GEMS FROM PUNDITS

I got some tips from blogger friend about the recent discussion among market pundits by mail. It makes me to note down the followings for my future stock selection reference: (Was it in Capitalideasonline.com ?)

(All big names : Ramesh Damani, Anoop Bhaskar, Prasant Jain, Madhu Kela, Sanjoy Bhattacharyya, Raamdeo Agarwala and Rakesh Jhunjhunwala were there according to the source.)

• Downside is very limited.
• We are already in a bear market barring 6-7 stocks.
• Profit growth will slow down.
• There should be 25-30% profit growth y-o-y.
• Some sector may be already saturated, eg. telecom or even technology.
• Some emerging sectors demand critical follow up like hospitality.

Stock Pick by

Rakesh Jhunjhunwala

Tata Steel

Titan

Bilcare

Sanjoy Bhattacharyya

Tata Elsxi

Grindwell Norton

Rane Madras

Raamdeo Agarwala

Tata Steel

Glaxo

Dena Bank

I will exercise restrain and cautious in picking up stock.

Grindwell Norton
150.00
532661.BO RANE MADRAS
98.00
TATAELXSI.NS
328.00
GLAXO.NS
1,274.15
526853.BO BILCARE LT
859.00
TITAN.NS
1,161.65

Can we do away with market tips?