second fastest growing economy in the world but for an economy of its size, the use of air travel is extremely low. Leading observers believe that, given the right environment and product pricing, demand for air travel can shoot up significantly. GMR’S aviation business portfolio comprises Delhi and Hyderabad International Airport, which together represent 28% of India’s total passenger traffic of 73m (FY06). Recently GMR has won Sabiha Gokcen International Airport, Istanbul, Turkey. The company’s assets in aviation are very rich and capable of providing substantial high yields once the regular cash flow starts running.
 GMR has a power portfolio of three operational gas based / liquid fuel based power projects with installed capacity of 844 MW out of which 455MW is operational at Mangalore power Plant & Chennai power plant. Currently power business contributes 72% of total consolidated revenue & 67.89% of consolidated EBIDTA level. We see power business of the company as a consistent source of cash flow for other capital intensive projects.
 The road business portfolio of the company is a mixture of annuity based & toll based projects. Out of six road projects on hand, two are already operational while remaining are under implementation. The company has achieved financial closures of all the remaining four projects. GMR enjoys 49% EBIDTA margin on annuity based road projects, such projects provide consistent cash inflow to the company, which has to incur only collection changes which is approximately 10-15% of sales.
 The company holds development rights of 250 acres of land near Delhi & 700 acres at Hyderabad airport which commands premium valuation .Analysts have valued Delhi property rights at Rs. 5359 crore. Hyderabad rights have been valued at Rs. 5346 crore. We expect value unlocking on the above.
 The fiscal 2007 was the first year of the company GMR Infra declared its Q1 FY08 result. The company in Q1 registered consolidated net profit of Rs 46.41 crore on net sales of Rs 476.59 crore. On standalone basis, the net is Rs 73 Lakh on sales of Rs. 7 crore. The share price is now Rs 826. It should give good upside in medium to long term as the current infrastructure SPVs of GMR on discounted cash flow basis are valued at Rs 34091 crore, translating into a price target of over Rs 1000/share. Strong growth visibility, margin expansion and capacity and implementation skills are major reasons why investors should look to add this scrip of course, with long term objective only.

ENISONS HYDRAULICS INDIA
Value pick for profit
SNAPSHOT
BSE ticker code 505232
NSE ticker code Not listed
Major activity Hydraulic products
Chairman V C Janardan Rao
Equity capital Rs 1.80 crore
52-week high/low Rs 438 / 205 (FV Rs 10)
CMP Rs 385
Mkt Capitalisation Rs 70.2 crore
Recommendation Buy at declines

HYDERABAD-based, three decades old, Denisons Hydraulics India is an engineering company, which manufactures hydraulic pumps, hydraulic valves, hydraulic cylinders, hydraulic accessories and hydraulic motors. We recommend the scrip for investment as it is one of the few undervalued scrips in engineering space.
Just consider
 The company’s products find application in fast growth industries like, engineering, industrial, construction and agriculture. The company has been growing by leaps and bounds and will continue to grow. It is one of the best investment opportunities. Last year it had taken up an expansion program to enable the company to offer a wider range of products. Once the capex is completed, the company will be able to further expand its sales as well as bottom line growth. As a result growth, is assured for at least next three years. The most encouraging part of the company’s growth has been its sales as well as OPM expansion. During the first quarter of the fiscal, its OPM improved by 220 basis points..
 With sales growing at 59% to Rs 14.83 crore, the net profit has spurted by a whopping 68% in the June 2007 quarter. This has taken its nine months sales to Rs 34.73 crore, indicating a rise of 51%, while its net profit has gone up at a much faster pace of 87% to Rs 3.34 crore. The company’s FY ends in September. This means that it is available at a 3 month forward P/E of just 7.2.
 The company has been growing strength-to-strength .In the year ended September 2006, its sales had grown by 19% to Rs 35 crore and net profit was up by 30% to Rs 5.8 crore. OPM has expanded by 360 basis points to 31.5%. In the first nine months of the current year , its sales and net profits are higher than entire FY 2006’s sales and net profits. In FY 2007 (September ending), we expect the company to register sales of Rs 50.00 crore, and the net profit of over Rs 9 crore. Thus EPS will be around Rs 53. The share price trades at Rs 390. P/E is just 7.2.
 The company’s equity is very small - Rs 1.80 crore and promoters hold 73%. Moreover, in the last twelve months, the promoters have been raising their stake slowly but continously and have bought as much as 14% in the last 1 year. Foreign institutional investors hold 13.01% of the equity stake in the company. Thus the promoter and FII holding totals to 86%. Obviously, the floating stock is very small.
 For the next year, the company is expected to register sales and net profit of Rs 75 crore and Rs 14 crore respectively. On a very small equity of Rs 1.8 crore, EPS would be around Rs 85. P/E on the current share price of Rs 385 falls to just around 4.3. Also by 2008, its book value will near Rs 250 mark making it a very strong bonus candidate. According to us the medium and long term outlook of this stock is very bright, so buy at every decline.


IDFC
Proxy for India infra growth
BSE ticker code 532659
NSE ticker code IDFC
Major activity Infrastructure finance
Chairman Deepak S Parekh
Equity capital Rs 1294.04 crore
52-week high/low Rs 138 / Rs 53 (FV Rs 10)
CMP Rs 124
Mkt Capitalisation Rs 2425.50 crore
Recommendation Buy at declines

IDFC, is a specialised intermediary in infrastructure financing. The company has a well-managed team of professionals with international and national experience from diverse professional backgrounds at the helm of affairs. We feel that there is good investment value in this scrip.
Just consider
 Apart from being a specialized financer in infrastructure sector, IDFC also undertakes debt, preference and equity financing through proprietary investments in unlisted equity as well as public offers of infrastructure companies. The company has extensive domain knowledge to become a ‘one-stop-shop’ for infrastructure financing. It has built strong relationships with the sponsors of infrastructure projects by working closely with clients. It’s expertise and innovative abilities enable it to be a preferred financer. In fact, banks are tieing up with IDFC to identify, assess and finance infrastructure projects.
 The company’s asset management business has tremendous growth potential. In addition, IDFC Project Equity Company (‘IDFC Project Equity’) was set up in 2006-07 to manage the proposed USD 2 billion third party equity component of the ‘India Infrastructure Initiative’. This fund would be a very significant step forward to IDFC’s asset management business. The company’s tie-up with Citigroup, Blackstone and India Infrastructure Finance Company (IIFCL) for deploying US$5 bn into infrastructure projects in India has significantly improved the visibility for fee income streams.
 The company has a very clean asset book. As of June 2007, the NPAs as a percentage of net advances were 0%. The zero NPA reflects better quality of assets and prudent NPA coverage on part of the company. Its leverage ratio has increased from 4.6 times to 5.7 times and the return on equity stood at 19% during June 2007 quarter. In Q1 FY 2008, Its balance sheet size has grown by 50% to Rs 20,673 crore and loan book size increased by 30% to approx Rs 15000 crore. The equity book has shot up by 155% to Rs 1573 crore.
 IDFC has a significant stake in NSE bought at very attractive level, it also controls 67% in SSKI , SSKI is a privately held domestic corporate finance and institutional securities company based in Mumbai. Both these investments should offer lots of value to shareholders while synergies with SSKI could be exploited.
 The company has been doing very well in the financial front .For the fiscal 2008, we expect it to register total income of Rs 2500 crore and net profit of Rs 700.00 crore. On fully diluted equity of Rs 1294.04 crore and face value of Rs 10 per share, EPS works out to Rs 5.3 . The share price trades at Rs 124 and the P/E works out to 22.3. IDFC’s FY 2008 book value is expected to touch Rs 43, which is discounted just 3 times by the current price. We feel this can be a very productive investment in medium to long term.

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Gems of RJ

For beginners in the market, here are a few invaluable gems from Jhunjhunwala's book: Whatever you can do or dream you can, begin it.
Boldness has genius, power and magic in it.
Do something you love
The means are as important as the end
Aspire, but never envy
Be paranoid of success -- never take it for granted. Realize success can be temporary and transient
Build a fighting spirit -- take the bad with the good When you see a horizon, it seems so distant. When you reach that horizon, you will realize how many more horizons are within reach
Asked how much patience should an investor have, Jhunjhunwala said, "Get married and you will understand how patient you need to be."
"Patience may be tested, but conviction will be rewarded," he asserted. He appealed to the budding investors to go by what George Soros said: 'It's not important whether you are right or wrong, it more important how much you lose when you are wrong and how much money you make when you are right.'
To be successful in investing, five things are critical. There has to be: an attractive, addressable, external opportunity; a sustainable competitive advantage; scalability and operating leverage; and a qualified and integral management
Last but not least, it is of vital importance what one buys and at what price.
Rakesh Jhunjhunwala
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For Your Health

http://www.ag.ndsu.nodak.edu/plantsci/flaxseed.htm
FLAXSEED for food contains . . .
Large amounts of OMEGA 3 fatty acid, alpha linolenic acid (ALA) an ESSENTIAL FATTY ACID, (EFA), that our bodies can't make from other foods . . . and
Very high amounts of DIETARY FIBER, both SOLUBLE and insoluble, similar to dietary fiber in other GRAINS, for example, oats, wheat, corn, rice, dry beans, soybeans, etc.
the PHYTOCHEMICALS, called LIGNANS, having apparent anticarcinogenic action in animals....and
other NUTRIENTS such as proteins, carbohydrates, minerals flaxseed is very HIGH IN POTASSIUM and
Flaxseed has a pleasant, nutty flavor TASTES GOOD!!
Total Dietary Fiber Content (%) of Certain Plant Seeds* -------------------------------------------------------Fiber Flax Oat Oat Wheat Corn RiceComponent Seed Bran Meal Bran Bran Bran-------------------------------------------------------Total dietary fiber 40 17 11 49 78 75Soluble fiber 10 8 5 5 3 4Insoluble fiber 30 8 6 43 76 71-------------------------------------------------------*All data are from Dietary Fiber Guide, and/or Cereal Foods World 38(10):755-59.1993

Some Apparent Health Benefits to people consuming flaxseed are reported in the scientific literature*:
Reduction of LDL cholesterol and triglycerides . . . and may reduce heart arrhythmia during "coronary events" (Bierenbaum and Alexander)
Anti-inflammatory effects . . . (Zurier and Kelly)
Natural laxative effects of the dietary fiber . . . (Cunnane)
Helps glucose control in diabetics . . . (Cunnane)
Softens skin and improves coat (fur) of animals . . . (Simopoulos)
Reduces some psoriasis in people and other animals . . . (Simopoulos)
Ameliorates renal disease (Lupus nephritis) with favorable effects on plasma lipids and blood pressure (Clark, Parbtani)
*Citations available if requested.
Where to Get Flaxseed and Prepare It for Food
What is a Daily "Dose"?
Flaxseed and cold-pressed flaxseed oil may be purchased at most "HEALTH FOOD STORES" in the United States, or see North Dakota sources in this publication.
Flaxseed must be GROUND to get maximum benefits of the OMEGA 3 oil and dietary fiber. One can grind flaxseed with a coffee grinder the Braun Model KMM30 is a very good grinder with both an inlet and outlet. Ground flaxseed may be kept for many months in the refrigerator or deep freeze. Whole flaxseed keeps for several years in clean, dry storage at below zero F to 80 F.
A DAILY DOSE of ground flaxseed is about ¼ cup or 35 grams or 3 heaping tablespoons, depending on fineness of grind. Ground flaxseed can be stirred into orange or other juices, into SMOOTHIES, or added to about any baked product, See RECIPES. A daily DOSE of flaxseed oil is 1 to 3 tablespoons.
The omega 3 alpha linolenic acid, ALA, in flaxseed is an ESSENTIAL FATTY ACID for humans which is used in the body in neural tissues, retina of the eye, in cell walls of brain and other neural tissue.
Dietary fiber in flaxseed adds bulk to waste products in the gut and increases bile movement in the gastrointestinal system.
Read at leisure- link for further reading given at the begining- all the best- Vishnu


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SUNPHARMA anti subprime medicine

I have news from reliable source that some inside buying is happening in sun pharma and the same can be seen on chart which has few white candles one can long this as its near to its support area of 900 cheers



Discloser:- i do not hold this as of now but intrested in it
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DOW CRASIHING ? OR WE ARE CRASHING HEAD TO THE WALL? - BY INDIANAWIZARD

hi guyes, so far nifty predictions are going fine,4300 took th support finally, dead cat bounce once again , so i am suggesthing once again to follow that gap chart for trading.
well lets take a broader view.
DOW
here i am giving u three charts of dow, 5years, 6months and 3 months.
ppl are saying dow crashed. is it? really dow crashed ? or we are making halla, counting dow frm its top....

in the above chart, u may see that dow , falls ina a range bound area afre a certain period, .. last time frm 2003-2006mid,

onthe above chart u cansee that after climbind up a furtehr, dow stopped going up more, and trying to form a higher base.

and now finally chk 3months chart. dow going up and comming dwn to a particular area, and again going up. this is called range bound area, and u can see that dow got a support right here , at the closing.

so donot count the dow frm its recent top ( one month / week charts) i think the game is clear to u.

now the conclution, akkha gaon has become bear, and it is time to ??? >>>.......................

fill in the blank urslf.

by da way, are u liking my posting? then write ur comments, els iam not getting inspiration and may stop irritating you. in the futer i may come with some stocks buy/ sell area.

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