Spurred by Encouragement by InvestorB, I plan to build a portfolio of Rs. 1 Lakh with a long term view of around 2 years, The Shares picked up are purely on fundamental basis and not for trading, We would review the portfolio every month.

We would today pick up 200 shares of Finolex Cables @ Current price of
Rs. 53.35 and 50 shares of Rural Electric

Total Investment

Finolex Cables, 200 Shares @53.35= 10670.00
Rural Electric 50 Shares @ 235.50 = 11775.00

Total Investment= 22,445.00
Cash in hand =77,555.00

I am following too. Keep it up.

Please post you views on the PSL Limited.
It seems undervalued with PB ratio almost =1. Is something wrong fundamentally. Only thing I can think of is steel prices going up.
The company seems to be doing okay. but the price is stuck below 155. Also all major moving averages are between 147 - 151, along with the stock price.

One other question Im trying to get a answer for:
Where can I find the "order book" of a company and the estimated earnings for the next 1-2 years.

thanks in advance.

How did I forget Ahmednagar Forging, that mistake has costed us already Rs. 2/-.

Any way we Add Ahmednagar forging 100 Shares @ 64.05

Nice idea to have a virtual PF along with real one...........
i Still remember what happened to my OYB[one year bet] thread :-)

also, shouldn't we have a target when we go in? do you have any targets for these scrips? please share

Im not watching any of these scrips right now. I have a huge homework today

Target 2 years.......

portofolio value as on 30th November 2009

Finolex Cables, 200 Shares @53.95= 10790
Rural Electric 50 Shares @ 244.95 = 12247.50
Ahmednagar Forging @63.70 = 6370
Portfolio Value : 29407.50
Cash in hand =71150.00

Total : 100557.50
Gain : 557.50
Gain % : 0.5575%


Stock Watch : Rane Madras

Please edit the first post by yourself, and put there the

a) investment,
b) current valuations and
c) projected value of the portfolio.

This way it would be easier for anybody to track.

Thanks brother, I wanted to, but for some reasons, the edit option is not showing up at my end

A member can edit his own post only during the first 60 minutes after the post has been made.

Thereafter, only a moderator can edit a post.

If you have a strong reason to edit any post, PM me with the new post.

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We shall Buy A Large cap today BHEL, which seems to be on a correction mode

We Buy 10 shares of BHEL @ 2215/-

Total Investment in BHEL 22150/-

Total Investment

Finolex Cables, 200 Shares @53.35= 10670.00
Rural Electric 50 Shares @ 235.50 = 11775.00
Ahmednagar Forging @64.05 = 6405.00
BHEL 10 Shares @2215/- = 22150
Total Investment= 50,400/-
Cash in hand =49600/-

We Shall buy a Cement Stock today, Birla Group Company Managalam Cement @ 128.10

Total Investment

Finolex Cables, 200 Shares @53.35= 10670.00
Rural Electric 50 Shares @ 235.50 = 11775.00
Ahmednagar Forging @64.05 = 6405.00
BHEL 10 Shares @2215/- = 22150
Mangalam Cement @128.10 = 12810/-

Total Investment= 63210/-
Cash in hand =36790/-

I think, you can maintain this portfolio on www.moneycontrol.com for better vision, comprehension and analysis.

looking nice.............i registered now and entered my holdings.

will it take stock splits and bonuses automatically.............and adjusts the price accordingly..........

Nope it doesn't. I mean, it updates the CMP accordingly on the "ex" date, but the number of shares that you hold, has to be updated by you. I do it manually once the shares get credited to my Demat Account.

Moneycontrol's portfolio manager is quite good. The only thing it lacks (which I would have loved) is to have provision for adding other costs... like brokerage, STT etc.

@Ashish Jain

Thanks brother, I will do the same

Why don't you add those charges by yourself and enter it as your cost of buying a share?
I enter (including selling charges) it in that way only.

Yes I can do that... but it is too boring to do so

Also, in money control, when you are entering information (either buy or sell) it asks for the price at which it is sold. To incorporate your suggestion, I would have to factor the charges per share, minus it from the price at which I sold, and enter that price.

It can be done.

Picked up Reliance Industries 25 shares @1087/-

Total Investment in RIL : 27175/-

Total Investment

Finolex Cables, 200 Shares @53.35= 10670.00
Rural Electric 50 Shares @ 235.50 = 11775.00
Ahmednagar Forging @64.05 = 6405.00
BHEL 10 Shares @2215/- = 22150
Mangalam Cement @128.10 = 12810/-
Reliance Industires @1087/- = 27175/-

Total Investment= 90985/-
Cash in hand =9015

Since it is paper trading you picked up at 1087??
I remember you sold in your portfolio at around 2190/-. At 1087 before bonus it is equivalent to 2175/-

^^^^^

I had sold and picked up again ,check my portfolio, Iam picking up all the stocks which I have mentioned here, I expect a big rally and reliance would lead that, short term target on Reliance around 1200/-

Hi can yoou paste the portfolio snapshot from moneycontrol at the end of the day, with all updates (buy/sell) for the day incorporated, this will make it easy to track

Dear P_I,
I think that it is too much to ask for.

We can have this, on days where there is any transaction on the portfolio. help us to keep track of in a proper manner.

i think anybody can do this thing.................posting a snapshot as all the required data is there

regards

bought 46 shares of SRF @193/-

Investment in SRF 8878/-

Toal Investment

Finolex Cables, 200 Shares @53.35= 10670.00
Rural Electric 50 Shares @ 235.50 = 11775.00
Ahmednagar Forging @64.05 = 6405.00
BHEL 10 Shares @2215/- = 22150
Mangalam Cement @128.10 = 12810/-
Reliance Industires @1087/- = 27175/-
SRF @193/- = 8878/-

Total Investment= 99863/-
Cash in hand =137

I am not able to understand the fundamentals for Ahmednagar. Please throw some light. I see they are making losses '09 and also bad results for the last quarters.
Please help.

You may be looking at the wrong data. Ahmednagar Forgings is a profit-making company.

http://nseindia.com/marketinfo/compa...bol=AHMEDFORGE

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ahh.. what did I write .. sorry .. I didn't mean loss making , what I meant was their revenues and profits decreasing YoY

Mr MM / Alchemist ji

Please also let me know your pick from the tyre industry. There are talks of good growth for tyre manufactures. Which one is the best pick at the current levels?

Most of the good performances in tyre companies were driven by Low rubber costs, with prices of rubber shooting up, I would keep way from tyre companies, I would rather place my bet on on a oil company, Tidewater Oil a Public sector Oil, available at low valuations.

I agree that rubber prices have moved up substantial and future margins will be much lower for tyre companies.

I will most more in the Apollo tyres thread.

(Actually, I was going to post yesterday. I even wrote up the complete post and then my browser crashed...).

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Sorry to hear that, in the mean time, Apollo Tyres shot up to Rs 51/-

Awaiting for your go ahead signal on this one.

great call again Mr marketmover.

Ahmednagar forging has almost doubled

time to book profits? or continue to hold?

In the Long term portfolio, I will continue to hold. You can take your profits, if you feel the run up has been sharp and buy Tinplate at around the Current market price of 78/-

Hi marketmover,

any target for tinplate? Planning to move in.

Let me know.

Thanks