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.

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." 

New Reader read this blog post here http://sharegenius.blogspot.in/2010/10/can-sks-microfinance-touch-2000-level.html

10. I have no any shares of above companies.

MAJESTIC AUTO LTD

Please throw light on MAJESTIC AUTO LTD ask by Harish equety. 
1. MAJESTIC AUTO LTD is a 2/3 wheeler 's auto company. 
2. Face value of MAJESTIC AUTO LTD stock is 10. 
3.Year high of MAJESTIC AUTO LTD is 48-85 and year low 24.15 stock traded at 42.75 that are normal. 
4.Promoters holding in MAJESTIC AUTO LTD is 75 % FII holding 0.02 % DII holding 0.84% , So holding pattern is also good. 
5.Now we come on main problem of this stock in 2012-13 MAJESTIC AUTO LTD is a loss making stock and his net income in 2012-13 is 155.43 cr and company have a net loss of 5.85 cr ,Now total revenue is down in DEC 2013 net revenue of stock is 20.95 cr but stock earn a net profit of 62.76 cr so profit from extraordinary items are not a recurring profit and once it is adjusted then stock is down again. 
6. So i think something is wrong cooking in this company and it is wise to avoid this stock as this time. 
7. I have no any stock of MAJESTIC AUTO LTD.

INDOWIND ENERGY LTD:AVOID

I have 2000 shares of Indowind energy @ Rs.4.So what is your take on this stock ?...Please tell me about the future expectations of this stock ....Thank you.ask by Varun vijaywargi. 

1.INDOWIND ENERGY LTD is a 10 rupee face value electric utility company. 

2. Year high of INDOWIND ENERGY LTD is 4.68 and year low 2.10, you buying this stock just near his year high.

3.Promoters holding in INDOWIND ENERGY LTD is 38.01% and promoter increase their holding from 36.22 % so this is a good point but promoters pledged his 11.73% shares so high debt is negative for INDOWIND ENERGY LTD.

4.INDOWIND ENERGY LTD shown a major decline in revenue and profit in Dec 2013 results and many bulk deals also shown in INDOWIND ENERGY LTD so this is a concern for stock health. 

5.Overall my view is negative for INDOWIND ENERGY LTD due to high debt, promoters pledged stocks, many bulk deals and major decline in revenues and profit. 

6. I have no any share of INDOWIND ENERGY LTD.

Fortis Healthcare ltd : Avoid

Hello Sir - Could you provide your views on Fortis Healthcare at CMP. I am a long term investor. Thank you Goverdhan 

1. Goverdhan ji, Fortis Healthcare ltd is a 10 rupee face value healthcare stock which traded at 97. 

2. Year high of Fortis Healthcare ltd is 114 and year low 84 both are normal ( new reader of my blog please note when year high/ low ratio is below 2 then we assume that stock is stable and have a limited downside ). 

3. Promoters holding in Fortis Healthcare ltd is 71.34 % FII hold 8.77 % and DII hold 1.28 % , Promoters reduce their holding from 81.48% to 75 % then 71.92 % and now it is 71.34% this is very bad and i do not like reducing promoters holding because as my past experience if promoters reduce their holdings then in 90 % cases stock is beaten down.

4.Fortis Healthcare ltd never pay dividends which is a negative point as my theory i invest in dividend paying stocks because if my holding period is long then i got dividends in my holding period. 

5. Bulk deals also show speculation activity.  Fortis Healthcare ltd EPS is very low like 0.41 and 0.21 in a quarter. 

6. So my view is negative for Fortis Healthcare ltd and i think you may consider Indraprastha medical in healthcare sector if you not read my article about Indraprastha medical then read it here Indraprastha-medical-corp ltd

7. I have no any share of Fortis Healthcare ltd.