Friday, May 23, 2014

5 STOCKS FOR LONG TERM VIEW

Hi Mahesh ji, Very good morning. it is pleasure to read you blogs all the time. It would be nice if you can tell us few stocks for long term ie 5yrs .... Thanks Sudheer. 
1.Ok, Today I recommended five stocks for long term view. 
2.My first top pick is  Country Club India ltd at Market price 12-15 because I think this stock may give very very very decent returns in next 5 years  I think readers already read my article about Country Club India ltd stock on my webpage maheshkaushik.com 
3.My second pick is INFRABEES when i publish a article in 2010 on my mutualfundgenius blog and recommended a SIP in INFRABEES since last 4 years on my various blogs then no one believe me but now I got many thank you e mails from my followers and I still think that INFRABEES is s a buy for target of 550-750 in coming 2-3 years.
4.My third top pick is  PARSVNATH DEVELOPERS because this new government  promises to develop 100 new smart city in India. So i think this may help great to hike valuation of Parsvanath developers.
5.My Fourth pick is Tata Comunication ltd because I think this large cap telecom company is a leader of telecom revival rally .
6.My Fifth pick is Manali petrochemical which get  benefited in reforms of petrochemical sector.
7. So I choose five stocks from Hotel, Infra,Housing,Telecom and Petrochemical sector and I think if India really grow in this five years then these stocks are give us multiple returns.
8. All of above 5 stocks are in my personal holding so this is my dis closer.
key words:- Indian stocks for long term view,target of manali petro, tata com,country club 2014.Mahesh kaushik fundamental tips for long term.

Saturday, May 10, 2014

DEWAN HOUSING FINANCE CORPORATION LTD:QUIT

Hi This is regarding an HFL company, DHFL. As compared to its peers, like Gruh finance, LIC housing finance it is trading at a cheap P/E, way lesser than its P/B. Any reason as to why is it trading so low. What is your perspective?ask by comnet. 
1.Dewan housing finance corporation ltd is a 10 rupee face value finance company. 
2. Year high of Dewan housing finance corporation ltd is 256.40 and year low 101.50 stock traded at 226. 
3.Promoters of Dewan housing finance corporation ltd hold 39.25 % FII hold 30.93% DII hold 1.45%. 
4.DHFL is a dividend paying company and pays near 3 rupee dividend per year. 
5. Ok now we come to your main question "Why DHFL trading at a low P/E compare to LIC housing finance etc?" 6.Dewan housing finance corporation ltd invite a postal ballot resolution about increasing borrowing power of directors. 
It means promoter want to take high borrowings from various institutes. 
If this resolution passed then Dewan housing finance corporation ltd convert in a high debt company and due to higher interest costs company profits are down in coming years. 
7.Promoters of Dewan housing finance corporation ltd also plan to increase eqiuty shares through private placement, it will be dilute company EPS and P/E ratio is automatically higher if EPS is dilute. 
8.I think if you hold this stock and sit on profits then quit from it because heavy bulk deals also shown speculation activity on this stock. 
9. Read this Interesting story about SKS micro-finance, when it traded at 700 in 2010 one fundamental analyst on TV say it will be touch 2000 in future but i am not agree with this analyst and warn my blog readers that instead of 2000 SKS micro-finance may be trade below 200 in coming one year. 
After publishing this blog post many blog reader very angry on me and they unsubscribe my blog posts but SKS micro-finance down below 200 within one year then they realize that "Stock market is not a game of gambling,It is a game of reasoning and understanding." 
10. I have no any shares of above companies.

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