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Dear Sir, Markets keep surprising everyone. Just 10-15 days back SENSEX was at 17,800 and NIFTY at 5,100 and everyone on the street had started writing doomsday stories (partially the effect of reading money control) for the rupee and the market and contemplated exiting completely from equities. Based on the prediction of so called market experts on blue channels, many of our members sought our advice on if they should exit completely and wait for NIFTY levels of 4,800 for re-entering. Now…

Dear Readers, In all the gloom and doom surrounding the Indian economy, there’s been one major positive this year and that is above average rainfall in almost all the parts of India. The cumulative rainfall for the country as a whole till 28th Aug’13 was 11% above the average. The rainfall has been in excess of 15% in all the regions, except east and northeast India where it’s 29% below average. We believe good monsoon augurs well for companies related…

Dear Readers, After a long wait, Bajaj Corp has finally made its first acquisition and based on the available details, it does seem like a good strategic fit. Disclaimer: We ourselves and our members are invested in the stocks discussed below. Also, please do not construe the below note as buy/sell advice and do carry out your own due diligence before buying/selling the stocks. Few important points about the brand: As per the details shared by Nielsen, NOMARKS is the second…

Dear Readers, I am sure you would not like to find yourself invested in stocks like Opto Circuits, Kingfisher Airlines, Bilcare, Arshiya International, Zylog Systems, Educomp Solutions, Gitanjali Gems, etc which were once the favorite of market and are now down 70%-90% from their recent highs. The two basic ingredients to making money in stock markets is to first chose right companies for your portfolio and second to avoid manipulative companies. More money has been lost in stock market by investing in bad companies than…