Comments on Current Stock Picks

Here is the consolidated list of stock picks and my comments on them

1.BAJAJ AUTO LTD
Demerger will create value for stock holders. My target is 4000 in 1 to 1.5 years.

2. BHEL

Good order book position. Can expect an appreciation of 50% in one year.

3.DLF Limited

Target of 1100 in one year. Good stock to buy in Real estate. Based on Annual EPS of 40, it is quoting at 15 PE currently and is undervalued.

4.ICICI BANK LTD.
One more good banking stock to pick in private sector. One can gain around 30% in one year time.

5. INFOSYS TECHNOLOGIES LTD

Technology stocks which were once darling of the markets have taken back seat now and are not finding any takers but I still believe Infosys will deliver decent returns even in adverse conditions. I expect a target of 2500 by March End.

6. Reliance Communications LimitedGood stock to hold in portfolio. Expect a return of 40% in one year from current levels.

7. RELIANCE INDUSTRIES LTD

Target of 2500 in one year. It will move with Sensex and retail story can fuel this upto 4000 in 2 years.

8. Reliance Petroleum Limited

Target of 180 in One year. Good prospects for this stock.10. Sun TV Network LimitedTarget of 450 in one year time. Has good potential in terms of revenues.

9.PTC INDIA LIMITED

Target of 125 in one year.

10. GMR Infrastructure Limited - My favorite pick.

Hold this for 3 to 4 years to reap a multi fold bonanza in this. Target of 2000 in 2 years and 4000 in 4 years.

11. IDBI

Good banking stock with value unlocking to take place. Target of 175 in 6 Months time.

12.STATE BANK OF INDIA

Value Unlocking and lot of potential left in this. Target of 2500 in one year time.

13.RELIANCE CAPITAL LTD

Another good stock to buy. Stock has potential to give 50% returns in one year. If bank licence is obtained stock may give 100% returns in one year.

Speculative Stocks or Punters Favourites
1.IFCI LTD

Target of 100 depending on the bidders.

2.JAI CORP LIMITED

Target of 10000 being flouted on basis of stock split to 1 Rs.

3.NAGARJUNA FERTILIZERS LTD

Stake sale rumour making this stock move up fast. Target of 60 being predicted.

4.TELEDATA INFORMATICS LTD

Stock keeps moving from 55 to 70. Keep track and buy. Target of 125 in one year if demerger takes place.