Dear Friends,
Gillander Arbuthnot one of the TSR researched stock reached 72.50 odd levels on Friday. It is again a coincident that till date no other firm has published a research report on Gillander Arbuthnot and co.. On 3rd December 2008,TSR had published its report on Gillander (price –48.75) I am uploading a copy of the report in premium reports section at www.Niftyviews.com do note that the company should report a EPBDT of 40crs in FY09. Eps should be in range of 14-15 odd levels and at cmp Pe ratio is 7X Fy08e. The reason why I expect eps to rise to 14-15 odd levels is the improved performance in the Tea and the Engineering segments. Micco one of its engineering subsidiaries has been performing well with an order backlog of over 500crs.Company has followed a consistent dividend policy of 40% of net profits. Last year dividend was Rs4.00 per share which can rise to 5.50 this year. One of the reasons why the analyst community has not tracked the company might be that it was listed in Calcutta Stock exchange and it was only in 2006 that it got listed in BSE via a merger with GIS Cotton Mills.
Will advise people to book part profit at cmp (60% of investments) and reenter using trading dips. At the same time people who bought at 48-50 levels can hold the stock for long term, as dividend yield is attractive.
Coming to the markets historically we have seen Implied Volatility increasing near the results season of the elections. I personally believe that one of the reasons for high option values might be the high IV,s. The way people are accumulating put option in Index and Stock I personally feel that the knee jerk reaction to the election results might not be witnessed. Imagine a situation where everyone knows that the volatility will increase post 16th of May. What in case the market or the “Informed Markets men” know something more. Interesting times ahead. Stay tuned. Do note from now on weekly mailers will have nifty levels along with premium weekly calls performance. We will have a mid week note anytime during the week.Do note the week ahead will be a Volatile week and it sometime pays to stay away from stock markets.
WEEKLY SUPPORTS :3517,3436
WEEKLY RESISTANCE :3705,3798
TSR INTRA FUTS PROFITS IN LAST WEEK 75000/= IN 1 LOT
REFER http://www.future-friend.blogspot.com/
TSR INTRA NIFTY PROFITS IN LAST WEEK 14500/= IN 1 LOT (299 POINTS CAPTURED)
REFER http://www.tsrnifty.blogspot.com/
TSR OPTIONS PLAN PROFITS CAPTURED IN LAST 10 DAYS 8350/= IN 1 LOT
REFER http://www.tsroption.blogspot.com/
TSR WEEKLY CALLS PROFITS CAPTURED IN LAST WEEK 46000/= IN 1 LOT
REFER http://premiumcalls.blogspot.com/
Be a TSR premium delivery client for as low as 650 per month on annual subscriptions
Get free updates on your mobile phone. SMS- JOIN Sresearchers to 567678.for our market updates
We are giving a free trial to register FOR FREE TRIAL using your phone, SMS 'ON SRESEARCHERS' to 09870807070.
http://stockresearcher.googlegroups.com/web/Payment.pdf
If you want this newsletter to be delivered in your mailbox - Please subscribe
http://groups.google.com/group/STOCKRESEARCHER/subscribe
If You like the NiftyViews Blog kindly let others know about the same.invite people using http://groups.google.com/group/STOCKRESEARCHER/members_invite
INTRADAY CALLS VISIT HERE
http://stockrumours.blogspot.com/
email to Contact@Niftyviews.com for payment details of our premium membership
HAVE A GREAT TRADING DAY
VINAYAK
TEAM STOCKRESEARCHERS
Your feedback is important to me :-). Please share your comments.
http://www.niftyviews.com/












0 comments:
Post a Comment