Investment Planning

The start of the earnings season has not been great at all with Infosys disappointing the street. Q3 FY12 results have been fairly okay with rupee earnings above expectations and dollar earnings in line with expectations but the future guidance which...

Axis Bank shares have corrected a lot from it's highs of 1600 and is now trading close to 1050, a fall of almost 35% from it's peak. I would not rule out possible chance of further correction, perhaps to 1000 or even below but I feel around these levels...

ICICI Bank Shares have corrected almost 35% from it's peak of 1277 that we saw during the bull run last year. At those levels ICICI Bank was trading close to 29 times FY11 earnings and 23 times FY12 earnings which is a lot. Today this share is available...

This is another stock which has a high retail holding and thus one of the most searched phrases these days is to why Tata Motors is falling so much lately. Thus I thought it should be a good topic to discuss and share my view with my readers. Tata Motors...

I get a couple of visitors on a daily basis who search these phrases. Taking a look over google trends, it seems Reliance Industries shares are a lot searched in google since 2009. Reliance Industries is a stock that has been trading around 1000 levels...

I see a lot of discussion on REC (Rural Electrification Corporation) today where people are advising to sell the stock. To be honest, I disagree with the sell calls on REC, a lot of people are advising to go short on the stock because it just rallied...

I personally feel that IDFC has been oversold around the current levels of 120 and some bounce is definitely due in this scrip. Nevertheless my buy recommendation for IDFC is not for a trading bounce but as a value investment pick in the current market...

IDFC is looking good at current levels of 128 and one can initiate a buy position in IDFC with a long term view. Since I had already discussed the results of IDFC previously, Im going to move directly to valuations. IDFC has posted an EPS of 8.7 for FY11...

Rural Electrification Corporation (REC) announced it's fourth quarter results today. The results were really good, specially if you compare it to it's peer PFC who posted a flat quarter. For Q4 FY11, net sales were up 19% at 2,188 crore versus 1,834 crore...

Axis Bank posted a 33.4% rise in it's net profits in Q4 FY11 which was inline with the brokerage estimates. However the issue was with the net interest income that grew only 16.5% YoY and declined sequentially due to higher cost of deposits. This caused a...

Titan Industries announced it's Q4 results which saw it's revenue growth inline with the expectations but it's PAT fell below expectations due to contract in margins in it's watch sales. Titan Industries reported a revenue growth of 36% at 1,778 cr and a...

HCL Technologies is my top pick in the IT space. The other day I shared my dislike for Infosys as a stock investment and today Im telling you what exactly I like in this space if not Infosys. HCL Technologies has been doing really good lately and is...

Infosys is a good company and there is nothing wrong with it but I still don't prefer investing into it's stock. The problem with this stock is that the valuations are extremely over stretched. Over stretching of valuations happen when people build up too...

Rural Electrification Corporation (REC) is a huge term lending financial company. It deals with financing and promoting the rural electrification projects. REC has been doing extremely well lately and is expected to continue to do good. If you see from a...

There is no point of talking about the general fundamentals of Reliance Industries, I'm sure each one of you know that it is amazing. RIL is a 2,00,000 crores revenue making company, I mean it has to be something to be so huge. So we will shift our...

I've given a BUY call on Tata Steel stock, first on 1st August when the stock was trading around 530 and again on September 8th when the stock was trading around 570. Now Tata Steel is trading close to 650 rupees a share. This is around 15%-20%+ returns...

Tata Steel is one of the best steel companies of India and is definitely worth putting your money into. Due to bad news circulating in the metal sector, Tata Steel was hit and it went down from close to 700 levels to nearly 450. The smart fellows have...