Friday, January 25, 2008

Good buys or good bye ?

Looking at Dec-end quarterly results some stocks are just screaming to be bought.

Sesa Goa - fantastic results and expansion plans for 2008-9 would play out well with iron ore prices expected to rise upto 40% in 2008.

Banco Products - great results and PE of less than 10 for an established and consistent dividend pater.

ITC - unlocking of some hidden value could happen soon. Hold on for a great 2008.

Prism Cement - good results and insurance JV in the pipeline.

Holding some cash at this point is still a good idea. More buying opportunities could present themselves. I would add the above stocks at every large decline.

2 comments:

Nilakanta Mallick said...

Bilpower is another good stock with good results!!!

Nilakanta Mallick said...
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